As the global intelligent driving sector enters a critical phase of elimination, the industry veteran Mobileye has demonstrated its unshakable dominance with a stellar performance. On January 22, Mobileye released its fiscal year 2025 financial results, showing a 15% year-over-year increase in annual revenue, reaching $1.894 billion, reflecting strong business resilience.
Outstanding Performance: Cash Flow Surges 51%, Order Backlog Hits New High
Although revenue slightly declined in the fourth quarter due to customer inventory adjustments, Mobileye's overall fundamentals remain extremely solid:
Financial Strength: Net cash flow from operating activities in fiscal year 2025 surged 51% year-over-year, reaching $602 million.
Massive Orders: As of the end of the fiscal year, the expected order volume for the next eight years has reached $24.5 billion, representing a 42% increase compared to three years ago.
Global Recognition: The company has secured follow-up project awards from the top ten automotive customers globally, and the cumulative global deployment of EyeQ™ technology has surpassed 230 million vehicles.
Strategic Leap: From "Autonomous Driving" to "Humanoid Robots"
Mobileye is not satisfied with its success within the automotive cockpit; its ambitions are expanding into the broader field of **Physical AI**:
Major Acquisition: The company has finalized an agreement to acquire Mentee Robotics, marking its official entry into the humanoid robotics market, aiming to build a unified technical moat across the fields of driving automation and robotics.
Robotaxi Acceleration: Collaboration with Volkswagen Group has made new progress, with plans to achieve driverless operation and launch commercial operations by 2026, targeting the deployment of over 100,000 autonomous taxis by 2033.
Looking Ahead to 2026: A New Blueprint for Software-Defined Vehicles
Facing the upcoming fiscal year 2026, CEO Professor Amnon Shashua is full of confidence. Mobileye has secured a large-scale surround ADAS order from a major US automaker, which will fully deploy the EyeQ6High processor in its new software-defined vehicle architecture.
