Mobileye Global Inc at TD Cowen Technology, Media & Telecom Conference Transcript

May 28, 2026 / 01:05PM GMT

Release Date Price: $10.41 (+2.46%)

Transcript

Joshua Buchalter

Cowen and Company LLC - Analyst

Okay, good morning. Welcome to day two of our 54th Annual TMT Conference. I'm Josh Buchalter, semiconductor analyst here at TD Cowen. Pleased to be joined on stage by my colleague, Lannie Trieu; and Dan Galves and Nimrod Nehushtan from Mobileye.

Gentlemen, thank you for joining us.

Dan Galves

Mobileye Global Inc - Chief Communications Officer

Thank you for having us.

Nimrod Nehushtan

Mobileye Global Inc - Senior Vice President - Business Development and Strategy, Co-Manager - REM

Thanks.

Questions & Answers

Joshua Buchalter;Dan Galves

Cowen and Company LLC - Analyst;Mobileye Global Inc -

Maybe just to start the conversation, we just got out of earnings season. There were some inventory dynamics, but also, it seems like the auto and specifically your backdrop is improving. Can you sort of walk through what you guys are seeing near term and into the second half as well?

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