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Mobileye’s CES Robotics Buzz Explained: What Pilots Prove, How Data Moats Form, & Why This Could Be Huge!

Mobileye, a leader in advanced driver-assistance systems (ADAS) and autonomous driving technology, reported its financial results for the fourth quarter and full year of 2025. The company achieved 15% revenue growth, with a notable 45% increase in adjusted operating profit and more than a 50% rise in operating cash flow compared to the previous year. These results are attributed to strong demand for Mobileye’s products, driven by growth in the auto industry and innovations in ADAS technology. Mobileye’s EyeQ6 High chip showed strong prospects, evidenced by winning significant contracts with two of the world’s largest six Original Equipment Manufacturers (OEMs). Moreover, Waymo’s commercialization and proof of consumer acceptance for autonomous services have bolstered demand, with anticipated substantial expansions in Mobileye’s collaborations with Volkswagen, targeting 100,000 units by 2033.