Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript

Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call July 23, 2026 8:00 AM EDT Company Participants Daniel Galves - Chief Communications Officer Amnon Shashua - Co-Founder, CEO, President & Director Moran Rojansky - Chief Financial Officer Nimrod Nehushtan - Executive Vice President of Business Development & Strategy Conference Call Participants Lannie Trieu - TD Cowen, Research Division Joseph Spak - UBS Investment Bank, Research Division Chris McNally - Evercore ISI Institutional Equities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division George Gianarikas - Canaccord Genuity Corp., Research Division Dan Levy - Barclays Bank PLC, Research Division Gautam Narayan - RBC Capital Markets, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings. Welcome to Mobileye's Second Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Dan Galves. Mr. Galves, you may begin. Daniel Galves Chief Communications Officer Thanks, Sherry. Hello, everyone, and welcome to Mobileye's Second Quarter 2026 Earnings Conference Call for the period ending June 27, 2026. Please note that today's discussion contains forward-looking statements based on the business environment as we currently see it, including regarding our future financial outlook. Such statements involve risks and uncertainties. Please refer to the accompanying press release, which includes additional information on the specific factors that could cause actual results to differ materially. Additionally, on this call, we will refer to both GAAP and non-GAAP figures. A reconciliation of GAAP to non-GAAP financial measures is provided in our posted earnings release. Joining us on the call today are Professor Amnon Shashua, Mobileye's CEO and President; Moran Shemesh, Mobileye's CFO; and Nimrod Nehushtan, Mobileye's EVP of Business Development and Strategy. Thanks. And now I'll turn the call over to Amnon. Amnon