📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Mobileye Global(MBLY.US) Mobileye to Bring Cloud-Enhanced ADAS to Select Stellantis Vehicles in 2027
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗦𝘁𝗲𝗹𝗹𝗮𝗻𝘁𝗶𝘀 will integrate 𝗠𝗼𝗯𝗶𝗹𝗲𝘆𝗲 𝗥𝗘𝗠 technology in select 𝟮𝟬𝟮𝟳 vehicles.➤ Integration will enhance 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲 driving through crowdsourced intelligence.➤ First applications are planned for select 𝗨.𝗦. models in 𝟮𝟬𝟮𝟳.➤ REM covers more than 𝟵𝟱% of public roads in the 𝗨.𝗦. and 𝗘𝘂𝗿𝗼𝗽𝗲.➤ 𝗙𝗶𝘃𝗲 of the world's 𝟭𝟬 largest automakers contribute data to REM.➤ REM collected data from over 𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 vehicles covering 𝟯𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 miles last year.➤ Technology supports intelligent lane keeping and 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲, 𝗲𝘆𝗲𝘀-𝗼𝗻 driving.➤ REM continuously updates road intelligence using anonymized vehicle data.➤ Mobileye's 𝗘𝘆𝗲𝗤𝟲𝗟 powers the cloud-enhanced ADAS platform.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗡𝗶𝗺𝗿𝗼𝗱 𝗡𝗲𝗵𝘂𝘀𝗵𝘁𝗮𝗻, Executive Vice President of Business Development and Strategy at Mobileye:“We’re proud to expand our work with Stellantis, bringing a new level of intelligence to the vehicle itself through REM and the EyeQ6L. Cloud-enhanced ADAS plays a core role in our lineup of advanced technologies, from Surround ADAS through fully autonomous vehicles, that enables safety and convenience features in a vertically integrated package at a cost-efficient scale.”
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Stellantis Expands Qualcomm Partnership for Next-Gen Vehicle Platforms - $Stellantis NV(STLA.US) $Qualcomm(QCOM.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Stellantis expands multi-year collaboration with 𝐐𝐮𝐚𝐥𝐜𝐨𝐦𝐦 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬.➤ Snapdragon Digital Chassis chips to power next-generation 𝐒𝐓𝐋𝐀 𝐁𝐫𝐚𝐢𝐧 vehicles.➤ Partnership integrates 𝐜𝐨𝐜𝐤𝐩𝐢𝐭, connectivity, and ADAS technologies.➤ Qualcomm’s 𝐒𝐧𝐚𝐩𝐝𝐫𝐚𝐠𝐨𝐧 𝐑𝐢𝐝𝐞 𝐏𝐢𝐥𝐨𝐭 supports Level 𝟐+ automated driving.➤ Collaboration aims to reduce costs through 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 standardization.➤ aiMotive may join Qualcomm under proposed 𝐧𝐨𝐧-𝐛𝐢𝐧𝐝𝐢𝐧𝐠 agreement.➤ Deal expands existing relationship in 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐯𝐢𝐭𝐲 and digital cockpit systems - D
Leapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units---
We maintain the 2026 net profit target at RMB 5 bn. Guidance unchanged.
LEAPMOTORConference Minutes - D
Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time
The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to "Uber: Performance is Fine, but Scared by Robotaxi Again?" 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...
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$Uber Tech(UBER.US) +1.0% today on news it will partner with $Lucid(LCID.US) and Nuro to launch a fully autonomous ride hailing service with an initial 100 vehicles in SFO by the end of next year. Within six years, Uber said it plans to deploy 20,000 or more Lucid-based autonomous vehicles in multiple locations. The Uber self-driving vehicles will be available to riders through the Uber app.
Yesterday, $Uber Tech(UBER.US) said it is developing robotaxis with $NVIDIA(NVDA.US) and the automaker Stellantis ( $Stellantis NV(STLA.US)). By 2028, Stellantis expects to start production of at least 5,000 vehicles powered by Nvidia software for UBER autonomous taxi operations in the U.S., with an ultimate goal of 100,000 vehicles in the fleet. Last week $Uber Tech(UBER.US) said it had begun offering autonomous taxi rides in Saudi Arabia as part of a partnership with WeRide, a Hong Kong-based tech company. Uber operates in 15,000 cities in more than 70 countries. In 2Q, $Uber Tech(UBER.US) reported 180M monthly active platform customers (MAPC), who completed an avg of 36.7M trips per day. - D
The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap
1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...
Today’s Key News Recap
