Filing Flows › Mobileye Global (MBLY) › Guidance history
Mobileye Global (MBLY) guidance history: what it guided and what it reported
Mobileye Global gave guidance in 12 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.8% against the guided midpoint. Its releases raised guidance 5 times and lowered it twice.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.9B (Jan 22, 2026) → raised $1.9B (Apr 23, 2026) → raised $2.0B (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $1.7B (Jan 30, 2025) → reaffirmed $1.7B (Apr 24, 2025) → raised $1.8B–$1.9B (Jul 24, 2025) → raised $1.8B–$1.9B (Oct 23, 2025) | $1.9B | above the range | +1.6% |
| FY2024 | $1.8B (Jan 25, 2024) → reaffirmed $1.8B (Apr 25, 2024) → lowered $1.6B (Aug 1, 2024) → raised $1.6B (Oct 31, 2024) | $1.7B | above the range | +2.1% |
| Q4 2024 | $637M (Jan 25, 2024) | — | — | — |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $170M (Jan 22, 2026) → raised $185M (Apr 23, 2026) → raised $365M (Jul 23, 2026) → lowered $190M (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $175M (Jan 30, 2025) → reaffirmed $175M (Apr 24, 2025) → raised $210M (Jul 24, 2025) → raised $263M (Oct 23, 2025) | — | — | — |
| FY2024 | $270M (Jan 25, 2024) → reaffirmed $270M (Apr 25, 2024) → lowered $152M (Aug 1, 2024) → raised $163M (Oct 31, 2024) | — | — | — |
Stock-based compensation
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $376M (Apr 23, 2026) → raised $396M (Jul 23, 2026) → lowered $385M (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $306M (Jan 30, 2025) → reaffirmed $306M (Apr 24, 2025) → lowered $279M (Jul 24, 2025) → raised $282M (Oct 23, 2025) | — | — | — |
| FY2024 | $294M (Jan 25, 2024) → reaffirmed $294M (Apr 25, 2024) → lowered $288M (Aug 1, 2024) → reaffirmed $288M (Oct 31, 2024) | — | — | — |
The latest quarter
Mobileye Global, Q3 2026: revenue $492M (-2% year over year), operating margin -16.7%, net loss $67.0M, operating cash flow $93.0M. The chart follows the revenue to costs, profit and cash.
Questions
Does Mobileye Global beat its guidance?
Mobileye Global gave guidance in 12 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.8% against the guided midpoint.
How often does Mobileye Global raise guidance?
Its earnings releases raised guidance 5 times and lowered it twice since Jan 25, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.