Mobileye NV

Most Recent

  • uploads///A_Semiconductors_NVIDIA_Q Automotive Revenue
    Company & Industry Overviews

    When Will Nvidia See Revenue from Autonomous Cars?

    Nvidia is set to report big revenue growth in data center as its Tesla GPUs make their way into servers and supercomputers.

    By Puja Tayal
  • uploads///project
    Company & Industry Overviews

    Google and Intel Partner to Accelerate Cloud Adoption

    Alphabet’s (GOOGL) Google could soon shed its cloud computing underdog tag if its latest collaboration with Intel (INTC) bears fruit.

    By Ruchi Gupta
  • uploads///Alphabets Annual Revenue
    Company & Industry Overviews

    How Could the Sale of Its Satellite Business Impact Alphabet?

    Alphabet (GOOGL) has opened talks that could lead to the sale of its satellite imagery business, Terra Bella. Google acquired Terra Bella in 2014 for $500 million to capture images of Earth

    By Ruchi Gupta
  • uploads///MA
    Fund Managers

    Tiger Global raises its position in MasterCard

    MasterCard plans to sustain its growth and revenue by improving its pricing and increasing its processed transactions.

    By Samantha Nielson
  • uploads///A_NVDA_cash and debt Q
    Earnings Report

    How NVIDIA’s Balance Sheet Compares to Its Peers

    In fiscal 1Q18, NVIDIA’s cash reserves stood at $6.2 billion. Its long-term debt stood at $2.0 billion, resulting in a net cash position of $4.2 billion.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_AI solutions
    Company & Industry Overviews

    How Intel Is Creating Artificial Intelligence Opportunities

    Intel (INTC) is expanding its data center offerings beyond server CPU (central processing unit) solutions to complete rack solutions.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_data center earnings Q
    Earnings Report

    How Is Intel’s Data Center Business Performing?

    Intel’s (INTC) move to acquire Mobileye (MBLY) could create an adjacent data center opportunity in the long term.

    By Puja Tayal
  • uploads///A_Semiconductors_MBLY  earnings
    Company & Industry Overviews

    How the Acquisition of Mobileye Could Affect Intel’s Earnings

    Intel (INTC) is acquiring Mobileye (MBLY) for $15.3 billion in order to grow in the autonomous vehicle market.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_IoT earnings Q
    Earnings Report

    Will the Internet of Things Replace Intel’s PC Business?

    Intel (INTC) is looking to reduce its dependence on the PC (personal computer) market. It needs a large enough market to replace the earnings of the PC market.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_growth opportunity
    Company & Industry Overviews

    Intel Bets on a $250 Billion Growth Opportunity

    Intel’s (INTC) market leadership in the PC (personal computer) and data center spaces has left little room for growth amid a slowdown in these markets.

    By Puja Tayal
  • uploads///A_Semionductors_INTC_cash and debt
    Earnings Report

    Should Investors Be Concerned about Intel’s Leverage?

    Intel has long-term debt of $24 billion against cash reserves of $17 billion, resulting in net debt of $7 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_DRIVE PX AI car platform
    Company & Industry Overviews

    How NVIDIA Is Strategizing to Build an Autonomous Vehicle

    NVIDIA’s end-to-end autonomous car solution NVIDIA (NVDA) is looking to make the concept of a fully autonomous car reality by developing an end-to-end platform, from architecture to HD (high-definition) maps. It aims to develop a complete software stack and update it on a continuous basis. On top of that, it hopes to make this stack open, […]

    By Puja Tayal
  • uploads///A_NVDA_ Automotive partners
    Company & Industry Overviews

    NVIDIA’s Strategy to Boost the Adoption of Autonomous Cars

    NVIDIA is partnering with auto suppliers like Bosch, truck companies like PACCAR, and mid-tier carmakers like Toyota (TM) to increase the adoption of AI car platforms.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_Automotive revenue
    Company & Industry Overviews

    What’s NVIDIA’s Approach to Self-Driving Cars?

