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SEGMENT INFORMATION | 12 Months Ended
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Dec. 27, 2025
SEGMENT INFORMATION |
SEGMENT INFORMATION | NOTE 12 - SEGMENT INFORMATION An operating segment is defined as a component of an enterprise for which discrete financial information is available and is reviewed regularly by the Chief Operating Decision Maker (“CODM”), or decision-making group, to evaluate performance and make operating decisions. The Company has identified its CODM as the Chief Executive Officer (“CEO”). The Company’s organizational structure and management reporting supports two operating segments: Mobileye and Moovit. The CODM evaluates performance, makes operating decisions and allocates resources based on the financial data of these operating segments. Operating segments do not record inter-segment revenue. Mobileye is presented as a reportable operating segment and Moovit, which is a mobility-as-a-service company, is presented within “Other” as per ASC 280, Segment Reporting. The CODM uses segment performance to allocate resources to segments in the annual budget and forecasting process and also uses that measure to assess the segment performance. Segment performance is the operating income (loss) reported excluding the amortization of acquisition-related intangible assets, share-based compensation expense and impairment of goodwill. Starting in 2025, the measure of segment performance used by the CODM changed and as a result, the Company’s segment performance measure was updated to also exclude share-based compensation expenses (that were previously included in segment performance). The change aligns with segment information that is now regularly provided to the CODM and reflects how the CODM assesses segment performance and makes strategic decisions about the business. Prior period amounts have been recast as a result of the change in segment measure. The measure of assets has not been disclosed for each segment as it is not regularly provided to the CODM. The accounting policies of the individual segments are the same as those described in Note 2 Significant Accounting Policies. The following are segment results for each year: ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | Year ended December 27, 2025
U.S. dollars in millions | ​ ​ ​ | Mobileye | ​ ​ ​ | Other | ​ ​ ​ | Total
Revenues |  | $ | 1,855 | ​ | $ | 39 | ​ | $ | 1,894
Cost of revenues |  | ​ | 604 | ​ | ​ | 7 | ​ | ​ | —
Research and development, net |  | ​ | 883 | ​ | ​ | 29 | ​ | ​ | —
Sales and marketing |  | ​ | 31 | ​ | ​ | 10 | ​ | ​ | —
General and administrative |  | ​ | 46 | ​ | ​ | 4 | ​ | ​ | —
Segment performance |  | $ | 291 | ​ | $ | (11) | ​ | $ | 280
Amortization of intangible assets | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (443)
Share-based compensation | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (277)
Financial income (expense), net | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | 63
Income (loss) before taxes on income |  | ​ | ​ | ​ | ​ | ​ | ​ | $ | (377)
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Depreciation of property and equipment |  | $ | 74 | ​ | $ | — | ​ | $ | 74
​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | Year ended December 28, 2024
U.S. dollars in millions | ​ ​ ​ | Mobileye | ​ ​ ​ | Other | ​ ​ ​ | Total
Revenues |  | $ | 1,613 | ​ | $ | 41 | ​ | $ | 1,654
Cost of revenues |  | ​ | 529 | ​ | ​ | 6 | ​ | ​ | —
Research and development, net |  | ​ | 810 | ​ | ​ | 29 | ​ | ​ | —
Sales and marketing |  | ​ | 31 | ​ | ​ | 13 | ​ | ​ | —
General and administrative |  | ​ | 40 | ​ | ​ | 3 | ​ | ​ | —
Segment performance |  | $ | 203 | ​ | $ | (10) | ​ | $ | 193
Amortization of intangible assets | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (444)
