Companies · MBLY
Mobileye
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Oct 29, 2026
Mobileye's EVP Corporate Strategy transitions to part-time role with reduced compensation effective November 1.
Nimrod Nehushtan, who transitioned from Executive Vice President Business Development & Strategy to a part-time corporate strategy role on September 3, 2026, has formalized his revised employment terms effective November 1, 2026. His scope of work is reduced to 20% of full-time; monthly compensation is set at NIS 50,000. RSU agreements were amended to accelerate vesting of unvested RSUs scheduled through July 10, 2027, if the Company terminates him without Cause before that date and he executes a required release of claims.
Tone: neutralRevenue
$1.9B
MBLY 10-K · FY 2025
Employees
4,200
Revenue growth YoY
+15%
Founded
1999
Profile
MBLY 10-K Item 1 · Feb 12, 2026Mobileye is a developer and deployer of advanced driver assistance systems (ADAS) and autonomous driving technologies, pioneering the category more than 25 years ago. The company designs purpose-built software and hardware — including its proprietary EyeQ SoC family, REM crowd-sourced mapping, and imaging radar — spanning from base ADAS to fully driverless fleet solutions. On February 3, 2026, Mobileye completed the acquisition of Mentee Robotics, expanding into humanoid robotics and Physical AI.
Read filing description ↓ Collapse description ↑
Mobileye is a leader in the development and deployment of advanced driver assistance systems ('ADAS') and autonomous driving technologies and solutions. We pioneered ADAS technology more than 25 years ago and have continuously expanded the scope of our ADAS offerings, while leading the evolution to autonomous driving solutions. On February 3, 2026, we completed the acquisition of Mentee Robotics Ltd., a humanoid robotics company. This acquisition combines Mobileye's advanced artificial intelligence ('AI') technology and global production expertise with Mentee Robotics' breakthrough humanoid platform and deep AI talent, creating a comprehensive provider of Physical AI technology across two transformative markets: autonomous driving and humanoid robotics. Our portfolio of solutions is built upon a comprehensive suite of purpose-built software and hardware technologies designed to provide the capabilities needed to make the future of ADAS and autonomous driving a reality. These technologies can be harnessed to deliver mission-critical capabilities at the edge and in the cloud, advancing the safety of road users, and revolutionizing the driving experience and the movement of people and goods globally. Our technology platform, which includes our software and hardware intellectual property, leverages our decades of experience as a technology leader for sensing and perception solutions for the automotive industry and our focused efforts to build highly scalable, compute-efficient and cost-efficient autonomous solutions. Our platform is built on five fundamental pillars: Computer Vision Processing, Road Experience Management, Compound Artificial Intelligence Systems including True Redundancy, Next Generation Imaging Radars, and our Family of Purpose-Built EyeQ SoCs. We are actively working with more than 50 Original Equipment Manufacturers ('OEMs') worldwide on the implementation of our ADAS solutions.
Primary products
- Mobileye Base ADAS
- Cloud-Enhanced ADAS
- Mobileye Surround ADAS
- Mobileye SuperVision
- Mobileye Chauffeur
- Mobileye Drive
End markets
Geographies
Named customers
We depend on a limited number of Tier 1 customers and OEMs for a substantial portion of our revenue, and the loss of, or a significant reduction in sales to, one or more of our major Tier 1 customers and/or the discontinued incorporation of our solutions by one or more major OEMs in their vehicle models would adversely affect our business, results of operations, and financial condition.
Named competitors
“We believe we compete favorably with respect to these factors. In addition, as the ADAS and autonomous driving markets progress and, in some use cases, converge, we believe we will be in a favorable position to achieve meaningful business wins given our differentiated capabilities.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue increased 15% year-over-year in 2025 compared to 2024, driven by higher shipment volumes of EyeQ SoCs and SuperVision systems, partially recovering from the sharp inventory correction that suppressed 2024 results relative to 2023.
The rest of MBLY is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.