Skip to main content
Mobileye10-Q: Competitor named

Mobileye takes $3.8B impairment charge citing 'evolving competitive landscape' and faces patent lawsuit.

What happened

The company is under significant pressure, recognizing a massive $3.788 billion goodwill impairment due to competitive and geopolitical factors. Separately, it is defending a patent infringement suit from Facet Technology Corp., creating a dual threat that heightens the need for operational efficiency and strategic differentiation to regain investor confidence.

Source

SEC EDGARJul 23, 2026

Quarterly report (Form 10-Q)

Mobileye 10-Q

Filing excerpt

The results of the impairment analysis indicate that the fair value of the Mobileye reporting unit is below its carrying amount and therefore a non-cash impairment loss of $3,788 million was recognized in the first quarter of 2026.

sec.gov/Archives/edgar/data/1910139/000110465926086264/mbly-20260627x...Read the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Competitor named

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

Filed
Jul 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$3.8B (Non-cash goodwill impairment loss recognized in the first quarter of 2026.)

Details

CIK
1910139
Accession number
0001104659-26-086264
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Vendors

  • Intel

Competitors

  • Facet Technology Corp.

Regions named

  • Israel
  • Middle East
  • U.S.
  • Europe
  • China

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Jul 28, 2026
signal_type
sec-10q
signal_subtype
competitorNamed

Use this data

Get every 10-Q signal for Mobileye and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Mobileye this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

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/0549e4ae-3f50-48da-bd9b-f0c90b5b932a returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "0549e4ae-3f50-48da-bd9b-f0c90b5b932a",
  "signal_type": "sec-10q",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-07-28T07:07:21.34+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "The company is under significant pressure, recognizing a massive $3.788 billion goodwill impairment due to competitive and geopolitical factors. Separately, it is defending a patent infringement suit from Facet Technology Corp., creating a dual threat that heightens the need for operational efficiency and strategic differentiation to regain investor confidence.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Non-cash goodwill impairment loss recognized in the first quarter of 2026.",
      "dollar_millions": 3788
    },
    "summary": "Mobileye takes $3.8B impairment charge citing 'evolving competitive landscape' and faces patent lawsuit.",
    "excerpts": "The results of the impairment analysis indicate that the fair value of the Mobileye reporting unit is below its carrying amount and therefore a non-cash impairment loss of $3,788 million was recognized in the first quarter of 2026.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1910139/000110465926086264/mbly-20260627x10q.htm",
    "filing_date": "2026-07-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "Israel",
      "Middle East",
      "U.S.",
      "Europe",
      "China"
    ],
    "vendors_mentioned": [
      "Intel"
    ],
    "competitors_mentioned": [
      "Facet Technology Corp."
    ]
  }
}

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.