Mobileye Global (MBLY) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.50%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post a loss of $0.06 per share when it actually produced a loss of $0.07, delivering a s ...

财务表现 - 收入同比下降3%至4.39亿美元，但较上一季度增长84%[1] - 2024财年收入预期下调13%至16-16.8亿美元，经调整经营利润预期下调44%至1.52-2.01亿美元[25] - 公司2024年第二季度收入为4.39亿美元，同比下降3.3%[36] - 公司2024年上半年收入为6.78亿美元，同比下降25.6%[36] 盈利能力 - 毛利率和经调整毛利率同比分别下降1.73和2.56个百分点[17][18] - 经营利润率和经调整经营利润率同比分别下降14和13个百分点[19][20] - 2024年第二季度毛利为2.09亿美元，占收入的48%[41] - 2024年第二季度调整后毛利为3.04亿美元，占收入的69%[41] - 2024年第二季度经营亏损为9400万美元，占收入的-21%[43] - 2024年第二季度调整后经营利润为7900万美元，占收入的18%[43] - 2024年第二季度净亏损为8600万美元，占收入的-20%[45] - 2024年第二季度调整后净利润为7600万美元，占收入的17%[45] 现金流和资产 - 2024年6月30日前6个月经营活动产生的现金流为7000万美元[21] - 公司2024年6月30日现金及现金等价物余额为12.03亿美元[38] - 公司2024年6月30日总资产为153.07亿美元[38] 业务表现 - 系统出货量同比增加超过110%，导致经营亏损和经调整经营利润大幅改善[2] - 预计下半年出货量和收入将下降，主要受中国宏观因素影响[3] - 中长期增长前景乐观，SuperVision/Chauffeur进展顺利，与Zeekr和吉利集团的关系进一步加强[4] - 2024年第二季度EyeQ和SuperVision系统的平均价格为54.4美元[46] - 2024年第二季度EyeQ和SuperVision系统出货量为760万个[46] - 2023年第二季度EyeQ和SuperVision系统出货量为830万个[46] 研发投入 - 公司2024年第二季度研发投入为2.56亿美元，占收入58.3%[36] - 公司2024年上半年研发投入为4.99亿美元，占收入73.6%[36]

Analysts are predicting significant upside for some of the most innovative companies involved in the artificial intelligence (AI) revolution.Roughly 30 years ago, the advent and subsequent proliferation of the internet changed the growth trajectory for businesses worldwide. Since then, investors have been patiently waiting for the next game-changing technology to come along and rival what the internet did for corporate America. After an extended wait, artificial intelligence (AI) looks to have answered the ...

Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Strattec Security (STRT) and Mobileye Global (MBLY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates an ...

Shares of Mobileye Global Inc. (MBLY) fell 10% since the company reported first-quarter 2024 results. It incurred an adjusted loss per share of 7 cents, wider than the Zacks Consensus Estimate of a loss of 6 cents. The company had reported earnings per share (EPS) of 14 cents in the year-ago quarter. Total revenues amounted to $239 million, down 48% year over year, beating the Zacks Consensus Estimate of $227 million. Financials In the first quarter, Mobileye’s gross margin decreased 2,260 basis points year ...

