Mobileye Global (MBLY) CES 2026 Keynote summary

Strategic announcements and partnerships

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

• Collaboration with Volkswagen's MOIA Group to deploy autonomous vehicles in the US and Europe, with joint milestones and shared technology platforms.

• Targeting launch of driverless services in the US by end of 2026, followed by EU homologation and rapid expansion in 2027.

• Clear targets set: six cities by end of 2027 and over 100,000 active self-driving vehicles by 2033.

Business performance and market outlook

• Achieved over 95% RFQ win rate with top 10 customers from 2023–2025, including new partnerships with Volvo and Subaru.

• Projected revenue pipeline of $24.5B through 2033, with $18B awarded in the past three years, representing 42% growth over 2023.

• Over 230 million vehicles deployed with Mobileye SoCs by Q3 2025, and more than 100 million EyeQs in active RFQs.

• REM data harvesting expanded to over 8 million vehicles, with 32 billion miles harvested in 2025 and three new OEMs joining the program.

Product innovation and deployment

• Surround ADAS system secured design wins with Volkswagen and a major US OEM, totaling 19 million units and SOP in mid-2028.

• Surround ADAS design win with a major US OEM for hands-off highway driving, targeting ~9 million vehicles with SOP in Q2 2028.

• Advanced product status updates: Surround ADAS full software by Dec 2026, SuperVision Gen II stack by April 2026, and Chauffeur prototype road testing underway.