Mobileye Global Inc.
MBLY
Jodie situation report
Mobileye Global Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 29 directly disclosed connections are confirming.
- Interim goodwill impairment analysis was performed for the Mobileye reporting unit due to a 35% decline in Class A share price and corresponding market-cap decline; impairment was recognized.
Invalidation: The isolated read changes if MBLY's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind MBLY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
APTV15.0% of MBLYcustomerFeb 12, 2026 ▾
“In 2025, our three largest Tier 1 customers, which were ZF, Valeo, and Aptiv, accounted for 30%, 17%, and 15%, respectively, of our revenue, compared to 27%, 20%, and 14%, respectively, in 2024.”
TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierApr 23, 2026 ▾
“As part of an effort to establish redundancy and better control of our supply chain, we have sought additional qualified suppliers, and we have recently entered into an agreement with TSMC (Taiwan Semiconductor Manufacturing Company Ltd.) pursuant to which it…”
Depended on by
QCOMQUALCOMM IncorporatedpartnerApr 29, 2026 ▾
“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 29 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MBLY is currently a Leader in the organic co-movement group ADAS & Autonomous Driving. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MBLY; it is not active in the latest market snapshot.