{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-047231","form_type":"8-K","ticker":"MBLY","cik":"0001910139","company_name":"Mobileye Global Inc.","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.269856+00:00","generated_at":"2026-05-15T04:38:30.950689+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Mobileye Q1 revenue $558M (+27% YoY), raises FY2026 guidance midpoint, authorizes $250M buyback","bullets":["Revenue $558M (+27% YoY); adj. diluted EPS $0.12 (+51% YoY).","GAAP net loss $3.8B including $3.788B non-cash goodwill impairment from Intel acquisition.","FY2026 revenue guidance raised ~2% to $1.935-$2.015B; adj. operating income guidance raised to $185-$235M.","Board authorized up to $250M share repurchase to offset dilution from stock compensation and Mentee Robotics deal.","Design win with Mahindra for Surround ADAS and SuperVision; EyeQ6H-based SuperVision testing in US."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-047231","json":"https://secwatch.observer/filing/0001104659-26-047231.json","markdown":"https://secwatch.observer/filing/0001104659-26-047231.md","text":"https://secwatch.observer/filing/0001104659-26-047231.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/0001104659-26-047231-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/tm2612233d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:38:30.950689+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":"de6abfcc7b3e8402ddb5eff3fe7cacfb2c385d01","claim":"Mobileye Global Inc. reported first quarter ended March 28, 2026 results: revenue Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025., net income Net Income (Loss) $(3,818) million, EPS EPS - Diluted $(4.68) and Adjusted EPS - Diluted $0.12. Guidance raised.","evidence_excerpt":"Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program · Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025. We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/0001104659-26-047231-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 28, 2026"},{"label":"Revenue","value":"Revenue of $558 million in the first quarter increased 27% year over year compared to Q1 2025."},{"label":"Net income","value":"Net Income (Loss) $(3,818) million"},{"label":"EPS","value":"EPS - Diluted $(4.68) and Adjusted EPS - Diluted $0.12"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e886787c2703a420e67d179243fada9f2941adb1","claim":"Mobileye Global Inc. reported full year 2026 results: revenue raising the midpoint of our full-year 2026 revenue guidance by 2%. Guidance raised.","evidence_excerpt":"We are raising the midpoint of our full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/0001104659-26-047231-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2026"},{"label":"Revenue","value":"raising the midpoint of our full-year 2026 revenue guidance by 2%"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}