Gasgoo Munich- Mobileye Global Inc. (Nasdaq: MBLY) has reported its fiscal 2025 fourth-quarter and full-year results for the period ending Dec. 27, 2025. Full-year revenue climbed 15% year-over-year to $1.894 billion, while operating cash flow surged 51% to $602 million, propelling the company into fiscal 2026 with strong momentum.
Image Credit: Mobileye
The financial report reveals fourth-quarter revenue dipped 9% year-over-year, largely because higher-than-expected vehicle production left customers with lower-than-usual year-end inventories. GAAP diluted earnings per share landed at -$0.16, while adjusted EPS came in at $0.06. By the end of fiscal 2025, Mobileye held $1.8 billion in cash and equivalents, underscoring a solid cash position to fuel R&D and business expansion.
Operationally, Mobileye secured several major wins, with future automotive orders over the next eight years reaching $24.5 billion — a 42% increase from projections at the end of fiscal 2022.
Surround-view ADAS products were a standout, securing a massive order from a major U.S. automaker. Two key clients now project a combined total of 19 million units, set to deploy EyeQ6 High processors alongside a full software stack. Separately, the Volkswagen Group robotaxi partnership gained traction: VW plans to launch commercial services in six cities by late 2027, targeting a fleet exceeding 100,000 vehicles by the end of 2033. Mobileye, for its part, aims to remove safety drivers from the project by 2026 as it kicks off commercial operations.
On the strategic front, Mobileye has agreed to acquire Mentee Robotics, with the deal expected to close in the first quarter of fiscal 2026. This move expands the company's footprint from driving automation into humanoid robotics, aiming to build a unified portfolio of physical AI products.
Looking to fiscal 2026, Mobileye issued financial guidance, projecting full-year revenue to be flat to up 5% year-over-year. First-quarter revenue is expected to climb roughly 19%, setting the stage for a strong start to the year.
