Mobileye Global Inc. SEC Filings

Mobileye Global Inc. indicated during its Mobileye Live event at CES 2026 that its estimated revenue for the fiscal year ended December 27, 2025 was “a bit short of $2 billion.” The company explained that this remark was meant only as a general indication of the current size of its business compared with its estimated 8‑year revenue pipeline, not as a precise preview of final 2025 results. Mobileye plans to provide its actual fourth-quarter and full‑year 2025 financial figures during its earnings call, and the information from the presentation is being furnished, rather than filed, under securities law.

Mobileye Global Inc. agreed to acquire 100% of Mentee Robotics Ltd. under a Share Purchase Agreement signed on January 5, 2026. The aggregate purchase price is $900 million, consisting of approximately $612 million in cash and up to 26,229,714 shares of Class A common stock, subject to purchase price and option-related adjustments.

The entire stock portion will go to Mentee’s three founders, with 10% locked up for six months and 90% held in deferred consideration to be released in equal tranches after 24 and 48 months, conditioned on continued employment or certain affiliations. Prof. Amnon Shashua, Mobileye’s President and CEO and Mentee’s Chairman and Co‑Founder, and Prof. Shai Shalev‑Shwartz, Mobileye’s CTO and a Mentee Co‑Founder, are significant shareholders and together are entitled to a substantial share of the consideration.

The Board approved the related‑party transaction via a strategic transaction committee of disinterested directors and the Audit Committee, and Intel Corporation, as sole Class B holder, also approved it. Closing is subject to customary conditions, including no legal restraints, specified accuracy of representations, no material adverse effect on Mentee, and approvals from the Israeli Tax Authority regarding the tax treatment of the stock and employee equity.

A director of Mobileye Global Inc. reported receiving 20,300 shares of Class A common stock on December 5, 2025 through a restricted stock unit (RSU) grant at a price of $0 per share. After this award, the director beneficially owns 57,628 shares of Class A common stock, held directly.

The RSU grant consists of units that each represent the right to receive one share of Class A common stock after vesting. Unless forfeited, 100% of the RSUs vest and convert into common stock on the first anniversary of the December 5, 2025 grant date, and if that vesting date falls on a non-business day, vesting occurs on the next business date.

Mobileye Global Inc. reported Q3 results in its 10‑Q. Revenue was $504 million with gross profit of $243 million. The quarter posted an operating loss of $109 million and a net loss of $96 million, or ($0.12) per share on a weighted‑average 814 million shares.

For the first nine months of 2025, revenue reached $1.448 billion. Operating cash flow was strong at $489 million year‑to‑date, and cash, cash equivalents and restricted cash totaled $1.769 billion at period end. Inventories declined to $318 million from $415 million at December 28, 2024, reflecting tighter working capital. Amortization of intangibles was $111 million in Q3.

Intel completed a secondary sale of Class A shares on July 11, 2025; Mobileye did not sell shares or receive proceeds. The company repurchased and retired 6,231,985 shares from Intel for $100 million. Following these actions and additional conversions, Intel held approximately 79.6% of outstanding common stock and 97.3% of voting power as of September 27, 2025. Shares outstanding were 216,005,938 Class A as of October 15, 2025.

Mobileye Global Inc. furnished a Form 8-K announcing that it issued a press release with financial results for the quarter ended September 27, 2025. The press release is provided as Exhibit 99.1.

The information in this report, including Exhibit 99.1, is being furnished and is not deemed filed under the Exchange Act, and is not incorporated by reference except as specifically stated.

Mobileye Global Inc. (MBLY) Form 3: This is an initial ownership disclosure by David Zinsner, who is reported as a director. The filing shows beneficial ownership of 2,500 shares of Class A common stock, held indirectly through the DAZ Separate Property Trust, for which he serves as a trustee. The form is an initial statement required to report insider holdings and identifies an executed power of attorney exhibit.

Mobileye Global Inc. (MBLY) Form 3 filed for Chandrasekaran Nagasubramaniyan, reporting an initial statement of beneficial ownership arising from an 08/25/2025 event. The filer is identified as a Director and the filing indicates no securities are beneficially owned at the time of this report. The form was submitted by one reporting person and signed by an attorney-in-fact on 09/04/2025. Exhibit 24 (Power of Attorney) is attached.

Mobileye Global Inc. reported that its Board of Directors appointed David Zinsner and Nagasubramaniyan “Naga” Chandrasekaran as new board members, effective August 25, 2025. The Board has not yet decided which board committees, if any, they will join.

The company states there are no family relationships between either appointee and any current director or executive officer, and that neither has a direct or indirect material interest in any transaction that would need disclosure under Item 404(a) of Regulation S‑K. The filing is primarily a governance update with no financial results or transaction terms.

Schedule 13G/A filing reporting a non‑control investment in Mobileye Global Inc. (MBLY). The Reporting Persons collectively disclose beneficial ownership of 4,518,542 shares, representing 4.4% of the outstanding Class A common stock based on the company share count reported in the filing (103,579,323 shares outstanding). The disclosed position is an aggregate across five affiliated entities: G1 Execution Services, LLC; SIG Brokerage, LP; Susquehanna Fundamental Investments, LLC; Susquehanna Portfolio Strategies, LLC; and Susquehanna Securities, LLC.

The filing notes that the amount reported for Susquehanna Securities, LLC includes options to purchase 3,938,300 shares. The Reporting Persons indicate they may be deemed a group for reporting purposes, while each disclaims beneficial ownership of shares directly owned by another Reporting Person. The certification states the securities are held in the ordinary course of business and not to change or influence control of the issuer.