Mobileye Global Inc. (MBLY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings and welcome to the Mobileye fourth quarter and full year 2025 earnings call. At this time, all participants are on 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 keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Dan Gals. Mr. Gals, please go ahead. Thank you, Donna. Hello, everyone. Welcome to a mobilized fourth quarter and full year 2025 earnings conference call for the period ending December 27th, 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 specific factors that 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, as usual, are Professor Amnon Shashua, Mobilize CEO and President, Moran Shemesh, Mobilize CFO, and Nimrod Nihishtan, Mobilize EVP of Business Development and Strategy. Thanks, and now I'll turn the call over to Amnon. Thank you, Amnon. Hello, everyone, and thank you for joining our earnings call. As I look back on 2025, there are a number of meaningful positives to highlight, both for our company and the industry. In a very uncertain geopolitical environment, demand for our products came in higher than expected throughout 2025, demonstrating the resilience of the auto industry and our product offerings. Results...