Mobileye Global Inc
NASDAQ:MBLY
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Mobileye Global Inc
Mobileye Global Inc., a pioneer in the world of automotive technology, began its journey with a vision of revolutionizing road safety. Founded in 1999 by Amnon Shashua and Ziv Aviram, the company has grown into a leader in developing automated driver-assistance systems (ADAS). Mobileye combines advanced computer vision, machine learning, and data analysis to create technologies that enable vehicles to interpret their surroundings. These systems power features like lane-keeping assistance, collision warning, and adaptive cruise control, thus enhancing both safety and driving experience. By licensing these technologies to automakers around the globe, Mobileye seamlessly embeds its solutions into millions of vehicles, effectively mitigating road accidents and transforming the automotive landscape.
Underpinning Mobileye's business model is the sale of its proprietary EyeQ chips and software, the backbone of its sophisticated ADAS solutions. Automakers integrate these offerings into their new models, embedding them as standard features or premium add-ons. Meanwhile, Mobileye's collaborative ventures, such as mapping partnerships crucial for autonomous driving, expand its reach and influence in the burgeoning autonomous vehicle sector. By leveraging its technology in both existing and emerging transport solutions, Mobileye not only garners substantial revenue from these partnerships but also continues to cement its role as an innovator at the forefront of automotive safety and intelligence.
Mobileye Global Inc., a pioneer in the world of automotive technology, began its journey with a vision of revolutionizing road safety. Founded in 1999 by Amnon Shashua and Ziv Aviram, the company has grown into a leader in developing automated driver-assistance systems (ADAS). Mobileye combines advanced computer vision, machine learning, and data analysis to create technologies that enable vehicles to interpret their surroundings. These systems power features like lane-keeping assistance, collision warning, and adaptive cruise control, thus enhancing both safety and driving experience. By licensing these technologies to automakers around the globe, Mobileye seamlessly embeds its solutions into millions of vehicles, effectively mitigating road accidents and transforming the automotive landscape.
Underpinning Mobileye's business model is the sale of its proprietary EyeQ chips and software, the backbone of its sophisticated ADAS solutions. Automakers integrate these offerings into their new models, embedding them as standard features or premium add-ons. Meanwhile, Mobileye's collaborative ventures, such as mapping partnerships crucial for autonomous driving, expand its reach and influence in the burgeoning autonomous vehicle sector. By leveraging its technology in both existing and emerging transport solutions, Mobileye not only garners substantial revenue from these partnerships but also continues to cement its role as an innovator at the forefront of automotive safety and intelligence.
Strong 2025 Performance: Mobileye reported 2025 revenue of $1.9 billion, up 15% year-over-year and slightly above the high end of guidance, with adjusted operating profit up 45% and cash flow up over 50%.
2026 Guidance: Revenue for 2026 is expected to be $1.9–$1.98 billion, implying flat to 5% growth; Q1 2026 EyeQ shipments are forecast at about 10 million units, up 19% YoY.
Surround ADAS Traction: The company secured two major OEM wins for its EyeQ6-based Surround ADAS and sees growing engagement with other top automakers.
Mentee Robotics Acquisition: Mobileye acquired Mentee Robotics, aiming to accelerate entry into humanoid robotics with a focus on autonomous, vertically integrated solutions.
Margins and Costs: Gross margin declined due to EyeQ5-related costs and mix headwinds, with 2026 gross margin expected to remain pressured; operating expenses are guided to rise 10% in 2026, reflecting inflation, R&D, and Mentee integration.
Competitive Position: Management believes Mobileye remains ahead of competitors in advanced ADAS and robotaxi deployment, despite industry hype and new product announcements from others like NVIDIA.
