secwatch.observer — SEC 8-K summary
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Issuer:     Mobileye Global Inc. (MBLY)
CIK:        0001910139
Form:       8-K
Filed at:   2024-01-25T23:59:59+00:00
Accession:  0001104659-24-006467
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1910139/000110465924006467/0001104659-24-006467-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1910139/000110465924006467/tm243692d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-24-006467

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