Mobileye reported second-quarter 2025 revenue of $506 million, up 15.3%, and a net loss of $67 million, in its 10-Q filed Jul 24, 2025

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

Mobileye Global reported revenue of $506 million for the quarter ended Jun 28, 2025, up 15.3% from $439 million a year earlier, in its Form 10-Q, the quarterly report a US-listed company files with the SEC, filed Jul 24, 2025. The operating loss was $74 million against $94 million, and the net loss was $67 million against $86 million, each against the same quarter a year earlier. Its EyeQ system-on-chips were about 92% of revenue, and EyeQ revenue rose $91 million, or 24%, on 28% more volume, from higher customer demand and from the normalization of the excess inventory its Tier 1 customers, the automotive suppliers that build its products into vehicles, had used to meet demand in the first half of 2024. SuperVision-related revenue fell $23 million from a year earlier.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13

Research and development expenses, net, were $282 million, up 10% from a year earlier, mainly on payroll, with average research and development headcount up by 131 employees. Adjusted operating income, a non-GAAP measure Mobileye defines as operating income without amortization of acquired intangibles and share-based compensation, was $106 million against $79 million.14^,15^,16^,17

Its earnings release of Jul 24, 2025 revised the full-year 2025 revenue outlook upward, to $1,765 million - $1,885 million, which it said implied 7% - 14% year-over-year growth, and said the update raised expected revenue by 4% at the midpoint. Chief executive Amnon Shashua said at the time that progress on advanced products raised the company’s confidence that upcoming launches would lead to an inflection in growth in 2027, with Drive expected to join SuperVision as material growth drivers that year. The release said Volkswagen had unveiled the autonomous version of the ID.Buzz in June, that Mobileye was on track to begin fully driverless deployments in the US in 2026, and that its SuperVision and Chauffeur test vehicles included production-level hardware and significant portions of the next-generation AI-heavy software stack.18^,19^,20^,21^,22^,23

Intel held all of Mobileye’s Class B stock, about 87.3% of its common stock, at Jun 28, 2025. On Jul 9, 2025 Mobileye announced the pricing of Intel’s public sale of 50,000,000 Class A shares at $16.50 a share. After the offering, the related share repurchase, the underwriters’ exercise of their option to buy more shares and a conversion of Intel’s Class B shares into Class A, Intel held about 79.6% of the stock and 97.3% of the voting power. Mobileye said it received no proceeds from the shares Intel sold, and used $100 million of cash in July 2025 to repurchase stock from Intel.24^,4^,25^,26^,27^,28^,29^,30

Operating cash flow was $322 million in the six months to Jun 28, 2025 against $70 million a year earlier, and the release said Mobileye held $1.7 billion of cash and cash equivalents and no debt.31^,32^,4

Our records hold this 10-Q’s management discussion and notes, not its other sections or exhibits. They keep one value for each period, the latest filed, so they cannot tell whether the year-earlier figures were restated.33^,34