    NVIDIA (NVDA) is leveraging its GPU (graphics processing unit) and Tegra processor to bring AI (artificial intelligence) right from data center to device.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_IoT Q earnings estimate
    Earnings Report

    What’s Happening with Intel’s Internet of Things Group

    Intel’s Internet of Things Group So far, we’ve seen that Intel (INTC) is touching on every aspect of data—processing, transmitting, storing, and accessing. The company’s IoTG (Internet of Things Group) will focus on the first process, collecting data from various IoT devices. Intel’s IoTG revenue rose 15% YoY (year-over-year) to $2.6 billion in fiscal 2016. As […]

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_Q revenue estimate
    Earnings Report

    Can Nvidia Maintain Strong Revenue Growth in Fiscal 2018?

    For fiscal 1Q18, Nvidia (NVDA) expects its revenue to decline 12% quarter-over-quarter to around $1.9 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_Revenue growth  to
    Miscellaneous

    Some Analysts See Strong Growth Potential in Nvidia’s Stock

    Nvidia’s management has been quick to identify growth opportunities beyond gaming and has witnessed growth in the AI and autonomous car markets.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_Key fundamentals
    Company & Industry Overviews

    Why Canaccord Genuity Is Bullish on AMD

    Advanced Micro Devices (AMD) is launching a suite of products to obtain a share of the high-end PC, server, and GPU markets.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_cash  estimates
    Earnings Report

    Will High Leverage Impact Intel’s Financial Flexibility?

    Amid product innovations happening at different levels, Intel announced its acquisition of Israel-based (EIS) Mobileye (MBLY) in an all-cash deal of $15.3 billion in March 2017.

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_Process and product Leadership
    Company & Industry Overviews

    Behind Intel’s Transition into a Data-Centric Company

    2017 started off slow for Intel (INTC) as it transitioned from being a PC-centric (personal computer) company to a data-centric company.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_Cash and debt position
    Earnings Report

    How Does AMD Plan to Deleverage Its Balance Sheet?

    AMD has infused cash into its cash-strapped balance sheet by selling off its non-strategic businesses. The company has also restructured its debt to increase its financial flexibility.

    By Puja Tayal
  • uploads///A_Semiconductors_CY_Instrument cluster Opportunity
    Company & Industry Overviews

    Why Cypress Is Targeting Instrument Clusters

    The chip market is consolidating in order to tap the big opportunities in the automotive industry.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_Automotive business market
    Company & Industry Overviews

    This Is Micron’s Next Big Growth Opportunity

    Micron Technology (MU) is looking to expand into the automotive, industrial, and consumer markets.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC TAM for self driving cars
    Company & Industry Overviews

    How Important Are Autonomous Cars to Companies Like Intel?

    Goldman Sachs estimates that advanced driver assistance systems and the autonomous car market will grow from $3.0 billion in 2015 to $290.0 billion in 2035.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC Automated Driving Group
    Miscellaneous

    Could Intel Make the Mobileye Integration a Success?

    Intel is looking to mitigate the integration risk by integrating its Automated Driving Group with Mobileye instead of integrating Mobileye into its business.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC earnings from Altera business
    Miscellaneous

    Intel’s History of Failed M&As: The Cause and the Impact

    Intel (INTC) missed out on the mobile revolution, so now it’s trying to catch up, investing in areas such as autonomous cars and artificial intelligence.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA Autonomous car solution
    Miscellaneous

    Is Intel Taking a Huge Risk by Acquiring Mobileye?

    The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC MBLY Complementary products
    Miscellaneous

    What Encouraged Intel to Acquire Mobileye for a High Premium?

    Since Intel is a data company, the autonomous car would become its fastest-growing market with an estimated market of more than $70.0 billion by 2030.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC cash dewbt position post MBLY merger
    Company & Industry Overviews

    How the Mobileye Acquisition Could Impact Intel’s Earnings

    Intel (INTC) is acquiring Mobileye (MBLY) for a hefty premium compared to MBLY’s earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC MBLY Transaction details
    Miscellaneous

    What You Need to Know about the Intel-Mobileye Merger

    Analysts are criticizing the Intel-Mobileye deal. They think the acquisition price is too high and the synergies from the merger are too low.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC MBLY Integration
    Miscellaneous

    The Intel-Mobileye Merger Is Official: Should We Be Concerned?

