MBLYNasdaqServices-Prepackaged SoftwareUS GAAP · USD

Mobileye Global Inc.

Mobileye Global Inc. designs and sells driver-assistance and autonomous-driving technology built around its EyeQ system-on-chips, software stacks, and related sensing and mapping capabilities. The company sells mainly into the automotive value chain, where its technology is embedded in vehicle models through OEMs and Tier 1 suppliers, and it is also building an autonomous mobility business through Mobileye Drive for robotaxi and AMaaS deployments.

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Revenue1,894m USD
+14.5 %y/y
Operating profit (EBIT)-440m USD
+86.4 %y/y
EBIT margin-23.2%
+171.8 ppy/y
Net income-392m USD
+87.3 %y/y
Free cash flow523m USD
+63.9 %y/y

Fiscal year 2025 · change from previous year

Development 2020–2025

-4,000-2,00002,0004,000m USD2020: 967 m USD2020: EBIT -213 m USD20202021: 1,386 m USD2021: EBIT -57 m USD20212022: 1,869 m USD2022: EBIT -37 m USD20222023: 2,079 m USD2023: EBIT -33 m USD20232024: 1,654 m USD2024: EBIT -3,225 m USD20242025: 1,894 m USD2025: EBIT -440 m USD20251,894-440
RevenueOperating profit (EBIT)
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Business

Share of revenue
EyeQ™ SoC-based ADAS solutions89 %

Semiconductor and software platforms sold into vehicle programs for driver assistance and vision processing.

SuperVision™8 %

Higher-end ADAS product sold as part of the remaining revenue mix for advanced driving features.

Mobileye Drive™ and autonomous mobility2 %

Autonomous driving technology for robotaxi, shuttle, and mobility-as-a-service deployments.

Other software and services1 %

Smaller revenue items including related software, support, and platform components.

Customers

Mobileye sells primarily to automotive OEMs, usually through Tier 1 suppliers that integrate its technology into vehicle platforms. It also works directly with OEMs on ADAS programs and with mobility operators, transportation network companies, and public transit partners for autonomous mobility deployments. Customer concentration is important because a relatively small number of Tier 1s and OEMs account for a large share of adoption across many vehicle models.

Automotive OEMs

Buy ADAS and autonomous-driving technology for integration into vehicle models and safety-feature roadmaps.

Tier 1 automotive suppliers

Purchase EyeQ-based solutions and integrate them into OEM programs as direct system suppliers.

Mobility service operators

Buy or deploy Mobileye Drive for shuttle, delivery, and transportation-on-demand fleets.

Transportation network companies

Partner on AMaaS deployments that use Mobileye self-driving vehicles and software.

Public transit and fleet operators

Adopt autonomous mobility solutions for controlled-route or fleet-based services.

Strategy

Mobileye is focused on expanding ADAS penetration, converting more vehicle models to higher-content systems, and extending its platform into autonomous driving. It is also investing in partnerships and commercialization pathways for Mobileye Drive, while continuing to spend on R&D, next-generation products, and production-related capabilities. The company is using emerging markets and long-term OEM relationships to broaden adoption and defend its position against in-house and competitor solutions.

Broaden ADAS penetration with OEMs and Tier 1sShort term

More vehicle-model adoption increases installed base and strengthens platform relevance.

Commercialize Mobileye Drive for autonomous mobilityMedium term

Robotaxi and AMaaS could create a new revenue stream beyond traditional ADAS programs.

Invest in next-generation products and AI capabilitiesMedium term

Technology refresh is necessary to stay competitive against OEM in-house systems and silicon rivals.

Geography

Q1/2026

Mobileye’s commercial footprint is global, with more than 50 OEMs worldwide and deployments across a large number of vehicle models. The company’s operations are anchored in the United States and Israel, and its tax and operating disclosures show exposure to both jurisdictions. Management also highlights emerging markets, especially India, as an important growth area for ADAS adoption.

United States24 %
China21 %
Germany14 %
South Korea12 %
Slovakia8.9 %
Poland5.2 %
Hungary4.8 %
United Kingdom4.1 %
Other countries (US filing)3.3 %
Thailand1.9 %

Share of the revenue the company reports by geography.

Risks

Mobileye’s revenue depends on a concentrated set of OEM and Tier 1 relationships, so program losses or a shift to in-house solutions could materially affect sales. The company also faces intense competition, supply-chain and semiconductor sourcing risk, and execution risk in autonomous mobility where third-party deployment, regulation, and public acceptance determine commercialization. Israel-related operational disruption and military-service obligations add a geographic risk layer that is more specific than for many software peers.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Customer concentration and program loss1Competitive displacement by OEM in-house solutions2Autonomous mobility commercialization risk3Semiconductor and supply-chain disruption4Israel geopolitical and labor disruption5
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Customer concentration and program lossImpact: HighLikelihood: High

    A small number of Tier 1s and OEMs drive adoption across many vehicle models.

    Exposure: Loss of a key customer or model program would reduce revenue and scale.

  2. Competitive displacement by OEM in-house solutionsImpact: HighLikelihood: High

    Automakers may replace external ADAS suppliers with internal software stacks.

    ExposureTeslaMercedes-BenzGMNIOVolvo CarsXpengOthers are cited as examples
  3. Autonomous mobility commercialization riskImpact: HighLikelihood: Medium

    AMaaS success depends on third-party deployment, safety, utilization, and regulation.

    ExposureRobotaxi and shuttle programs may be delayedScaled backOr terminated
  4. Semiconductor and supply-chain disruptionImpact: HighLikelihood: Low

    EyeQ SoCs and related components rely on manufacturing and vendor continuity.

    Exposure: Past semiconductor shortages affected supply; future shortages could recur.

  5. Israel geopolitical and labor disruptionImpact: MediumLikelihood: Low

    Operations and personnel can be affected by regional conflict and military service obligations.

    ExposureManufacturingEngineeringContinuity of operations may be impacted
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Accounting

Judgemental items
Revenue recognition at shipment

EyeQ and SuperVision revenue is booked when products ship, so timing of customer builds affects quarterly comparability.

Impact: Can create volatility in reported revenue and gross profit by quarter.

Goodwill impairment

Management disclosed impairment testing and sensitivity to share-price declines.

Impact: Can produce large non-cash charges and affect tax accounting.

Deferred tax assets and valuation allowance

Realization depends on future taxable income and jurisdictional evidence.

Impact: Can materially change tax benefit/provision recognition.

Capitalized equipment and R&D-related investments

Capex supports next-generation product development and new sites.

Impact: Affects depreciation, operating cash flow, and future capacity.

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Last updated: 24/09/2026