secwatch.observer — SEC 8-K summary
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Issuer:     Mobileye Global Inc. (MBLY)
CIK:        0001910139
Form:       8-K
Filed at:   2024-08-01T23:59:59+00:00
Accession:  0001104659-24-084598
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Mobileye Q2 revenue $439M (-3% YoY); cuts H2 volume outlook by ~3.5M units on China weakness
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- Revenue $439M, down 3% YoY; GAAP diluted EPS ($0.11); adjusted diluted EPS $0.09.
- EyeQ volume expectation for H2 2024 reduced by ~3.5M units due to China macro and delayed ADAS launch.
- SuperVision volume also reduced due to US/EU tariffs; expanded Zeekr collaboration announced.
- Gross margin 48% (GAAP), adjusted gross margin 69%; operating loss $94M vs $33M YoY.
- Capital Markets Day scheduled Dec 9-10, 2024 in Munich.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1910139/000110465924084598/0001104659-24-084598-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1910139/000110465924084598/tm2420463d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-24-084598

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer