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. 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.
Mobileye Global Inc. reported that Chief Technology Officer Shai Shalev-Shwartz received Class A common stock as part of Mobileye’s acquisition of Mentee Robotics Ltd. on February 3, 2026. His Mentee shares were exchanged for a mix of cash and Mobileye stock.
The filing shows two stock issuances: 536,835 Class A shares and an additional 4,831,528 Class A shares, both at a reported price of $0.00 per share because they were issued as consideration, not bought in the market. Following these transactions, he is reported as beneficial owner of 7,048,048 Class A shares.
Portions of the stock are held by a trustee under lock-up, escrow, and deferred consideration agreements tied to the acquisition. Half of the consideration was in cash and half in shares, with the share count based on a 30‑day volume-weighted average price before the signing of the purchase agreement.
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.
A director of Mobileye Global Inc. reported receiving 20,300 shares of Class A common stock on December 5, 2025 through a restricted stock unit (RSU) grant at a price of $0 per share. After this award, the director beneficially owns 57,628 shares of Class A common stock, held directly.
The RSU grant consists of units that each represent the right to receive one share of Class A common stock after vesting. Unless forfeited, 100% of the RSUs vest and convert into common stock on the first anniversary of the December 5, 2025 grant date, and if that vesting date falls on a non-business day, vesting occurs on the next business date.