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 third-quarter 2026 revenue of $492 million, down 2% from $504 million a year earlier. GAAP gross profit rose 7% to $261 million, while GAAP net loss narrowed to $67 million from $96 million. Non-GAAP adjusted operating income was $89 million, up 20%, and adjusted net income was $95 million, up 25%.
For the nine months ended September 26, 2026, revenue was $1.558 billion versus $1.448 billion. Mobileye recorded a $3.788 billion goodwill impairment; GAAP operating loss was $4.008 billion and net loss was $3.906 billion. Net cash provided by operating activities was $303 million, compared with $489 million.
Updated full-year 2026 guidance is $1.995 billion to $2.020 billion in revenue and $380 million to $420 million in adjusted operating income. Revenue guidance increased 1% at the midpoint, and the adjusted operating income outlook includes approximately $190 million from the R&D Law incentive at the midpoint. Mobileye attributed the revenue update mainly to higher-than-expected SuperVision deliveries and third-quarter memory-cost pass-through; it said lower SuperVision margins and zero-margin memory pass-through limit incremental revenue conversion to adjusted operating income.
Mobileye Global Inc. (symbol: MBLY) is the issuer of record for a Form 4 filing submitted to the SEC. Ohayon Yaacov reported acquisition or exercise transactions in this Form 4 filing.
Mobileye Global Inc. (MBLY) reported that Chief Operating Officer Yaacov Ohayon received a grant of 116,550 restricted stock units (RSUs) of Class A common stock on September 10, 2026. These RSUs vest 50% on each of the first two anniversaries of the grant date, and his direct holdings total 735,023 shares after this award.
Mobileye Global Inc. (MBLY) executive Yaacov Ohayon, Chief Operating Officer, filed an initial statement of beneficial ownership as a reporting person. The filing reports direct ownership of 618,473 shares of Class A Common Stock following the reported holdings entry.
Mobileye Global Inc. (MBLY) reported that on September 3, 2026, its Board of Directors designated Yaacov “Kobi” Ohayon, the company’s Chief Operating Officer, as its principal operating officer and as an executive officer for purposes of Section 16 of the Exchange Act. Mr. Ohayon, age 51, has served as Chief Operating Officer of the Mobileye organization since 2020 and has held various roles at the company and its subsidiaries since 2017. The Board stated that this designation reflects the scope of his existing responsibilities and does not change his duties, responsibilities, employment status, or compensation, and Mr. Ohayon entered into the company’s standard form of officers’ indemnification agreement.
Mobileye Global Inc. (MBLY) reports a leadership role change in its business development organization. On September 3, 2026, the company and Nimrod Nehushtan agreed that he would transition from his position as Executive Vice President Business Development & Strategy to a part-time role focused on corporate strategy, effective that same date.
Following this transition, Nimrod Brickman, the current Vice President of Business Development, will continue to lead Mobileye’s business development activities. As of the report date, Mr. Nehushtan’s existing compensation arrangements have not been modified in connection with his new role.
Mobileye Global Inc. reported that on August 8, 2026, Patrick Bombach resigned from its board of directors, effective immediately. His resignation is connected to his resignation from his roles as Corporate Vice President, Head of Corporate Legal and Assistant Corporate Secretary at Intel Corporation, which is identified as Mobileye’s controlling shareholder. The company states that Mr. Bombach’s decision to leave the board was not due to any disagreement with Mobileye regarding its operations, policies or practices.
Mobileye Global Inc. director Safroadu Yeboah-Amankwah purchased Class A Common Stock in an open-market or private transaction. On 2026-08-06, he bought 11,841 shares at a price of $8.46 per share, bringing his direct holdings to 84,336 shares of Class A Common Stock.
Mobileye Global Inc. director Frank D. Yeary reported a purchase of 12,360 shares of Class A common stock on July 30, 2026 at $7.98 per share. The shares are held indirectly by Sea Turtle Revocable Trust, where he serves as trustee and disclaims beneficial ownership except for any pecuniary interest. Following this transaction, the trust holds 12,360 shares, and Yeary also reports 75,128 shares held directly. The filing indicates the transaction was a purchase in an open-market or private transaction and not under a Rule 10b5-1 trading plan.
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.