Mobileye Q4 2025 Earnings Call Highlights: Revenue Growth, Strong IQ Volume, and Guidance for 2026

Mobileye Global Inc reported a 15% increase in revenue for FY2025, exceeding its original guidance. Adjusted operating profit rose by 45%, and operating cash flow increased by more than 50%. The company secured major program wins and expanded its footprint into humanoid robotics. However, global auto production is expected to be flattish, and gross margin is anticipated to decline due to IQ5-related cost headwinds. Operating expenses are projected to increase by 10% in 2026.