5 Insightful Analyst Questions From Mobileye's Q4 Earnings Call

Mobileye’s fourth quarter results were met with a notably negative market reaction, as investors responded to a combination of falling year-over-year sales and management’s cautious tone around near-term demand and cost pressures. CEO Amnon Shashua attributed the revenue decline to customer inventory adjustments and lower volumes from Chinese original equipment manufacturers (OEMs), while highlighting that demand for Mobileye’s advanced driver-assistance systems (ADAS) remained resilient despite a challenging environment. Shashua acknowledged the impact of a nonrecurring workforce efficiency expense on profitability and described the operating environment as “uncertain,” particularly given continuing geopolitical and supply chain factors.

Is now the time to buy MBLY? Find out in our full research report (it’s free for active Edge members).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Mobileye’s Q4 Earnings Call

• George Gianarikas (Canaccord Genuity) asked about competition in advanced autonomous solutions; CEO Amnon Shashua emphasized Mobileye’s maturity and readiness for product launches, downplaying recent announcements by competitors.

• Mark Delaney (Goldman Sachs) inquired about OEM interest in surround ADAS and conversion opportunities in 2026; EVP Nimrod Nehushtan described growing engagements but avoided predicting specific timing or volumes.

• Joseph Spak (UBS) questioned supply chain risks related to automotive memory components; Nehushtan explained Mobileye’s indirect exposure and efforts to mitigate risk through supplier diversification, noting no imminent volume risk detected.

• Tom Narayan (RBC Capital Markets) focused on operating expense increases, especially from Menti R&D; CFO Moran Shemesh detailed that normal inflation, Menti integration, and currency headwinds are the primary drivers of higher OpEx.

• Colin Rusch (Oppenheimer) asked about the regulatory process for driverless vehicle demonstrations; Shashua and Shemesh expressed confidence in U.S. self-certification and European homologation timelines, citing strong partnerships with Volkswagen.

Catalysts in Upcoming Quarters

Looking ahead, our analysts will be monitoring (1) progress on key ADAS and robotaxi program launches, especially the Volkswagen partnership and timing of safety driver removal; (2) initial customer adoption and pilot results for Menti Robotics in industrial settings; and (3) inventory normalization and order flow trends among major OEM customers. The ability to manage cost pressures and scale next-gen product revenues will also be closely watched.

Mobileye currently trades at $9.55, down from $10.88 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free).

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