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    Jake Wilhem

    Research Analyst at Wells Fargo

    No verifiable information about Jake Wilhem serving as an analyst or in any research capacity at Wells Fargo could be identified from publicly available records, including LinkedIn profiles, analyst ranking platforms, or professional credential registries. There is no evidence of Jake Wilhem covering specific companies, possessing notable performance metrics, or holding common analyst certifications such as FINRA licenses. Similarly, there is no accessible career timeline or listing of previous employers. As a result, it is likely that either Jake Wilhem does not hold such a position at Wells Fargo or operates in a non-public, non-analyst function.

    Jake Wilhem's questions to Mobileye Global (MBLY) leadership

    Jake Wilhem's questions to Mobileye Global (MBLY) leadership • Q3 2024

    Question

    Jake Wilhem, on for Aaron Rakers, asked for color on the recent drop in average selling price (ASP) for EyeQ bundles and its expected trajectory into 2025. He also questioned the adoption rate of the new EyeQ 6 chip and whether it could cannibalize SuperVision sales.

    Answer

    CFO Moran Rojansky explained that she does not anticipate significant changes to the ASP trajectory in the near term, despite some volatility in 2024 due to inventory issues and mix shifts. An executive, likely Nimrod Nehushtan, clarified that EyeQ 6 is a cost-optimized chip for the entry-level ADAS segment and does not compete with or cannibalize the high-end SuperVision system, which targets a different market segment.

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