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WaymoUS 76.9 – 0.0 Baidu Apollo GoCN 76.0 – 0.0 Starship TechnologiesEE 65.7 ▼ -1.5 NeolixCN 63.5 ▼ -17.9 Pony.aiCN 55.8 – 0.0 Applied IntuitionUS 54.4 – 0.0 Serve RoboticsUS 53.5 ▲ +28.3 WeRideCN 52.6 – 0.0 CocoUS 45.3 ▼ -5.0 KodiakUS 44.1 – 0.0 AuroraUS 42.0 ▼ -0.2 TeslaUS 40.4 – 0.0 WayveGB 33.5 ▼ -1.8 Avride PodUS 33.4 ▲ +5.0 ZooxUS 33.0 – 0.0 May MobilityUS 32.8 ▲ +0.8 MotionalUS 30.9 ▼ -0.3 MobileyeIL 28.1 – 0.0 MeituanCN 27.9 ▲ +3.4 Volvo Autonomous SolutionsSE 27.6 – 0.0 MomentaCN 26.3 – 0.0 Bot AutoUS 26.2 – 0.0 AvrideUS 24.9 – 0.0 XPengCN 24.9 – 0.0 Didi Autonomous DrivingCN 24.5 – 0.0 MOIA AmericaDE 22.8 – 0.0 Cao Cao MobilityCN 22.1 – 0.0 TorcUS 21.6 ▼ -2.4 AutobrainsIL 21.1 – 0.0 DoorDash DotUS 21.0 ▲ +0.4 DeepRoute.aiCN 19.9 – 0.0 WaabiCA 18.9 – 0.0 NuroUS 18.4 – 0.0 Helm.aiUS 17.5 – 0.0 VerneHR 16.0 – 0.0 PlusAIUS 15.1 – 0.0 Stack AVUS 13.8 – 0.0 Tensor AutoUS 7.2 – 0.0 HUMAINSA 2.1 – 0.0 WaymoUS 76.9 – 0.0 Baidu Apollo GoCN 76.0 – 0.0 Starship TechnologiesEE 65.7 ▼ -1.5 NeolixCN 63.5 ▼ -17.9 Pony.aiCN 55.8 – 0.0 Applied IntuitionUS 54.4 – 0.0 Serve RoboticsUS 53.5 ▲ +28.3 WeRideCN 52.6 – 0.0 CocoUS 45.3 ▼ -5.0 KodiakUS 44.1 – 0.0 AuroraUS 42.0 ▼ -0.2 TeslaUS 40.4 – 0.0 WayveGB 33.5 ▼ -1.8 Avride PodUS 33.4 ▲ +5.0 ZooxUS 33.0 – 0.0 May MobilityUS 32.8 ▲ +0.8 MotionalUS 30.9 ▼ -0.3 MobileyeIL 28.1 – 0.0 MeituanCN 27.9 ▲ +3.4 Volvo Autonomous SolutionsSE 27.6 – 0.0 MomentaCN 26.3 – 0.0 Bot AutoUS 26.2 – 0.0 AvrideUS 24.9 – 0.0 XPengCN 24.9 – 0.0 Didi Autonomous DrivingCN 24.5 – 0.0 MOIA AmericaDE 22.8 – 0.0 Cao Cao MobilityCN 22.1 – 0.0 TorcUS 21.6 ▼ -2.4 AutobrainsIL 21.1 – 0.0 DoorDash DotUS 21.0 ▲ +0.4 DeepRoute.aiCN 19.9 – 0.0 WaabiCA 18.9 – 0.0 NuroUS 18.4 – 0.0 Helm.aiUS 17.5 – 0.0 VerneHR 16.0 – 0.0 PlusAIUS 15.1 – 0.0 Stack AVUS 13.8 – 0.0 Tensor AutoUS 7.2 – 0.0 HUMAINSA 2.1 – 0.0
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The Road to Autonomy Autonomous Driving Licensing Index / Mobileye

Mobileye IL

$MBLY

Composite Score 28.1/100 – 0.0 7-Day Δ
Rank #3
Category Autonomous Driving Licensing
30-Day Δ –
Cadence 12-Hour
Methodology v 1.3
Last Updated 06:21 UTC · 2026-06-17

Composite Weighting

Six factors, each scored 0 to 100 under The Road to Autonomy Autonomous Driving Licensing Index methodology.

  1. 01

    Capability

    Technical maturity of the licensed stack. The configuration-floor band is set by the most autonomous commercial configuration any paying licensee runs in revenue service and counted only where it generates commercial revenue.

    18/100 – 0.0
  2. 02

    Scale

    Adoption and design-win penetration of the licensed stack. Scored on production design wins, distinct licensee count weighted by caliber, annual unit volume contracted to carry the stack, and the rate of new design wins.

    10/100 – 0.0
  3. 03

    Revenue

    Monetization stage on the licensing ladder, from no activity to pre-revenue, NRE fees, verified royalties, contracted backlog, and realized revenue.

    25/100 – 0.0
  4. 04

    Commercial

    Quality and breadth of the licensing channel. Scored on anchor production programs, segment breadth across robotaxi / personally-owned consumer ADAS / fleets, ecosystem assembly, and announced pipeline.

    70/100 – 0.0
  5. 05

    Integration

    Productization and structural moat. Scored on drop-in productization, depth of platform integration, certification entanglement, and the switching cost created by multi-year contractual agreements.

    20/100 – 0.0
  6. 06

    Safety

    Functional-safety posture of the stack plus penalty events. Scored on ASIL-D / ISO 26262 conformance, independent audits, recalls implicating the stack, open investigations, regulator action, and licensee loss.

    60/100 – 0.0

Composite History

Mobileye's composite score across every 12-hour snapshot since first sealed

Latest 28.1
7-Day Δ 0.0
Snapshots 34
674319May 19Jun 6Jun 9Jun 13Jun 1728.1

OMEGA's Take

OMEGA's synthesized read on Mobileye this cycle, sealed Computed: June 17, 2026, 06:00:53 UTC.

OMEGA is AI and can make mistakes

Mobileye Announces Plans for Vertically Integrated Robotaxi Service

Mobileye announced on June 16, 2026, that it will launch a vertically integrated autonomous robotaxi service in a major U.S. metropolitan market by 2027. The company intends to deploy an initial fleet of approximately 100 vehicles, with plans to scale to 17,000 units over the following five years using its Mobileye Drive platform and Moovit infrastructure.

This strategic evolution complements the company's existing automotive business, which entered 2026 with an estimated $24.5 billion revenue pipeline. Mobileye continues to advance its series production programs, with the Chauffeur SAE Level 4 system slated for production in 2026.

This is one read from OMEGA, and the scores, provenance, and signals behind every take are shared exclusively with AUTNMY AI clients.

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