MBLY · Mobileye Global Inc. · Earnings Call Transcripts & Audio
Market Cap
$2.03B
Shares
252.42M
Volume · Sep 30
7.19M
Avg daily vol (3M)
6.1M
Mobileye Global Inc. Earnings Call Transcripts
Quarterly earnings calls for Mobileye Global Inc. (MBLY), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
·
$565.00M
$30.00M
'22 Q4
23-01-26
▲16.2%
$458.00M
−$79.00M
'23 Q1
23-04-27
▼1.3%
$454.00M
−$28.00M
'23 Q2
23-07-27
▲17.8%
$530.00M
$17.00M
'23 Q3
23-10-26
▲12.7%
$637.00M
$63.00M
'23 Q4
24-01-25
▼47.8%
$239.00M
−$218.00M
'24 Q1
24-04-25
▼3.3%
$439.00M
−$86.00M
'24 Q2
24-08-01
▼8.3%
$486.00M
−$2.71B
'24 Q3
24-10-31
▼23.1%
$490.00M
−$71.00M
'24 Q4
25-01-30
▲83.3%
$438.00M
−$102.00M
'25 Q1
25-04-24
▲15.3%
$506.00M
−$67.00M
'25 Q2
25-07-08
▲3.7%
$504.00M
−$96.00M
'25 Q3
25-10-23
▼9%
$446.00M
−$127.00M
'25 Q4
26-01-22
▲27.4%
$558.00M
−$3.82B
'26 Q1
26-04-23
LATEST
▲0.4%
$508.00M
−$21.00M
'26 Q2
26-07-23
Conference
Investor event
2026-08-12
Mobileye Global Inc. (MBLY) August 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-23
Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript
Positive tone
Advanced Technology / Chauffeur and Drive
Humanoid Robotics
Core ADAS Business Performance
Revenue
$508.00M
▲ 0.4% YoY Diluted EPS
$-0.03
Gross margin
46.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-28
Mobileye Global Inc. (MBLY) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-23
Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript
Revenue
$558.00M
▲ 27.4% YoY Diluted EPS
$-4.68
Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-22
Mobileye Global Inc. (MBLY) Q4 2025 Earnings Call Transcript
Positive tone
Mobileye IQ6 chip and ADAS wins
2026 guidance and program timing
Mentee Robotics acquisition / humanoid robotics
Revenue
$446.00M*
▼ 9% YoY Gross margin
45.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Mobileye Global Inc. (MBLY) Q3 2025 Earnings Call Transcript
Confident tone
ADAS/Core EyeQ Business
Advanced Products (SuperVision, Chauffeur, Drive)
Robotaxi Commercialization
Revenue
$504.00M
▲ 3.7% YoY Diluted EPS
$-0.12
Gross margin
48.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-08
Mobileye Global Inc. (MBLY) Q2 2025 Earnings Call Transcript
Confident tone
Robotaxi Commercialization
Geographic and OEM Expansion
Chauffeur / Eyes-Off Highway
Revenue
$506.00M
▲ 15.3% YoY Diluted EPS
$-0.08
Gross margin
49.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Mobileye Global Inc. (MBLY) Q1 2025 Earnings Call Transcript
Confident tone
Robotaxi / Mobileye Drive
Supervision and Chauffeur
Design wins and future pipeline
Revenue
$438.00M
▲ 83.3% YoY Diluted EPS
$-0.13
Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
Mobileye Global Inc. (MBLY) Q4 2024 Earnings Call Transcript
Balanced tone
SuperVision volumes
Advanced products and EyeQ6/SuperVision next-gen
Chinese OEM demand
Revenue
$490.00M*
▼ 23.1% YoY Gross margin
49.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Mobileye Global Inc. (MBLY) Q3 2024 Earnings Call Transcript
Positive tone
ADAS core business and customer retention
Advanced products (SuperVision, Chauffeur, Drive)
Robotaxi and mobility as a service
Revenue
$486.00M
▼ 8.3% YoY Diluted EPS
$-3.35
▼ 16850% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Mobileye Global Inc. (MBLY) Q2 2024 Earnings Call Transcript
Cautious tone
SuperVision pipeline and growth
China market weakness
ADAS volume headwinds
Revenue
$439.00M
▼ 3.3% YoY Diluted EPS
$-0.11
Gross margin
47.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Mobileye Global Inc. (MBLY) Q1 2024 Earnings Call Transcript
Positive tone
SuperVision and Chauffeur advanced products
Volkswagen Group win and OEM adoption
Competitive positioning vs Tesla FSD and others
Revenue
$239.00M
▼ 47.8% YoY Diluted EPS
$-0.27
Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-25
Mobileye Global Inc. (MBLY) Q4 2023 Earnings Call Transcript
Positive tone
SuperVision product momentum
DXP collaboration framework and Tier 1 transition
ADAS market penetration and share
Revenue
$637.00M*
▲ 12.7% YoY Gross margin
54.0%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Mobileye Global Inc. (MBLY) Q3 2023 Earnings Call Transcript
Revenue
$530.00M
▲ 17.8% YoY Diluted EPS
$0.02
Gross margin
51.3%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Mobileye Global Inc. (MBLY) Q2 2023 Earnings Call Transcript
Revenue
$454.00M
▼ 1.3% YoY Diluted EPS
$-0.04
Gross margin
49.3%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Mobileye Global Inc. (MBLY) Q1 2023 Earnings Call Transcript
Revenue
$458.00M
▲ 16.2% YoY Diluted EPS
$-0.10
Gross margin
45.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
Mobileye Global Inc. (MBLY) Q4 2022 Earnings Call Transcript
Revenue
$565.00M*
Gross margin
53.1%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Showing 1–17 of 17 earnings calls
Key facts
CIK
1910139
CUSIP
60741F104
13F (30d)
13 filings
8 filers
Visit website
Investor relations