Mobileye (MBLY) Q1 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]
Mobileye Global Inc. - Class A (MBLY)
US:NYSE Investor Relations:
ir.mobileye.com/investor-relations/default.aspx
Company Research
Source: Globe and Mail, The
Chief Financial Officer — Moran Shemesh Chief Communications Officer — Daniel V. Galves Executive Vice President of Business Development and Strategy — Nimrod Nehushtan TAKEAWAYS Revenue -- $558 million, up 27% year over year, driven by higher EyeQ unit volumes and increased ADAS fitment rates, especially at core Western OEMs and from robust Chinese OEM export demand. Adjusted Operating Income -- $95 million, up 61% year over year, with a 17% margin, reflecting a four-percentage-point improvement compared to Q1 2025. Operating Cash Flow -- $75 million, characterized as strong despite some working capital headwinds. 2026 Full-Year Revenue Outlook -- Increased to $1.975 billion at the midpoint, implying 4% year-over-year growth, incorporating a shipment forecast of 38 million EyeQ units. 2026 Adjusted Operating Income Outlook -- Raised to $210 million at the midpoint, up from $195 million in prior guidance; reflects incremental China OEM volume which has lower average s
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News
- Mobileye Global Q1 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Mobileye (MBLY) Q1 2026 Earnings Transcript [Yahoo! Finance]Yahoo! Finance
- Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program [Yahoo! Finance]Yahoo! Finance
- Mobileye Global Non-GAAP EPS of $0.12 beats by $0.03, revenue of $558M beats by $38.46M [Seeking Alpha]Seeking Alpha
- Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase ProgramBusiness Wire
MBLY
Earnings
- 4/23/26 - Beat
MBLY
Sec Filings
- 4/23/26 - Form 8-K
- 2/13/26 - Form SCHEDULE
- 2/12/26 - Form 10-K
- MBLY's page on the SEC website