Earnings summaries and quarterly performance for Mobileye Global.
Executive leadership at Mobileye Global.
Board of directors at Mobileye Global.
Christoph Schell
Detailed
Director
Claire McCaskill
Detailed
Lead Independent Director
David Zinsner
Detailed
Director
Elaine Chao
Detailed
Director
Eyal Desheh
Detailed
Director
Frank D. Yeary
Detailed
Director
Naga Chandrasekaran
Detailed
Director
Patrick Bombach
Detailed
Director
Saf Yeboah-Amankwah
Detailed
Chair of the Board
Research analysts who have asked questions during Mobileye Global earnings calls.
Mark Delaney
The Goldman Sachs Group, Inc.
5 questions for MBLY
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Shreyas Patil
Wolfe Research, LLC
5 questions for MBLY
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Adam Jonas
Morgan Stanley
4 questions for MBLY
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Chris McNally
Evercore ISI
4 questions for MBLY
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Colin Rusch
Oppenheimer & Co. Inc.
4 questions for MBLY
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Dan Levy
Barclays PLC
4 questions for MBLY
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Joshua Buchalter
TD Cowen
4 questions for MBLY
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Aaron Rakers
Wells Fargo
3 questions for MBLY
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Antoine Chkaiban
New Street Research
3 questions for MBLY
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George Gianarikas
Canaccord Genuity
3 questions for MBLY
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Joseph Spak
UBS Group AG
3 questions for MBLY
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Luke Junk
Robert W. Baird & Co.
3 questions for MBLY
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Edison Yu
Deutsche Bank
2 questions for MBLY
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Joe Spak
UBS Group AG
2 questions for MBLY
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Winnie Dong
Deutsche Bank
2 questions for MBLY
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Gary Mobley
Loop Capital
1 question for MBLY
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Gautam Narayan
RBC Capital Markets
1 question for MBLY
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Jake Wilhem
Wells Fargo
1 question for MBLY
James Picariello
BNP Paribas
1 question for MBLY
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John Babcock
Bank of America
1 question for MBLY
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Nick Doyle
Needham & Company
1 question for MBLY
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Samik Chatterjee
JPMorgan Chase & Co.
1 question for MBLY
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Tom Marian
RBC Capital Markets
1 question for MBLY
Trevor Young
Barclays
1 question for MBLY
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Vijay Rakesh
Mizuho
1 question for MBLY
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Xin Yu
Deutsche Bank
1 question for MBLY
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Recent press releases and 8-K filings for MBLY.
Mobileye Outlines Execution Focus and Robotaxi Rollout Timeline
MBLY
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Mobileye's primary focus for the next one to two years is executing existing production programs with Volkswagen Group across its ADAS, supervision, chauffeur, and robotaxi categories.
- The company is experiencing significant traction for its next-generation ADAS systems, with a recent Surround ADAS design win projected to save the OEM $1 billion and substantially increase Mobileye's revenue with that customer.
- Mobileye anticipates removing safety drivers from its robotaxis in a relatively simple environment by mid-2026 in the U.S., with scaled commercialization targeted by the end of 2026. European commercialization is expected in early 2027.
- For 2026, Mobileye expects to outgrow underlying customer production by approximately five points in volume, similar to 2025. The company projects 2027 to be a strong year due to initial launches of Audi SuperVision, Surround ADAS, and Chauffeur volumes, and potential robotaxi scaling into the thousands of units.
- Mobileye does not foresee memory shortages impacting production in Q1 2026, as Tier 1 suppliers are responsible for sourcing DRAM.
2 days ago
Mobileye Discusses Product Strategy, Robotaxi Timeline, and 2026 Outlook
MBLY
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Mobileye is primarily focused on executing existing production programs with Volkswagen Group across its ADAS, supervision, chauffeur, and robotaxi product lines, rather than seeking new design wins.
- The company is experiencing significant traction with its Surround ADAS solution, securing a second design win and demonstrating $1 billion in cost savings for an OEM, which is expected to enable broader deployment of hands-free highway driving.
- For its robotaxi business, Mobileye aims to remove safety drivers in the U.S. by mid-2026, with scaled commercialization by the end of 2026, and European commercialization targeted for early 2027.
- Mobileye anticipates outgrowing underlying customer production by approximately five percentage points in 2026, similar to 2025, driven by embedded market share growth and opportunities in Chinese export and Indian markets.
- Regarding potential memory shortages, Mobileye's Tier one partners have indicated they do not expect production impacts for Q1 2026, although potential cost increases due to higher pricing are acknowledged.
2 days ago
Mobileye Discusses Business Focus, Robotaxi Timeline, and 2026/2027 Outlook
MBLY
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Mobileye is currently focused on next-generation ADAS systems for mass-market vehicles, driven by strong customer pull, and the robotaxi business, which also sees significant demand. The company has secured a Volkswagen win for Surround ADAS starting in 2027 and another nomination, which could lead to $1 billion in cost savings for OEMs.
- For the robotaxi business, Mobileye is on a glide path to remove safety drivers by mid-2026 in initial deployments, with scaled commercialization in the US by the end of 2026 and in Europe by early 2027.
- Mobileye feels confident about meeting its Q4 2025 guidance, anticipating shipping below demand, which is expected to lead to tight inventory for Q1 2026.
- For 2026, Mobileye expects to outgrow underlying customer production by approximately five points. 2027 is projected to be a very strong year with significant volume from Audi SuperVision, initial Surround ADAS, initial Chauffeur, and potentially thousands of robotaxi units.
- Regarding potential memory shortages, Mobileye is not directly responsible for sourcing but has been in contact with Tier 1s and does not expect production impacts for Q1 2026, though there could be cost pressures.
2 days ago
Mobileye Global Discusses ADAS, Supervision, Chauffeur, and Robotaxi Programs at Evercore ISI Forum
MBLY
Product Launch
New Projects/Investments
Guidance Update
- Mobileye's core ADAS business is growing faster than customer production, driven by market share gains, new markets like India and Latin America, and safety ratings requiring more advanced systems. The company expects to ship 34 to 35.5 million chips this year, with approximately 6 million units going to China.
- For consumer vehicles, Mobileye offers Supervision (eyes-on) with a design win with Porsche launching late 2026 at $1,300 per unit, and Chauffeur (eyes-off for highways) with a production program with Audi launching in 2027 at $2,500 to $3,000 per unit. The Chauffeur system will initially launch as eyes-on for validation before transitioning to eyes-off.
- In the Robotaxi segment, Mobileye aims to be the second company to remove safety drivers by mid-2026. Key partnerships include Volkswagen for the ID Buzz vehicle, with an initial engagement for 12,000 units over 4-5 years, and integration into the Uber network in Los Angeles by late 2026. A partnership with Marubeni and Lyft is planned for Dallas.
Sep 30, 2025, 2:05 PM
Quarterly earnings call transcripts for Mobileye Global.
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