Mobileye

Mobileye

Autonomous driving tech, ADAS, and mapping

Overview

Mobileye develops technologies for automated driving and advanced driver-assistance systems. Its products use cameras and sensors with computer vision, machine learning, and mapping to perceive the world, while REM crowdsourced maps and RSS safety rules guide decisions and safety; software combines perception, planning, and control to enable vehicles and driver-assist features. Mobileye differentiates itself with a holistic stack built around True Redundancy sensing, crowd-based REM mapping, and a formal Safety model, backed by a long track record of ADAS and AV deployments. The goal is to enable safer, scalable mobility by delivering autonomous-driving tech and mobility-infrastructure intelligence that can be deployed across fleets and road networks worldwide.

About Mobileye

Simplify's Rating
Why Mobileye is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Automotive & Transportation

AI & Machine Learning

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Jerusalem, Israel

Founded

1999

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Simplify's Take

What believers are saying

  • Vertical integration captures both hardware/software and ride revenue starting with 100 vehicles.
  • Partnerships with MOIA and Lyft validate its autonomy stack before scaling to 17,000 units.
  • Mahindra design wins and strong Q1 EyeQ volumes support non-U.S. growth alongside robotaxi.

What critics are saying

  • Direct conflict with Volkswagen and Lyft may trigger customer retaliation within 12–18 months.
  • A 100-vehicle pilot is too small to validate safety or unit economics before scaling.
  • Late entry against Waymo and Tesla invites slower adoption and harder regulatory scrutiny.

What makes Mobileye unique

  • Mobileye shifts from pure supplier to vertically integrated robotaxi operator in 2027.
  • It combines Mobileye Drive tech with Moovit platform for fleet and rider management.
  • The launch complements OEM partnerships while creating a live showcase for its stack.

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Funding

Total Funding

$16.9B

Above

Industry Average

Funded Over

7 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Slashdot Media
Jun 16th, 2026
Mobileye is entering the US robotaxi market with standalone service.

Mobileye is entering the US robotaxi market with standalone service. Posted by BeauHD on Tuesday June 16, 2026 @04:00PM from the more-robo-taxis-are-coming dept. An anonymous reader quotes a report from Ars Technica: The driving technology company Mobileye plans to launch a robotaxi service in an as-yet-unnamed US city in 2027, it said earlier today. The service will be vertically integrated, using Mobileye's Moovit mobility platform to interact with customers booking rides, coordinate drivers, and so on. The Israeli company, which was bought by Intel in 2017 before going public again in 2022, says it will start with around 100 robotaxis early next year. The company first rose to prominence in the mid-2010s, when Tesla began using Mobileye's advanced driving assistance systems (ADAS) as part of Autopilot. That relationship lasted until 2016, when Mobileye dropped Tesla as a customer after being alarmed that a driver assistance system was being sold to end users as driverless technology. Since then, Mobileye has continued to work with other partners on ADAS and autonomous vehicles. It has developed a new "SuperVision" ADAS that combines cameras and radar sensors, used by Porsche and Polestar, among others. On the robotaxi front, it has partnered with Volkswagen Group's MOIA to develop a commercially available robotaxi based on the VW ID. Buzz minivan, and last year, Mobileye revealed plans to work with Lyft to deploy robotaxis in Dallas, "as soon as" this year. [...] If Mobileye's experience with the initial 100 robotaxis goes well, it says it will scale up to around 17,000 robotaxis within the following five years. "The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase," Shashua said. "This initiative is not a replacement for our existing partnerships; it is an extension of them," said Amnon Shashua, founder and CEO of Mobileye. "We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility." * All * Insightful * Informative * Interesting * Funny * " As-yet unnamed? (Score:2) Here's a name that will get instant recognition: Johnny Cab. * Ticking time bomb (Score:2) You know what I was just thinking? I want a nieve, blind, clueless, non-sentient army of cheap EV garbage to all charge at the same time after evening rush hour, blow up the local grid, and stop in their tracks every time there's a power/cell tower outage. That's exactly what my city needs. * Re: Why do you think they would stop in their tracks every time there's a power or cell tower outage? Yes, there have been some issues with widespread power outages causing the cars to get confused because things don't look right, but that's a bug, not expected behavior. And although they won't have fares if they have no cell service, there's no reason to expect them to stop being able to drive. They will do whatever they normally do when they have no fare - find a place to park. Other than for learning a * Israeli company? (Score:1) Does the car run over Palestinians?

