Mobileye Global Inc. (MBLY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to the Mobileye Second Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone pad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Dan Gauss, Chief Communications Officer. Thank you, Mr. Gauss. You may begin. Thanks, Maria. Hello, everyone, and welcome to Mobileye Second Quarter 2025 Earnings Conference Call for the period ending June 28, 2025. Please note that today's discussion contains forward-looking statements based on the business environment as we currently see it. Such statements involve risks and uncertainties. Please refer to the accompanying press release, which includes additional information on the could cause actual results to differ materially. Additionally, on this call, we will refer to both GAAP and non-GAAP figures. A reconciliation of GAAP to non-GAAP financial measures is provided in our posted earnings release. Joining us on the call today are Professor Amnon Shashua, Mobileye CEO and President, and Nimrod Nuhustan, Mobileye's EVP of Business Development and Strategy. Unfortunately, our CFO, Maron Chamash, recently experienced a death in her family and will not be joining the call today. I'm sure everyone listening joins me in wishing the best to Maron and her family. For today's earnings call, I will essentially take on Maron's role. Thanks, and now I'll turn the call over to Amnon. Hello, everyone, and thanks for joining our earnings call. Starting with the results, Q2 revenue was up 15% year over year as demand for the IQ was strong across regions and OE...