SEGMENT INFORMATION (Tables)

3 Months Ended

Mar. 28, 2026

SEGMENT INFORMATION

Schedule of segment results

	Three months ended March 28, 2026
U.S. dollars in millions	Mobileye		Other		Total
Revenues	$	549	$	9	$	558
Cost of revenues		186		2		—
Research and development, net		245		8		—
Sales and marketing		9		2		—
General and administrative		10		1		—
Segment performance	$	99	$	(4)	$	95
Amortization of intangible assets						(113)
Share-based compensation						(84)
Acquisition related expenses						(6)
Goodwill impairment						(3,788)
Financial income (expense), net						14
Income (loss) before taxes on income					$	(3,882)
Depreciation of property and equipment	$	20	$	—	$	20

	Three months ended March 29, 2025
U.S. dollars in millions	Mobileye		Other		Total
Revenues	$	428	$	10	$	438
Cost of revenues		134		2		—
Research and development, net		212		7		—
Sales and marketing		10		3		—
General and administrative		10		1		—
Segment performance	$	62	$	(3)	$	59
Amortization of intangible assets						(111)
Share-based compensation						(65)
Financial income (expense), net						18
Income (loss) before taxes on income					$	(99)
Depreciation of property and equipment	$	18	$	—	$	18

Schedule of total revenues based on country

	Three months ended
	March 28,		March 29,
U.S. dollars in millions	2026		2025
USA	$	130	$	111
China		113		100
Germany		77		74
South Korea		66		33
Slovakia		48		14
Poland		28		28
Hungary		26		17
United Kingdom		22		36
Czech Republic		20		7
Thailand		10		2
Rest of World		18		16
Total	$	558	$	438

Schedule of concentration of risk

	Three months ended
	March 28,		March 29,
	2026		2025
Percent of total revenues:
Customer A	25	%	37	%
Customer C	18	%	14	%
Customer D	17	%	15	%
Customer B	15	%	17	%

	As of
	March 28,		December 27,
	2026		2025
Percent of total accounts receivables balance:
Customer A	32	%	39	%
Customer C	21	%	14	%
Customer D	14	%	13	%