Mobileye (MBLY) Q2 FY26 earnings call

Mobileye reported a strong Q2 FY26, with its core EyeQ business outperforming the market and profitability significantly boosted by a new, sustainable Israeli R&D credit. The company announced a strategic shift to a vertically integrated robotaxi offering, aiming for a 2027 launch, driven by market clarity and strong ROI. This quarter also marked CEO Amnon Shashua's decision to step down, transitioning to focus on long-term technology strategy and humanoid robotics, as the company enters a new operational phase.