财务数据和关键指标变化 - 第一季度收入和利润与1月份提供的预期完全一致 [8] - EyeQ芯片出货量大幅下降4.6百万,几乎全部导致了毛利的大幅下降 [28] - 成本几乎全部是可变成本,固定成本很小,营业费用增长相对较小 [28] - EyeQ芯片平均售价和毛利率略有下降,与产品组合变化有关 [29] - SuperVision产品第一季度交付39,000台,高于预期,但全年预计70,000台,与指引一致 [47][59] - 整体毛利率预计在第二季度达到低40%区间,全年在67%-68%区间 [59][60] - 营业费用预计全年增长约25%,主要用于支持先进产品组合的研发和人员投入 [40][48] 各条业务线数据和关键指标变化 - 基础ADAS业务第一季度设计获得26万台未来预计产量,创历史新高 [12][13] - SuperVision产品第一季度交付39,000台,高于预期,全年预计70,000台 [47][59] - Chauffeur和Drive等先进产品未来预计收入占比分别为40%和20%,但仅占4%的未来产量 [16] 各个市场数据和关键指标变化 - 中国市场方面,与ZEEKR合作的高速公路SuperVision免费试用计划有望转为标配 [94][95] - 全球范围内,公司与14家整车厂合作,占行业产量46%,较去年底的37%有所增加 [18][51][52] 公司战略和发展方向及行业竞争 - 公司在基础ADAS、SuperVision、Chauffeur和Drive等产品线上持续取得进展 [10][15] - SuperVision产品有望成为未来10年内最重要的增长动力,并有望超越Level 2+系统 [73][74] - 公司在性能、成本和垂直整合等方面相比竞争对手具有优势,有利于持续拓展市场 [20][23] - 特斯拉加大FSD和机器人出租车投入,也带动其他整车厂加大对应投入 [24] - 公司正在与14家整车厂就SuperVision、Chauffeur和Drive等产品进行深入合作洽谈 [18][51][52] 管理层对经营环境和未来前景的评论 - 公司相信目前的库存消化进度符合预期,第二季度出货量有望超过100%增长 [32][33] - 管理层对2024年全年的收入和利润指引保持不变,EyeQ出货量预计31-33百万台,SuperVision 17.5-19.5万台 [35][39] - 管理层认为公司在性能、成本和垂直整合等方面的优势,有利于持续拓展市场份额 [20][23] - 管理层对公司未来发展前景保持乐观,认为SuperVision有望成为未来10年内最重要的增长动力 [73][74] 问答环节重要的提问和回答 问题1 **James Picariello 提问** 询问全年毛利率指引是否为67%-68% [44] **Moran Shemesh 回答** 全年毛利率指引为67%-68%,第一季度较低主要是SuperVision占比较高所致 [45][59] 问题2 **Joshua Buchalter 提问** 询问14家合作整车厂的地域分布、动力总成类型以及合作进度 [51] **Amnon Shashua 回答** 合作整车厂分布在欧洲、美国和亚洲,既有内燃机车型也有电动车型,公司正在推进商务、技术和法律等多方面的合作,预计在下半年有更多合作落地 [52][120][121] 问题3 **Shreyas Patil 提问** 询问SuperVision产品毛利率的提升路径 [58] **Amnon Shashua 回答** 公司已经量产第二代域控制器,可以显著提升毛利率,未来EyeQ6平台产品的毛利率也将接近50%目标 [59]

Mobileye Global (MBLY) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post earnings of $0.27 per share when it actually produced earnings of $0.28, delivering a ...

Exhibit 99.1 Mobileye Releases First Quarter 2024 Results and Provides Business Overview · Revenue decreased 48% year over year to $239 million in the first quarter due to the significant drawdown of inventory at our Tier 1 customers announced earlier this year. · Diluted EPS (GAAP) was $(0.27) and Adjusted Diluted EPS (Non-GAAP) was $(0.07) in the first quarter. · Inventory consumption and the expected quarterly cadence of EyeQSoC deliveries over the course of 2024 remains on-track with our prior guidance. ...

分组1 - Mobileye Global (MBLY)最近被升级为Zacks Rank 2（买入），这是因为其盈利预期上升的反映[1] - Zacks评级的唯一决定因素是公司盈利情况的变化[2] - Zacks评级系统对个人投资者非常有用，因为它可以帮助他们做出基于盈利预期变化的决策[3]

Move over, Nvidia! These fast-paced artificial intelligence (AI) stocks can more-than-double in value, based on the Street-high price targets of three analysts. For more than a year, no investment trend on Wall Street has captivated investors' attention quite like artificial intelligence (AI). Utilizing software and systems in place of humans, and giving these systems the ability to learn over time without human intervention in order to become more proficient at their tasks, gives AI a use case in almost ev ...