Full-year 2026 guidance was raised to revenue of $1.97 billion-$2.02 billion; adjusted operating income outlook increased to $365 million-$425 million on Israel’s R&D Law incentive.
Quarterly results
Mobileye posted Q2 2026 revenue of $508 million, flat year over year, as systems shipped rose 3% on lower EyeQ ASP.
GAAP net loss narrowed to $21 million; GAAP operating loss improved to $30 million from the year-ago quarter.
Non-GAAP adjusted operating income rose 46% to $155 million; non-GAAP adjusted EPS increased 51% to $0.19.
Gross margin fell 3.54 percentage points to 46%, driven by lower EyeQ ASP and a higher mix of lower-margin SuperVision revenue.
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