Mobileye Global Inc. reported fourth‑quarter 2025 results on January 22, 2026, with revenue of $446 million, a 9% decline from the same period a year earlier, but still above consensus estimates of roughly $441 million. Adjusted earnings per share matched the consensus estimate of $0.06, while operating income swung to a loss of $140 million, pushing the adjusted operating margin to 9% from 21% a year earlier.
The revenue dip was driven by an 11% decline in EyeQ system‑on‑chip volumes and tighter inventory levels at Tier 1 customers, which offset gains in other product lines. Despite the volume shortfall, the company beat revenue expectations by about $5 million, reflecting stronger demand in its ADAS and SuperVision segments, particularly from Chinese OEMs.
EPS staying in line with expectations was largely a result of disciplined cost management and a favorable product mix. While the company faced higher EyeQ‑related unit costs, it offset these with lower operating expenses relative to revenue, maintaining profitability on a per‑share basis.
For 2026, Mobileye guided full‑year revenue of $1.90 billion to $1.98 billion and adjusted operating income of $170 million to $220 million, a midpoint of $195 million. The guidance sits below consensus estimates, signaling management’s caution amid ongoing margin pressure and inventory tightening. The company highlighted that the outlook reflects a slower ramp‑up of new technologies and continued investment in its Mentee Robotics acquisition.
CEO Prof. Amnon Shashua emphasized that the company remains on a strong cash‑generating trajectory, noting that “Mobileye is a comprehensive leader in Physical AI, encompassing both autonomous vehicles and humanoid robotics.” He added that the 2025 results demonstrate resilience and that the firm will continue to fund strategic investments while maintaining operational discipline.
Investors reacted negatively to the guidance, with market sentiment dampened by the lower revenue outlook and margin compression. Analysts noted that the cautious forecast, combined with the company’s ongoing investment in robotics, may temper short‑term growth expectations.
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