[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4487 followers Created: 2025-07-24 22:47:52 UTC Mobileye Global Inc. Earnings Call Key Highlights: 📊 Strong Q2 Financial Performance and Upgraded 2025 Outlook Q2 2025 revenue rose XX% year-over-year, exceeding prior guidance due to stronger-than-expected volumes across OEMs and regions, particularly in supervision and China. Adjusted operating income increased 34%, with a 3-point improvement in adjusted operating margin to 21%, highlighting robust operating leverage and disciplined cost management. Operating cash flow exceeded $XXX million for the quarter and $XXX million for H1, representing roughly XX% of revenue, supported by improved working capital, notably a $XX million reduction in inventory. Full-year 2025 guidance was raised: revenue midpoint up 4%, adjusted operating income midpoint up 14%, and EyeQ volume forecast increased to 33.5–35.5 million units (from 32–34 million previously). 🚗 ADAS Core Business Strength and EyeQ Platform Ramp ADAS volumes have held steady or exceeded XXX million units per quarter over the past year, signaling durable demand across regions and OEMs. EyeQ6 Light, the high-volume chip for ADAS, has ramped rapidly and is now in commercial use across North America, Europe, China, Japan, and India—only one year post SOP. EyeQ platforms continue to demonstrate high operating leverage, with Q2 showing nearly XX% of incremental revenue flowing through to operating income. OEMs are shifting from single-camera to multi-camera surround ADAS solutions using EyeQ6 High, aligning with upcoming safety regulations and demand for ECU consolidation. 🌍 Geographic and Product Diversification Driving Growth China volumes were stronger than expected, with XXX million EyeQ units shipped in H1 versus X million initially forecasted; performance was driven by stronger production and stable inventory levels. The Q2 beat was broad-based, with multiple OEMs—domestic and international—contributing to revenue outperformance, including ZEEKR and Polestar in export markets. EyeQ6 High-based surround ADAS is gaining traction globally as OEMs seek scalable, cost-efficient systems that meet late-decade safety standards and enable hands-free driving. Inventory levels across OEMs are seen as well aligned with underlying demand, with no evidence of oversupply or material destocking trends. 📦 Robust Product Portfolio: Supervision, Chauffeur, and Drive Supervision system guidance was raised to ~40,000 units for 2025 (up from low-20,000s) due to better-than-expected production by ZEEKR and Polestar, especially for export markets. Mobileye Generation X supervision demos have been well received by OEMs, showcasing EyeQ6 performance and validating technology maturity outside of China. Chauffeur is progressing toward SOP with Audi in 2027, with additional programs in planning; OEMs increasingly view "eyes-off" systems as commercially viable. Drive (robotaxi) is advancing in tandem with supervision and Chauffeur, leveraging the same hardware and AI backbone, enhancing development synergies and go-to-market optionality. 🚖 Robotaxi Strategy Anchored in Safety and Scalability Robotaxi platform development is on track with Volkswagen (ID. Buzz), with plans to reach mean time between failure (MTBF) KPIs by end of 2025, followed by driver removal in 2026. Strategic advantage lies in capital-light scalability: OEMs integrate Mobileye systems during standard vehicle production, avoiding post-production retrofitting and enabling faster deployment. Safety frameworks like RSS and the PGF model, combined with internal hardware (EyeQ6, imaging radar) and AI supply chain efficiencies, enable both high safety standards and cost leadership. Partnerships with MOIA (Volkswagen), Marubeni (Japan), Uber, and Lyft provide end-to-end robotaxi operations and demand aggregation, solidifying a scalable go-to-market strategy.  XXX engagements  **Related Topics** [china](/topic/china) [quarterly earnings](/topic/quarterly-earnings) [$mbly](/topic/$mbly) [Post Link](https://x.com/LongYield/status/1948515502231617668)
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LongYield @LongYield on x 4487 followers
Created: 2025-07-24 22:47:52 UTC
Mobileye Global Inc. Earnings Call Key Highlights:
đź“Š Strong Q2 Financial Performance and Upgraded 2025 Outlook
Q2 2025 revenue rose XX% year-over-year, exceeding prior guidance due to stronger-than-expected volumes across OEMs and regions, particularly in supervision and China.
Adjusted operating income increased 34%, with a 3-point improvement in adjusted operating margin to 21%, highlighting robust operating leverage and disciplined cost management.
Operating cash flow exceeded $XXX million for the quarter and $XXX million for H1, representing roughly XX% of revenue, supported by improved working capital, notably a $XX million reduction in inventory.
Full-year 2025 guidance was raised: revenue midpoint up 4%, adjusted operating income midpoint up 14%, and EyeQ volume forecast increased to 33.5–35.5 million units (from 32–34 million previously).
đźš— ADAS Core Business Strength and EyeQ Platform Ramp
ADAS volumes have held steady or exceeded XXX million units per quarter over the past year, signaling durable demand across regions and OEMs.
EyeQ6 Light, the high-volume chip for ADAS, has ramped rapidly and is now in commercial use across North America, Europe, China, Japan, and India—only one year post SOP.
EyeQ platforms continue to demonstrate high operating leverage, with Q2 showing nearly XX% of incremental revenue flowing through to operating income.
OEMs are shifting from single-camera to multi-camera surround ADAS solutions using EyeQ6 High, aligning with upcoming safety regulations and demand for ECU consolidation.
🌍 Geographic and Product Diversification Driving Growth
China volumes were stronger than expected, with XXX million EyeQ units shipped in H1 versus X million initially forecasted; performance was driven by stronger production and stable inventory levels.
The Q2 beat was broad-based, with multiple OEMs—domestic and international—contributing to revenue outperformance, including ZEEKR and Polestar in export markets.
EyeQ6 High-based surround ADAS is gaining traction globally as OEMs seek scalable, cost-efficient systems that meet late-decade safety standards and enable hands-free driving.
Inventory levels across OEMs are seen as well aligned with underlying demand, with no evidence of oversupply or material destocking trends.
📦 Robust Product Portfolio: Supervision, Chauffeur, and Drive
Supervision system guidance was raised to ~40,000 units for 2025 (up from low-20,000s) due to better-than-expected production by ZEEKR and Polestar, especially for export markets.
Mobileye Generation X supervision demos have been well received by OEMs, showcasing EyeQ6 performance and validating technology maturity outside of China.
Chauffeur is progressing toward SOP with Audi in 2027, with additional programs in planning; OEMs increasingly view "eyes-off" systems as commercially viable.
Drive (robotaxi) is advancing in tandem with supervision and Chauffeur, leveraging the same hardware and AI backbone, enhancing development synergies and go-to-market optionality.
đźš– Robotaxi Strategy Anchored in Safety and Scalability
Robotaxi platform development is on track with Volkswagen (ID. Buzz), with plans to reach mean time between failure (MTBF) KPIs by end of 2025, followed by driver removal in 2026.
Strategic advantage lies in capital-light scalability: OEMs integrate Mobileye systems during standard vehicle production, avoiding post-production retrofitting and enabling faster deployment.
Safety frameworks like RSS and the PGF model, combined with internal hardware (EyeQ6, imaging radar) and AI supply chain efficiencies, enable both high safety standards and cost leadership.
Partnerships with MOIA (Volkswagen), Marubeni (Japan), Uber, and Lyft provide end-to-end robotaxi operations and demand aggregation, solidifying a scalable go-to-market strategy.
XXX engagements
Related Topics china quarterly earnings $mbly