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Revenue by Segment
Reveals how different business areas contribute to overall sales, highlighting strengths and potential growth areas within the company's operations.Mobileye is the clear revenue engine: after a mid‑2024 trough the core segment accelerated into a Q1 2026 inflection that drove raised full‑year guidance and margin expansion, while the ‘Other’ line remains immaterial. That momentum is unit‑driven (EyeQ shipments) and validated by stronger cash flow and a buyback, but expect lumpy growth—China export mix and a dual‑chip program are pressuring ASPs and Q2 guidance is softer—so monitor EyeQ volumes, China mix, and SuperVision/Surround commercialization for sustained upside.
Date | Other | Mobileye |
|---|---|---|
Jun 30, 2026 | $10.00M | $498.00M |
Mar 31, 2026 | $9.00M | $549.00M |
Dec 31, 2025 | $10.00M | $436.00M |
Sep 30, 2025 | $10.00M | $494.00M |
Jun 30, 2025 | $9.00M | $497.00M |
Mar 31, 2025 | $10.00M | $428.00M |
Dec 31, 2024 | $11.00M | $479.00M |
Sep 30, 2024 | $11.00M | $475.00M |
Jun 30, 2024 | $11.00M | $428.00M |
Mar 31, 2024 | $8.00M | $231.00M |