MBLY 10-Q report for 2026-03-28

Mobileye Global Inc.

MBLY 10-Q report for 2026-03-28 Mobileye Global Inc._March 28, 2026 Table of Contents ​ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM  10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ​ For the quarterly period ended March 28, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ​ For the transition period from                to                 . Commission file number 001-41541 Mobileye Global Inc. (Exact name of registrant as specified in its charter) ​ Delaware   ​ ​ ​ 88-0666433 (State or other jurisdiction of incorporation or organization) ​ (I.R.S. Employer Identification No.) c/o Mobileye B.V. Har Hotzvim, 1 Shlomo Momo HaLevi Street Jerusalem 9777015 , Israel ​ + 972 - 2-541-7333 (Address of principal executive offices) (Zip Code) ​ (Registrant’s telephone number, including area code) ​ Securities registered pursuant to Section 12(b) of the Act: ​ Title of Each Class   ​ ​ ​ Trading Symbol   ​ ​ ​ Name of Each Exchange on Which Registered Class A common stock, par value $0.01 ​ MBLY ​ The Nasdaq Global Select Market ​ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.      Yes ☒ No ☐ ​ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).     Yes ☒ No ☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerging growth company. See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12b-2 of the Exchange Act. Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ ​ Smaller reporting company ☐ Emerging growth company ☐ ​ ​ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.    ☐ ​ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).    Yes ☐ No ☒ ​ There were 244,415,099 shares of Class A common stock, $0.01 par value, outstanding at April 15, 2026 . ​ ​ ​ ​ ​ Table of Contents MOBILEYE GLOBAL INC. FORM 10-Q For the quarterly period ended March 28, 2026 TABLE OF CONTENTS ​ ​ Page  Part I. FINANCIAL INFORMATION ​ Item 1. Financial Statements (Unaudited) 4 ​ Condensed Consolidated Balance Sheets 4 ​ Condensed Consolidated Statements of Operations and Comprehensive Income (Loss) 5 ​ Condensed Consolidated Statements of Changes in Equity 6 ​ Condensed Consolidated Statements of Cash Flows 7 ​ Notes to Condensed Consolidated Financial Statements 8 Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations 26 Item 3. Quantitative and Qualitative Disclosures About Market Risk 42 Item 4. Controls and Procedures 43 Part II. OTHER INFORMATION 44 Item 1. Legal Proceedings 44 Item 1A. Risk Factors 45 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 45 Item 3. Defaults Upon Senior Securities 45 Item 4. Mine Safety Disclosures 45 Item 5. Other Information 45 Item 6. Exhibits 46 ​ Signatures 47 ​ ​ ​ 2 Table of Contents In this report, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similar terms refer to Mobileye Global Inc. and, unless the context requires otherwise, its consolidated subsidiaries, except with respect to our historical business, operations, financial performance, and financial condition. References to “Moovit” refer to GG Acquisition Ltd., Moovit App Global Ltd., and their consolidated subsidiaries. References to “Mentee Robotics” refer to Mentee Robotics Ltd. We have a 52- or 53-week fiscal year that ends on the last Saturday in December. Fiscal year 2026 is a 52-week fiscal year; fiscal year 2025 was also a 52-week fiscal year. Certain amounts, percentages, and other figures presented in this report have been subject to rounding adjustments. Accordingly, figures shown as totals, dollars, or percentage amounts of changes may not represent the