Mobileye Global Inc-A 2025年度报告

Mobileye GlobalInc. Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of 1934 during thepreceding 12months (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 past90days.☒Yes☐NoIndicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12months (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, a smaller reporting company, or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. ☒Accelerated filer☐Smaller reporting companyEmerging growth companyIf 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 Large accelerated filer☐Non-accelerated filer☐☐ revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control overfinancial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued its audit report.☒Yes☐No If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in the filingreflect the correction of an error to previously issued financial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation received by anyof the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Aggregate market value of voting and non-voting common equity held by non-affiliates of the registrant as of June 28, 2025, based upon the closing price of thecommon stock as reported by the Nasdaq Global Select Market on June 28, 2025, was $1.84 billion. 243,613,499 shares of Class A common stock and 597,768,015shares of Class B common stock were outstanding as of February 3, 2026. Portions of the Mobileye Global Inc. 2026 definitive Proxy Statement, which will be filed with the Securities and Exchange Commission within 120 days afterDecember 27, 2025, are incorporated by reference in Part III of this Form 10-K. Mobileye Global Inc. TABLE OF CONTENTS PageCAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS1PARTI3Item1.Business3Item1A.Risk Factors34Item1B.Unresolved Staff Comments71Item 1C.Cybersecurity71Item2.Properties73Item3.Legal Proceedings73Item4.Mine Safety Disclosures75PARTII76Item5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases ofEquity Securities76Item6.[Reserved]77Item7.Management’s Discussion and Analysis of Financial Condition and Results of Operations77Item7A.Quantitative and Qualitative Disclosures about Market Risk97Item8.Financial Statements98Item9.Changes in and Disagreements With Accountants on Accounting and Financial Disclosures137Item9A.Controls and Procedures137Item9B.Other Information138Item9C.Disclosure Regarding Foreign Jurisdictions That Prevent Inspections138Part III139Item10.Directors, Executive Officers and Corporate Governance139Item11.Executive Compensation139Item12.Security Ownership of Certain Beneficial Owners and Management and Related StockholderMatters139Item13.Certain Relationships and Related Transactions, and Director Independence139Item14.Principal Accounting Fees and Services139Part IV140Item15.Exhibits, Financial Statement Schedules140Item16.Form 10-K Summary141SIGNATURES142 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Annual Report on Form 10-K includes forward-looking statements within the meaning of the federalsecurities laws. Mobileye and its representatives may also, from time to time, make certain forward-looking statementsin publicly released materials, both written and oral, including statements contained in filings with the SEC, pressreleases, and our reports to stockholders. Forward-looking statements may be identified by the use of words such as“plan,” “expect,” “believe,” “intend,” “will,” “may,” “anticipate,” “estimate” and other words of similar meaning inconjunction with, among other things, discussions of future operations and financial performance (including volumegrowth, pricing, sales and earnings per share growth, and cash f