Mobileye’s 2025 revenue rose 14.5% to $1.89 billion and its net loss narrowed to $392 million

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

Mobileye, which develops driver-assistance and autonomous-driving technology, reported revenue of $1.89 billion for the year ended Dec 27, 2025, in a Form 10-K, the annual report US-listed companies file with the SEC, filed on Feb 12, 2026. Revenue was up 14.5% from $1.65 billion a year earlier. The operating loss was $440 million, against $3.23 billion in 2024, and the net loss was $392 million, against $3.09 billion.1^,2^,3^,4^,5^,6^,7^,8^,9^,10

Management said the net loss was $2.7 billion smaller in 2025 mainly because of a goodwill impairment recognized in the third quarter of 2024. Goodwill is the value a company carries from past acquisitions. That quarter Mobileye tested the goodwill of its “Mobileye” reporting unit, citing a fall in its share price and market capitalization and macroeconomic and industry factors, and recorded a non-cash impairment of $2.7 billion.11^,12^,13^,14

Management tied the revenue increase mainly to EyeQ chips, which Mobileye sold mostly through Tier 1 suppliers that build them into vehicles: EyeQ chip revenue rose 22% on a 23% rise in volume. The company attributed the rise in volume mainly to the normalization of excess inventory at those customers, stock they had used to meet demand in the first half of 2024. In the fourth quarter, though, revenue was $446 million, down 9% on the fourth quarter of 2024, with EyeQ chip volumes down 11%, the earnings release of Jan 22, 2026 said. Research and development expenses rose 6%, which the company tied to 147 more staff in that department, on average, and to the costs of a reduction in workforce in the fourth quarter of 2025.15^,16^,17^,18^,19

The company’s own adjusted operating income, a non-GAAP measure, was $280 million in 2025, against $193 million in 2024, an increase of $87 million. Mobileye defined it as GAAP operating income excluding amortization of acquired intangibles, share-based compensation and goodwill impairment, so it leaves out charges that the operating loss above includes.20^,21^,22

The report also covered a purchase tied to Mobileye’s chief executive. On Feb 3, 2026, Mobileye acquired Mentee Robotics, a privately held Israeli humanoid-robotics company. The agreement set the payment at $900 million in all, about $612 million in cash and 26,279,824 Class A shares. Mobileye’s president and chief executive, Amnon Shashua, was Mentee’s chairman, a co-founder and a significant shareholder. The filing said the board approved the purchase on the recommendation of a committee of four disinterested directors, two of them independent, and that Shashua recused himself. It gave his share as 37.83% of the total, about $341 million, to be paid evenly in cash and Class A stock.23^,24^,25^,26^,27^,28

Our records hold revenue, operating income, net income and diluted earnings per share for the year ended Dec 27, 2025, and one value for each period, so they cannot say whether the year-earlier figures were restated.29^,30