arithmetic summation or calculation of the figures that precede them. ​ 3 Table of Contents Part 1: FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ March 28,   ​ Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations 26 Item 3. Quantitative and Qualitative Disclosures About Market Risk 42 Item 4. Controls and Procedures 43 Part II. OTHER INFORMATION 44 Item 1. Legal Proceedings 44 Item 1A. Risk Factors 45 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 45 Item 3. Defaults Upon Senior Securities 45 Item 4. Mine Safety Disclosures 45 Item 5. Other Information 45 Item 6. Exhibits 46 ​ Signatures 47 ​ ​ ​ 2 Table of Contents In this report, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similar terms refer to Mobileye Global Inc. and, unless the context requires otherwise, its consolidated subsidiaries, except with respect to our historical business, operations, financial performance, and financial condition. References to “Moovit” refer to GG Acquisition Ltd., Moovit App Global Ltd., and their consolidated subsidiaries. References to “Mentee Robotics” refer to Mentee Robotics Ltd. We have a 52- or 53-week fiscal year that ends on the last Saturday in December. Fiscal year 2026 is a 52-week fiscal year; fiscal year 2025 was also a 52-week fiscal year. Certain amounts, percentages, and other figures presented in this report have been subject to rounding adjustments. Accordingly, figures shown as totals, dollars, or percentage amounts of changes may not represent the arithmetic summation or calculation of the figures that precede them. ​ 3 Table of Contents Part 1: FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ March 28,   ​ ​ ​ December 27, U.S. dollars in millions, except share and per share data 2026 2025 Assets ​   ​ ​   ​ Current assets ​   ​ ​   ​ Cash and cash equivalents ​ $ 1,211 ​ $ 1,836 Marketable securities and deposits ​ ​ 133 ​ ​ 55 Trade accounts receivable, net ​ ​ 226 ​ 131 Inventories ​ ​ 303 ​ 327 Other current assets ​ ​ 120 ​ 129 Total current assets ​ ​ 1,993 ​ ​ 2,478 Non-current assets ​ ​ ​ ​   ​ Property and equipment, net ​ ​ 468 ​ 473 Intangible assets, net ​ ​ 1,181 ​ 1,166 Goodwill ​ ​ 4,911 ​ 8,200 Other long-term assets ​ ​ 182 ​ 175 Total non-current assets ​ ​ 6,742 ​ 10,014 TOTAL ASSETS ​ $ 8,735 ​ $ 12,492 Liabilities and Equity ​ ​ ​ ​ ​ Current liabilities ​ ​ ​ ​   ​ Accounts payable and accrued expenses ​ $ 228 ​ $ 228 Employee related accrued expenses ​ ​ 137 ​ 141 Related party payable ​ ​ 3 ​ 4 Other current liabilities ​ ​ 51 ​ 33 Total current liabilities ​ ​ 419 ​ 406 Non-current liabilities ​ ​ ​ ​   ​ Long-term employee benefits ​ ​ 78 ​ 78 Deferred tax liabilities ​ ​ 5 ​ 60 Other long-term liabilities ​ ​ 69 ​ 67 Total non-current liabilities ​ ​ 152 ​ 205 Contingencies (see Note 11) ​ ​ ​ ​ ​ ​ TOTAL LIABILITIES ​ $ 571 ​ $ 611 Equity ​ ​ ​ ​   ​ Class A common stock: $ 0.01 par value; 4,000,000,000 shares authorized; shares issued and outstanding: 243,656,395 as of March 28, 2026 and 216,980,847 as of December 27, 2025 ​ ​ 2 ​ ​ 2 Class B common stock: $ 0.01 par value; 1,500,000,000 shares authorized; shares issued and outstanding: 597,768,015 as of March 28, 2026 and December 27, 2025 ​ ​ 6 ​ ​ 6 Additional paid-in capital ​ ​ 15,417 ​ ​ 15,308 Accumulated other comprehensive income (loss), net of tax ​ ​ 9 ​ 17 Retained earnings (accumulated deficit) ​ ​ ( 7,270 ) ​ ​ ( 3,452 ) TOTAL EQUITY ​ ​ 8,164 ​ 11,881 TOTAL LIABILITIES AND EQUITY ​ $ 8,735 ​ $ 12,492 ​ The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 4 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ Three months ended ​ March 28, March 29, U.S. dollars in millions, except share and per share data 2026   ​ ​ ​ 2025 Revenue ​ $ 558 ​ $ 438 Cost of revenue ​ ​ 283 ​ ​ 231 Gross profit ​ ​ 275 ​ ​ 207 Research and development, net ​ ​ 323 ​ ​ 275 Sales and marketing ​ ​ 29 ​ ​ 31 General and administrative ​ ​ 31 ​ ​ 18 Goodwill impairment ​ ​ 3,788 ​ ​ — Total operating expenses ​ ​ 4,171 ​ ​ 324 Operating income (loss) ​ ​ ( 3,896 ) ​ ​ ( 117 ) Financial income (expense), net ​ ​ 14 ​ ​ 18 Income (loss) before income taxes ​ ​ ( 3,882 ) ​ ​ ( 99 ) Benefit (provision) for income taxes ​ ​ 64 ​ ​ ( 3 ) Net income (loss) ​ $ ( 3,818 ) ​ $ ( 102 ) Earnings (loss) per share attributed to Class A and Class B stockholders: ​ ​ ​ ​ ​ ​ Basic and diluted ​ $ ( 4.68 ) ​ $ ( 0.13 ) Weighted-average number of shares used in computation of earnings (loss) per share attributed to Class A and Class B stockholders (in millions): ​ ​ ​ ​ ​ ​ Basic and diluted ​ ​ 817 ​ ​ 812 Net income (loss) ​ ​ ( 3,818 ) ​ ​ ( 102 ) Other comprehensive income (loss), net of tax ​ ​ ( 8 ) ​ ​ ( 3 ) TOTAL COMPREHENSIVE INCOME (LOSS) ​ $ ( 3,826 ) ​ $ ( 105 ) ​ The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 5 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Common Stock ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Accumulated ​ Retained ​ ​ ​ ​ ​ ​ ​ ​ ​ Additional ​ Other ​ Earnings ​ Total ​ ​ Number of ​ ​ ​ ​ paid-in ​ Comprehensive ​ (Accumulated ​ Shareholders’ U.S. dollars except number of shares, in millions   ​ ​ ​ shares   ​ ​ ​ Amount   ​ ​ ​ capital   ​ ​ ​ Income (Loss)   ​ ​ ​ Deficit)   ​ ​ ​ Equity Three Months Ended ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​   ​   ​ ​ ​ ​ ​ ​ ​   ​ Balance as of December 28, 2024 ​ 812 ​ $ 8 ​ $ 15,137 ​ $ 2 ​ $ ( 3,060 ) ​ $ 12,087 Net income (loss) ​ — ​ ​ — ​ ​ — ​ — ​ ​ ( 102 ) ​ ( 102 ) Other comprehensive income (loss), net ​ — ​ ​ — ​ ​ — ​ ​ ( 3 ) ​ ​ — ​ ​ ( 3 ) Tax sharing agreement with Parent ​ — ​ ​ — ​ ​ 3 ​ — ​ ​ — ​ 3 Share-based compensation expense ​ — ​ ​ — ​ ​ 65 ​ — ​ ​ — ​ 65 Recharge to Parent for Share-based compensation ​ — ​ ​ — ​ ​ ( 1 ) ​ ​ — ​ ​ — ​ ​ ( 1 ) Balance as of March 29, 2025 ​ 812 ​ $ 8 ​ $ 15,204 ​ $ ( 1 ) ​ $ ( 3,162 ) ​ $ 12,049 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Balance as of December 27, 2025 ​ 815 ​ $ 8 ​ $ 15,308 ​ $ 17 ​ $ ( 3,452 ) ​ $ 11,881 Net income (loss) ​ — ​ ​ — ​ ​ — ​ — ​ ​ ( 3,818 ) ​ ( 3,818 ) Other comprehensive income (loss), net ​ — ​ ​ — ​ ​ — ​ ​ ( 8 ) ​ ​ — ​ ​ ( 8 ) Share-based compensation expense ​ — ​ ​ — ​ ​ 80 ​ ​ — ​ ​ — ​ ​ 80 Recharge to Parent for Share-based compensation ​ — ​ ​ — ​ ​ * ​ ​ — ​ ​ — ​ ​ * Issuance of common stock in connection with the acquisition of Mentee Robotics ​ 26 ​ ​ * ​ ​ 29 ​ ​ — ​ ​ — ​ ​ 29 Balance as of March 28, 2026 ​ 841 ​ $ 8 ​ $ 15,417 ​ $ 9 ​ $ ( 7,270 ) ​ $ 8,164 * Less than $1 million The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 6 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Three months ended ​ March 28, March 29, U.S. dollars in millions   ​ ​ ​ 2026   ​ ​ ​ 2025 CASH FLOWS FROM OPERATING ACTIVITIES ​   ​ ​ ​   ​ Net income (loss) ​ $ ( 3,818 ) ​ $ ( 102 ) Adjustments to reconcile net income (loss) to net cash provided by operating activities: ​ ​ ​ ​ ​ ​ Depreciation of property and equipment ​ ​ 20 ​ ​ 18 Share-based compensation ​ ​ 80 ​ ​ 65 Amortization of intangible assets ​ ​ 113 ​ ​ 111 Goodwill impairment ​ ​ 3,788 ​ ​ — Exchange rate differences on cash and cash equivalents ​ ​ ( 2 ) ​ ​ ( 2 ) Deferred income