Business
Mobileye Releases Third Quarter 2025 Results and Provides Business Overview
Revenue of $504 million in the third quarter increased 4% year over year compared to Q3 2024 on strong demand across the business. Diluted EPS (GAAP) was
About this update from Mobileye Global Inc.
[{"type":"text","content":"\n\nRevenue of $504 million in the third quarter increased 4% year over year compared to Q3 2024 on strong demand across the business.\n\n\n\nDiluted EPS (GAAP) was $(0.12) and Adjusted Diluted EPS (Non-GAAP) was $0.09 in the third quarter of 2025.\n\n\n\nContinued stability in supply-demand conditions drives an upward revision of our full-year 2025 revenue outlook to $1,845 million - $1,885 million, implying 12% - 14% year-over-year revenue growth.\n\n\n\nGenerated net cash from operating activities of $489 million in the nine months ended September 27, 2025. Our balance sheet is strong with $1.7 billion of cash and cash equivalents, after a $100 million share buyback executed in Q3.\n\n\n\n JERUSALEM--(BUSINESS WIRE)--\nMobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months ended September 27, 2025.\n\n\n“The business delivered another strong quarter, with solid revenue growth and disciplined cost management. Continued auto production stability gives us confidence to again raise our full-year outlook, removing conservatism we had embedded earlier due to macro uncertainty,” said Mobileye President and CEO Prof. Amnon Shashua. “We see tremendous opportunities ahead as we execute toward on-time launches of advanced EyeQ6 High-based products, deepen engagement with strategic customers across our portfolio, and prepare for the commercialization of driverless robotaxi beginning in 2026.”\n\n\nThird Quarter 2025 Business Highlights\n\n\n\nRevenue growth of 4% year-over-year in Q3 was broad-based, driven by strong EyeQ volumes across our customer base (including China-based OEMs), steady ramp-ups of new ADAS programs, and robust volume for vehicles with the first-generation SuperVision system compared to the first half run-rate. We continue to secure new ADAS program wins at a high rate and the growing traction for Surround ADAS underscores the strong potential for next generation, higher-content ADAS for mass-market vehicles.\n\n\n\n\nSimultaneous execution of our four advanced products with multiple Volkswagen Group brands continues to meet key performance and safety KPIs keeping us on track for on-time start of production. Volkswagen showcased the autonomous ID.Buzz and ramped up marketing efforts at IAA in September and we remain on schedule to begin fully driverless deployments ...