Mobileye(MBLY)

Leader

Dominant global ADAS supplier with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; 2026 is transition year toward full autonomy

Updated April 2026

Company Overview

Mobileye is an Intel-subsidiary and global leader in advanced driver-assistance systems (ADAS) and autonomous driving technology. The company's EyeQ chips and SuperVision systems are deployed in vehicles from major automakers worldwide, with over 525 million units shipped. Mobileye is advancing toward safety-driver removal for commercial robotaxi services beginning in 2026.

Revenue
$1900M
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Key Differentiators

Market Leader

Mobileye is recognized as a market leader in the Transportation & Logistics sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $1900M in revenue, Mobileye operates at enterprise scale with proven market validation.

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