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Mobileye

Q2 2026 revenue was flat at $508M, and Intel narrowed Mobileye's 2026 revenue guidance to $1.97B-$2.02B.

INTC market data

The numbers

Revenue$508MQ2 2026 · flat vs $506M in Q2 2025 · source ↗
Systems shipped10.0MQ2 2026 · +3% YoY · source ↗
Gross margin (GAAP)46%Q2 2026 · vs 50% in Q2 2025 · source ↗
Full-year revenue guidance$1,970M-$2,020MFY2026 · +4% to +7% YoY · source ↗

What it is

Mobileye makes driver-assistance and automated-driving chips and software. It is listed on Nasdaq as MBLY, and Intel retains majority ownership and consolidates it. Its results sit inside All other.↗ source

Why it matters to the stock. Mobileye is a consolidated subsidiary outside the PC and server businesses. Its results and any change in Intel's ownership affect the consolidated picture.

News

Intel Reports First-Quarter 2026 Financial Results

Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year over year, and non-GAAP EPS of $0.29 attributable to Intel.

Earnings