taxes ​ ​ ( 72 ) ​ ​ ( 6 ) Changes in operating assets and liabilities: ​ ​ ​ ​ ​ ​ Decrease (increase) in trade accounts receivable ​ ​ ( 95 ) ​ ​ ( 5 ) Decrease (increase) in other current assets ​ ​ 8 ​ ​ 15 Decrease (increase) in inventories ​ ​ 24 ​ ​ 51 Decrease (increase) in other long-term assets ​ ​ — ​ ​ 3 Increase (decrease) in accounts payable, accrued expenses and related party payable ​ ​ 14 ​ ​ ( 36 ) Increase (decrease) in employee-related accrued expenses and long-term benefits ​ ​ ( 5 ) ​ ​ — Increase (decrease) in other current liabilities ​ ​ 18 ​ ​ ( 5 ) Increase (decrease) in other long-term liabilities ​ ​ 2 ​ ​ 2 Net cash provided by operating activities ​ ​ 75 ​ ​ 109 CASH FLOWS FROM INVESTING ACTIVITIES ​ ​ ​ ​ ​ ​ Purchase of property and equipment ​ ​ ( 30 ) ​ ​ ( 14 ) Purchases of debt and equity investments ​ ​ ( 125 ) ​ ​ ( 25 ) Maturities and sales of debt and equity investments ​ ​ 47 ​ ​ 14 Cash paid for acquisition of Mentee Robotics, net of cash acquired ​ ​ ( 591 ) ​ ​ — Net cash used in investing activities ​ ​ ( 699 ) ​ ​ ( 25 ) CASH FLOWS FROM FINANCING ACTIVITIES ​ ​ ​ ​ ​ ​ Share-based compensation recharge ​ ​ * ​ ​ 3 Net cash provided by financing activities ​ ​ — ​ ​ 3 Effect of foreign exchange rate changes on cash and cash equivalents ​ ​ 2 ​ ​ 2 Increase (decrease) in cash, cash equivalents and restricted cash ​ ​ ( 622 ) ​ ​ 89 Balance of cash, cash equivalents and restricted cash, at beginning of year ​ ​ 1,860 ​ ​ 1,438 Balance of cash, cash equivalents and restricted cash, at end of period ​ $ 1,238 ​ $ 1,527 Supplementary non-cash investing and financing activities: ​ ​ ​ ​ ​ ​ Non-cash purchase of property and equipment ​ $ 5 ​ $ 5 Tax sharing agreement with Parent ​ $ — ​ $ ( 3 ) * Less than $1 million The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ ​ 7 Table of Contents MOBILEYE GLOBAL INC. NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED) NOTE 1 - GENERAL Background Mobileye Global Inc. (“Mobileye”, “the Company” or “we”) is a leader in the development and deployment of advanced driver assistance systems (“ADAS”) and autonomous driving technologies and solutions, aimed to provide the capabilities required for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. Intel Corporation (“Intel” or the “Parent”) directly or indirectly holds all of the Class B common stock of Mobileye as well as 50,000,000 shares of Class A common stock, which as of March 28, 2026, together represent approximately 77.0 % of our outstanding common stock and 96.9 % of the voting power of our common stock. Operations in Israel On October 7, 2023, Hamas launched a series of attacks on civilian and military targets in Southern Israel and Central Israel, to which the Israel Defense Forces responded. In addition, Iran, Hezbollah and the Houthi movement attacked military and civilian targets in Israel, to which Israel responded, including through increased air and/or ground operations in Lebanon, Syria, Yemen and Iran. Following years of conflict in the region, on October 9, 2025, Israel, Hamas, the United States and other countries in the region agreed to a framework for a ceasefire in Gaza between Israel and Hamas. On February 28, 2026, the United States and Israel launched joint combat operations in Iran to which Iran and Hezbollah responded with ballistic missile and drone attacks on Israel as well as other countries and U.S. military bases in the region. On April 8, 2026, the United States and Iran agreed to a two-week ceasefire. How long and how severe the current conflicts in Gaza, Northern