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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.

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