{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-111583","form_type":"8-K","ticker":"MBLY","cik":"0001910139","company_name":"Mobileye Global Inc.","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.378704+00:00","generated_at":"2026-06-09T08:53:41.190634+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Mobileye Q3 revenue $530M (+18% YoY); GAAP operating profit vs loss; adj EPS $0.22","bullets":["Revenue $530M (+18% YoY); GAAP operating income $8M vs $25M loss; GAAP diluted EPS $0.02, adjusted $0.22.","Gross margin 51% (+310 bps YoY); adjusted gross margin 69% (-472 bps) due to higher EyeQ chip cost pass-through.","FAW and Polestar design wins for SuperVision/Chauffeur; Zeekr OTA update to >110k vehicles.","Cash $1.2B, zero debt; nine-month operating cash flow $285M.","On track for 2023 design wins to exceed 2022 record on volume, revenue, and ASP."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-111583","json":"https://secwatch.observer/filing/0001104659-23-111583.json","markdown":"https://secwatch.observer/filing/0001104659-23-111583.md","text":"https://secwatch.observer/filing/0001104659-23-111583.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1910139/000110465923111583/0001104659-23-111583-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1910139/000110465923111583/tm2328895d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T08:53:41.190634+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"95f7f8341fbc57828c6c32878e755fb9a8d0a5e6","claim":"Mobileye Global Inc. reported quarter ended September 30, 2023 results: revenue $530 million, net income $17 million, EPS $0.02.","evidence_excerpt":"EXHIBIT 99.1 Exhibit 99.1 Mobileye Releases Third Quarter 2023 Results, Updates Guidance and Provides Business Overview · Revenue increased 18% year over year to $530 million in the third quarter. · Operating Income and Adjusted Operating Income improved substantially versus the third quarter of 2022. · Diluted EPS (GAAP) was $0.02 and Adjusted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465923111583/0001104659-23-111583-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2023"},{"label":"Revenue","value":"$530 million"},{"label":"Net income","value":"$17 million"},{"label":"EPS","value":"$0.02"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}