---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-24-006467"
form_type: "8-K"
ticker: "MBLY"
cik: "0001910139"
company_name: "Mobileye Global Inc."
filed_at: "2024-01-25T23:59:59+00:00"
generated_at: "2026-06-06T18:37:29.347146+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Mobileye Q4 revenue $637M (+13% YoY), adj. EPS $0.28; warns of 2024 customer inventory overhang

## Summary
- Revenue $637M, +13% YoY; GAAP EPS $0.08, adjusted EPS $0.28; operating income $73M, adjusted $247M.
- 2023 design wins projected $7.4B future revenue across 61M units, more than 3.5x 2023 revenue.
- CEO cites strong Q4 but warns customer inventory build-up will pressure 2024 growth; expects normalization in H2.
- SuperVision shipments >100k units in 2023; pipeline expanded from 9 to ~30 models; Chauffeur won 3 programs.
- Balance sheet: $1.2B cash, zero debt; operating cash flow $394M for FY 2023.

## SEC filing metadata
- accession: 0001104659-24-006467
- form_type: 8-K
- ticker: MBLY
- cik: 0001910139
- company_name: Mobileye Global Inc.
- filed_at: 2024-01-25T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1910139/000110465924006467/0001104659-24-006467-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1910139/000110465924006467/tm243692d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-006467
- JSON: https://secwatch.observer/filing/0001104659-24-006467.json
- Plain text: https://secwatch.observer/filing/0001104659-24-006467.txt

## Key facts
- Earnings Releases
  Mobileye Global Inc. reported quarter and year ended December 30, 2023 results: revenue $637 million, net income $63 million, EPS $0.08.
  - Period: quarter and year ended December 30, 2023
  - Revenue: $637 million
  - Net income: $63 million
  - EPS: $0.08
  - Result: reported results
  source text: EXHIBIT 99.1 Exhibit 99.1 Mobileye Releases Fourth-Quarter and Full-Year 2023 Results and provides Business Overview · Revenue increased 13% year over year to $637 million in the fourth quarter, consistent with the preliminary results provided on January 4th, 2024. · Operating Income and Adjusted Operating Income improved significantly versus the
  evidence_url: https://www.sec.gov/Archives/edgar/data/1910139/000110465924006467/0001104659-24-006467-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.