Mobileye Global Inc. MBLY Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| All Other Segments | $9M-10.0% | $10M-9.1% | $10M-9.1% | $9M-18.2% | $10M+25.0% | |
| Mobileye | $549M+28.3% | $436M-9.0% | $494M+4.0% | $497M+16.1% | $428M+85.3% | |
| Cost Of Revenue by Business | ||||||
| All Other Segments | $2M0.0% | $2M+100% | $2M0.0% | $1M-50.0% | $2M+100% | |
| Mobileye | $186M+38.8% | $146M-4.6% | $165M+7.8% | $159M+19.5% | $134M+48.9% | |
| Segment Income Loss by Business | ||||||
| All Other Segments | -$4M-33.3% | -$4M— | -$2M-100% | -$2M— | -$3M— | |
| Mobileye | $99M+59.7% | $45M-55.4% | $76M-3.8% | $108M— | $62M— | |
| Selling And Marketing Expense by Business | ||||||
| All Other Segments | $2M-33.3% | $3M+50.0% | $2M-33.3% | $2M-66.7% | $3M+50.0% | |
| Mobileye | $9M-10.0% | $9M+28.6% | $8M+33.3% | $4M-20.0% | $10M-23.1% | |
| Research And Development Expense by Business | ||||||
| All Other Segments | $8M+14.3% | $8M0.0% | $7M+16.7% | $7M-12.5% | $7M0.0% | |
| Mobileye | $245M+15.6% | $221M+6.8% | $235M+3.5% | $215M+11.4% | $212M+15.8% | |
| General And Administrative Expense by Business | ||||||
| All Other Segments | $1M0.0% | $1M— | $1M0.0% | $1M0.0% | $1M0.0% | |
| Mobileye | $10M0.0% | $15M+36.4% | $10M0.0% | $11M-8.3% | $10M+42.9% | |
| Goodwill by Business | ||||||
| All Other Segments | $111M— | $111M0.0% | —— | —— | —— | |
| Mobileye | $4.8B— | $8.09B0.0% | —— | —— | —— | |
| Revenue by Geography | ||||||
| CN | $113M+13.0% | $109M-6.8% | $118M+9.3% | $101M-10.6% | $100M+16.3% | |
| CZK | $20M+186% | $15M-46.4% | $17M+54.5% | $20M+81.8% | $7M+40.0% | |
| DE | $77M+4.1% | $58M-31.8% | $77M-12.5% | $88M+54.4% | $74M+89.7% | |
| GB | $22M-38.9% | $21M-30.0% | $27M-15.6% | $33M-21.4% | $36M+177% | |
| HU | $26M+52.9% | $20M+25.0% | $20M-20.0% | $28M+21.7% | $17M+41.7% | |
| KR | $66M+100% | $52M-24.6% | $54M-6.9% | $53M+17.8% | $33M-29.8% | |
| PL | $28M0.0% | $26M-13.3% | $27M+28.6% | $29M+7.4% | $28M+600% | |
| Rest Of World | $18M+12.5% | $18M-14.3% | $20M-16.7% | $26M+4.0% | $16M+60.0% | |
| SK | $48M+243% | $33M+313% | $22M+633% | $19M+280% | $14M+180% | |
| TH | $10M+400% | $9M+80.0% | $11M+450% | $8M— | $2M— | |
| US | $130M+17.1% | $85M+4.9% | $111M-2.6% | $109M+19.8% | $111M+517% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Mobileye Global Inc. break its business down?
- Mobileye Global Inc. (MBLY) reports revenue by business across 2 parts — All Other Segments and Mobileye. Each is extracted from the segment footnotes and tracked over time.
- Where does Mobileye Global Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Mobileye Global Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