    On March 13, 2017, Intel announced an all-cash deal of $15.3 billion to acquire Mobileye (MBLY), an Israel-based assisted-driving systems supplier.

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_ RD Spending
    Company & Industry Overviews

    Where Is Intel Channeling Its Research and Development Efforts?

    Intel (INTC) is in the midst of a major transformation, which makes Intel the top semiconductor R&D (research and development) spender in the world.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Intel Go Shows How Serious Intel Is about Autonomous Cars

    Intel has created a brand for autonomous cars named “Intel Go.”

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Intel’s Transformation to Chip Supplier of the Future

    Chip giant Intel (INTC) is undergoing a major restructuring that could bring in annual savings of $1 billion. Intel is also refocusing its portfolio in high-growth areas within the data center, IoT, and memory markets.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    These Tech Companies Are Trying to Change the Auto Industry

    Autonomous vehicles could not only revolutionize the auto industry as we know it but also change the way we commute.

    By Jitendra Parashar
  • uploads///Portfolio Breakdown of the ELGAX
    Fund Managers

    Columbia Select Large Cap Growth Fund: Sector Composition YTD 2016

    The Columbia Select Large Cap Growth Fund (ELGAX) invests at least 80% of its assets in common stocks of US-based and foreign companies with market caps in the range of companies in the Russell 1000 Growth Index.

    By David Ashworth
  • uploads///Series  A
    Company & Industry Overviews

    How Will Intel Leverage ARM Partnership to Grow in IoT Space?

    The Intel-ARM partnership will not only help Intel tap the smartphone market but also the IoT (Internet of Things) market.

    By Puja Tayal
  • uploads///Portfolio Breakdown of the AWPAX
    Fund Managers

    What’s the Sector Composition of the AB International Growth Fund?

    The AB International Growth Fund invests “in an international portfolio of equity securities of companies selected by the Adviser for their growth potential within various market sectors.”

    By David Ashworth
  • uploads///Portfolio Breakdown of the AWPAX
    Fund Managers

    Portfolio Moves of the AB International Growth Fund in YTD 2016

    The AB International Growth Fund’s assets were spread across 57 holdings in May 2016, and it was managing $334.2 million in assets.

    By David Ashworth
  • uploads///Portfolio Breakdown of the ELGAX
    Fund Managers

    How ELGAX’s Portfolio Has Changed

    Information technology was the single largest sectoral holding of ELGAX, forming 40% of its portfolio, as of April 2016.

    By David Ashworth
  • uploads///Sectoral Allocation of the ELGAX
    Fund Managers

    Helpful Facts about the Columbia Select Large Cap Growth Fund

    The Columbia Select Large Cap Growth Fund invests at least 80% of its assets in common stocks of US-based and foreign companies with market caps in the range of companies in the Russell 1000 Growth Index.

    By David Ashworth
  • uploads///part  autonomous
    Company & Industry Overviews

    Can General Motors Race Ahead in Autonomous Driving?

    During its global business conference, General Motors outlined a roadmap on how it plans to play the autonomous space. Tesla and Google are also working on autonomous technology.

    By Mohit Oberoi, CFA
  • uploads///MBLY
    Fund Managers

    Tiger Global starts new position in Mobileye

    Mobileye, the Israel-based vehicle safety technology company, earned gross proceeds from its initial public offering of $1.023 billion.

    By Samantha Nielson
  • uploads///BITA
    Fund Managers

    Tiger Global adds significant new position in Bitauto Holdings

    Bitauto Holdings is a leading provider of Internet content and marketing services for China’s fast-growing automotive industry.

    By Samantha Nielson
  • uploads///Tiger positions
    Fund Managers

    Must-know: Tiger Global Management’s holdings in 3Q14

    Tiger Global Management’s holdings included 48 stocks during the third quarter. The size of the fund’s US long portfolio fell slightly from $7.8 billion to $7.5 billion.

    By Samantha Nielson
    • CONNECT with Market Realist
    • Link to Facebook
    • Link to Twitter
    • Link to Instagram
    • Link to Email Subscribe
    Market Realist Logo
    Do Not Sell My Personal Information

    © Copyright 2021 Market Realist. Market Realist is a registered trademark. All Rights Reserved. People may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.