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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財年二季報
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年第二季度報告的營業收入爲43900萬，較上年同期下降了3%，因爲客戶繼續處理過剩庫存。該季度EyeQ SoC的營業收入下降了10%，降至36900萬，成交量減少了9%，部分被SuperVision營業收入2500萬的增加所抵消。毛利率從去年的49%略微收縮至48%。公司在2024年第二季度錄得營業虧損9400萬，而2023年第二季度則虧損3300萬，主要是由於研發費用上升，員工人數同比增長了367人。調整後的營業收入，從14000萬降至7900萬，調整後的營業利潤率從31%降至18%。展望未來，Mobileye預計客戶在2024年上半年將利用大部分過剩庫存，但指出全球汽車生產預測疲軟，特別是對中國的核心客戶產生影響。公司繼續投資於下一代產品，預計研發費用將比2023年水平有所增加，因爲它正在開發新的EyeQ SoC系列和自動駕駛解決方案。
Mobileye 全球在2024年第二季度報告的營業收入爲43900萬，較上年同期下降了3%，因爲客戶繼續處理過剩庫存。該季度EyeQ SoC的營業收入下降了10%，降至36900萬，成交量減少了9%，部分被SuperVision營業收入2500萬的增加所抵消。毛利率從去年的49%略微收縮至48%。公司在2024年第二季度錄得營業虧損9400萬，而2023年第二季度則虧損3300萬，主要是由於研發費用上升，員工人數同比增長了367人。調整後的營業收入，從14000萬降至7900萬，調整後的營業利潤率從31%降至18%。展望未來，Mobileye預計客戶在2024年上半年將利用大部分過剩庫存，但指出全球汽車生產預測疲軟，特別是對中國的核心客戶產生影響。公司繼續投資於下一代產品，預計研發費用將比2023年水平有所增加，因爲它正在開發新的EyeQ SoC系列和自動駕駛解決方案。
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