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Mobileye (MBLY) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:02
Mobileye Global (MBLY) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Company ParticipantsDan Galves - Chief Communications OfficerAmnon Shashua - Co-Founder, President, CEO & DirectorChris Mcnally - Senior MDNimrod Nehushtan - Executive VP of Business Development & StrategyVijay Rakesh - Managing DirectorAdam Jonas - Head - Global Auto & Shared Mobility ResearchShreyas Patil - VP - Equity ResearchJoseph Spak - Managing DirectorConference Call ParticipantsJames Picariello - Director & Senior Automotive Ana ...
Mobileye (MBLY) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
Mobileye Global (MBLY) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Greetings, and welcome to the Mobileye Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Dan Galtz, Chief Communications Officer.Thank you. Mr. Galtz, you may begin.Speaker1Thanks, Maria. Hello, e ...
Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays
Benzinga· 2025-04-25 19:55
Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from $20 to $18.On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. Adjusted EPS of 8 cents was in line with the analyst consensus estimates. The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a sign ...