Earnings Call Summary | Mobileye Global(MBLY.US) Q1 2024 Earnings Conference
Earnings Call Summary | Mobileye Global(MBLY.US) Q1 2024 Earnings Conference
The following is a summary of the Mobileye Global Inc. (MBLY) Q1 2024 Earnings Call Transcript:
以下是Mobileye Global Inc.（MBLY）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Mobileye endured a year-on-year decline in EyeQ volumes, significantly reducing gross profit.
Despite a quarter operating loss, the operating cash flow persisted in positive territory.
The company anticipates an average system price increase in 2024 due to SuperVision growth.
Mobileye predicts a gross margin in the range of 67%-68% for the remainder of 2024.
Adjusted operating expenses are expected to rise by approximately 25% YoY, but the company forecasts lower operating costs in the future through structural changes and management strategies.
Mobileye predicts an increase from an 11% non-GAAP effective tax rate in 2023 to 15%-17% in 2024.
Mobileye的EyeQ銷量同比下降，毛利大幅下降。
儘管出現了季度營業虧損，但運營現金流仍保持在正值區間。
該公司預計，由於監管的增長，2024年的平均系統價格將上漲。
Mobileye預測，在2024年剩餘時間內，毛利率將在67％-68％之間。
調整後的運營費用預計將同比增長約25％，但該公司預測，通過結構變革和管理策略，未來的運營成本將降低。
Mobileye預測，非公認會計准則有效稅率將從2023年的11％提高到2024年的15％-17％。
Business Progress:
業務進展：
Mobileye had the greatest design win quarter for base on cloud-enhanced ADAS, and it already has the next-generation EyeQ6L ADAS chip in production.
The company's advanced product portfolio continues to expand with potential growth in SuperVision, Chauffeur, and Drive.
Mobileye is expanding in various geographical areas and bidding on RFQs representing a multiple of the previously generated pipeline revenue.
Mobileye's partnership with the Volkswagen Group, involving 17 car models, is attracting further interest from other OEMs.
The company's proprietary technology and efficient supply chains are enabling it to offer performance at a low cost.
Mobileye is preparing to launch the EyeQ6 High in mid-2025, which it anticipates will strengthen its market position.
The company is also increasing its activities in China, planning to launch its first urban drive in Shanghai soon.
Mobileye在基於雲增強型ADAS的設計中取得了最大的勝利季度，而且它已經在量產下一代Eyeq6L ADAS芯片。
該公司的先進產品組合繼續擴大，Supervision、Chauffeur和Drive領域的潛在增長潛力。
Mobileye正在各個地理區域進行擴張，並競標代表先前產生的管道收入倍數的詢價單。
Mobileye與大衆汽車集團的合作涉及17款車型，吸引了其他汽車製造商的進一步興趣。
該公司的專有技術和高效的供應鏈使其能夠以低成本提供性能。
Mobileye正準備在2025年中期推出EyeQ6 High，預計這將鞏固其市場地位。
該公司還增加了在中國的活動，計劃很快在上海啓動其首個城市大道。
More details: Mobileye Global IR
更多詳情： Mobileye 全球紅外
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譯文內容由第三人軟體翻譯。