Mobileye Global(NASDAQ) MBLY

Mobileye makes computer systems that help cars see and drive more safely. These tools help drivers avoid accidents by spotting road hazards in real-time. The company also builds technology for cars that can drive themselves.

What Mobileye Makes

• Base ADAS: Computer vision software and chips that provide safety alerts and emergency braking; installed in over 230 million vehicles as of late 2025.
• Mobileye SuperVision: Advanced navigation system that allows hands-free driving while the driver remains alert; delivered over 350,000 units to brands like ZEEKR and Polestar.
• Road Experience Management: Cloud-based mapping tool that uses data from millions of cars to build high-precision digital roadbooks.
• Mobileye Drive: Self-driving system designed for robotaxis and public transport without the need for a human driver.
• EyeQ System-on-Chips: Specialized computer chips designed to process driving data quickly while using very little power.

Expansion and Partnerships

• Acquired Mentee Robotics in February 2026 to add humanoid robot technology to its artificial intelligence portfolio.
• Formed a production partnership with Volkswagen Group to launch advanced driving systems for brands like Porsche and Audi.
• Collaborated with STMicroelectronics to design and manufacture six generations of specialized driving chips.
• Partnered with Mahindra & Mahindra to launch the first locally made vehicle with advanced safety features in India.
• Joined forces with Intel to develop software-defined radar technology for future self-driving cars.

A Global Data Network

Mobileye uses a massive network of over 8 million vehicles to collect 34.5 billion miles of road data annually. This information creates digital maps covering more than 95% of major motorways in the United States and Europe.

The Recent Financial Record

• Total revenue reached $1.9 billion for the fiscal year ended December 27, 2025, up 15% from 2024.
• Net loss for 2025 was $392 million, a significant improvement from the $3.09 billion loss reported in 2024.
• The company shipped approximately 35.7 million driving systems in 2025, compared to 29.0 million in 2024.
• Free cash flow was $95.2 million in Q4 2025, down 50.2% from $191 million in Q4 2024.
• Market capitalization ended 2025 at $8.5 billion, down 47.4% from the $16.1 billion valuation at the end of 2024.

Bottom Line

Mobileye has transitioned from a safety sensor provider to a full-stack developer of autonomous driving and robotics technology. Its strategy relies on using data from millions of existing cars to build the maps and software needed for future driverless vehicles.