Mobileye publishes transcript of second-quarter 2026 earnings call
MBLY•Robotaxi program update
Mobileye shifted to a fully vertically integrated Robotaxi offering, targeting a 2027 launch in at least one U.S. city, alongside its MOIA program.
CEO succession and strategic focus
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.
Second-quarter earnings call details
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.
Guidance and quarterly financial highlights
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 also cited USD 508 million in second-quarter revenue, USD 155 million in adjusted operating income, a USD 93 million contra R&D credit booked in Q2, and USD 24 million of buybacks at USD 9.37.
