---
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"
generated_at: "2026-05-15T04:38:30.950689+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Mobileye Q1 revenue $558M (+27% YoY), raises FY2026 guidance midpoint, authorizes $250M buyback

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-047231
- JSON: https://secwatch.observer/filing/0001104659-26-047231.json
- Plain text: https://secwatch.observer/filing/0001104659-26-047231.txt

## Key facts
- Earnings Releases
  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.
  - Period: first quarter ended March 28, 2026
  - 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
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/0001104659-26-047231-index.htm
- Earnings Releases
  Mobileye Global Inc. reported full year 2026 results: revenue raising the midpoint of our full-year 2026 revenue guidance by 2%. Guidance raised.
  - Period: full year 2026
  - Revenue: raising the midpoint of our full-year 2026 revenue guidance by 2%
  - Guidance: raised
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1910139/000110465926047231/0001104659-26-047231-index.htm

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