Mobileye (NASDAQ:MBLY) has announced plans to expand beyond supplying autonomous driving systems and enter direct operation of a robotaxi service, marking a strategic shift toward a vertically integrated mobility business.
The company said it intends to launch a fully driverless ride-hailing service in a major US city in 2027, initially deploying a fleet of roughly 100 vehicles.
The initiative will combine Mobileye’s self-driving technology stack, Mobileye Drive, with its Moovit mobility platform and related fleet-management, rider-facing applications, and teleoperation infrastructure. Mobileye said the program will cover the full ride-hailing value chain, including fleet operations, mission control, and trip planning services.
The company highlighted that the new robotaxi business will operate alongside its existing model of supplying autonomous driving systems to automakers and mobility providers. Mobileye said it continues to view its technology licensing and direct operations as complementary approaches, with both expected to develop in parallel.
Following the initial rollout, Mobileye plans to expand the fleet significantly, targeting approximately 17,000 vehicles over a five-year period, subject to operational validation and scaling.
“The robotaxi revolution has only just begun,” said Amnon Shashua, founder and CEO of Mobileye, adding that combining autonomous driving technology with operational control could support broader deployment and provide additional real-world experience for its platform.
"As interest in autonomous mobility accelerates, the industry has become increasingly dependent on a small number of technology providers and business models,” Shashua said.
“We believe there is an opportunity for a new approach—one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem.
Mobileye said it will work with vehicle platform manufacturers, fleet operators, integration partners, and technology suppliers to build out the service. The company also highlighted the role of Moovit, which provides multimodal trip planning and mobility services across more than 3,500 cities, as part of its consumer-facing infrastructure.
Mobileye Drive, the company’s autonomous driving system, is currently being integrated into partner programs globally. The company said more than 230 million vehicles have been produced with its technology to date.
Mobileye said further details on the planned US launch market and operational timeline will be disclosed closer to deployment.
Shares added 2.7% on the news.