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Mobileye Global (MBLY) investor relations material
Mobileye Global Evercore ISI's Autonomous, ADAS & AI Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI's Autonomous, ADAS & AI Forum summary30 Sep, 2025
Core ADAS business and growth trajectory
Core ADAS generates significant revenue and cash flow, with strong market share in US and Europe and growth opportunities in India and Latin America.
Safety ratings drive demand for advanced ADAS, requiring more cameras and processing, leading to higher selling prices and a positive growth outlook for the next 5–10 years.
Penetration in China is about 6 million units annually, split between local and foreign OEMs, with local suppliers favored but European standards driving demand.
New customers and markets, such as Mahindra in India and Volvo, are expected to ramp up volumes in the coming years.
Surround ADAS systems are being targeted for a third to all of some automakers’ annual volumes, driven by regulatory requirements and cost advantages.
Advanced autonomy: Supervision, Chauffeur, and product launches
Supervision (eyes-on) and Chauffeur (eyes-off, highway-focused) are key products, with Porsche and Audi launches planned for 2026 and 2027, respectively.
Supervision faces delays as OEMs reassess portfolios and await strategic decisions, but several major engagements are targeted for decisions this year.
Launches for advanced systems are tied to new software-defined vehicle architectures, with most programs set for 2027–2029.
Audi’s Chauffeur launch will start as eyes-on, with shadow validation to certify eyes-off autonomy based on real-world data.
Surround ADAS offers highway hands-free driving at lower cost, making it attractive for broad OEM adoption.
Robotaxi and full autonomy commercialization
Robotaxi business aims to remove safety drivers by mid-2025, positioning as a leading self-driving system provider.
Partnerships with Volkswagen, Uber, Lyft, and Marubeni target initial deployments in Florida, Los Angeles, Dallas, and several European cities.
Vehicles are produced on standard automotive lines for scalability, with VW’s initial engagement at 12,000 units over 4–5 years.
Regulatory environments differ: US is moving toward a federal framework, while Europe requires formal certification, delaying driver-out launches until late 2026.
Expansion opportunities include shuttle and public transit applications, with new form factors like 12-passenger vans in development.
ADAS growth drivers beyond current markets?
Chauffeur L3/L4 validation process?
Robotaxi initial deployment cities and timelines?
Partial view of Summaries dataset, powered by Quartr API
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Next Mobileye Global earnings date
Q3 202530 Oct, 2025
LIVEat 12:00
Next Mobileye Global earnings date
Q3 202530 Oct, 2025
LIVEat 12:00
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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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