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. (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.
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.