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SEGMENT INFORMATION (Tables) | 12 Months Ended
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Dec. 27, 2025
SEGMENT INFORMATION |
Schedule of segment results | ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | 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
Schedule of total revenues based on country | ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | 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
Schedule of concentration of risk | ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ ​ ​ | 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% ​
​ | ​ | ​ | ​ | ​ | ​
​ | ​ | 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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