)
Company research16 Apr 2024
Companies That Had Their IPO in 2022: War, Inflation and Interest Rates
The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.
Mobileye Global
Mobileye Global (MBLY) investor relations material
Mobileye Global TD Cowen's 54th Annual Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen's 54th Annual Technology, Media & Telecom Conference summary28 May, 2026
Business performance and outlook
Achieved 27% revenue growth in Q1, outperforming a global auto industry decline of 3%.
Buyback announced to offset dilution from stock-based compensation and acquisition.
Q2 outlook exceeds street expectations, but back-half guidance remains conservative due to uncertainty.
Strong order flow continues, with upside from Chinese OEM exports and ADAS adoption.
China and emerging markets
Chinese OEM exports, especially from Chery and Geely, grew over 100% in Q1, driving strong tailwinds.
Expansion into new markets like Asia-Pacific, Eastern Europe, South America, and early efforts in India.
Growth in exports does not cannibalize volumes in established markets like Europe, U.S., or Japan.
India market and Mahindra partnership
India is the third largest auto market, with rising demand for advanced features and higher-priced vehicles.
ADAS adoption in India is below 10%, but new regulations in 2027 could boost adoption to 60-80%.
Mahindra partnership includes SuperVision and Surround ADAS, targeting 50-60% and 10-15% penetration respectively by 2028.
Mahindra partnership and India ADAS adoption
Robotaxi system cost and monetization structure
Chinese OEM export growth and domestic strategy
Durability of Chinese OEM export tailwind
Robotaxi cost advantage versus Waymo
Bharat NCAP impact on India ADAS adoption
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Mobileye Global
- Q1 2026 revenue up 27%, adjusted EPS up 51%, guidance and share buyback raised despite $3.8B impairment.MBLY
Q1 20266 May 2026 - Virtual annual meeting to vote on directors, auditor, and executive pay, all board-backed.MBLYProxy filing24 Apr 2026
- Proxy covers director elections, auditor ratification, compensation, and Intel's voting control.MBLYProxy filing24 Apr 2026
- Major design wins, global robotaxi and robotics rollout, and scalable AI drive future growth.MBLYCES 2026 Keynote13 Apr 2026
- Modular AI, radar, and OEM wins drive global autonomous growth and operating leverage from 2026.MBLYCMD 20243 Feb 2026
- ADAS and autonomy products set for global growth, with Robotaxi launches planned for 2025-2027.MBLYEvercore ISI's Autonomous, ADAS & AI Forum3 Feb 2026
- All board nominees, auditor ratification, and executive compensation were approved.MBLYAGM 20243 Feb 2026
- Q2 revenue was $439M, up 84% sequentially, but 2024 guidance was cut amid China and tariff headwinds.MBLYQ2 20242 Feb 2026
- Surround ADAS and SuperVision poised for growth, with key design wins expected by year-end.MBLYCanaccord Genuity 44th Annual Growth Conference & Private Company Showcase 20242 Feb 2026
Next Mobileye Global earnings date
Wolfe Research Autos and Mobility Conference18 Jun, 2026
Mobileye Global
Next Mobileye Global earnings date
Wolfe Research Autos and Mobility Conference18 Jun, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Explore our global coverage