Mobileye Global's 2026 Guidance: A "Transition Year" Amid Revenue Growth and Wider Q4 Losses.

Mobileye Global reported FY25 sales of $1.89 bln, up from $1.65 bln YoY, and a net loss of $392 mln, compared to a $3.09 bln loss in the previous year. Q4 sales were $446 mln, with a wider net loss of $127 mln. The company issued 2026 guidance with revenue between $1.90 bln and $1.98 bln and described the year as a transition period due to guidance cuts and delays in next-generation OEM partnerships.