Mobileye (NASDAQ: MBLY) guides 2025 revenue a bit short of $2B level

Rhea-AI Filing Summary

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.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934

Date of report (Date of earliest event reported): January 6, 2026

Mobileye Global Inc.

(Exact Name of the Registrant as Specified in Charter)

Delaware		001-41541		88-0666433
(State or Other Jurisdiction of Incorporation)		(Commission File Number)		(IRS Employer Identification No.)

c/o Mobileye B.V.
Har Hotzvim, 1 Shlomo Momo HaLevi Street
Jerusalem, Israel  (Address of Principal Executive Offices) 9777015
(Zip Code)

Registrant’s telephone number, including area code: +972-2-541-7333

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class:	Trading symbol(s)	Name of exchange on which registered
Class A common stock, $0.01 par value	MBLY	Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 2.02.   Results of Operations and Financial Condition.

On January 6, 2026, Mobileye Global Inc. (the “Company”) noted in a presentation at Mobileye Live at CES 2026 and via live webcast that the estimated revenue of the Company for the fiscal year ended December 27, 2025 was “a bit short of $2 billion”. This statement was not intended to provide a precise indication of actual revenue for the fiscal year ended December 27, 2025. It was only intended as a general statement on the approximate size of the business today in comparison to the Company’s estimated 8-year revenue pipeline, which was the subject of the presentation at the time of the statement. The Company will provide its actual results for the fiscal year ended December 27, 2025 at the time of its fourth quarter and full year earnings call. 

A replay of the webcast is available at the Company’s website at https://ir.mobileye.com/.

The information contained in this Current Report on Form 8-K is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	MOBILEYE GLOBAL INC.
By:	/s/ Moran Shemesh Rojansky
	Name:	Moran Shemesh Rojansky
	Title:	Chief Financial Officer

Date: January 7, 2026

FAQ

What revenue level did Mobileye (MBLY) reference for fiscal 2025?

Mobileye noted in a CES 2026 presentation that its estimated revenue for the fiscal year ended December 27, 2025 was described as “a bit short of $2 billion,” framed as an approximate indicator of business size.

Did Mobileye (MBLY) provide precise 2025 revenue results in this update?

No. Mobileye stated that describing revenue as “a bit short of $2 billion” was not intended to give a precise indication of actual 2025 revenue, but only a general sense of current business scale.

When will Mobileye (MBLY) release its actual 2025 financial results?

Mobileye plans to provide its actual results for the fiscal year ended December 27, 2025 at the time of its fourth quarter and full year earnings call.

In what context did Mobileye (MBLY) discuss its 2025 revenue estimate?

The company made the “a bit short of $2 billion” revenue comment during a presentation at Mobileye Live at CES 2026 and via live webcast, in the context of discussing its estimated 8‑year revenue pipeline.

Is the CES 2026 Mobileye (MBLY) presentation available to investors?

Yes. A replay of the webcast from Mobileye Live at CES 2026 is available on the company’s website at https://ir.mobileye.com/.

How is the CES 2026 revenue commentary treated under securities law for Mobileye (MBLY)?

The company stated that the information in this communication is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934 or incorporated by reference into other filings, except where specifically referenced.