Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript
Mobileye's ADAS business remains solid, but the lack of advanced program wins is weighing on the stock. This appears to be more due to a lack of OEM appetite than Mobileye-specific issues, though. Even just with current Surround ADAS, SuperVision and Chauffer wins, Mobileye's revenue should start to move meaningfully higher in 2027.
Mobileye Global Inc. has evolved from a speculative play on autonomous driving into a profitable leader integrating hardware, software, and data for the automotive industry. Strong revenue momentum and expanding MBLY market share reflect structural ADAS demand, independent of overall vehicle production trends. Strategic partnerships, especially around the EyeQ6 platform and surround ADAS, position the company as the default technology choice for next-generation vehicles.
| Automobile Components Industry | Consumer Discretionary Sector | Amnon Shashua CEO | NASDAQ (NGS) Exchange | 60741F104 CUSIP |
| IL Country | 3,900 Employees | - Last Dividend | - Last Split | 26 Oct 2022 IPO Date |
Mobileye Global Inc. is at the forefront of developing and deploying advanced driver assistance systems (ADAS) and autonomous driving technologies across the globe. The company operates under two segments: Mobileye and Others. It is renowned for its innovative solutions that enhance vehicle safety and driving efficiency, catering primarily to original equipment manufacturers. Founded in 1999 and headquartered in Jerusalem, Israel, Mobileye Global Inc. has grown to become a key player in the automotive technology industry. As a subsidiary of Intel Overseas Funding Corporation, its mission is to revolutionize the way we perceive and engage with driver assistance and autonomous driving solutions.
This extensive suite of ADAS and autonomous vehicle solutions offers real-time detection of road users, geometries, semantics, and markings. It is designed to provide critical safety alerts and emergency interventions, ensuring a safer driving experience.
Enhancing the capabilities of Driver Assist, this solution provides drivers with real-time interpretations of a scene. It integrates cloud-enhanced functionalities to offer a more comprehensive and interactive driving assistance system.
A streamlined version of Mobileye's advanced navigation and assisted driving solution, designed to offer essential functionalities for safer driving. It provides valuable assistance without the full range of features found in the more comprehensive SuperVision package.
As an operational, point-to-point assisted driving and navigation solution usable on various road types, Mobileye SuperVision includes cloud-based enhancements through road experience management. This package offers an advanced level of support and automation for everyday driving.
Mobileye Chauffeur represents the company's first-generation solution for eyes-off/hands-off driving, keeping a human driver in the driver’s seat but significantly reducing the need for their intervention. It marks a significant step towards fully autonomous driving technologies.
This self-driving system integrates radar and lidar subsystems with collision avoidance technologies to offer comprehensive autonomous driving capabilities. Mobileye Drive encompasses products like Mobileye 8 Connect for light and medium-duty vehicles and Mobileye Shield+ for larger vehicles, catering to a wide range of automotive applications.