Mobileye (NASDAQ: MBLY) is a publicly traded Robotaxi / AV company founded in 1999 and based in Jerusalem, Israel.
No dated funding rounds on file. This company is privately held and may be raising or operating on undisclosed capital.
Mobileye reported Q2 2026 revenue of $508 million, flat year-over-year, driven by 3% higher unit shipments offset by lower EyeQ average selling price due to higher China OEM export volumes. GAAP operating loss improved 59% to $(30) million, while adjusted operating income rose 46% to $155 million, primarily due to recognition of $110 million in R&D Law incentive grants retroactive to Q1 2026. Gross margin declined 354 basis points to 46% GAAP (66% adjusted) due to lower EyeQ pricing and higher SuperVision revenue (which carries lower margins). The company narrowed full-year 2026 revenue guidance to $1,970–$2,020 million (4–7% YoY growth), increased the adjusted operating income midpoint by 88% to $395 million, and reported $210 million in operating cash flow for the first half. Operationally, MOIA began public robotaxi testing in Hamburg, and Mobileye added a high-volume Cloud-Enhanced ADAS design win with Stellantis.
Full-year 2026 revenue $1,970–$2,020 million (4–7% YoY growth); adjusted operating income $365–$425 million
Mobileye's family of automotive system-on-chip processors purpose-built for computer vision and AI workloads in driver-assistance and autonomous driving. EyeQ powers camera-based perception in production ADAS across the global auto industry, with more than 230 million vehicles built using the technology. Successive generations scale from entry-level safety features up to the compute needed for hands-free and eyes-off driving, making EyeQ the volume foundation of Mobileye's business and a benchmark for purpose-built autonomy silicon.
A crowdsourced high-definition mapping system that harvests anonymized road geometry and semantic data from millions of EyeQ-equipped production vehicles to continuously build and update maps used for localization and driving. REM lets Mobileye maintain a constantly refreshed map layer at low marginal cost, which feeds its SuperVision, Chauffeur, and Drive systems. The approach is central to scaling automated driving across geographies without manual survey fleets, differentiating Mobileye's data engine from rivals.
Mobileye's self-driving system for Level 4 autonomous operation, combining EyeQ compute, REM maps, RSS safety, and redundant camera-radar-lidar perception into a turnkey platform for robotaxis and shuttles. Mobileye is building a vertically integrated robotaxi business around Drive, including teleoperation and fleet management via Moovit, and has partnerships to deploy Mobileye-powered robotaxis with operators such as Lyft, with Dallas named as an early market.