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Manmohanpreet Singh

Research Analyst at JPMorgan Chase & Co.

Manmohanpreet Singh is an Analyst at JPMorgan Chase & Co., specializing in financial analysis and quantitative methods within the JP Morgan India Private division. He applies expertise in data-driven financial modeling and market analysis, though specific companies covered and detailed performance metrics such as success rates or returns are not publicly detailed in available records. Singh's career at JPMorgan focuses on analytical roles in India, with a background reflecting skills in quantitative finance, but prior firms, exact start dates, and professional credentials like FINRA registrations remain undisclosed in current sources.

Manmohanpreet Singh's questions to Mobileye Global (MBLY) leadership

Question · Q4 2025

Manmohanpreet Singh asked if Drive or Robotaxi would be the biggest swing factor for 2026 revenues, given the Porsche and Audi program push-out, and for updated thoughts on Drive monetization. He also inquired if a potential Q1 decision for a second Surround ADAS architecture with an unnamed customer would double Mobileye's pipeline with that customer.

Answer

Amnon Shashua (CEO and Founder, Mobileye) and Nimrod Nehushtan (EVP of Business Development and Strategy, Mobileye) clarified that no meaningful impact from advanced products, including Drive, was expected in 2026, so there is no change to guidance, and Drive revenue is not included for 2026. Regarding the second Surround ADAS architecture, Nimrod stated that discussions are ongoing and progressing well, but he would not predict timing.

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Question · Q4 2025

Manmohanpreet Singh asked if Drive or Robotaxi would be the biggest swing factor for 2026 revenues and for updated thoughts on Drive's monetization (upfront vs. recurring). He also inquired about a potential decision for a second surround ADAS architecture with a customer in Q1 and if that would double the pipeline with that customer.

Answer

Amnon Shashua, CEO and Founder, clarified that Mobileye did not expect any meaningful impact from advanced products on 2026 revenues, consistent with previous quarters. Nimrod Nehushtan, EVP of Business Development and Strategy, confirmed that Drive revenue is not included in the 2026 guidance. Regarding the second surround ADAS customer, Mr. Nehushtan stated that discussions are ongoing and progressing well, but he would not predict timing.

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