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. develops advanced driver-assistance and autonomous driving technologies built around software, computer vision, artificial intelligence and purpose-built hardware. News for MBLY commonly covers EyeQ system-on-chip programs, OEM design wins, driver monitoring and occupant monitoring, SuperVision and Surround ADAS, and Mobileye Drive for Level 4 self-driving applications. Updates also track collaborations with automotive software suppliers and automakers, along with technology areas such as REM crowdsourced road intelligence, Imaging Radar and Compound AI.
Company announcements also include earnings releases, outlook updates, investor conference appearances, capital allocation actions such as Class A share repurchases, and integration of Mentee Robotics into Mobileye's physical AI and humanoid robotics work. Mobileye has been listed independently from Intel since 2022, while Intel retains majority ownership.
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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.
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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.
Mobileye (Nasdaq: MBLY) will release third quarter 2025 financial results on Thursday, October 23, 2025, before market open.
The company will host a conference call at 8:00 AM ET / 3:00 PM IT to review results and provide a business update. Presenters include Amnon Shashua (CEO), Moran Shemesh Rojansky (CFO), Nimrod Nehushtan (EVP – Business Development and Strategy), and Dan Galves (CCO). The call will be streamed live via webcast on Mobileye’s investor relations site and a replay will be available shortly after the event.
Mobileye (NASDAQ:MBLY) has announced its participation in five major investor conferences during Q3 2025. The scheduled events include the Oppenheimer Technology Conference (August 12), Truist Technology Symposium (September 4), Deutsche Bank IAA Cars Conference (September 8), RBC Capital Markets Global Industrials Conference (September 16), and Evercore ISI's Autonomous, ADAS & AI Forum (September 30).
The company plans to webcast its fireside chat sessions where possible, with specific timing details to be announced closer to each event. Investors can access the webcasts through Mobileye's investor relations website.