Mobileye Global Business Summary

Mobileye Global Inc. (MBLY) generates the vast majority of its revenue through the sale of its proprietary EyeQ System-on-Chip (SoC) and integrated software, primarily serving the global automotive industry. Its business is segmented into core Advanced Driver Assistance Systems (ADAS), premium hands-free solutions like Mobileye SuperVision™, and fully autonomous platforms including Mobileye Chauffeur™ and Mobileye Drive™. In early 2026, the company strategically expanded its revenue model into the "Physical AI" domain through the acquisition of Mentee Robotics, integrating humanoid robotics into its long-term technology stack. Mobileye maintains a dominant market position with its technology deployed in over 230 million vehicles across 50+ OEMs, competing directly with high-performance compute providers like Nvidia and Qualcomm, as well as full-stack autonomous developers such as Waymo and Cruise. While traditional Tier 1 suppliers like Bosch and Continental are partners, they also offer competing integrated solutions, leaving Mobileye positioned as the specialized leader in vision-based automotive intelligence. Mobileye was co-founded in 1999 by Prof. Amnon Shashua and Ziv Aviram, with Shashua currently serving as President and CEO. Shashua is a distinguished professor at the Hebrew University of Jerusalem and a renowned AI pioneer who also founded OrCam and AI21 Labs. The leadership team includes Chief Technology Officer Prof. Shai Shalev-Shwartz, a world-leading machine learning researcher and author, and Chief Financial Officer Moran Shemesh Rojansky, who oversees the company's fiscal transition following its 2025 tax deconsolidation from Intel. Intel Corporation remains the majority shareholder and a critical strategic partner, maintaining significant board influence through directors like Saf Yeboah-Amankwah and Patrick Bombach. Other notable institutional investors include Baillie Gifford, Goldman Sachs, and BlackRock, while the board features high-profile independent members such as former U.S. Secretary of Transportation Elaine Chao and former Senator Claire McCaskill.