Overhaul vs Mobileye
Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $105M Series C (Aug 2025) from Morgan Stanley 1GT and Springcoast Partners. Protects $1.4T in cargo. 99.9% shipment protection rate. Clients: Microsoft, Dyson, Bristol Myers Squibb.
About
Overhaul is the dominant platform for in-transit supply chain risk management, providing real-time cargo visibility, security monitoring, and risk intelligence for high-value and sensitive shipments. The company raised $105 million in Series C financing in August 2025 from Morgan Stanley 1GT and Springcoast Partners, protecting $1.4 trillion in cargo with a 99.9% shipment protection rate for anchor clients including Microsoft, Dyson, Bristol Myers Squibb, and CEVA Logistics.
Global ADAS market leader with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; Intel-listed Jerusalem-based company;
About
Mobileye is the global leader in advanced driver-assistance systems (ADAS) and autonomous vehicle technology, founded in Jerusalem in 1999 and acquired by Intel in 2017 before re-listing as an independent public company in 2022. Built on proprietary computer vision and sensing technology, Mobileye's EyeQ chips and software power the ADAS features — lane keeping, automatic emergency braking, adaptive cruise control — in hundreds of millions of vehicles from dozens of automakers worldwide, making it the invisible safety layer in the modern automotive industry.\n\nMobileye's product portfolio spans entry-level ADAS for high-volume vehicles, SuperVision hands-free highway driving systems, and Chauffeur, its full self-driving stack targeting robotaxi and consumer autonomous vehicles. The company also operates Mobileye Drive, its autonomous vehicle deployment platform. Its technology serves virtually every major global automaker, with integration depth that creates substantial switching costs and a moat built on the largest real-world driving dataset in the industry through its Road Experience Management (REM) mapping system.\n\nMobileye reported $1.9B in revenue in 2025, a 15% year-over-year increase, with a $24.5B future revenue pipeline from committed automaker programs. The company has described 2026 as a transition year as SuperVision deployments ramp and its next-generation EyeQ Ultra chip enters production. Despite near-term market volatility in EV and autonomous adoption timelines, Mobileye's dominant ADAS market share and long-term pipeline position it as the essential technology partner for the automotive industry's multi-decade transition to autonomous vehicles.
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