Israel, Lebanon, Iran or the broader region last and become is unknown at this time and any continued clash among Israel, Hamas, Hezbollah, Iran or other countries or militant groups in the region may escalate in the future into a greater regional conflict. To date, our operations have not been materially affected, although as of April 15, 2026 approximately 7.0 % of our employees have been called to reserve duty in the Israel Defense Forces. However, any hostilities involving Israel, regional geopolitical instability or the interruption or curtailment of trade or diplomatic relations between Israel and its trading partners as a result thereof could adversely affect our business, results of operations, and financial condition. Share Purchase Agreement for the acquisition of 100 % of Mentee Robotics shares On February 3, 2026, the Company and Mobileye Vision Technologies Ltd. (a wholly-owned indirect subsidiary of the Company) acquired 100 % of the issued and outstanding stock of Mentee Robotics, a privately held Israeli company focused on humanoid robotics (the “Acquisition”), pursuant to a share purchase agreement dated as of January 5, 2026 (the “Share Purchase Agreement”) by and among the Company, Mobileye Vision Technologies Ltd., Mentee Robotics Ltd., the shareholders of Mentee Robotics, and Shareholder Representative Services LLC, as the exclusive representative of the Mentee Robotics shareholders. For further detail, see Note 13 Business Combinations. ​ NOTE 2 - SIGNIFICANT ACCOUNTING POLICIES Basis of Presentation These condensed consolidated financial statements have been prepared in accordance with United States generally accepted accounting principles (“U.S. GAAP”) and applicable rules and regulations of the Securities and Exchange Commission (“SEC”) for interim financial reporting. Certain information and footnote disclosures normally included in the financial statements prepared in accordance with U.S. GAAP have been condensed or omitted pursuant to such rules and regulations. These condensed consolidated financial statements have been prepared on the same basis as the Company’s annual audited consolidated financial statements and, in the opinion of management, reflect all adjustments, consisting only of normal recurring adjustments, which are necessary for the fair statement of the Company’s financial information. We have a 52- or 53-week fiscal year tha Item 1A. Risk Factors 45 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 45 Item 3. Defaults Upon Senior Securities 45 Item 4. Mine Safety Disclosures 45 Item 5. Other Information 45 Item 6. Exhibits 46 ​ Signatures 47 ​ ​ ​ 2 Table of Contents In this report, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similar terms refer to Mobileye Global Inc. and, unless the context requires otherwise, its consolidated subsidiaries, except with respect to our historical business, operations, financial performance, and financial condition. References to “Moovit” refer to GG Acquisition Ltd., Moovit App Global Ltd., and their consolidated subsidiaries. References to “Mentee Robotics” refer to Mentee Robotics Ltd. We have a 52- or 53-week fiscal year that ends on the last Saturday in December. Fiscal year 2026 is a 52-week fiscal year; fiscal year 2025 was also a 52-week fiscal year. Certain amounts, percentages, and other figures presented in this report have been subject to rounding adjustments. Accordingly, figures shown as totals, dollars, or percentage amounts of changes may not represent the arithmetic summation or calculation of the figures that precede them. ​ 3 