---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-086062"
form_type: "8-K"
ticker: "MBLY"
cik: "0001910139"
company_name: "Mobileye Global Inc."
filed_at: "2026-07-23T10:41:04+00:00"
generated_at: "2026-07-23T10:45:07.973362+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Mobileye Q2 revenue flat at $508M; raises FY2026 revenue and adjusted operating income guidance

## Summary
- Q2 revenue $508M (flat YoY); GAAP diluted EPS $(0.03), adjusted diluted EPS $0.19.
- Operating loss improved 59% to $(30M); adjusted operating income up 46% to $155M.
- Recognized ~$110M R&D incentive grant under new Israeli law, boosting margins.
- FY2026 revenue guidance raised to $1,970M-$2,020M (midpoint +$20M); adjusted operating income midpoint up 88%.
- Business highlights: MOIA robotaxi public testing in Hamburg; Stellantis Cloud-Enhanced ADAS design win.

## SEC filing metadata
- accession: 0001104659-26-086062
- form_type: 8-K
- ticker: MBLY
- cik: 0001910139
- company_name: Mobileye Global Inc.
- filed_at: 2026-07-23T10:41:04+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/1910139/000110465926086062/0001104659-26-086062-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1910139/000110465926086062/tm2612233d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-086062
- JSON: https://secwatch.observer/filing/0001104659-26-086062.json
- Plain text: https://secwatch.observer/filing/0001104659-26-086062.txt

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