Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript

Core Insights - The Mobileye story represents a continual evolution, transitioning from core ADAS products to SuperVision and then to surround ADAS solutions, which are perceived as more cost-effective for broader implementation [1] Group 1: Product Development - The company is focusing on enhancing its core competency in ADAS products while also exploring the potential of SuperVision, which had a brief setback [1] - Surround ADAS is being introduced as a more cost-effective solution that customers believe can be implemented more broadly [1] Group 2: Market Opportunities - There is significant market and media enthusiasm surrounding the drive or robotaxi business, indicating a growing interest as businesses begin to scale [1] - The company is currently assessing its focus on securing wins with customers in the surround ADAS segment [1]