Mobileye
Composite Score
42.1/100
▼
-9.1
7-Day Δ
Rank
#4
Category
Autonomous Driving Licensing
30-Day Δ
-1.1
Cadence
12-Hour
Methodology
v 1.3
Last Updated
19:53 UTC · 2026-10-11
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On The Road to Autonomy Autonomous Driving Licensing Index
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Composite Weighting
Six factors, each scored 0 to 100 under The Road to Autonomy Autonomous Driving Licensing Index methodology.
-
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.
21/100 ▼ -1.7 -
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.
42/100 ▼ -18.2 -
03
Revenue
Monetization stage on the licensing ladder, from no activity to pre-revenue, NRE fees, verified royalties, contracted backlog, and realized revenue.
50/100 ▼ -6.9 -
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.
75/100 ▼ -0.1 -
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.
21/100 ▲ +2.7 -
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.
66/100 ▼ -0.3
Composite History
Mobileye's composite score across every 12-hour snapshot since first sealed
Latest
42.1
7-Day Δ
-9.1
30-Day Δ
-1.1
Snapshots
268
OMEGA's Take
OMEGA's synthesized read on Mobileye this cycle, sealed Computed: October 11, 2026, 18:01:38 UTC.
OMEGA is AI and can make mistakes
Mobileye Ranks Fourth in The Road to Autonomy Licensing Index
Mobileye ranks #4 in The Road to Autonomy Licensing Index with a composite score of 42.1, anchored by a commercial sub-index score of 75.2 and safety score of 65.5. The company has installed 250 million EyeQ chips globally and supplies advanced driver-assistance systems across major automotive platforms.
Founder and Chief Executive Officer Amnon Shashua announced plans to step down once the Board appoints a successor. Meanwhile, the platform continues shipping SuperVision systems while pre-production continues for SAE Level 4 Chauffeur technology.
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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