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Mobileye10-K: Market expansion

Mobileye expands into humanoid robotics and Physical AI market via Mentee Robotics acquisition

What happened

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.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Mobileye 10-K

Filing excerpt

Further, with the acquisition of Mentee Robotics, we will also focus our research and development efforts on the development of humanoid robotics, including AI technologies in connection therewith.

sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x...Read the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Feb 12, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1910139
Accession number
0001104659-26-014300
Timeframe
Current year
Filing year
2026
Why it matters
Scaling infrastructure needed

Topics and mentions

Technologies

  • AI
  • humanoid robotics
  • Physical AI

Competitors

  • Tesla
  • Figure AI
  • Sanctuary AI
  • PAL Robotics
  • Agility Robotics
  • Boston Dynamics

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
marketExpansion

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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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/4ca385bb-868c-4c4f-8bf0-bc302512f376 returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "4ca385bb-868c-4c4f-8bf0-bc302512f376",
  "signal_type": "sec-10k",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-02-17T06:37:09.964+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "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.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Mobileye expands into humanoid robotics and Physical AI market via Mentee Robotics acquisition",
    "excerpts": "Further, with the acquisition of Mentee Robotics, we will also focus our research and development efforts on the development of humanoid robotics, including AI technologies in connection therewith.",
    "relevance": 0.8,
    "sentiment": "positive",
    "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": "Scaling infrastructure needed",
    "signal_category": "market",
    "competitors_mentioned": [
      "Tesla",
      "Figure AI",
      "Sanctuary AI",
      "PAL Robotics",
      "Agility Robotics",
      "Boston Dynamics"
    ],
    "technologies_mentioned": [
      "AI",
      "humanoid robotics",
      "Physical AI"
    ]
  }
}

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