Highest-materiality recent filing
Mobileye Q1 revenue $558M (+27% YoY), raises FY2026 guidance midpoint, authorizes $250M buyback
Revenue $558M (+27% YoY); adj. diluted EPS $0.12 (+51% YoY).
Mobileye completes $900M acquisition of Mentee Robotics; pays cash and stock
Closed acquisition on Feb 3, 2026 for aggregate purchase price of $900,000,000.
Mobileye Q4 GAAP EPS $(0.16); FY2025 revenue +15% to $1.89B, guides FY2026 flat to +5%
FY2025 revenue $1,894M (+15% YoY); Q4 revenue down 9% YoY. GAAP diluted EPS $(0.16), adjusted $0.06 for Q4.
Mobileye to acquire Mentee Robotics for $900M in cash and stock
Total purchase price of $900M (~$612M cash + up to 26.2M MBLY Class A shares).
Mobileye Q3 revenue up 4% to $504M; raises FY2025 revenue outlook to $1.845-$1.885B
GAAP diluted EPS $(0.12); Adjusted diluted EPS $0.09, down from $0.10 YoY.
Mobileye Q2 revenue $506M (+15% YoY); raises FY2025 outlook as EyeQ volumes surge
Revenue $506M (+15% YoY); GAAP EPS ($0.08); adjusted EPS $0.13.
Intel sells 57.5M Mobileye shares at $16.50; Mobileye repurchases $100M from Intel
Intel sold 57.5M shares of Mobileye Class A at $16.50 via Goldman Sachs & BofA; offering closed July 11.
Mobileye: Intel to sell 45M shares; co. to repurchase $100M; Q2 rev up 14-15% to ~$504M
Intel offering 45M shares (plus 6.75M option) of Class A stock; company repurchasing $100M at offering price.
Mobileye Q1 revenue jumps 83% to $438M; reaffirms FY2025 outlook
GAAP diluted EPS -$0.13; adjusted diluted EPS $0.08 vs. -$0.07 Q1 2024.
Mobileye Q4 revenue $490M (-23% YoY); GAAP EPS loss $0.09, adjusted EPS $0.13
Full-year operating cash flow $400M; cash & equivalents $1.4B, zero debt as of Dec 28, 2024.
Revenue $486M (-8% YoY); full-year 2024 revenue guidance midpoint unchanged.
Mobileye Q2 revenue $439M (-3% YoY); cuts H2 volume outlook by ~3.5M units on China weakness
Revenue $439M, down 3% YoY; GAAP diluted EPS ($0.11); adjusted diluted EPS $0.09.
Mobileye Q1 revenue falls 48% to $239M; GAAP EPS loss $0.27, adjusted loss $0.07
Revenue of $239M declined 48% YoY due to inventory drawdown at Tier 1 customers; EyeQ SoC-related revenue dropped 58%.
On April 28, 2025, Mr. Christoph Schell informed Mobileye Global Inc. (the “Company”) of his resignation from the board of directors (the “Board”), to be effective as of June 30, 2025
On April 2, 2025, Ms. Christine Pambianchi informed Mobileye Global Inc. (the “Company”) of her resignation from the board of directors (the “Board”), effective April 25, 2025 in connection with her resignation as executive vice president and chief people officer of Intel Corporation, the Company’s controlling shareholder.
On January 29, 2025, the Board of Directors (the “Board”) of Mobileye Global Inc. (“Mobileye”) appointed Patrick Bombach as a member of the Board, effective as of January 29, 2025.
Mr. Patrick P. Gelsinger retired from Mobileye Global Inc.’s (the “Company”) board of directors (the “Board”), effective December 1, 2024 in connection with his resignation as chief executive officer of Intel Corporation
On June 7, 2024, the Board of Directors (the “Board”) of Mobileye Global Inc. (“Mobileye”) appointed Secretary Elaine L. Chao as a member of the Board, effective as of June 7, 2024.
Dr. Gavriel “Gaby” Hayon, Executive Vice President of Research & Development of Mobileye Global Inc. (the “Company”) notified the Company of his decision to retire after 25 years with the Company and to step down from his role as Executive Vice President of Research & Development by the end of 2024.
The Company’s Chief Technology Officer, Professor Shai Shalev-Shwartz, who has worked closely alongside Dr. Hayon in the Company’s research and development operations and overall technology strategy throughout his nearly 14 years with the Company, will assume leadership of Research & Development at the Company upon Dr. Hayon’s retirement.
Max materiality 0.85 · Median 0.65 · Most common event earnings