Table of Contents Part 1: FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ March 28,   ​ ​ ​ December 27, U.S. dollars in millions, except share and per share data 2026 2025 Assets ​   ​ ​   ​ Current assets ​   ​ ​   ​ Cash and cash equivalents ​ $ 1,211 ​ $ 1,836 Marketable securities and deposits ​ ​ 133 ​ ​ 55 Trade accounts receivable, net ​ ​ 226 ​ 131 Inventories ​ ​ 303 ​ 327 Other current assets ​ ​ 120 ​ 129 Total current assets ​ ​ 1,993 ​ ​ 2,478 Non-current assets ​ ​ ​ ​   ​ Property and equipment, net ​ ​ 468 ​ 473 Intangible assets, net ​ ​ 1,181 ​ 1,166 Goodwill ​ ​ 4,911 ​ 8,200 Other long-term assets ​ ​ 182 ​ 175 Total non-current assets ​ ​ 6,742 ​ 10,014 TOTAL ASSETS ​ $ 8,735 ​ $ 12,492 Liabilities and Equity ​ ​ ​ ​ ​ Current liabilities ​ ​ ​ ​   ​ Accounts payable and accrued expenses ​ $ 228 ​ $ 228 Employee related accrued expenses ​ ​ 137 ​ 141 Related party payable ​ ​ 3 ​ 4 Other current liabilities ​ ​ 51 ​ 33 Total current liabilities ​ ​ 419 ​ 406 Non-current liabilities ​ ​ ​ ​   ​ Long-term employee benefits ​ ​ 78 ​ 78 Deferred tax liabilities ​ ​ 5 ​ 60 Other long-term liabilities ​ ​ 69 ​ 67 Total non-current liabilities ​ ​ 152 ​ 205 Contingencies (see Note 11) ​ ​ ​ ​ ​ ​ TOTAL LIABILITIES ​ $ 571 ​ $ 611 Equity ​ ​ ​ ​   ​ Class A common stock: $ 0.01 par value; 4,000,000,000 shares authorized; shares issued and outstanding: 243,656,395 as of March 28, 2026 and 216,980,847 as of December 27, 2025 ​ ​ 2 ​ ​ 2 Class B common stock: $ 0.01 par value; 1,500,000,000 shares authorized; shares issued and outstanding: 597,768,015 as of March 28, 2026 and December 27, 2025 ​ ​ 6 ​ ​ 6 Additional paid-in capital ​ ​ 15,417 ​ ​ 15,308 Accumulated other comprehensive income (loss), net of tax ​ ​ 9 ​ 17 Retained earnings (accumulated deficit) ​ ​ ( 7,270 ) ​ ​ ( 3,452 ) TOTAL EQUITY ​ ​ 8,164 ​ 11,881 TOTAL LIABILITIES AND EQUITY ​ $ 8,735 ​ $ 12,492 ​ The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 4 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ Three months ended ​ March 28, March 29, U.S. dollars in millions, except share and per share data 2026   ​ ​ ​ 2025 Revenue ​ $ 558 ​ $ 438 Cost of revenue ​ ​ 283 ​ ​ 231 Gross profit ​ ​ 275 ​ ​ 207 Research and development, net ​ ​ 323 ​ ​ 275 Sales and marketing ​ ​ 29 ​ ​ 31 General and administrative ​ ​ 31 ​ ​ 18 Goodwill impairment ​ ​ 3,788 ​ ​ — Total operating expenses ​ ​ 4,171 ​ ​ 324 Operating income (loss) ​ ​ ( 3,896 ) ​ ​ ( 117 ) Financial income (expense), net ​ ​ 14 ​ ​ 18 Income (loss) before income taxes ​ ​ ( 3,882 ) ​ ​ ( 99 ) Benefit (provision) for income taxes ​ ​ 64 ​ ​ ( 3 ) Net income (loss) ​ $ ( 3,818 ) ​ $ ( 102 ) Earnings (loss) per share attributed to Class A and Class B stockholders: ​ ​ ​ ​ ​ ​ Basic and diluted ​ $ ( 4.68 ) ​ $ ( 0.13 ) Weighted-average number of shares used in computation of earnings (loss) per share attributed to Class A and Class B stockholders (in millions): ​ ​ ​ ​ ​ ​ Basic and diluted ​ ​ 817 ​ ​ 812 Net income (loss) ​ ​ ( 3,818 ) ​ ​ ( 102 ) Other comprehensive income (loss), net of tax ​ ​ ( 8 ) ​ ​ ( 3 ) TOTAL COMPREHENSIVE INCOME (LOSS) ​ $ ( 3,826 ) ​ $ ( 105 ) ​ The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 5 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Common Stock ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Accumulated ​ Retained ​ ​ ​ ​ ​ ​ ​ ​ ​ Additional ​ Other ​ Earnings ​ Total ​ ​ Number of ​ ​ ​ ​ paid-in ​ Comprehensive ​ (Accumulated ​ Shareholders’ U.S. dollars except number of shares, in millions   ​ ​ ​ shares   ​ ​ ​ Amount   ​ ​ ​ capital   ​ ​ ​ Income (Loss)   ​ ​ ​ Deficit)   ​ ​ ​ Equity Three Months Ended ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​   ​   ​ ​ ​ ​ ​ ​ ​   ​ Balance as of December 28, 2024 ​ 812 ​ $ 8 ​ $ 15,137 ​ $ 2 ​ $ ( 3,060 ) ​ $ 12,087 Net income (loss) ​ — ​ ​ — ​ ​ — ​ — ​ ​ ( 102 ) ​ ( 102 ) Other comprehensive income (loss), net ​ — ​ ​ — ​ ​ — ​ ​ ( 3 ) ​ ​ — ​ ​ ( 3 ) Tax sharing agreement with Parent ​ — ​ ​ — ​ ​ 3 ​ — ​ ​ — ​ 3 Share-based compensation expense ​ — ​ ​ — ​ ​ 65 ​ — ​ ​ — ​ 65 Recharge to Parent for Share-based compensation ​ — ​ ​ — ​ ​ ( 1 ) ​ ​ — ​ ​ — ​ ​ ( 1 ) Balance as of March 29, 2025 ​ 812 ​ $ 8 ​ $ 15,204 ​ $ ( 1 ) ​ $ ( 3,162 ) ​ $ 12,049 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Balance as of December 27, 2025 ​ 815 ​ $ 8 ​ $ 15,308 ​ $ 17 ​ $ ( 3,452 ) ​ $ 11,881 Net income (loss) ​ — ​ ​ — ​ ​ — ​ — ​ ​ ( 3,818 ) ​ ( 3,818 ) Other comprehensive income (loss), net ​ — ​ ​ — ​ ​ — ​ ​ ( 8 ) ​ ​ — ​ ​ ( 8 ) Share-based compensation expense ​ — ​ ​ — ​ ​ 80 ​ ​ — ​ ​ — ​ ​ 80 Recharge to Parent for Share-based compensation ​ — ​ ​ — ​ ​ * ​ ​ — ​ ​ — ​ ​ * Issuance of common stock in connection with the acquisition of Mentee Robotics ​ 26 ​ ​ * ​ ​ 29 ​ ​ — ​ ​ — ​ ​ 29 Balance as of March 28, 2026 ​ 841 ​ $ 8 ​ $ 15,417 ​ $ 9 ​ $ ( 7,270 ) ​ $ 8,164 * Less than $1 million The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 6 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Three months ended ​ March 28, March 29, U.S. dollars in millions   ​ ​ ​ 2026   ​ ​ ​ 2025 CASH FLOWS FROM OPERATING ACTIVITIES ​   ​ ​ ​   ​ Net income (loss) ​ $ ( 3,818 ) ​ $ ( 102 ) Adjustments to reconcile net income (loss) to net cash provided by operating activities: ​ ​ ​ ​ ​ ​ Depreciation of property and equipment ​ ​ 20 ​ ​ 18 Share-based compensation ​ ​ 80 ​ ​ 65 Amortization of intangible assets ​ ​ 113 ​ ​ 111 Goodwill impairment ​ ​ 3,788 ​ ​ — Exchange rate differences on cash and cash equivalents ​ ​ ( 2 ) ​ ​ ( 2 ) Deferred income taxes ​ ​ ( 72 ) ​ ​ ( 6 ) Changes in operating assets and liabilities: ​ ​ ​ ​ ​ ​ Decrease (increase) in trade accounts receivable ​ ​ ( 95 ) ​ ​ ( 5 ) Decrease (increase) in other current assets ​ ​ 8 ​ ​ 15 Decrease (increase) in inventories ​ ​ 24 ​ ​ 51 Decrease (increase) in other long-term assets ​ ​ — ​ ​ 3 Increase (decrease) in accounts payable, accrued expenses and related party payable ​ ​ 14 ​ ​ ( 36 ) Increase (decrease) in em Results of Operations 26 Item 3. Quantitative and Qualitative Disclosures About Market Risk 42 Item 4. Controls and Procedures 43 Part II. OTHER INFORMATION 44 Item 1. Legal Proceedings 44 Item 1A. Risk Factors 45 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 45 Item 3. Defaults Upon Senior Securities 45 Item 4. Mine Safety Disclosures 45 Item 5. Other Information 45 Item 6. Exhibits 46 ​ Signatures 47 ​ ​ ​ 2 Table of Contents In this report, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similar terms refer to Mobileye Global Inc. and, unless the context requires otherwise, its consolidated subsidiaries, except with respect to our historical business, operations, financial performance, and financial condition. References to “Moovit” refer to GG Acquisition Ltd., Moovit App Global Ltd., and their consolidated subsidiaries. References to “Mentee Robotics” refer to Mentee Robotics Ltd. We have a 52- or 53-week fiscal year that ends on the last Saturday in December. Fiscal year 2026 is a 52-week fiscal year; fiscal year 2025 was also a 52-week fiscal year. Certain amounts, percentages, and other figures