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![CorleoneDon77 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577382889104318472.png) DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5355 followers
Created: 2025-07-10 01:21:27 UTC

$MBLY

Attached is page X of a 4-page Oppenheimer analyst report on MBLY issued yesterday entitled:

"Pre-announces 2Q Results, Secondary Offering"

Oppenheimer has an 'Outperform' rating on MBLY.

Oppenheimer's summary statement regarding MBLY in the report includes the following:

"As the race to the autonomous future intensifies, MBLY pre-announced better than expected results on inventory normalization and strong customer sell-through.

We have been encouraged by recent customer commentary pointing to consistent timelines for higher level ADAS solution introduction. We continue to see MBLY as the leading 3rd party technology provider for autonomous solutions offering auto OEMs a roadmap to full autonomy, leveraging its compound AI platform. 

In this context INTC announced the sale of XXX% of its MBLY stake, of which XX% will be purchased by MBLY. 

We note the potential for INTC to sell MBLY shares has been an overhang on the stock and are encouraged the sale is being done in an orderly fashion in concert with strong operating performance. 

We continue to believe MBLY is positioned to gain share as auto OEMs attempt to keep pace with autonomous technology maturation and expect MBLY will likely raise the midpoint of 2025 guidance given the strong 1H25 results.

KEY POINTS:

■ What happened? MBLY pre-announced 2Q results in conjunction with a secondary offering. MBLY announced 2Q revenue in the range of $502-506M vs. consensus of $463M and adj. operating income of $98-104M vs. consensus of $67M. Management pointed to revenue upside being driven by strong customer demand for EyeQ SOC and inventory normalization at Tier X customers.

■ Secondary offering. MBLY announced a secondary offering of 51.75M shares by Intel alongside a purchase agreement of $100M worth of shares from Intel. Additionally, Intel plans to convert 50M shares of Class B common stock to Class A common stock, contingent on the closing of the offering."

(Page X is not available here as X does not allow me to post pages from reports on this platform)


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943118335513706603/c:line.svg)

**Related Topics**
[$mbly](/topic/$mbly)

[Post Link](https://x.com/CorleoneDon77/status/1943118335513706603)

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CorleoneDon77 Avatar DonCorleone77 @CorleoneDon77 on x 5355 followers Created: 2025-07-10 01:21:27 UTC

$MBLY

Attached is page X of a 4-page Oppenheimer analyst report on MBLY issued yesterday entitled:

"Pre-announces 2Q Results, Secondary Offering"

Oppenheimer has an 'Outperform' rating on MBLY.

Oppenheimer's summary statement regarding MBLY in the report includes the following:

"As the race to the autonomous future intensifies, MBLY pre-announced better than expected results on inventory normalization and strong customer sell-through.

We have been encouraged by recent customer commentary pointing to consistent timelines for higher level ADAS solution introduction. We continue to see MBLY as the leading 3rd party technology provider for autonomous solutions offering auto OEMs a roadmap to full autonomy, leveraging its compound AI platform.

In this context INTC announced the sale of XXX% of its MBLY stake, of which XX% will be purchased by MBLY.

We note the potential for INTC to sell MBLY shares has been an overhang on the stock and are encouraged the sale is being done in an orderly fashion in concert with strong operating performance.

We continue to believe MBLY is positioned to gain share as auto OEMs attempt to keep pace with autonomous technology maturation and expect MBLY will likely raise the midpoint of 2025 guidance given the strong 1H25 results.

KEY POINTS:

■ What happened? MBLY pre-announced 2Q results in conjunction with a secondary offering. MBLY announced 2Q revenue in the range of $502-506M vs. consensus of $463M and adj. operating income of $98-104M vs. consensus of $67M. Management pointed to revenue upside being driven by strong customer demand for EyeQ SOC and inventory normalization at Tier X customers.

■ Secondary offering. MBLY announced a secondary offering of 51.75M shares by Intel alongside a purchase agreement of $100M worth of shares from Intel. Additionally, Intel plans to convert 50M shares of Class B common stock to Class A common stock, contingent on the closing of the offering."

(Page X is not available here as X does not allow me to post pages from reports on this platform)

XXXXX engagements

Engagements Line Chart

Related Topics $mbly

Post Link

post/tweet::1943118335513706603
/post/tweet::1943118335513706603