Mobileye Global(NASDAQ) MBLY

Mobileye Global Inc. makes software and chips that help cars drive safely. These systems alert drivers to road hazards and prevent accidents. The company also builds technology for self-driving vehicles and robots.

Helping Cars See the Road

• EyeQ System-on-Chips: Silicon processors that interpret visual data for safety features; accounted for 91% of revenue in the six months ended June 27, 2026.
• Mobileye SuperVision: High-end driver assistance system for hands-free navigation across various road types; represented over half of non-EyeQ revenue in early 2026.
• Autonomous Driving Solutions: Full-scale platforms including Mobileye Chauffeur and Mobileye Drive for self-driving passenger cars and commercial fleets.
• Humanoid Robotics: New business line focusing on mobile robots following the acquisition of Mentee Robotics in February 2026.

New Paths for Growth

• Acquired Mentee Robotics on Feb. 3, 2026, to combine artificial intelligence technology with humanoid platforms.
• Announced plans in June 2026 to launch a vertically integrated robotaxi service to own and operate autonomous vehicles.
• Partnered with TSMC to manufacture components for imaging radar and future generations of EyeQ chips.
• Completed an initial public offering in Oct. 2022 after previously operating as a subsidiary of Intel.

Technology and Global Reach

The company maintains direct relationships with more than 50 original equipment manufacturers worldwide to implement its safety systems. Its solutions were installed in approximately 1,400 vehicle models and 258 million vehicles as of June 27, 2026. Mobileye uses a proprietary framework to help standardize safety policies for autonomous driving across the industry.

Recent Financial Results

• Revenue reached $1,066 million in the six-month period ended June 27, 2026, up 13% year over year.
• System shipments increased to 20.9 million units in the first half of 2026, compared to 18.1 million in the prior year.
• Net loss was $3,839 million in the six months ended June 27, 2026, due to a $3,788 million non-cash goodwill impairment.
• Adjusted operating margin rose to 23% in the six-month period ended June 27, 2026, from 17% the previous year.
• Cash and cash equivalents fell to $524 million in mid-2026 after paying $591 million to acquire Mentee Robotics.

Bottom Line

Mobileye has transitioned from a specialized chip designer into a provider of integrated autonomous driving and robotic systems. The company maintains a lead in standard safety technology while expanding into robotaxis and humanoid robots.