Mobileye Q4 Earnings: ADAS Demand and Robotics Acquisition Shape Outlook

Mobileye (NASDAQ: MBLY) reported fourth-quarter CY2025 revenue of $446 million, a 9% year-over-year decline but exceeding market expectations. Full-year guidance of $1.94 billion at the midpoint fell 2.5% below analyst estimates, with non-GAAP profit of $0.06 per share in line with consensus. CEO Amnon Shashua highlighted strong demand for ADAS products and key wins for the IQ6 chip, while Menti Robotics acquisition integration added complexity. CFO Moran Shemesh noted 5% underlying OpEx growth driven by inflation and R&D. Despite cautious optimism for volume growth, margin pressures persist amid rising costs. The company trades at $10.55, down from $10.77 pre-earnings. Future performance will hinge on customer adoption of the IQ6 chip, Menti Robotics commercialization, and margin stabilization.