secwatch.observer — SEC 8-K summary
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Issuer:     Mobileye Global Inc. (MBLY)
CIK:        0001910139
Form:       8-K
Filed at:   2026-07-23T10:41:04+00:00
Accession:  0001104659-26-086062
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1910139/000110465926086062/0001104659-26-086062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1910139/000110465926086062/tm2612233d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-086062

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