From：Internet Info Agency 2026-10-30 17:56:00
On October 29, Mobileye Global (Nasdaq: MBLY) released its financial results for the third quarter of fiscal year 2026, ended September 26, 2026. The results show that Mobileye's revenue for the third quarter of fiscal year 2026 was $492 million, down 2% year-over-year; operating loss narrowed by 25% year-over-year, and adjusted operating profit grew 20% year-over-year. GAAP diluted earnings per share were -$0.08, and adjusted diluted earnings per share were $0.11. Mobileye disclosed that EyeQ chip shipments in the first nine months of 2026 increased 11% year-over-year, while global vehicle production is estimated to have declined about 1% over the same period. Mobileye expects chip shipments to its top ten customers to grow 7% in 2026, while these customers' combined vehicle production is expected to decline 5%. Mobileye raised the midpoint of its full-year fiscal 2026 revenue outlook by $13 million and narrowed the full-year revenue range to $1.995 billion to $2.020 billion, corresponding to year-over-year revenue growth of 5% to 7%. On the business front, Mobileye added cloud-enhanced ADAS design wins from two automakers—one of the world's top five automakers in Asia and one of the world's top ten automakers in Japan. The solutions include forward-facing cameras and Road Experience Management (REM) to support high-volume L2+ systems. Mobileye has announced that it will supply cloud-enhanced ADAS to Stellantis starting in 2027. In Robotaxi, Mobileye has launched a public ride-pooling service with safety drivers in Hamburg, Germany, begun closed testing in Orlando, United States, and received approval for public deployment in Norway. In addition, MenteeBot, from humanoid robotics company Mentee Robotics in which Mobileye has invested, uses NVIDIA's Isaac platform to develop physical AI capabilities.
