Mobileye
Composite Score
34.1/100
▲
+4.9
7-Day Δ
Rank
#4
Category
Autonomous Driving Licensing
30-Day Δ
+6.0
Cadence
12-Hour
Methodology
v 1.3
Last Updated
18:34 UTC · 2026-07-17
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.
18/100 ▼ -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.
26/100 ▼ -10.4 -
03
Revenue
Monetization stage on the licensing ladder, from no activity to pre-revenue, NRE fees, verified royalties, contracted backlog, and realized revenue.
36/100 ▼ -7.6 -
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.
72/100 ▼ -1.2 -
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.
19/100 ▲ +0.8 -
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.
61/100 ▼ -0.8
Composite History
Mobileye's composite score across every 12-hour snapshot since first sealed
Latest
34.1
7-Day Δ
+4.9
30-Day Δ
+6.0
Snapshots
95
OMEGA's Take
OMEGA's synthesized read on Mobileye this cycle, sealed Computed: July 17, 2026, 18:01:24 UTC.
OMEGA is AI and can make mistakes
Mobileye Prepares for Second Half 2026 Driverless Robotaxi Launch
Mobileye is preparing to launch its autonomous ride-hailing business in the United States, with initial driverless deployments of the Volkswagen ID.Buzz robotaxi scheduled for the second half of 2026. The company is currently testing over 100 autonomous vehicles across six global cities, including Los Angeles and Austin, as it transitions toward commercial services expected in 2027.
The firm maintains a $24.5 billion eight-year automotive revenue pipeline, bolstered by a new high-volume Surround ADAS program with a major U.S. OEM.
Mobileye continues to expand its SuperVision platform, which is now operating in pre-production vehicles and is slated for broader integration across 17 new vehicle models 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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