Welcome to our dedicated page for Mobileye Global news (Ticker: MBLY), a resource for investors and traders seeking the latest updates and insights on Mobileye Global stock.
Mobileye Global Inc. (Nasdaq: MBLY) is frequently in the news for developments in advanced driver-assistance systems (ADAS), autonomous driving technologies, and what it describes as Physical Artificial Intelligence. Founded in 1999, the company reports that more than 200 million vehicles worldwide have been built with its EyeQ technology inside, and it regularly issues updates on product progress, partnerships, and financial performance.
News about Mobileye often covers quarterly earnings releases and outlook updates, where the company discusses revenue trends, EyeQ volumes, and the performance of products such as SuperVision and Mobileye Drive. These announcements are typically accompanied by conference calls and investor presentations, and are furnished to the SEC via Form 8-K filings that summarize results of operations and financial condition.
Mobileye’s news flow also includes partnership and program announcements with automotive manufacturers, public transport agencies, and mobility providers. Recent communications describe deployments of vehicles equipped with the Mobileye Drive self-driving system in shared, on-demand transport services, as well as collaborations to localize ADAS technologies for specific markets, such as its memorandum of understanding with VVDN Technologies Pvt. Ltd. to support India-based automakers.
Another recurring theme in Mobileye’s news is its technology roadmap and broader vision. The company highlights progress across its assisted and autonomous driving product portfolio, next-generation chip architecture, and its move toward Physical AI, including a definitive agreement to acquire Mentee Robotics Ltd., an AI-first humanoid robotics company. Press releases around industry events, such as Mobileye Live at CES, provide additional context on how the company sees AI shaping its products and future mobility solutions.
This MBLY news page aggregates such updates, giving investors and observers a single place to review Mobileye’s earnings announcements, strategic agreements, program milestones, and technology disclosures as they are reported.
Mobileye Global Inc (Nasdaq: MBLY) announced participation in multiple investor conferences in Q1 2026, including Wolfe Research (Feb 11), Morgan Stanley TMT (Mar 4), and Loop Capital (Mar 10). Mobileye said it plans to webcast its fireside chats when possible and will post exact times closer to each event.
Investors can register and access webcasts via the company’s Events & Presentations section on its investor relations site. Mobileye noted that participation and dates are subject to change and that any additional events will be announced in due course.
Mobileye (NASDAQ:INTC) reported full-year 2025 revenue of $1,894M, up 15% year-over-year, and Q4 2025 revenue of $446M, down 9% year-over-year. The company generated $602M of operating cash flow in 2025 (up 51% YoY) and ended the year with $1.8B cash, excluding a expected $612M cash outlay for the pending Mentee Robotics acquisition.
Mobileye announced a high-volume Surround ADAS win with a major U.S. OEM, an expanded Volkswagen robotaxi roadmap, an 8-year expected automotive pipeline of $24.5B, and full-year 2026 guidance of $1,900M–$1,980M revenue (flat to +5% YoY) with adjusted operating income of $170M–$220M.
Summary not available.
Mobileye (INTC) entered a definitive agreement to acquire humanoid robotics developer Mentee Robotics for approximately $900 million (about $612M cash plus up to 26.2M Mobileye Class A shares, subject to adjustments). Mobileye said the deal aligns with its push into “Physical AI,” combining Mentee’s vertically integrated humanoid platform and rapid few-shot learning with Mobileye’s autonomy, safety models, and manufacturing scale.
Mobileye reported a current automotive revenue pipeline of $24.5 billion over the next eight years (+40% vs Jan 2023). First on-site proof-of-concept humanoid deployments are targeted in 2026, with series production/commercialization targeted for 2028. The transaction is expected to close in Q1 2026 and modestly raise Mobileye operating expenses in 2026 by a low-single-digit percentage.
Mobileye (Nasdaq: MBLY) announced a U.S. automaker selected its EyeQ6H-powered Mobileye Surround ADAS as standard across mainstream and premium models, estimating future delivery of more than 19 million EyeQ6H-based Surround systems worldwide, including 9 million from the newly announced automaker.
The system consolidates multiple sensors onto a single chip/ECU, supports hands-free, eyes-on driving up to 81 mph (130 kph), leverages REM crowdsourced mapping (harvested by >8 million vehicles), and enables OTA updates and cybersecurity protections.
Summary not available.
Mobileye (INTC) said Ruter and AV operator Holo will partner with MOIA to deploy the ID. Buzz AD equipped with the Mobileye Drive self-driving system as early as spring 2026 in Groruddalen, Oslo.
The move follows two years of local testing with Mobileye Drive and uses a second-generation system based on EyeQ 6H. Ruter has envisioned adding up to 30,000 shared autonomous vehicles to Oslo’s network. Trials since 2023 included snow-covered-road testing; Mobileye plans further updates on January 6, 2026 at CES.
Mobileye (Nasdaq: MBLY) will participate in multiple investor conferences in Q4 2025, including Baird Global Industrial Conference on Nov 11, 2025, Wells Fargo TMT Summit on Nov 19, 2025, and UBS Global Industrials and Transportation Conference on Dec 3, 2025.
The company plans to webcast its fireside chats when possible and will post exact times and registration details in the Events & Presentations section of its investor relations site. Event dates and participation are subject to change; additional events will be announced as needed.
Mobileye (INTC) signed a Memorandum of Understanding with VVDN Technologies on Oct. 29, 2025 to localize Mobileye's ADAS technologies for Indian automakers.
The partnership pairs Mobileye's EyeQ™ SoC and sensor product roadmap with VVDN's local engineering, testing, and manufacturing capabilities to support Made-in-India and export-ready platforms, aiming to accelerate time-to-market, customization, and manufacturing readiness for ADAS in India.
Mobileye (Nasdaq:MBLY) reported Q3 2025 revenue of $504M, up 4% year-over-year, and GAAP diluted EPS of $(0.12) with adjusted diluted EPS of $0.09. The company raised its full-year 2025 revenue outlook to $1,845M–$1,885M, implying 12%–14% revenue growth. Operating cash flow for the nine months ended Sept 27, 2025 was $489M, and cash and equivalents were $1.7B after a $100M Q3 share buyback. Operating margin improved to (22%) from (578%) in Q3 2024, primarily due to the non-recurrence of a prior goodwill impairment. Adjusted operating income guidance was raised to a range of $263M–$286M for 2025.
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