Mobileye Global Inc. recently released its third-quarter 2025 earnings report, demonstrating resilience despite industry challenges. The company showcased solid financial results and strategic commendations, indicating its commitment to innovation and growth.
Mobileye Global Inc Earnings
Mobileye Global Inc. reported a revenue of $504 million for the third quarter of 2025, reflecting a 4% year-over-year increase. This performance is a testament to the robust demand across its business segments. However, the company reported a GAAP diluted earnings per share (EPS) of $(0.12) and an adjusted non-GAAP diluted EPS of $0.09.
Financial Performance Summary
| Metric | Q3 2025 | Q3 2024 | Year-over-Year Change |
|---|---|---|---|
| Revenue | $504 million | $484 million | +4% |
| Diluted EPS (GAAP) | $(0.12) | N/A | N/A |
| Adjusted Diluted EPS (Non-GAAP) | $0.09 | N/A | N/A |
The company's annual revenue outlook for 2025 has been raised to between $1,845 million and $1,885 million, indicating an anticipated growth of 12% to 14%. This adjustment stems from stable supply-demand conditions and strong customer demand forecasts.
Revenue Breakdown
Mobileye's revenue growth was largely driven by an 8% increase in EyeQ volumes, while SuperVision volumes experienced a minor decline.
Segment Revenue Performance
| Segment | Revenue | Year-over-Year Change |
|---|---|---|
| EyeQ | Up | +8% |
| SuperVision | Down | N/A |
Segment Analysis : The EyeQ segment continues to experience significant demand, particularly from China-based partnerships, underpinning the effectiveness of strategic customer engagements in key markets. The slightly reduced SuperVision volumes are expected to stabilize with future advancements and product launches.
Key Developments
Mobileye's quarter saw significant strategic advances, reinforcing its market position:
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Volkswagen Collaboration : The simultaneous execution of Mobileye's four advanced products with Volkswagen brands continues on track, meeting key performance and safety standards. Notably, the ID.Buzz autonomous vehicle received heightened marketing focus at the IAA in September.
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Benteler Partnership : Mobileye's collaboration with Benteler and Lyft aims to launch the scalable Holon urban AV shuttle. This 15-passenger model targets the shared mobility market with production-level hardware and advanced AI features.
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New ADAS Program Wins : Mobileye continued to secure new Advanced Driver Assistance Systems (ADAS) program contracts, affirming its technological leadership and customer trust.
Comments from Company Officers
Mobileye President and CEO Prof. Amnon Shashua expressed confidence in the quarter's strong results. He emphasized the company's commitment to innovation and meeting customer expectations. “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,” Shashua said. He added that the company anticipates tremendous opportunities as it moves towards commercializing driverless robotaxis in 2026.
Dividends and Share Repurchases
During the third quarter, Mobileye executed a $100 million share repurchase, reflecting its strong financial position and commitment to delivering shareholder value. However, the company does not currently offer a dividend program.
Mobileye Global Inc Stock Forecast
Based on the company’s financial health, strategic partnerships, and growth prospects, Mobileye's stock is poised for both challenges and opportunities in the market. The forecast for Mobileye’s stock price shows possible high and low projections due to its innovative roadmap, expanding product line, and industry position.
High Projections: $50 - $55
The anticipated rollout of autonomous solutions and successful partnership implementations could drive share prices upwards, reflecting increased investor confidence and market capitalization.
Low Projections: $30 - $35
Potential challenges, including macroeconomic uncertainties and slower-than-expected ADAS adoption, could anchor the lower forecast range.
Conclusion
Mobileye Global Inc. continues to navigate industry complexities with strategic foresight and technological innovation. Their advancements in autonomous technologies and steadfast commitment to customer satisfaction position them as a formidable player in the ever-evolving mobility landscape. Investors and stakeholders are encouraged to watch Mobileye's developments closely as they venture further into the autonomous driving frontier.
