Mobileye Global Inc. to announce Q2FY26 results on July 23

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Key Highlights

Mobileye Global Inc. will announce its Q2FY26 financial results on July 23, 2026, followed by a conference call hosted by its senior leadership. The results will be released before the market opens, with a live webcast available for investors. The company continues to focus on autonomous driving technologies and recently acquired Mentee Robotics.

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Mobileye Global Inc. will release its financial results for the second quarter of 2026 on Thursday, July 23, 2026, before the market opens. The company will host a conference call at 8:00am ET (3:00pm IT) to review its results and provide a general business update.

The conference call will be hosted by Professor Amnon Shashua, CEO; Moran Shemesh Rojansky, CFO; Nimrod Nehushtan, EVP – Business Development and Strategy; and Dan Galves, CCO. Investors can access the live webcast via Mobileye’s investor relations site at https://ir.mobileye.com . A replay of the webcast will be made available shortly after the event’s conclusion.

Key Event Details

Event Date Time
Q2FY26 Results Release July 23, 2026 Before market open
Conference Call July 23, 2026 8:00am ET (3:00pm IT)

Mobileye leads the mobility revolution with autonomous driving and driver-assistance technologies, leveraging expertise in artificial intelligence, computer vision, and integrated software and hardware. Since its founding in 1999, the company has enabled the global adoption of advanced driver-assistance systems. Through 2025, more than 230 million vehicles worldwide have been built with Mobileye’s EyeQ technology inside.

In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. Since 2022, Mobileye has been listed independently from Intel, which retains majority ownership.

How will the acquisition of Mentee Robotics influence Mobileye's revenue streams and market positioning in the physical AI sector?

What strategic updates regarding Mobileye's relationship with Intel are expected to be addressed during the conference call?

How does Mobileye plan to leverage its EyeQ technology to maintain its competitive edge in the rapidly evolving autonomous driving market?

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Mobileye to launch robotaxi business in 2027

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Reviewed by
Ashish TScanX News Team
Key Highlights

Mobileye Global Inc. announced plans to establish a vertically integrated robotaxi business, launching in a major U.S. city in 2027 with an initial fleet of about 100 fully driverless vehicles. The company aims to scale to approximately 17,000 vehicles within five years, integrating Mobileye Drive with Moovit's mobility platform. Intel Corp. remains the majority owner, and the stock rose 2.47% to $9.77 following the news.

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Mobileye Global Inc. announced plans to establish a vertically integrated robotaxi business, expanding its role from a supplier of self-driving technology to owning and operating autonomous ride-hailing services. The company intends to launch the service in a major U.S. metropolitan city in 2027, beginning with an initial fleet of about 100 fully driverless vehicles. This strategic move aims to combine Mobileye's autonomous driving capabilities with fleet operations and mobility management, creating a new operating business while maintaining its existing customer partnerships. Following the announcement, Mobileye shares rose 2.47% to $9.77, outperforming a broader technology sector selloff where the Nasdaq Composite fell 1.36% and the Technology sector declined 1.9%.

Strategic Expansion and Technology Integration

The new initiative will integrate Mobileye Drive, its standalone self-driving system, with the mobility platform from its subsidiary Moovit. This combination includes consumer-facing applications, multi-modal trip planning, AV mission control, fleet-management technologies, and teleoperation infrastructure. Mobileye emphasized that this direct operation of robotaxis complements rather than replaces its commitment to supplying technology to automakers and mobility providers. The company views this as a parallel path to market that can accelerate deployment and provide operational learnings.

Deployment Targets and Fleet Scale

Mobileye has outlined specific targets for the rollout and scaling of its robotaxi service. The deployment in 2027 is planned to be phased throughout the year to validate the operational model under fully driverless conditions. Following the successful operation of the initial fleet, the company plans to expand significantly.

Metric Details
Initial Fleet Size About 100 vehicles
Launch Location Major metropolitan U.S. market
Launch Year 2027
Target Scale (5 years) Approximately 17,000 vehicles

Leadership Perspective and Ecosystem

Prof. Amnon Shashua, founder and chief executive officer of Mobileye, highlighted the transformative potential of the robotaxi revolution and the opportunity for a new approach built on deep expertise and strong partnerships. He stated that the initiative is an extension of existing partnerships, allowing Mobileye to accelerate adoption and gain direct operational experience. To complete the end-to-end autonomous vehicle platform, Mobileye will collaborate with AV-ready vehicle platform manufacturers, fleet operators, vehicle integration partners, and key technology suppliers.

Foundation and Market Context

Mobileye Drive leverages over 25 years of experience in computer vision and autonomous driving technologies, with more than 230 million vehicles worldwide produced using Mobileye technology. The integration of Moovit's platform, which serves over 1.7 billion users across more than 3,500 cities in 112 countries, provides a critical foundation for scaling services. Intel Corp. remains Mobileye's majority owner. The stock is currently trading 7.6% above its 50-day simple moving average of $9.06 and 11.5% above its 100-day SMA of $8.75, though it remains 9.1% below its 200-day SMA of $10.73. The relative strength index stands at 48.87, indicating neutral momentum.

How will Mobileye's shift to a direct service provider model impact its existing relationships with automakers who are also developing autonomous ride-hailing services?

What specific regulatory hurdles does Mobileye anticipate in the selected U.S. metropolitan city to achieve fully driverless operations by 2027?

What is the estimated capital expenditure required to scale the fleet from 100 to 17,000 vehicles within five years?

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