secwatch.observer — SEC 8-K summary
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Issuer:     Mobileye Global Inc. (MBLY)
CIK:        0001910139
Form:       8-K
Filed at:   2026-01-22T23:59:59+00:00
Accession:  0001104659-26-005578
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Mobileye Q4 GAAP EPS $(0.16); FY2025 revenue +15% to $1.89B, guides FY2026 flat to +5%
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- FY2025 revenue $1,894M (+15% YoY); Q4 revenue down 9% YoY. GAAP diluted EPS $(0.16), adjusted $0.06 for Q4.
- Generated $602M net cash from ops (+51% YoY); year-end cash $1.8B, excluding $612M for Mentee Robotics.
- Guides FY2026 revenue flat to +5% YoY; Q1 2026 expects ~19% YoY growth.
- Acquiring Mentee Robotics (expected close Q1 2026) to expand into humanoid robotics; $612M cash outlay.
- Awarded high-volume Surround ADAS program with major U.S. OEM; first two customers represent 19M units future volume.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1910139/000110465926005578/0001104659-26-005578-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1910139/000110465926005578/tm263599d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-005578

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