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Mobileye
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Latest analysis
Updated Jul 23, 2026
Mobileye raises FY2026 revenue outlook to ~$2B midpoint while announcing vertically integrated robotaxi launch and CEO succession process.
Mobileye's Q2 2026 results demonstrate a resilient core ADAS business outperforming its top-10 customer production volume by 8+ percentage points on units, with the most consequential development being the strategic pivot to vertically integrated robotaxi operations targeting a 2027 U.S. city launch — a fundamental shift from its prior asset-light technology-supplier stance. The $93 million Israeli R&D incentive recognition inflated reported margins but management correctly flags that the H1 blended view (23% adjusted operating margin, up 6 points YoY) is the cleaner signal of underlying profitability. Simultaneously, CEO Amnon Shashua announced a succession search, framing the transition as a move from technology problem-solving to operational scaling, with humanoid robotics cited as the next long-horizon frontier.
Tone: bullishRevenue
$1.9B
MBLY 10-K · FY 2025
Employees
4,200
Revenue growth YoY
+15%
Founded
1999
Profile
MBLY 10-K Item 1 · Feb 12, 2026Mobileye is a developer and deployer of advanced driver assistance systems (ADAS) and autonomous driving technologies, pioneering the category more than 25 years ago. The company designs purpose-built software and hardware — including its proprietary EyeQ SoC family, REM crowd-sourced mapping, and imaging radar — spanning from base ADAS to fully driverless fleet solutions. On February 3, 2026, Mobileye completed the acquisition of Mentee Robotics, expanding into humanoid robotics and Physical AI.
Read filing description ↓ Collapse description ↑
Mobileye is a leader in the development and deployment of advanced driver assistance systems ('ADAS') and autonomous driving technologies and solutions. We pioneered ADAS technology more than 25 years ago and have continuously expanded the scope of our ADAS offerings, while leading the evolution to autonomous driving solutions. On February 3, 2026, we completed the acquisition of Mentee Robotics Ltd., a humanoid robotics company. This acquisition combines Mobileye's advanced artificial intelligence ('AI') technology and global production expertise with Mentee Robotics' breakthrough humanoid platform and deep AI talent, creating a comprehensive provider of Physical AI technology across two transformative markets: autonomous driving and humanoid robotics. Our portfolio of solutions is built upon a comprehensive suite of purpose-built software and hardware technologies designed to provide the capabilities needed to make the future of ADAS and autonomous driving a reality. These technologies can be harnessed to deliver mission-critical capabilities at the edge and in the cloud, advancing the safety of road users, and revolutionizing the driving experience and the movement of people and goods globally. Our technology platform, which includes our software and hardware intellectual property, leverages our decades of experience as a technology leader for sensing and perception solutions for the automotive industry and our focused efforts to build highly scalable, compute-efficient and cost-efficient autonomous solutions. Our platform is built on five fundamental pillars: Computer Vision Processing, Road Experience Management, Compound Artificial Intelligence Systems including True Redundancy, Next Generation Imaging Radars, and our Family of Purpose-Built EyeQ SoCs. We are actively working with more than 50 Original Equipment Manufacturers ('OEMs') worldwide on the implementation of our ADAS solutions.
Primary products
- Mobileye Base ADAS
- Cloud-Enhanced ADAS
- Mobileye Surround ADAS
- Mobileye SuperVision
- Mobileye Chauffeur
- Mobileye Drive
End markets
Geographies
Named customers
We depend on a limited number of Tier 1 customers and OEMs for a substantial portion of our revenue, and the loss of, or a significant reduction in sales to, one or more of our major Tier 1 customers and/or the discontinued incorporation of our solutions by one or more major OEMs in their vehicle models would adversely affect our business, results of operations, and financial condition.
Named competitors
“We believe we compete favorably with respect to these factors. In addition, as the ADAS and autonomous driving markets progress and, in some use cases, converge, we believe we will be in a favorable position to achieve meaningful business wins given our differentiated capabilities.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue increased 15% year-over-year in 2025 compared to 2024, driven by higher shipment volumes of EyeQ SoCs and SuperVision systems, partially recovering from the sharp inventory correction that suppressed 2024 results relative to 2023.
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