What Mobileye's latest 10-Q says: 9 signals
Mobileye filed its latest 10-Q with the SEC on Jul 23, 2026. It discusses acquisition completed, AI investment and cash flow concern.
Public (MBLY)Computers and Electronics Manufacturing1,001 to 5,000 employeesmobileye.comLinkedIn
- Filed
- Jul 23, 2026
- Filings
- 2
- Signals
- 19
10-Q · latest 10
What Mobileye's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
The company is under significant pressure, recognizing a massive $3.788 billion goodwill impairment due to competitive and geopolitical factors.
$3.8B
Non-cash goodwill impairment loss recognized in the first quarter of 2026.
IntelFacet Technology Corp.
Mobileye acquires Mentee Robotics for $400M, diversifying into humanoid AI robots.
This $400M acquisition marks a significant strategic expansion beyond automotive into the general-purpose robotics market.
$400M
Total consideration for acquisition of Mentee Robotics Ltd.
humanoid roboticsAI
Mobileye takes a $3.8B goodwill impairment charge amid market uncertainty
Mobileye recognized a massive $3,788 million non-cash impairment loss due to a share price decline, geopolitical risks in the Middle East, and an evolving competitive landscape.
$3.8B
Non-cash goodwill impairment loss recognized in Q1 2026.
The company explicitly linked its massive impairment charge to 'heightened geopolitical risks' in Israel, its primary operational base.
Mobileye faces patent infringement lawsuit from Facet Technology Corp.
The company is engaged in a patent infringement lawsuit with Facet Technology Corp., which is seeking an injunction and unspecified damages.
Mobileye flags pressure from 'emerging chip manufacturers and OEMs'
The company explicitly identifies an 'evolving competitive landscape' and 'increased competition from emerging chip manufacturers and OEMs' as key risks contributing to its business uncertainty.
Mobileye flags $12M cash flow risk from 10% currency fluctuation
Mobileye disclosed that a 10% strengthening of the Israeli Shekel would have reduced its cash flows by $12 million in the first half of 2026.
$12M
Potential cash flow decrease from a 10% currency swing over six months.
10%
Strengthening of New Israeli Shekel against USD.
- SEC EDGAR
10-Q
Filed · 10 signals
Mobileye acquires Mentee Robotics for over $600M, entering the humanoid robotics market.
Mobileye completed its acquisition of Mentee Robotics for $591M in cash and $29M in stock, marking a major strategic expansion beyond automotive into humanoid robotics.
$620M
Total consideration for acquisition of Mentee Robotics (cash + stock)
humanoid roboticsShareholder Representative Services LLC
Mobileye takes a $3.79B goodwill impairment charge due to stock decline and geopolitical risks.
The company wrote down nearly half its goodwill, citing a 35% stock price drop, increased geopolitical risk in the Middle East, and a more uncertain competitive landscape.
$3.8B
Goodwill impairment charge
35%
Decline in the share price of the Company’s Class A common stock
Intel
Cites heightened geopolitical risks in Israel as a key factor impacting operations and valuation.
The company explicitly linked its massive goodwill write-down to 'heightened geopolitical risks related to operations in the Middle East, particularly the conflict between Israel and Iran.' This creates significant operational uncertainty and a potential need for solutions that enhance business continuity, diversify operations, or secure their development pipeline.
Showing 10 of 19 filing signals. The Signal API returns all of them.
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Mobileye earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue and adjusted operating income guidance significantly.The company increased its full-year 2025 revenue guidance by 2% and adjusted operating income by 11% at the midpoint, reflecting strong launch activity and market outperformance. This financial strength and positive outlook suggest available budget for strategic projects and technology investments. | |
| Operating expenses projected to grow 7% to nearly $1 billion in 2025.The CFO confirmed a significant budget for operations, with non-GAAP operating expenses expected to rise 7% to just under $1 billion for the year, driven by engineering and development. This represents a large, growing pool of funds for R&D and operational support. | |
| Committing to multi-year SoC roadmap with EyeQ7 and EyeQ8 development.Mobileye has received its first EyeQ7 silicon and is designing EyeQ8 for 2029, establishing a multi-year investment commitment to its chip development with a new generation every two years. This long-term R&D plan requires sustained budget for silicon design, tooling, and validation. | |
| Targeting robotaxi driver removal in H1 2026 to unlock commercializationMobileye is on track to remove safety drivers from its robotaxi test fleet in the first half of 2026, starting in one U.S. city. This is the critical milestone required to begin commercial deployment and scale operations with partners like Volkswagen, Holon, and Lyft, turning the robotaxi business into a material revenue stream. | |
| Stricter late-decade safety regulations are driving demand for advanced ADASUpcoming safety regulations, such as those expected around 2029, are a primary driver for OEMs to adopt more advanced 'Surround ADAS' systems. This regulatory pressure makes upgrading from basic front-camera solutions a necessity, not a luxury, creating a large, non-discretionary market opportunity. | |
| Facing significant pricing headwinds and margin pressure from Chinese OEMsMobileye is experiencing gross margin pressure due to a higher sales volume mix to Chinese OEMs, where pricing is a significant headwind. This indicates that while they are gaining volume in China, it comes at the cost of profitability, a key pain point for the business. |
Signal API · MCP
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Source. Quarterly reports (Form 10-Q) 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 .