Mobileye Global Inc-A 2026年季度报告

FORM10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the quarterly period ended March 28, 2026 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the transition period fromto. Commission file number 001-41541 Securities registered pursuant to Section 12(b) of the Act: Securities Exchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant wasrequired to file such reports), and (2)has been subject to such filing requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12months (or forsuch 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, acceleratedfiler, smaller reporting company, and emerging growth company in Rule12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐Emerging growth company☐ Accelerated filer☐Smaller reporting company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section13(a)of theExchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the ExchangeAct).Yes☐No☒ There were 244,415,099 shares of Class A common stock, $0.01 par value, outstanding at April 15, 2026 MOBILEYE GLOBALINC. FORM10-Q For the quarterly period ended March 28, 2026 TABLE OF CONTENTS PagePartI.FINANCIAL INFORMATIONItem1.Financial Statements (Unaudited)4Condensed Consolidated Balance Sheets4Condensed Consolidated Statements of Operations and Comprehensive Income (Loss)5Condensed Consolidated Statements of Changes in Equity6Condensed Consolidated Statements of Cash Flows7Notesto Condensed Consolidated Financial Statements8Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations26Item3.Quantitative and Qualitative Disclosures About Market Risk42Item4.Controls and Procedures43PartII.OTHER INFORMATION44Item1.Legal Proceedings44Item1A.Risk Factors45Item2.Unregistered Sales of Equity Securities and Use of Proceeds45Item3.Defaults Upon Senior Securities45Item4.Mine Safety Disclosures45Item5.Other Information45Item6.Exhibits46Signatures47 Table of Contents In this report, references to “we,” “us,” “our,” our “company,” “Mobileye,” the “Company,” and similarterms 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 consolidatedsubsidiaries. 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 otherfigures 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 thefigures that precede them. Part1: FINANCIAL INFORMATION ITEM1. FINANCIAL STATEMENTS MOBILEYE GLOBAL INC.CONDENSED CONSOLIDATED BALANCE SHEETS(UNAUDITED) MOBILEYE GLOBAL INC. (UNAUDITED) Three months endedMarch 28,March 29,U.S. dollars in millions, except share and per share data20262025Revenue$558$438Cost of revenue283231Gross profit275207Research and development, net323275Sales and marketing2931General and administrative3118Goodwill impairment3,788—Total operating expenses4,171324Operating income (loss)(3,896)(117)Financial income (expense), net1418Income (loss) before income taxes(3,882)(99)Benefit (provision) for income taxes64(3)Net income (loss)$(3,818)$(102)Earnings (loss) per share attributed to Class A and Class B stockholders:Basic and diluted$(4.68)$(0.13)Weighted-average number of shares used in computation of earnings (loss) pershare attributed to Class A and Class B stockholders (in millions):Basic and diluted817812Net income (loss)(3,818)(102)Other comprehensive income (loss), net of tax(8)(3)TOTAL COMPREHENSIVE INCOME (LOSS)$(3,826)$(105) MOBILEYE GLOBAL INC.CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY(UNAUDITED) * Less than $1 million The accompanying notes are an integral part of the unaudited condensed consolidated financial statements. MOBILEYE GLOBAL INC.CON