Business
Mobileye Releases Fourth-Quarter and Full-Year 2025 Results and Provides Business Overview
Mobileye enters 2026 with strong strategic and commercial momentum, highlighted by a new high-volume Surround ADAS program win with a major U.S. OEM and an
About this update from Mobileye Global Inc.
[{"type":"text","content":"\n\nMobileye enters 2026 with strong strategic and commercial momentum, highlighted by a new high-volume Surround ADAS program win with a major U.S. OEM and an expanded roadmap for robotaxi services with Volkswagen, reinforcing growing demand for the company’s advanced product portfolio.\n\n\n\nFull year 2025 revenue increased 15% year-over-year to $1,894 million. A decrease of 9% year-over-year in the fourth quarter, combined with better-than-expected automotive production led to tighter than normal year-end inventory at customers.\n\n\n\nGenerated $602 million of net cash from operating activities in 2025, up 51% from 2024, underscoring the strength and resilience of Mobileye’s operating model. The company ended the year with $1.8 billion in cash and cash equivalents, excluding the expected $612 million cash outlay for the Mentee Robotics acquisition at closing.\n\n\n\nFull-year 2026 financial guidance implies flat to 5% year-over-year revenue growth, including approximately 19% year-over-year revenue growth expected in the first quarter of 2026.\n\n\n\nDiluted EPS (GAAP) was $(0.16) and Adjusted Diluted EPS (Non-GAAP) was $0.06 in the fourth quarter of 2025.\n\n\n\nAgreed to acquire Mentee Robotics, a transformative step that expands Mobileye’s leadership in Physical AI across autonomous vehicles and humanoid robotics.\n\n\n\n JERUSALEM--(BUSINESS WIRE)--\nMobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months and for the year ended December 27, 2025.\n\n\n“I am proud of the Mobileye team for delivering 2025 results that were well above our initial expectations. We enter 2026 with strong momentum and a cash-generative business that enables us to fund continued investment in advanced product execution across our portfolio,” said Mobileye President and CEO Prof. Amnon Shashua. “Our ambition is to be a comprehensive leader in Physical AI, encompassing both autonomous vehicles and humanoid robotics. Our automotive product roadmap is positioned to capitalize on rising demand for cost-efficient, single-ECU hands-free systems for high-volume vehicles as well as self-driving systems for commercial robotaxi services.”\n\n\nFourth Quarter and Full-Year 2025 Business Highlights\n\n\n\nMobileye’s 8-year future expected automotive revenue pipeline reached $24.5 billion at year-end 2025, ...