$MBLY

- Revenue: $490M, -23% YoY

- Net loss: $71M vs net income of $63M YoY

- Adjusted EPS: $0.13 vs $0.28 YoY

- Generated operating cash flow of $400M for FY2024, slightly higher than FY2023

CEO Amnon Shashua: "I'm proud of our accomplishments in 2024. Against a challenging backdrop, we executed dozens of production program launches on-time for our customers and shipped the 200 millionth EyeQ system in our history."

🌱Revenue & Growth

- EyeQ SoC volumes decreased 20% YoY

- Average System Price: $50.0 vs $52.7 in Q4 2023

- Full year revenue: $1.65B vs $2.08B in FY2023

💰Profits & Financials

- Gross Margin: 49% vs 54% YoY

- Operating Margin: -18% vs +11% YoY

- Adjusted Operating Margin: 21% vs 39% YoY

- Cash and equivalents: $1.4B with zero debt

- Operating cash flow: $400M for FY2024

📌Business Highlights

- Launched ADAS programs into 313 car models

- Managed 80 active ADAS development projects

- Won over 95% of ADAS programs awarded by top customers

- EyeQ6 High achieves 10x frame-per-second processing vs EyeQ5 High

🔮Future Outlook

- FY2025 Revenue guidance: $1.69B-$1.81B

- FY2025 Operating Loss guidance: $(574)M-$(489)M

- FY2025 Adjusted Operating Income guidance: $175M-$260M

- RFQ-stage development programs: 25M future units for Surround ADAS, 8-16M for SuperVision, 1-3M for Chauffeur

$INVZ is a well run company in an emerging industry with massive potential throughout the end of this decade and into the next. Already up 100% in just a couple of weeks.

Let's also keep an eye on $MBLY for the first quarter of 2025.

NOT FINANCIAL ADVICE 👀

Just bought $INVZ at the opening because they recently scored a big deal with $MBLY that is a company I recently decided to invest in

I think this is extremely undervalued right now.

NOT FINANCIAL ADVICE! 👀

Couldn't resist and I just added more $MBLY shares closing my positions on $INTC (-4,07 %)

Today Loop Capital resumed coverage of Mobileye Global with a rating of Buy and set a new price target of $20.00 🐂🐂🐂

NOT FINANCIAL ADVICE! 👀👀👀

Since someone thinks I post only when things are going well, today I also bought $MBLY under 16$ waiting a couple of weeks too long, already losing some gains.

I am very bullish on this and I expect many analyst upgrades after the Baird Industrial Conference this week.

I just want to highlight the ownership of $MBLY that is 94% institutional ownership and a lot of that is $INTC (-4,07 %): also Patrick Gelsinger (Intel CEO) is buying $MBLY instead of $INTC (-4,07 %) 🤔

NOT FINANCIAL ADVICE 👀

$MBLY
BUY FOR $29,45

Cooperation with VW convinced me.