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Mobileye10-Q: Supply chain disruption

Cites heightened geopolitical risks in Israel as a key factor impacting operations and valuation.

What happened

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.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Mobileye 10-Q

Filing excerpt

This increase resulted from higher market‑based and Mobileye-specific risk premiums associated with changes in global macroeconomic conditions in 2026, including heightened geopolitical risks related to operations in the Middle East, particularly the conflict between Israel and Iran...

sec.gov/Archives/edgar/data/1910139/000110465926047712/mbly-20260328x...Read the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

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

Filed
Apr 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1910139
Accession number
0001104659-26-047712
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • Israel
  • Middle East

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/88264d87-0acd-421d-b6a3-c7a4aed5325e returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "88264d87-0acd-421d-b6a3-c7a4aed5325e",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-04-28T10:05:23.32+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "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.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Cites heightened geopolitical risks in Israel as a key factor impacting operations and valuation.",
    "excerpts": "This increase resulted from higher market‑based and Mobileye-specific risk premiums associated with changes in global macroeconomic conditions in 2026, including heightened geopolitical risks related to operations in the Middle East, particularly the conflict between Israel and Iran...",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1910139/000110465926047712/mbly-20260328x10q.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "Israel",
      "Middle East"
    ]
  }
}

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