Mobileye Global has recently released its 10-Q report, showcasing its position as a leader in advanced driver assistance systems (ADAS) and autonomous driving technologies. The company's portfolio includes a range of solutions such as Base ADAS, Cloud-Enhanced ADAS, Surround ADAS, SuperVision, Mobileye Chauffeur, and Mobileye Drive. As of September 27, 2025, their solutions had been installed in approximately 1,200 vehicle models, with their System-on-Chips (SoCs) deployed in approximately 230 million vehicles. In the nine months ended September 27, 2025, the company shipped approximately 27.4 million systems, representing a significant increase from the previous year.
In the 10-Q report, Mobileye Global discusses the factors affecting its financial condition and results of operations. The company emphasizes that it derives the majority of its revenue from the sale of its EyeQTM SoCs to OEMs through sales to Tier 1 automotive suppliers. It also highlights the importance of global demand for automotive vehicles and the impact of economic conditions in North America, Europe, and Asia on its revenue. The report also addresses the influence of trade policies, sanctions, and import and export controls on its manufacturing costs and ability to sell to certain customers.
Additionally, the report details a significant corporate action involving a public secondary offering of 50 million shares of Class A common stock by Intel, the parent company of Mobileye Global. The offering closed on July 11, 2025, and was accompanied by a share repurchase agreement with Intel. As of September 27, 2025, Intel holds approximately 79.6% of Mobileye's outstanding common stock and 97.3% of the voting power of its common stock.
The 10-Q report also outlines the company's business model, highlighting its collaboration with STMicroelectronics in manufacturing, design, and research and development. Furthermore, it emphasizes the partnership with Intel, providing access to unique and differentiating technologies, and the potential impact of global automotive sales and production on its business performance.
Mobileye Global's 10-Q report provides a detailed insight into its financial condition, operational performance, and strategic initiatives, offering investors and stakeholders a comprehensive understanding of the company's position in the market and its future prospects. Today the company's shares have moved -4.73% to a price of $14.31. For the full picture, make sure to review Mobileye Global's 10-Q report.
