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Mobileye Global (MBLY) investor relations material
Mobileye Global AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
CEO and Chair welcomed attendees and introduced the board and executive team, highlighting the virtual format for broader inclusion.
The meeting was officially called to order at 10:00 A.M. Eastern Time on June 18, 2026.
The agenda included the business portion first, followed by a Q&A session.
Board and executive committee updates
Board members' tenure and roles were outlined, with several directors having joined between 2022 and 2025.
The Chief Financial Officer and Corporate Secretary were introduced, with the Secretary conducting the meeting.
Corporate governance
Independent auditors from Kesselman & Kesselman (PwC Israel) were present to answer questions.
The Carideo Group was appointed as Inspector of Election, with Ken Frank sworn in.
April 22, 2026, was set as the record date for voting eligibility.
Notices and proxy materials were distributed to all stockholders as of the record date.
Quorum was confirmed with more than one-third of voting power represented.
- 2025 guidance signals modest growth, higher margins, and strong liquidity amid cautious outlook.MBLY
Q4 20249 Jul 2026 - Q1 2026 revenue up 27%, adjusted EPS up 51%, guidance raised despite $3.8B goodwill impairment.MBLY
Q1 20269 Jul 2026 - Q2 2025 revenue up 15% to $506M, gross margin at 50%, guidance raised, and strong cash position.MBLY
Q2 20259 Jul 2026 - Q3 revenue down 8% year-over-year; $2.7B goodwill impairment drives GAAP net loss.MBLY
Q3 20249 Jul 2026 - Q2 revenue was $439M, up 84% sequentially, but 2024 guidance was cut amid China and tariff headwinds.MBLY
Q2 20248 Jul 2026 - Advanced product launches and robust customer wins drive growth, despite China headwinds.MBLY
Evercore ISI ADAS, AV and AI Summit8 Jul 2026 - Strong Q1 growth, global ADAS expansion, and scalable robotaxi plans set stage for future gains.MBLY
TD Cowen's 54th Annual Technology, Media & Telecom Conference28 May 2026 - Virtual annual meeting to vote on directors, auditor, and executive pay, all board-backed.MBLY
Proxy filing24 Apr 2026 - Proxy covers director elections, auditor ratification, compensation, and Intel's voting control.MBLY
Proxy filing24 Apr 2026
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