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Mobileye publishes transcript of second-quarter 2026 earnings call

PUBT·07/24/2026 12:18:49
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Mobileye publishes transcript of second-quarter 2026 earnings call
  • Mobileye discussed its second-quarter 2026 results on a July 23 earnings call attended by CEO Amnon Shashua, CFO Moran Shemesh Rojansky, EVP Nimrod Nehushtan, and Chief Communications Officer Dan Galves.
  • Shashua began a CEO succession process, saying he will step down once a successor is appointed and then focus on technology strategy, Robotaxi, and humanoid robotics.
  • Mobileye shifted to a fully vertically integrated Robotaxi offering, targeting a 2027 launch in at least one US city, alongside its MOIA program.
  • Management raised full-year revenue guidance midpoint to USD 1.995 billion, lifted adjusted operating income midpoint to USD 395 million, and guided USD 180 million to USD 200 million of R&D incentive benefit.
  • Management cited USD 508 million Q2 revenue, USD 155 million adjusted operating income, a USD 93 million contra R&D credit booked in Q2, and USD 24 million of buybacks at USD 9.37.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Mobileye Global Inc. published the original content used to generate this news brief on July 24, 2026, and is solely responsible for the information contained therein.