Mobileye Global
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Mobileye Global (MBLY) investor relations material

Mobileye Global CES 2026 Keynote summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CES 2026 Keynote summary6 Jan, 2026

Strategic partnerships and business momentum

  • Announced acquisition of Mentee Robotics, expanding into humanoid robotics and physical AI.

  • Achieved 95% win rate on RFQs with top 10 customers in 2025, including new OEMs Volvo and Subaru.

  • Pipeline for EyeQ6 Lite chip tripled year-over-year, with $24.5B in signed contracts over the next eight years.

  • Over 230 million chips deployed globally, with 8 million cars contributing to high-definition map data.

  • Strong collaboration with Volkswagen and MOIA for autonomous mobility, targeting US and European markets.

Product and technology advancements

  • Surround ADAS, featuring EyeQ6 High chip, secured design wins with Volkswagen and a major US OEM, totaling 19 million units and SOP in 2028.

  • SuperVision and Chauffeur (Level 3) systems progressing with Porsche, Audi, and other premium brands, with SOPs in 2027 and 2028.

  • Robotaxi fleet exceeds 100 vehicles, testing in diverse global conditions; Level 4 ready vehicle launches in February, with US driverless operations in Q3/Q4 and EU expansion in 2027.

  • EyeQ7 chip, ready for production in 2027, outperforms competitors in latency and supports advanced AI workloads.

Autonomous mobility ecosystem and scaling

  • Partnership with Volkswagen and MOIA leverages industrial scale, advanced self-driving systems, and a robust software platform for fleet management.

  • Ecosystem targets six cities by 2027 and over 100,000 self-driving vehicles by 2033.

  • Emphasis on reducing teleoperation needs and cost of sensor/computing hardware to enable large-scale deployment.

  • Two-way synergy between consumer and robotaxi platforms accelerates data collection and technology improvement.

Mentee's 'real to sim to real' for home use: timeline
Robotaxi scaling: teleop reduction & sensor set
IQ7's VLM/VLSA capabilities and competitive edge
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Next Mobileye Global earnings date

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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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