Mobileye, an Israeli tech company specializing in driver-assistance and autonomous driving, expects 2025 revenue between US$1.69 billion and US$1.81 billion, below analysts’ estimates.

The company faces challenges in China, where domestic competitors offering cheaper self-driving software are affecting its market share.

Despite increased chip shipments to China, demand remains weak due to competition from affordable electric vehicles and reduced subsidies.

In Q4, Mobileye reported US$490 million in revenue, exceeding estimates but marking a 23% year-over-year decline.

This decline was attributed to reduced demand for its EyeQ chips as clients work through inventory, leading to a 30% drop in gross profit.

The company posted adjusted earnings of US$0.13 per share, above the analyst consensus of US$0.11.