Multiple OEM customers, including Mercedes-Benz, NIO, Volvo Cars, and Xpeng Motors, are actively pursuing their own in-house ADAS solutions. This trend of customers becoming competitors directly threatens Mobileye's market share and revenue streams.
Filing excerpt
Mercedes-Benz is also employing its own in-house solutions, with others such as NIO, Volvo Cars, and Xpeng Motors also pursuing in-house solutions for portions of the ADAS software stack.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Competitors
sec-10kmarketShareLossGet every 10-K signal for Mobileye and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/6dfbf6b9-7b0f-44aa-bf7a-3d201d097526 returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.
{
"signal_id": "6dfbf6b9-7b0f-44aa-bf7a-3d201d097526",
"signal_type": "sec-10k",
"signal_subtype": "marketShareLoss",
"detected_at": "2026-02-17T06:37:09.964+00:00",
"company": {
"name": "Mobileye",
"domain": "mobileye.com"
},
"data": {
"detail": "Multiple OEM customers, including Mercedes-Benz, NIO, Volvo Cars, and Xpeng Motors, are actively pursuing their own in-house ADAS solutions. This trend of customers becoming competitors directly threatens Mobileye's market share and revenue streams.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Facing intense competition from OEMs like Mercedes-Benz, NIO, and Volvo developing in-house solutions.",
"excerpts": "Mercedes-Benz is also employing its own in-house solutions, with others such as NIO, Volvo Cars, and Xpeng Motors also pursuing in-house solutions for portions of the ADAS software stack.",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm",
"filing_date": "2026-02-12",
"filing_year": 2026,
"sales_relevance": "Urgency to improve",
"signal_category": "market",
"competitors_mentioned": [
"Mercedes-Benz",
"NIO",
"Volvo Cars",
"Xpeng Motors",
"Tesla",
"Zeekr"
],
"technologies_mentioned": [
"ADAS"
]
}
}
curl https://signals.autobound.ai/v1/signals/6dfbf6b9-7b0f-44aa-bf7a-3d201d097526 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"mobileye.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.