Mobileye Global (MBLY) Company Report

Ruter, Oslo's public transport agency, and AV operator Holo have partnered with MOIA to deploy the ID. Buzz AD equipped with Mobileye Drive™ self-driving technology for an autonomous transport service in Oslo, Norway, starting in spring 2026.
This deployment follows two years of extensive testing of autonomous development vehicles with Mobileye Drive™ by Ruter and Holo, including trials in challenging weather conditions in Groruddalen since 2023.
The ID. Buzz AD will utilize Mobileye's second-generation self-driving system based on the Mobileye EyeQ™ 6H.
Ruter envisions integrating up to 30,000 shared autonomous vehicles into Oslo's public transport network to reduce congestion and emissions.

Dec 10, 2025, 12:34 PM

Press Release

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.

Dec 3, 2025, 6:50 PM

Transcript

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.

Dec 3, 2025, 6:50 PM

Transcript

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.

Dec 3, 2025, 6:50 PM

Transcript

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

Transcript

Mobileye Reports Strong Q1 2025 Results and Announces Key Robotaxi Partnership

MBLY

Earnings

Guidance Update

New Projects/Investments

Mobileye reported Q1 2025 revenue up 83% year-over-year and operating cash flow of $109 million.
For Q2 2025, the company expects IQ unit volume of 8.7 million-9.3 million and revenue to be up approximately 7% year-over-year.
Mobileye maintains its full-year 2025 guidance range, anticipating a 100 basis point increase in gross margin over 2024, despite potential tariff impacts.
A significant partnership was announced with Volkswagen and Uber to deploy Mobileye DRIVE-enabled robotaxis in Los Angeles starting in 2026, with meaningful revenue expected from 2027.
The company secured new design wins, including for surround ADAS with Volkswagen and re-engaging with a European OEM after eight years, with Q1 design wins already representing 85% of 2024's projected future volumes.

Apr 24, 2025, 12:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Mobileye Global.

Q3 2025

Oct 23, 2025

→

Q2 2025

Jul 24, 2025

→

View All Transcripts

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Amnon Shashua say about margins?What are Mobileye Global's strategic priorities?How is Mobileye Global positioned vs competitors?How did Mobileye Global do last quarter?

Mobileye Global (MBLY)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Amnon Shashua

Boaz Ouriel

Moran Shemesh Rojansky

Nimrod Nehushtan

Shai Shalev-Shwartz

Board Members

Christoph Schell

Claire McCaskill

David Zinsner

Elaine Chao

Eyal Desheh

Frank D. Yeary

Naga Chandrasekaran

Patrick Bombach

Saf Yeboah-Amankwah

Analyst Coverage

Mark Delaney

Shreyas Patil

Adam Jonas

Chris McNally

Colin Rusch

Dan Levy

Joshua Buchalter

Aaron Rakers

Antoine Chkaiban

George Gianarikas

Joseph Spak

Luke Junk

Edison Yu

Joe Spak

Winnie Dong

Gary Mobley

Gautam Narayan

Jake Wilhem

James Picariello

John Babcock

Nick Doyle

Samik Chatterjee

Tom Marian

Trevor Young

Vijay Rakesh

Xin Yu

Latest news

Earnings Transcripts

Q3 2025

Q2 2025

Ask Fintool AI Agent