presented in this report have been subject to rounding adjustments. Accordingly, figures shown as totals, dollars, or percentage amounts of changes may not represent the arithmetic summation or calculation of the figures that precede them. ​ 3 Table of Contents Part 1: FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ March 28,   ​ ​ ​ December 27, U.S. dollars in millions, except share and per share data 2026 2025 Assets ​   ​ ​   ​ Current assets ​   ​ ​   ​ Cash and cash equivalents ​ $ 1,211 ​ $ 1,836 Marketable securities and deposits ​ ​ 133 ​ ​ 55 Trade accounts receivable, net ​ ​ 226 ​ 131 Inventories ​ ​ 303 ​ 327 Other current assets ​ ​ 120 ​ 129 Total current assets ​ ​ 1,993 ​ ​ 2,478 Non-current assets ​ ​ ​ ​   ​ Property and equipment, net ​ ​ 468 ​ 473 Intangible assets, net ​ ​ 1,181 ​ 1,166 Goodwill ​ ​ 4,911 ​ 8,200 Other long-term assets ​ ​ 182 ​ 175 Total non-current assets ​ ​ 6,742 ​ 10,014 TOTAL ASSETS ​ $ 8,735 ​ $ 12,492 Liabilities and Equity ​ ​ ​ ​ ​ Current liabilities ​ ​ ​ ​   ​ Accounts payable and accrued expenses ​ $ 228 ​ $ 228 Employee related accrued expenses ​ ​ 137 ​ 141 Related party payable ​ ​ 3 ​ 4 Other current liabilities ​ ​ 51 ​ 33 Total current liabilities ​ ​ 419 ​ 406 Non-current liabilities ​ ​ ​ ​   ​ Long-term employee benefits ​ ​ 78 ​ 78 Deferred tax liabilities ​ ​ 5 ​ 60 Other long-term liabilities ​ ​ 69 ​ 67 Total non-current liabilities ​ ​ 152 ​ 205 Contingencies (see Note 11) ​ ​ ​ ​ ​ ​ TOTAL LIABILITIES ​ $ 571 ​ $ 611 Equity ​ ​ ​ ​   ​ Class A common stock: $ 0.01 par value; 4,000,000,000 shares authorized; shares issued and outstanding: 243,656,395 as of March 28, 2026 and 216,980,847 as of December 27, 2025 ​ ​ 2 ​ ​ 2 Class B common stock: $ 0.01 par value; 1,500,000,000 shares authorized; shares issued and outstanding: 597,768,015 as of March 28, 2026 and December 27, 2025 ​ ​ 6 ​ ​ 6 Additional paid-in capital ​ ​ 15,417 ​ ​ 15,308 Accumulated other comprehensive income (loss), net of tax ​ ​ 9 ​ 17 Retained earnings (accumulated deficit) ​ ​ ( 7,270 ) ​ ​ ( 3,452 ) TOTAL EQUITY ​ ​ 8,164 ​ 11,881 TOTAL LIABILITIES AND EQUITY ​ $ 8,735 ​ $ 12,492 ​ The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. ​ ​ 4 Table of Contents MOBILEYE GLOBAL INC. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS) (UNAUDITED) ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ Three months ended ​ March 28, March 29, U.S. dollars in millions, except share and per share data 2026   ​ ​ ​ 2025 Revenue ​ $ 558 ​ $ 438 Cost of revenue ​ ​ 283 ​ ​ 231 Gross profit ​ ​ 275 ​ ​ 207 Research and development, net ​ ​ 323 ​ ​ 275 Sales and marketing ​ ​ 29 ​ ​ 31 General and administrative ​ ​ 31 ​ ​ 18 Goodwill impairment ​ ​ 3,788 ​ ​ — Total operating expenses ​ ​ 4,171 ​ ​ 324 Operating income (loss) ​ ​ ( 3,896 ) ​ ​ ( 117 ) Financial income (expense), net ​ ​ 14 ​ ​ 18 Income (loss) before income taxes ​ ​ ( 3,882 ) ​ ​ ( 99 ) Benefit (provision) for income taxes ​ ​ 64 ​ ​ ( 3 ) Net income (loss) ​ $ ( 3,818 ) ​ $ ( 102 ) Earnings (loss) per share attributed to Class A and Class B stockholders: ​ ​ ​ ​ ​ ​ Basic and diluted ​ $ ( 4.68 ) ​ $ ( 0.13 ) Weighted-average number of shares used in computation of earnings (loss) per share attributed to Class A and Class B stockholders (in millions): ​ ​ ​ ​ ​ ​ Basic and diluted ​ ​ 817 ​ ​ 812 Net income (loss) ​ ​ ( 3,818 ) ​ ​ ( 102 ) Other comprehensive income (loss), net of tax ​ ​ ( 8 ) ​ ​ ( 3 ) TOTAL COMPREHENSIVE INCOME (LOSS) ​ $ ( 3,826 ) ​ $ ( 105 ) ​ The accompanyin

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