Share-based compensation | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (279)
Goodwill impairment | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (2,695)
Financial income (expense), net | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | 62
Income (loss) before taxes on income |  | ​ | ​ | ​ | ​ | ​ | ​ | $ | (3,163)
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Depreciation of property and equipment |  | $ | 62 | ​ | $ | — | ​ | $ | 62
​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | Year ended December 30, 2023
U.S. dollars in millions | ​ ​ ​ | Mobileye | ​ ​ ​ | Other | ​ ​ ​ | Total
Revenues |  | $ | 2,045 | ​ | $ | 34 | ​ | $ | 2,079
Cost of revenues |  | ​ | 619 | ​ | ​ | 5 | ​ | ​ | —
Research and development, net |  | ​ | 645 | ​ | ​ | 32 | ​ | ​ | —
Sales and marketing |  | ​ | 33 | ​ | ​ | 10 | ​ | ​ | —
General and administrative |  | ​ | 38 | ​ | ​ | 4 | ​ | ​ | —
Segment performance |  | $ | 710 | ​ | $ | (17) | ​ | $ | 693
Amortization of intangible assets | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (474)
Share-based compensation | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | (252)
Financial income (expense), net | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | 49
Income (loss) before taxes on income |  | ​ | ​ | ​ | ​ | ​ | ​ | $ | 16
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Depreciation of property and equipment |  | $ | 39 | ​ | $ | — | ​ | $ | 39
​ Total revenues based on the country that the product was shipped to were as follows: ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Year ended
​ | ​ ​ ​ | December 27, | ​ ​ ​ | December 28, | ​ | December 30,
U.S. dollars in millions | ​ ​ ​ | 2025 | ​ ​ ​ | 2024 | ​ ​ ​ | 2023
China |  | $ | 428 | ​ | $ | 424 | ​ | $ | 640
USA |  | ​ | 416 | ​ | ​ | 304 | ​ | ​ | 437
Germany |  | ​ | 297 | ​ | ​ | 269 | ​ | ​ | 353
South Korea |  | ​ | 192 | ​ | ​ | 219 | ​ | ​ | 164
United Kingdom |  | ​ | 117 | ​ | ​ | 117 | ​ | ​ | 150
Poland |  | ​ | 110 | ​ | ​ | 82 | ​ | ​ | 97
Slovakia |  | ​ | 88 | ​ | ​ | 21 | ​ | ​ | 6
Hungary | ​ | ​ | 85 | ​ | ​ | 76 | ​ | ​ | 94
Czech Republic |  | ​ | 59 | ​ | ​ | 55 | ​ | ​ | 50
Thailand | ​ | ​ | 30 | ​ | ​ | 9 | ​ | ​ | 2
Rest of World |  | ​ | 72 | ​ | ​ | 78 | ​ | ​ | 86
Total |  | $ | 1,894 | ​ | $ | 1,654 | ​ | $ | 2,079
​ We generate the majority of our revenue from the sale of our EyeQ™ SoCs to OEMs primarily through sales to Tier 1 automotive suppliers. EyeQ™ SoC sales represented approximately 91%, 86%, and 89% of our revenue for each of the years ended December 27, 2025, December 28, 2024 and December 30, 2023, respectively. Major Customers Revenue from major customers that amount to 10% or more of total revenue: ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | Year ended | ​
​ | ​ ​ ​ | December 27, | ​ ​ ​ | December 28, | ​ ​ ​ | December 30, | ​
​ | ​ ​ ​ | 2025 | ​ ​ ​ | 2024 | ​ ​ ​ | 2023 | ​ ​ ​
Percent of total revenues |  | ​ |  | ​ |  | ​ |
Customer A | ​ | 30 | % | 27 | % | 30 | %
Customer B | ​ | 17 | % | 20 | % | 24 | %
Customer C | ​ | 15 | % | 14 | % | 14 | %
Customer D | ​ | 14 | % | * | ​ | * | ​
Customer E | ​ | * | ​ | 13 | % | * | ​
*Less than 10% Accounts receivable balances of major customers that amount to 10% or more of total accounts receivable balance: ​
​ | ​ | ​ | ​ | ​ | ​
​ | ​ | As of | ​
​ | ​ | December 27, | ​ | December 28, | ​
​ | ​ ​ ​ | 2025 | ​ ​ ​ | 2024 | ​
Percent of total accounts receivables balance | ​ | ​ | ​ | ​ | ​
Customer A | ​ | 39 | % | 35 | %
Customer B | ​ | * | ​ | 23 | %
Customer C | ​ | 14 | % | 13 | %
Customer D | ​ | 13 | % | * | ​
*Less than 10%

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- Definition The entire disclosure for reporting segments including data and tables. 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