Mobileye Global Inc. (MBLY)

Driver assistance chip and software maker, 93% Israel. Read October 20, 2026 from the annual report for the period ending December 27, 2025, filed February 12, 2026. Ranked 118 of the 199 Consumer Cyclical companies read so far, by the share within reach now.

The filing states 4,200 employees, 85% in research and 3,900 in Israel, in one driver assistance chip and software business, so one semiconductor pattern carries the workforce.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 17% now, 35% at the end of 2027, 44% at the end of 2028, 49% at the end of 2030. By the patterns, the work is about 49% desk work, 14% people work and 37% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 49% of the working time stays with people (conversation, in-person and hands-on work), 41% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

4,200 employees as of December 27, 2025 (stated). The filing states about 3,900 of 4,200 employees in Israel and no U.S. count; the United States is 22% of revenue.

The filing: “As of December 27, 2025, we had approximately 4,200 employees operating across seven countries, with approximately 85% of such employees involved in research and development and approximately 3,900 of such employees operating in Israel.”

The workforce as industry patterns

What the filing says about the workforce: About 4,200 employees in seven countries, about 85% in research and development and about 3,900 in Israel; about 4,130 as of February 3, 2026 after a workforce reduction and the acquisition of Mentee Robotics, as the filing states; no union, with statutory industry agreements in some countries.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Semiconductor and Other Electronic Component Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Amphenol Corporation (APH, 170,000 employees)17% now, 44% by 2028
• Flex Ltd. (FLEX, 149,686 employees)18% now, 46% by 2028
• Jabil Inc. (JBL, 135,000 employees)18% now, 46% by 2028
• TE Connectivity plc (TEL, 93,000 employees)18% now, 44% by 2028
• Intel Corp. (INTC, 85,100 employees)17% now, 44% by 2028
• Micron Technology, Inc. (MU, 53,000 employees)17% now, 44% by 2028
• QUALCOMM Incorporated (QCOM, 52,000 employees)17% now, 44% by 2028
• Coherent, Inc. (COHR, 51,000 employees)17% now, 44% by 2028

What the filing says about AI

58 sentences in the filing name AI. The filing describes AI-based computer vision and compound AI systems in its driving products and a Physical AI strategy across autonomous driving and humanoid robotics after the Mentee Robotics acquisition.

• “This acquisition combines Mobileye's advanced artificial intelligence ("AI") technology and global production expertise with Mentee Robotics' breakthrough humanoid platform and deep AI talent, creating a comprehensive provider of Physical AI technology across two transformative markets: autonomous driving and humanoid robotics. ​ ​ 3 Table of Contents ​ Our portfolio of solutions is built upon...”
• “Mobileye's history as a cutting-edge deployer of AI-based solutions in the real world starts with our expertise in computer vision processing.”
• “The software supporting camera processing is diverse, including end-to-end neural network processing (both 2- and 3-dimensional) and model-based techniques, among other approaches, this compound AI system structure leads to internal redundancies within the camera-based perception system that enhances precision through design.”
• “Our Compound AI structure supports precision, recall, and overall efficiency by design.”
• “While recent advancements in transformer-based architectures and Generative AI create efficiencies in learning-based systems, which Mobileye makes full use of, it also introduces shortfalls such as lack of abstraction, shortcut-learning problem, alignment issues ( i.e. , learning from common but incorrect data), and the long-tail problem ( i.e. , identifying and fixing edge cases one by one).”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 202217median 0
• Fiscal 202315median 1
• Fiscal 202439median 4
• Fiscal 202558median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The research and development share is a function count inside the one semiconductor pattern.

Source: the company's annual report on EDGAR, accession 0001104659-26-014300, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.