Tech in Asia
Apr 13th, 2026
Mobileye seeks Moovit buyer as losses clash with cost management strategy

Mobileye is seeking a buyer for Moovit, the mobility app it acquired in 2020, as part of a strategic reset. The move marks a retreat from earlier robotaxi ambitions, with Mobileye now focusing on supplying autonomous driving systems and launching a driverless taxi service with Lyft in Texas in 2026. The sale reflects Mobileye's emphasis on cost management after posting a GAAP operating loss of $74 million in Q2 2025. Moovit's ongoing losses clash with this focus, whilst acquisition-related accounting charges add non-cash costs to results. The divestment highlights challenges in integrating different business models. Moovit's consumer app model, focused on user lifetime value, proved difficult to blend with Mobileye's business-to-business automotive supplier approach, which reported an average system price of $49.70 in Q2 2025.

electrive
Mar 30th, 2026
Verne robotaxi service partners with Uber and Pony.ai for launch.

Verne robotaxi service partners with Uber and Pony.ai for launch. Rimac-owned Verne is set to launch a commercial robotaxi service in Europe with Uber and Pony.ai. This will launch in the Croatian capital of Zagreb, where road tests by Pony.ai partner Arcfox are underway. By Florian Treiss 30.03.2026 - 16:30 In June 2024, the Croatian EV manufacturer Rimac unveiled its plans for Verne: a robotaxi service built around a fully autonomous battery-electric vehicle with just two seats, no steering wheel, and no pedals. At the time, Rimac announced that the service would launch in Zagreb in 2026, followed by expansions to the UK and Germany, and eventually to additional markets across Europe and the Middle East. The announcement of the new partnerships is then surprising for two reasons. First, Rimac has partnered with Pony.ai, a company that offers a proprietary autonomous driving solution comprising hardware, software, and services. Initially, Rimac had planned to collaborate with Pony.ai's competitor, Israel's Mobileye, for Verne's autonomous driving technology. The collaboration with Uber is equally significant. Rimac had previously outlined a fully integrated solution for Verne, encompassing its own vehicles, fleet management, and a dedicated customer app - a vertically integrated approach. Rimac founder Mate Rimac stated at the time: "We want to make a difference with our holistic integrated approach, which is designed around the best possible experience." Uber's involvement is driven by several factors: the US ride-hailing giant has pledged an undisclosed investment in Verne, following recent investments in the robotaxi ventures of Lucid and Rivian. Additionally, integrating Verne into the Uber platform from the outset is expected to significantly boost its reach compared to a standalone offering. Finally, Uber is not insisting on exclusivity for its booking platform; instead, it will be complemented by 'Verne's own customer-facing platform', representing a hybrid approach to booking. Road tests already underway in Zagreb. As part of the collaboration, the partners have already begun road tests in the Croatian capital, Zagreb. However, these tests do not yet use Verne's self-developed robotaxi but rather a robotaxi based on the Arcfox Alpha T5, equipped with Pony.ai's Gen-7 autonomous driving system. Zagreb is then set to host the launch of Europe's first commercial robotaxi service - provided no other project beats them to it. Verne will lead the market introduction and the process of obtaining European approval, while coordinating the deployment of Pony.ai's robotaxis within the networks of both Verne and Uber. Verne will act as both the fleet owner and service operator. Autonomous mobility for Europe. "Europe needs autonomous mobility that can move from testing to a real service," says Marko Pejkovic, CEO of Verne. "At Verne, we are bringing together the technology, platform, and operational capabilities required to make this a reality, starting in Zagreb before expanding to new markets." One question remains: what is the status of Verne's self-developed robotaxi, which relies on Mobileye technology? A query from electrive to Verne on this issue remains unanswered and Electrive will provide an update if a response is received. However, the facts remain: Verne's own robotaxi factory near Zagreb is set to commence operations this year, while the company announced the completion of 60 verification prototypes last November. It is therefore likely that Verne is using the launch with the Arcfox vehicles in Zagreb to bridge the gap until its own vehicles are ready, while simultaneously gaining real-world experience in fleet management and booking platforms. Electrive has also sought clarification from Verne on this matter and are awaiting a response. 0 comments. about "Verne robotaxi service partners with Uber and Pony.ai for launch" Your email address will not be published. Required fields are marked *

PulseBot
Mar 26th, 2026
Audi mapping vehicle spotted in Dresden.

