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.
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.
Mobileye Global Inc. is asking stockholders to vote on three items at its 2026 annual meeting: electing 9 director nominees, ratifying Kesselman & Kesselman (PwC member firm) as auditor for 2026, and approving an advisory "say-on-pay" vote on executive compensation.
Intel remains the controlling stockholder, holding 50,000,000 Class A shares and all 597,768,015 Class B shares, representing about 96.9% of voting power. The Board relies on the Nasdaq “controlled company” exemptions, so not all key committees are fully independent.
The filing details a $100 million repurchase of 6,231,985 Class A shares from Intel at $16.04625 per share and a $900 million acquisition of Mentee Robotics Ltd., where CEO Amnon Shashua and CTO Shai Shalev‑Shwartz were significant selling shareholders and received substantial cash and stock consideration.
Mobileye Global Inc. reported first-quarter 2026 revenue of $558 million, up from $438 million a year earlier, driven mainly by higher ADAS system shipments.
The company recorded a non-cash goodwill impairment of $3,788 million, leading to a net loss of $3,818 million and a basic and diluted loss per share of $4.68.
Despite the accounting charge, operations generated $75 million of cash, while investing cash flows reflected the $591 million cash outlay to acquire Mentee Robotics, an AI-first humanoid robotics company. Cash, cash equivalents and restricted cash ended the quarter at $1,238 million.
Intel continued to hold approximately 77.0% of outstanding common stock and 96.9% of voting power as of March 28, 2026, and around 7.0% of employees in Israel had been called to reserve duty amid regional conflicts, though operations had not been materially affected to date.
Mobileye Global Inc. reported sharply mixed Q1 2026 results. Revenue rose to $558 million, up 27% from Q1 2025, with adjusted diluted EPS improving to $0.12. Adjusted operating income increased to $95 million, a 17% margin.
However, a non-cash $3.788 billion goodwill impairment tied to Intel’s 2017 acquisition drove a GAAP net loss of $3.818 billion and GAAP diluted EPS of $(4.68). Mobileye generated $75 million of operating cash flow and closed the Mentee Robotics acquisition, reducing cash by $591 million.
The company raised its full-year 2026 revenue outlook to $1.935–$2.015 billion and boosted expected adjusted operating income to $185–$235 million. It also authorized an up to $250 million share repurchase program aimed at partially offsetting dilution from stock-based compensation and the Mentee Robotics deal.
Mobileye Global Inc. received an updated ownership report from Manulife-affiliated investment managers. Manulife Investment Management (US) LLC reported beneficial ownership of 11,097,671 shares of Class A Common Stock, representing 5.14% of the class, based on 216,005,938 shares outstanding as of October 15, 2025.
Manulife Investment Management Limited reported beneficial ownership of 4,972 shares, or 0.01% of the class. Manulife Financial Corporation, as the indirect parent of these entities, may be deemed to beneficially own the same shares, although it shows no shares with sole or shared voting or dispositive power in the cover table.
Mobileye Global Inc. outlines its position as a leading provider of advanced driver-assistance systems (ADAS) and autonomous driving technologies, while expanding into humanoid robotics through the February 3, 2026 acquisition of Mentee Robotics Ltd. The deal combines Mobileye’s automotive AI and scale with Mentee’s humanoid platform.
For 2025, revenue reached $1.9 billion, up from $1.7 billion in 2024 but below $2.1 billion in 2023. The company reported net losses of $392 million in 2025, $3,090 million in 2024 and $27 million in 2023, with the 2024 loss driven largely by a $2,695 million non-cash goodwill impairment. Adjusted Net Income was $286 million in 2025, $205 million in 2024 and $659 million in 2023.
Mobileye’s EyeQ™ system-on-chips have been deployed in more than 230 million vehicles, with solutions installed in about 1,400 vehicle models as of December 27, 2025. In 2025, the company shipped approximately 35.7 million EyeQ™ and SuperVision™ systems, up from 29.0 million in 2024, and has delivered over 350,000 SuperVision™ systems through the end of 2025. Its Road Experience Management™ platform has collected 34.5 billion miles of road data in 2025 alone, supporting cloud-enhanced ADAS, premium driver-assist and future autonomous solutions.
Amnon Shashua, CEO and President of Mobileye Global Inc., filed a Schedule 13D reporting beneficial ownership of 17,779,501 shares of Class A common stock, representing 7.3% of the class, based on 243,613,499 shares outstanding as of February 3, 2026.
The filing reflects equity consideration from Mobileye’s acquisition of Mentee Robotics Ltd., where Shashua was Chairman, Co‑Founder and a significant shareholder. He received 15,543,098 additional Class A shares as part of his total consideration, split between cash and stock, with portions subject to escrow, lock-up, and deferred release conditions.
Of these new shares, 1,554,310 are under a six‑month lock‑up, and 13,988,788 Deferred Shares are held by a trustee as deferred consideration to be released in equal parts after 24 and 48 months, subject to continued employment or certain affiliations. Shashua has no voting power over the Deferred Shares.
Baillie Gifford & Co, an investment adviser based in Scotland, reports beneficial ownership of 7,371,722 shares of Mobileye Global Inc. Class A common stock. This represents 3.41% of the class as of the event date reported.
Baillie Gifford has sole voting power over 6,564,994 shares and sole dispositive power over the full 7,371,722 shares, with no shared voting or dispositive power. The filing notes ownership of 5 percent or less of the class and certifies the shares were acquired and are held in the ordinary course of business, not for the purpose or effect of changing or influencing control of Mobileye.
Mobileye Global Inc. CEO and President Amnon Shashua reported stock awards tied to the acquisition of Mentee Robotics Ltd. On February 3, 2026, he acquired 1,554,310 shares of Class A Common Stock, bringing one reported holding to 6,535,468 shares, held directly.
He also acquired 13,988,788 additional Class A shares, increasing another reported holding to 20,524,256 shares, also held directly. These shares were issued as part of the purchase consideration for Mentee, with portions deposited with a trustee and subject to lock-up, escrow, and deferred consideration arrangements under the Share Purchase Agreement.