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SEGMENT INFORMATION (Tables)

12 Months Ended

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%

X

- Definition

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