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Mobileye10-Q: Customer concentration

Company faces customer concentration risk, highlighted by a lawsuit over excess inventory at Tier 1 customers.

What happened

A pending class-action lawsuit focuses on alleged misstatements concerning a build-up of excess inventory at key Tier 1 customers. This legal issue, combined with financial disclosures, points to a significant dependency on a small number of large clients, creating operational and financial vulnerabilities.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Mobileye 10-Q

Filing excerpt

The second amended complaint asserts violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 in connection with defendants’ alleged misstatements and omissions concerning the build-up of excess inventory by certain Tier 1 Mobileye customers...

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: Customer concentration

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 year
Filing year
2026
Fiscal year
0
Why it matters
Diversification strategy
Signal category
Market

Extraction

Confidence
Medium
Relevance
70%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
customerConcentration

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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/f8fc1a77-2b6c-4937-b4d8-33670da6a9cf returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "f8fc1a77-2b6c-4937-b4d8-33670da6a9cf",
  "signal_type": "sec-10q",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-04-28T10:05:23.232+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "A pending class-action lawsuit focuses on alleged misstatements concerning a build-up of excess inventory at key Tier 1 customers. This legal issue, combined with financial disclosures, points to a significant dependency on a small number of large clients, creating operational and financial vulnerabilities.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Company faces customer concentration risk, highlighted by a lawsuit over excess inventory at Tier 1 customers.",
    "excerpts": "The second amended complaint asserts violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 in connection with defendants’ alleged misstatements and omissions concerning the build-up of excess inventory by certain Tier 1 Mobileye customers...",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "medium",
    "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": "Diversification strategy",
    "signal_category": "market"
  }
}

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