โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $492M (-2% YoY)
โข GAAP EPS: -$0.08 vs. -$0.12 YoY
โข Adj. EPS: $0.11 vs. $0.09 YoY
โข GAAP Net Loss: $67M vs. $96M YoY
โข Adj. Net Income: $95M (+25% YoY)
โข Adj. Operating Income: $89M (+20% YoY)
โข GAAP Gross Margin: 53% (+483 bps YoY)
โข Adj. Gross Margin: 64% (-304 bps YoY)
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ (๐ ๐๐๐)
โข Revenue: $1.995Bโ$2.020B (prior $1.970Bโ$2.020B)
โข Revenue Growth: +5% to +7% YoY
โข Adj. Operating Income: $380Mโ$420M (prior $365Mโ$425M)
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข EyeQ shipments +11% YTD, outperforming global vehicle production
โข Lower average selling prices and SuperVision volumes weighed on revenue
โข Q3 adjusted operating income benefited from $51M in Israeli R&D incentives
โข FY26 adjusted operating income outlook includes ~$190M in R&D incentives
โข Secured new Cloud-Enhanced ADAS design wins with major Asian and Japanese automakers
โข Expanded Stellantis ADAS program to European platforms
โข Advanced robotaxi deployments in Hamburg, Orlando and Norway
โข Deutsche Bahn selected Mobileye-powered HOLON Urban for autonomous transit
โข Mentee Robotics recognized by NVIDIA for embodied AI development
โข Cash and investments: ~$1.5B
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur multi-year growth opportunity in the consumer-owned vehicle space has two reinforcing drivers: ADAS reaching more vehicles and Mobileye delivering more value in each vehicle.โ โ CEO Amnon Shashua