Filing Flows › Mobileye Global (MBLY) › Q4 2025
Mobileye Global (MBLY) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 12, 2026
Mobileye Global (MBLY) reported revenue of $446M for the fourth quarter 2025 (Q4 2025), -9% from a year earlier and -12% from the quarter before. Operating margin was -31.4%, net loss $127M (28.5% of revenue).
Mobileye Global, Q4 2025: revenue $446M (-9% year over year), operating margin -31.4%, net loss $127M, operating cash flow $113M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $446M | -12% | -9% |
| Operating profit | −$140M | — | — |
| Net earnings | −$127M | — | — |
| Operating cash flow | $113M | -32% | -45% |
| Free cash flow | $86.0M | -40% | -55% |
What changed
Revenue was $446.0M in Q4 2025, down 9% year over year and down 12% from the previous quarter.
Gross margin was 45.3%, down 3.9 points from a year earlier. Operating costs exceeded revenue by $140.0M, an operating margin of -31.4%. Operating expenses grew 5% against a revenue fall of 9%. The fastest-growing cost line was General & admin (+33%). The quarter ended with a net loss of $127.0M, wider than the previous quarter's $96.0M loss.
Operating cash flow was $113.0M (down 45% year over year). Non-cash charges added back $130.0M of depreciation and amortization and $71.0M of share-based compensation. Working capital and other items added $39.0M. Capital expenditures of $27.0M left free cash flow of $86.0M.
Questions
What was Mobileye Global's revenue in the fourth quarter 2025?
Mobileye Global (MBLY) reported revenue of $446M for the fourth quarter 2025 (Q4 2025), -9% from a year earlier and -12% from the quarter before.
Was Mobileye Global profitable in the fourth quarter 2025?
Operating loss was $140M (-31.4% of revenue) and net loss $127M.
Source: Mobileye Global 10-K on SEC EDGAR.