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Mobileye Global | 10-Q: Q2 2024 Earnings Report

Mobileye Global | 10-Q: Q2 2024 Earnings Report

Mobileye Global | 10-Q：2024财年二季报
美股SEC公告 ·  2024/08/08 04:47

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Mobileye Global reported Q2 2024 revenue of $439 million, down 3% year-over-year, as customers continued working through excess inventory. The quarter saw EyeQ SoC revenue decline 10% to $369 million due to a 9% volume reduction, partially offset by a $25 million increase in SuperVision revenue. Gross margin contracted slightly to 48% from 49% last year.The company posted an operating loss of $94 million compared to a $33 million loss in Q2 2023, driven by higher R&D expenses as headcount grew by 367 employees year-over-year. Adjusted operating income, which excludes amortization and share-based compensation, fell to $79 million from $140 million, with adjusted operating margin declining to 18% from 31%.Looking ahead, Mobileye expects customers have utilized the majority of excess inventory in H1 2024 but noted weakening global automotive production forecasts, particularly impacting core customers in China. The company continues investing in next-generation products, with R&D expenses expected to increase compared to 2023 levels as it develops new EyeQ SoC generations and autonomous driving solutions.
Mobileye Global reported Q2 2024 revenue of $439 million, down 3% year-over-year, as customers continued working through excess inventory. The quarter saw EyeQ SoC revenue decline 10% to $369 million due to a 9% volume reduction, partially offset by a $25 million increase in SuperVision revenue. Gross margin contracted slightly to 48% from 49% last year.The company posted an operating loss of $94 million compared to a $33 million loss in Q2 2023, driven by higher R&D expenses as headcount grew by 367 employees year-over-year. Adjusted operating income, which excludes amortization and share-based compensation, fell to $79 million from $140 million, with adjusted operating margin declining to 18% from 31%.Looking ahead, Mobileye expects customers have utilized the majority of excess inventory in H1 2024 but noted weakening global automotive production forecasts, particularly impacting core customers in China. The company continues investing in next-generation products, with R&D expenses expected to increase compared to 2023 levels as it develops new EyeQ SoC generations and autonomous driving solutions.
Mobileye 全球在2024年第二季度报告的营业收入为43900万，较上年同期下降了3%，因为客户继续处理过剩库存。该季度EyeQ SoC的营业收入下降了10%，降至36900万，成交量减少了9%，部分被SuperVision营业收入2500万的增加所抵消。毛利率从去年的49%略微收缩至48%。公司在2024年第二季度录得营业亏损9400万，而2023年第二季度则亏损3300万，主要是由于研发费用上升，员工人数同比增长了367人。调整后的营业收入，从14000万降至7900万，调整后的营业利润率从31%降至18%。展望未来，Mobileye预计客户在2024年上半年将利用大部分过剩库存，但指出全球汽车生产预测疲软，特别是对中国的核心客户产生影响。公司继续投资于下一代产品，预计研发费用将比2023年水平有所增加，因为它正在开发新的EyeQ SoC系列和自动驾驶解决方案。
Mobileye 全球在2024年第二季度报告的营业收入为43900万，较上年同期下降了3%，因为客户继续处理过剩库存。该季度EyeQ SoC的营业收入下降了10%，降至36900万，成交量减少了9%，部分被SuperVision营业收入2500万的增加所抵消。毛利率从去年的49%略微收缩至48%。公司在2024年第二季度录得营业亏损9400万，而2023年第二季度则亏损3300万，主要是由于研发费用上升，员工人数同比增长了367人。调整后的营业收入，从14000万降至7900万，调整后的营业利润率从31%降至18%。展望未来，Mobileye预计客户在2024年上半年将利用大部分过剩库存，但指出全球汽车生产预测疲软，特别是对中国的核心客户产生影响。公司继续投资于下一代产品，预计研发费用将比2023年水平有所增加，因为它正在开发新的EyeQ SoC系列和自动驾驶解决方案。
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