What Mobileye's latest 10-K says: 12 signals
Mobileye filed its latest 10-K with the SEC on Feb 12, 2026. It discusses market share loss, acquisition completed and AI investment.
Public (MBLY)Computers and Electronics Manufacturing1,001 to 5,000 employeesmobileye.comLinkedIn
- Filed
- Feb 12, 2026
- Filings
- 1
- Signals
- 12
10-K · latest 9
What Mobileye's 10-K filings say
- SEC EDGAR
10-K
Filed · 12 signals
Lost major portion of Zeekr 001 model business to customer's in-house solution in Q3 2024
The loss of the Zeekr 001 model business to an in-house solution highlights a critical competitive threat from OEMs developing their own ADAS systems, creating pressure on Mobileye to enhance its value proposition and defend its market share.
ADASSuperVisionZeekr
Lost major customer Zeekr to in-house solution in Q3 2024, signaling growing OEM competition.
In Q3 2024, automaker Zeekr announced it would replace Mobileye's SuperVision™ system with its own in-house solution for its 001 model.
ADASZeekrMercedes-BenzNIO
Acquired humanoid robotics company Mentee Robotics on February 3, 2026
This acquisition marks a strategic expansion from autonomous driving into the 'Physical AI' and humanoid robotics market, creating new R&D initiatives and integration needs for a new business line.
AIhumanoid roboticsPhysical AITesla
Solely dependent on STMicroelectronics and its subcontractor TSMC for critical EyeQ™ SoCs
Mobileye has a critical single-source dependency on STMicroelectronics for all EyeQ™ SoCs and TSMC for advanced chip manufacturing, creating significant vulnerability to manufacturing interruptions, capacity constraints, or geopolitical issues in Taiwan.
EyeQ SoCSTMicroelectronicsTSMC
Depends on Amazon Web Services (AWS) for its core REM™ mapping and AMaaS solutions
The company's critical cloud-based systems, including the REM™ mapping platform, Roadbook, and Moovit, rely entirely on AWS.
cloudmappingAMaaSAmazon Web Services
Facing increased competition from OEMs like Mercedes-Benz, NIO, and Volvo developing in-house ADAS
Mobileye is facing a significant competitive threat as key automotive OEMs, including Mercedes-Benz, NIO, Volvo Cars, and Xpeng Motors, are developing their own in-house ADAS solutions, following the path of Tesla.
ADASMercedes-BenzNIOVolvo Cars
Recorded a $2.695 billion non-cash goodwill impairment in Q3 2024.
The company recorded a massive $2.695 billion non-cash impairment of goodwill in the third quarter of 2024, which was the primary driver of a $3.09 billion net loss for the year.
$2.7B
non-cash impairment of goodwill
Entire supply of core EyeQ SoCs depends on a single manufacturer, STMicroelectronics.
Mobileye is 100% reliant on STMicroelectronics to manufacture its proprietary EyeQ System-on-Chips (SoCs), which are the core of its products.
SoCSTMicroelectronicsTSMC
Mobileye expands into humanoid robotics and Physical AI market via Mentee Robotics acquisition
This strategic move into the 'Physical AI' market for humanoid robotics represents a significant new R&D and go-to-market focus, requiring investment and resources beyond its traditional automotive ADAS business.
AIhumanoid roboticsPhysical AITesla
Showing 9 of 12 filing signals. The Signal API returns all of them.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .