Mobileye Global Inc

mobileye.com

What Do They Do?

Sells driver-assistance and autonomous-driving systems, software and chips to automakers and fleet operators.

How Do They Make Money?

Most revenue comes from driver-assistance product sales. Customers pay when products ship from Mobileye’s facilities; resellers and distributors pay when products are delivered to them.

revenue

Segment	Share	Revenue	How money arrives
Mobileye Sold outright	98% FY2022: 99%		Sold outright
Other	2.1% FY2022: 1.4%

Who Are Their Customers?

Automakers are mainly served through Tier 1 automotive suppliers that integrate Mobileye products into vehicles; fleet owners and operators are also customers. Remaining aftermarket products are sold through distribution channels.

Do Revenues Turn Into Profits?

Not on paper. It lost $392M in FY2025, but brought in more cash than it spent: $523M of free cash flow.

Operating income, FY2025

−23% of revenue

▼ −86% (Loss) vs FY2024 (−$3.2B, −195%)

Net income, FY2025

−21% of revenue

▼ −87% (Loss) vs FY2024 (−$3.1B, −187%)

Free cash flow, FY2025

28% of revenue

▲ +64% vs FY2024 ($319M, 19%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 27, 2026

Revenue: ▲ 0%; vs $506M in Q2 FY2025
Net income: ▼ −69% (Loss); vs −$67M in Q2 FY2025

Mobileye share of revenue vs 98.2% in Q2 FY2025

Jul 23, 2026 Raised the midpoint of 2026 revenue guidance The revenue outlook midpoint increased by $20 million; the range narrowed to $1,970 million - $2,020 million, implying 4% - 7% growth.
Jul 23, 2026 CEO intends to step down after a successor is appointed The board began a search and offered him the chair role after his successor is appointed.

Growing. Revenue grew 37% in 4 years, from $1.4B in FY2021 to $1.9B in FY2025, about 8% a year.

Added humanoid robotics The earlier report planned a portfolio including autonomous mobility services, self-driving vehicles, and a customer-facing app; the latest report adds humanoid robotics through the Mentee Robotics acquisition.

Revenue over time

Mobileye Other

$2.5B$1.3B$0

FY2021 FY2022 FY2023 FY2024 FY2025

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