Every 8-K that Mobileye Global Inc. (MBLY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MBLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MBLY filings page.
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. 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.
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.
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. completed its previously announced acquisition of Mentee Robotics Ltd., paying a total purchase price of $900,000,000. The consideration consisted of $611,914,666 in cash and 26,279,824 shares of Class A common stock.
The share count is slightly higher than the earlier stated maximum of 26,229,714 shares due to a recalculation based on the volume weighted average closing price over the 30 trading days before the January 5, 2026 signing date. The stock portion was issued under exemptions from Securities Act registration, including Section 4(a)(2), Rule 506 of Regulation D and Regulation S.
Mobileye Global Inc. furnished an update on its performance by submitting a Form 8-K that includes a press release with financial results for the quarter and year ended December 27, 2025. The press release, attached as Exhibit 99.1, contains the detailed figures for these periods. The company notes that this information is being furnished rather than filed, which affects how it is treated under securities laws and in future regulatory documents. The report is authorized on behalf of the company by Chief Financial Officer Moran Shemesh Rojansky.
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.
Mobileye Global Inc. agreed to acquire 100% of Mentee Robotics Ltd. under a Share Purchase Agreement signed on January 5, 2026. The aggregate purchase price is $900 million, consisting of approximately $612 million in cash and up to 26,229,714 shares of Class A common stock, subject to purchase price and option-related adjustments.
The entire stock portion will go to Mentee’s three founders, with 10% locked up for six months and 90% held in deferred consideration to be released in equal tranches after 24 and 48 months, conditioned on continued employment or certain affiliations. Prof. Amnon Shashua, Mobileye’s President and CEO and Mentee’s Chairman and Co‑Founder, and Prof. Shai Shalev‑Shwartz, Mobileye’s CTO and a Mentee Co‑Founder, are significant shareholders and together are entitled to a substantial share of the consideration.
The Board approved the related‑party transaction via a strategic transaction committee of disinterested directors and the Audit Committee, and Intel Corporation, as sole Class B holder, also approved it. Closing is subject to customary conditions, including no legal restraints, specified accuracy of representations, no material adverse effect on Mentee, and approvals from the Israeli Tax Authority regarding the tax treatment of the stock and employee equity.
Mobileye Global Inc. furnished a Form 8-K announcing that it issued a press release with financial results for the quarter ended September 27, 2025. The press release is provided as Exhibit 99.1.
The information in this report, including Exhibit 99.1, is being furnished and is not deemed filed under the Exchange Act, and is not incorporated by reference except as specifically stated.
Mobileye Global Inc. reported that its Board of Directors appointed David Zinsner and Nagasubramaniyan “Naga” Chandrasekaran as new board members, effective August 25, 2025. The Board has not yet decided which board committees, if any, they will join.
The company states there are no family relationships between either appointee and any current director or executive officer, and that neither has a direct or indirect material interest in any transaction that would need disclosure under Item 404(a) of Regulation S‑K. The filing is primarily a governance update with no financial results or transaction terms.