Welcome to our dedicated page for Mobileye Global SEC filings (Ticker: MBLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Mobileye Global Inc. filings document the public-company disclosures of an automotive technology issuer with Class A common stock listed on the Nasdaq Global Select Market. Its Form 8-K reports cover operating results, financial condition, outlook commentary, material agreements, unregistered equity securities tied to acquisition activity, board appointments, governance matters and capital-structure disclosures.
Mobileye's proxy materials cover annual meeting matters, including director elections, auditor ratification, executive compensation votes and stockholder voting mechanics. Together with annual-report risk disclosures, the filings describe the company's ADAS and autonomous driving business, its reporting obligations, governance framework and securities structure.
Mobileye Global Inc. reported Q2 2026 revenue of $508 million and a net loss of $21 million, with six‑month revenue of $1,066 million and a net loss of $3,839 million. The year‑to‑date loss reflects a non‑cash goodwill impairment charge of $3,788 million recorded in the first quarter.
Total assets were $8,838 million as of June 27, 2026, down from $12,492 million at year‑end, mainly due to reduced goodwill. Cash, cash equivalents and restricted cash were $1,336 million, after $591 million of cash outflows for the acquisition of Mentee Robotics and $23.5 million used to repurchase 2.5 million Class A shares under a $250 million buyback program. Operating activities generated $210 million of cash in the first half.
The Mentee Robotics acquisition had an aggregate purchase price of $900 million, including cash and Class A shares, and added $498 million of goodwill and $128 million of developed IP. A new Israeli research and development incentive law led to recognition of a $110 million asset and reduced reported research and development expense. Management notes ongoing regional conflicts affecting Israel, though operations have not been materially impacted to date.
Mobileye Global Inc. reported Q2 2026 revenue of $508 million, essentially in line with $506 million a year earlier. GAAP results improved, with operating loss narrowing to $30 million and net loss to $21 million, while non‑GAAP adjusted operating income rose to $155 million and adjusted net income to $155 million. Adjusted gross margin was 66% and adjusted operating margin 31%, compared with 69% and 21% in Q2 2025. EyeQ and SuperVision revenue was $485 million on 10.0 million systems shipped, for an average system price of $48.5.
For the first half of 2026, net loss reached $3,839 million, driven by a $3,788 million goodwill impairment, while operating cash flow was $210 million. Cash and cash equivalents were $1,311 million at June 27, 2026. The company raised its full‑year 2026 revenue outlook to $1,970–2,020 million and its adjusted operating income outlook to $365–425 million, stating that Israel’s recently enacted R&D Law is expected to reduce GAAP operating loss and significantly increase adjusted profitability versus prior guidance.
Mobileye Global Inc. announced a planned leadership transition. On July 18, 2026, founder and President & Chief Executive Officer Prof. Amnon Shashua informed the Board of Directors of his intention to step down as CEO upon the appointment of his successor. The Board will hire an executive search firm and conduct a comprehensive process to select a new CEO.
Prof. Shashua will remain a director and has been offered the role of Chair of the Board once a new CEO is appointed, focusing on long‑term technology and innovation, including humanoid robotics. The company states his decision is not due to any disagreement with the Board on operations, policies or practices. Intel, which beneficially owns approximately 77% of Mobileye, publicly thanked him and stated it remains bullish on Mobileye’s trajectory.
Nehushtan Nimrod reported acquisition or exercise transactions in this Form 4 filing.
Mobileye Global Inc. executive EVP Business Dev. & Strategy Nimrod Nehushtan received a grant of 199,680 restricted stock units, each representing one share of Class A common stock upon vesting. The RSUs vest 25% on each of the first four six-month anniversaries of July 10, 2026. Following this award, he reports 496,002 shares of Class A common stock held directly.
Shalev-Shwartz Shai reported acquisition or exercise transactions in this Form 4 filing.
Mobileye Global Inc. Chief Technology Officer Shai Shalev-Shwartz received a grant of 1,064,962 restricted stock units (RSUs), each representing one share of Class A common stock, at a price of $0.0000 per share. Following the grant, he holds 8,113,010 shares. The RSUs vest over three years from the July 10, 2026 grant date: 40% on the first anniversary, 30% on the second, and 30% on the third, subject to forfeiture and with vesting dates moved to the next business day if they fall on a non-business date.
Mobileye Global Inc. granted Chief Financial Officer Shemesh Rojansky Moran 212,992 restricted stock units (RSUs), each representing the right to receive one share of Class A common stock at a $0.0000 grant price. The RSUs vest 25% on each of the first four six-month anniversaries of the July 10, 2026 grant date, converting into shares as they vest. Following this equity award, the CFO’s reported direct holdings total 443,479 shares of Class A common stock.
Ouriel Boaz reported acquisition or exercise transactions in this Form 4 filing.
Mobileye Global Inc. reported that EVP of EPG Software Ouriel Boaz received a grant of 266,240 restricted stock units (RSUs), each representing the right to receive one share of Class A common stock after vesting. The RSUs vest 25% on each of the first four six-month anniversaries of the July 10, 2026 grant date. Following this award, Boaz is reported as directly owning 485,243 shares.
Shashua Amnon reported acquisition or exercise transactions in this Form 4 filing.
Mobileye Global Inc. granted CEO and President Amnon Shashua 1,618,743.0000 restricted stock units (RSUs) on July 10, 2026. Each RSU represents the right to receive one share of Class A common stock after vesting. Unless forfeited, 40% of the RSUs vest on the first anniversary of the grant date, 30% on the second anniversary, and 30% on the third. Following this award, Shashua directly holds 22,142,999.0000 shares of Class A common stock.
Mobileye Global Inc. reported the results of its annual stockholder meeting held on June 18, 2026. A high turnout was recorded, with 163,263,058 Class A shares and 597,768,015 Class B shares present or represented by proxy, accounting for 98.7% of combined voting power as of the April 22, 2026 record date.
All nine director nominees, including CEO Amnon Shashua, were elected, each receiving a substantial majority of votes cast. Stockholders also approved the ratification of the company’s independent registered public accounting firm and gave advisory approval to the company’s executive compensation program, indicating broad support for current governance and pay practices.
Manulife entities report passive holdings in Mobileye (Class A). Manulife Investment Management (US) LLC reports beneficial ownership of 10,298,595 shares of Class A Common Stock, equal to 4.21% of the class. Manulife Investment Management Limited holds 6,836 shares (0.01%). The filing is an Amendment No. 5 to a Schedule 13G/A and incorporates an outstanding share count of 244,415,099 shares as of April 15, 2025.