Audi mapping vehicle spotted in Dresden. - March 26, 2026 Why it matters. Accurate HD maps are critical for safe autonomous navigation, giving Audi a competitive edge in Europe's rapidly evolving self-driving market. The data collected in historic city centers addresses one of the toughest challenges for driverless technology. Key takeaways. * - Audi deployed mapping car to capture Dresden's street data. * - Vehicle equipped with lidar, cameras, and high-precision GPS. * - Data supports Audi's autonomous driving and advanced navigation systems. * - Mapping fleet expands across Germany, targeting complex historic cityscapes. * - Regulators monitor privacy, ensuring compliance with European data laws. Summary. Audi's high-definition mapping vehicle was photographed navigating the narrow, cobblestone streets of Dresden's Old Town. The car, bearing German plates IN 1127, is equipped with lidar, cameras, and precision GPS to collect detailed road geometry and sensor data. This deployment is part of Audi's broader effort to build a continent-wide HD map network for its future autonomous-driving platforms. The sighting confirms the company's active field testing in complex European urban environments. Pulse analysis. Audi's mapping vehicle in Dresden illustrates the automaker's commitment to building the granular, high-definition maps required for Level 3 and beyond autonomous driving. Unlike conventional navigation maps, HD maps capture lane markings, curb heights, and even surface textures, enabling vehicles to anticipate road conditions with millimeter precision. By deploying sensor-rich cars in historic districts - where narrow lanes, uneven cobblestones, and irregular signage abound - Audi gathers data that many rivals overlook, positioning itself to launch reliable self-driving services in Europe's most challenging urban settings. The technology stack on the mapping car combines 64-beam lidar, 12 high-resolution cameras, and dual-frequency GNSS receivers, feeding terabytes of raw data into Audi's cloud-based mapping platform. This data is then processed using AI-driven algorithms that stitch together 3-D point clouds, generate semantic road models, and validate against regulatory standards. As European governments tighten privacy and data-security rules, Audi must balance extensive data collection with strict compliance, anonymizing any personally identifiable information captured during street runs. Strategically, the Dresden sighting signals Audi's broader rollout of a continent-wide HD map network, mirroring moves by competitors such as Tesla, Waymo, and Mobileye. With Germany's dense network of historic city centers, mastering these environments could unlock a sizable market for autonomous ride-hailing and logistics services. Investors and industry observers will watch how quickly Audi can translate this raw mapping data into commercial autonomous offerings, potentially reshaping mobility in the EU. Mario Herger This Audi mapping vehicle was spotted by Andreas Preuß in Dresden's Old Town, where it was systematically driving down the streets.

Yahoo Finance
Mar 23rd, 2026
Mobileye secures US automaker deal for driver monitoring system with 2027 production start

Mobileye has secured a deal with a leading US automaker to integrate its Driver Monitoring System into future vehicles using the company's EyeQ6L system-on-chip, with production starting in 2027. The programme will span multiple models and model years, expanding an existing advanced driver-assistance system partnership. The Mobileye DMS uses driver gaze and attention data alongside real-time road context to detect distraction. It operates with the company's Occupant Monitoring System on a single chip, enabling in-cabin sensing and exterior road perception within one platform. The system is designed to meet Euro NCAP 2026 scoring requirements and anticipates 2029 protocol updates. However, Wedbush analysts noted the deal represents "incremental revenue" whilst viewing driver monitoring as "a relatively limited feature set" compared to full ADAS capabilities being developed by competitors like NVIDIA and Tesla. Mobileye shares rose nearly 4% following the announcement.

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