Mobileye is establishing a vertically integrated robotaxi business that will extend its role beyond supplying autonomous driving technology into directly owning and operating ride-hailing services. The initial deployment of around 100 autonomous vehicles (AVs) in a major US metro is targeted for 2027, scaling to approximately 17,000 vehicles over the following five years.

The vertically integrated model combines Mobileye Drive, its autonomous driving system, with Moovit’s Mobility Platform and consumer applications, AV mission control, fleet management and integration with teleoperation infrastructure. The new business will run in parallel with Mobileye’s existing supply-side agreements with automakers and mobility operators.

Photo illustration of planned Mobileye robotaxi service

Moovit, which provides the consumer mobility and multimodal trip-planning capability for the new service, serves more than 1.7bn users across more than 3,500 cities in 112 countries. Mobileye Drive draws on more than 25 years of autonomous driving development, with Mobileye technology embedded in more than 230m vehicles produced worldwide.

In a statement, Professor Amnon Shashua, founder and Chief Executive Officer of Mobileye, said: “Today we are taking the next step: combining those technologies with operational ownership to create a financially and geographically scalable robotaxi business designed from the ground up for global deployment.”

Shashua added: “This initiative is not a replacement for our existing partnerships; it is an extension of them. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility.”

Why this matters:

•Mobileye is abandoning the supplier model for the one that captures real value.Two decades of ADAS dominance and 230 million vehicles have not translated into a share of the ride-hailing economics those vehicles enable. Direct operations changes that.

•Moovit’s 1.7 billion users is the asset no pure-play AV competitor can replicate.Embedding a robotaxi service into an existing multimodal platform that riders already use daily solves the customer acquisition problem that has made scaling expensive for everyone else.

•100 vehicles in 2027 scaling to 17,000 over five years is a claim that the Capital Markets Day will need to substantiate.The trajectory is plausible if the first deployment works; if it doesn’t, the gap between ambition and execution will be difficult to close.