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Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript
2026-04-24 · via All Articles on Seeking Alpha

Q1: 2026-04-23 Earnings Summary

EPS of $0.12 beats by $0.03

 | 

Revenue of

$558.00M

(27.40% Y/Y)

beats by $38.40M

Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call April 23, 2026 8:00 AM EDT

Company Participants

Daniel Galves - Chief Communications Officer
Amnon Shashua - Co-Founder, CEO, President & Director
Moran Rojansky - Chief Financial Officer
Nimrod Nehushtan - Executive VP of Business Development & Strategy

Conference Call Participants

Xin Yu - Deutsche Bank AG, Research Division
Chris McNally - Evercore ISI Institutional Equities, Research Division
Joseph Spak - UBS Investment Bank, Research Division
Joshua Buchalter - TD Cowen, Research Division
George Gianarikas - Canaccord Genuity Corp., Research Division
Shreyas Patil - Wolfe Research, LLC
Mark Delaney - Goldman Sachs Group, Inc., Research Division
Luke Junk - Robert W. Baird & Co. Incorporated, Research Division
Gary Mobley - Loop Capital Markets LLC, Research Division
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Steven Fox - Fox Advisors LLC

Presentation

Operator

Greetings, and welcome to Mobileye's First Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Dan Galves. Mr. Galves, you may begin.

Daniel Galves
Chief Communications Officer

Thank you, Maria. Hello, everyone, and welcome to Mobileye's First Quarter 2026 Earnings Conference Call for the period ending March 28, 2026.

Please note that today's discussion contains forward-looking statements based on the business environment as we currently see it, including regarding our future financial outlook. Such statements involve risks and uncertainties. Please refer to the accompanying press release, which includes additional information on the specific factors that could cause actual results to differ materially.

Additionally, on this call, we will refer to both GAAP and non-GAAP figures. A reconciliation of GAAP to non-GAAP financial measures is provided in our posted earnings release.

Joining us on the call today are Professor Amnon Shashua, Mobileye's CEO and President; Moran Shemesh, Mobileye's CFO; and Nimrod Nehushtan, Mobileye's Executive Vice President of Business Development and Strategy.