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Company Research16 Apr 2024
Companies That Had Their IPO in 2022: War, Inflation and Interest Rates
The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.
Mobileye Global (MBLY) investor relations material
Mobileye Global UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business priorities and product focus
Emphasis on executing existing production programs, especially with Volkswagen Group, across all product categories over the next 1–2 years.
Strong market pull for next-generation ADAS systems for mass-market vehicles, focusing on safety, scalability, and cost-effectiveness.
Surround ADAS gaining traction due to cost savings and scalability, with OEMs aiming to offer hands-free driving on all vehicle tiers.
Robotaxi business driven by demand from ride-hail and public transit operators, with focus on operational readiness and scaling.
Less traction currently for premium supervision and chauffeur products compared to mass-market and robotaxi solutions.
Surround ADAS and design wins
Recent design wins demonstrate OEMs' desire to scale hands-free driving to all vehicle segments, not just premium.
Surround ADAS offers significant cost savings for OEMs, with one customer expecting $1 billion in savings compared to previous plans.
Vertically integrated systems reduce supply chain complexity and cost, benefiting both revenue and customer savings.
Ongoing discussions with multiple OEMs, with growing interest following recent nominations.
Robotaxi business model and rollout
Business model complexity centers on ownership, operation, insurance, and orchestration of fleets.
Multiple partners and potential for own small fleets considered to avoid reliance on a single operator.
About 150 vehicles currently operate in global pilot programs with safety drivers; milestones for removing safety drivers targeted for mid-2026 in the US and 2027 in Europe.
Commercialization in US and Europe expected to scale after safety driver removal, with initial focus on cities like Los Angeles, Munich, Hamburg, Berlin, and Oslo.
Waymo seen as current leader, but scaling and regulatory progress by competitors benefit the broader industry.
Mobileye's role in robotaxi owner-operator model
Can Surround ADAS cost savings replicate for others?
Memory shortage risk for ADAS volume in '26/27?
Partial view of Summaries dataset, powered by Quartr API
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Next Mobileye Global earnings date
Q4 202530 Jan, 2026
Next Mobileye Global earnings date
Q4 202530 Jan, 2026
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Frequently asked questions
Mobileye Global Inc. is a technology company specializing in advanced driver-assistance systems (ADAS) and autonomous driving solutions. The company develops hardware and software technologies that enable safer driving through features such as collision avoidance, lane-keeping assistance, and adaptive cruise control. Mobileye’s products are utilized by automakers globally to enhance vehicle safety and lay the groundwork for fully autonomous driving capabilities. Its core technologies include computer vision, machine learning, and mapping for both passenger vehicles and commercial fleets. The company is headquartered in Jerusalem, Israel, and its shares are listed on the NASDAQ.
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