Core Viewpoint - Mobileye Global Inc. reported strong first-quarter revenue growth of 83% year-on-year, reaching $438 million, surpassing analyst expectations, while adjusted EPS met consensus estimates [1][2]. Group 1: Financial Performance - First-quarter revenue increased by 83% year-on-year to $438 million, exceeding the analyst consensus estimate of $435.2 million [1]. - Adjusted EPS for the quarter was 8 cents, aligning with analyst consensus [1]. - FY25 earnings per share projected at 27 cents, while FY26 EPS estimate was lowered from 40 cents to 35 cents [5]. Group 2: Partnerships and Contracts - Strong design win momentum highlighted, including Mobileye's first Surround ADAS win and a significant ADAS contract with a Korean automaker [2]. - Progress noted in robotaxi partnerships with Uber and Lyft, with potential for meaningful contributions by 2027 [2]. - Lyft collaboration is advancing, with initial rollouts expected in Dallas by 2026, operated by Marubeni [3]. Group 3: Business Model and Forecast Adjustments - Partnerships will follow a business model involving a one-time upfront system fee and recurring licensing fees based on mileage, providing solid average selling prices and favorable margins [4]. - 2025 estimates remain mostly intact, with slight adjustments to gross margin and operating expenses; however, 2026 forecasts were reduced due to anticipated delays in SuperVision and CAV unit volumes [4]. - Porsche identified as the only driver of incremental SV volume in the near term [5].