Filing Flows › Mobileye Global (MBLY) › Q2 2026 › vs Q1 2026
Mobileye Global (MBLY) Q2 2026 vs Q1 2026 (quarter over quarter)
Mobileye Global's revenue fell $50.0M (-9%) from $558M in Q1 2026 to $508M in Q2 2026.
Mobileye Global, Q2 2026: revenue $508M (+0.4% year over year), operating margin -5.9%, net loss $21.0M, operating cash flow $135M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Free cash flow margin | 22.4% | 8.1% | +14.4 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Revenue | $508M | $558M | −$50.0M | -9% |
| Other income, net | $13.0M | $14.0M | −$1.0M | -7% |
| Net loss | $21.0M | $3.8B | −$3.8B | -99% |
| Costs & expenses | $542M | $4.5B | −$3.9B | -88% |
| Operating costs | $538M | $4.5B | −$3.9B | -88% |
| Income tax | $4.0M | −$64.0M | $68.0M | — |
| Cost of revenue | $273M | $283M | −$10.0M | -4% |
| Research & development | $207M | $323M | −$116M | -36% |
| Sales & marketing | $27.0M | $29.0M | −$2.0M | -7% |
| General & admin | $31.0M | $31.0M | $0 | 0% |
| Operating cash sources | $224M | $213M | $11.0M | +5% |
| Depreciation & amortization | $136M | $133M | $3.0M | +2% |
| Share-based compensation | $88.0M | $80.0M | $8.0M | +10% |
| Net loss absorbed | $21.0M | $3.8B | −$3.8B | -99% |
| Working capital & other | $68.0M | −$3.7B | $3.7B | — |
| Operating cash flow | $135M | $75.0M | $60.0M | +80% |
| Free cash flow (OCF − capex) | $114M | $45.0M | $69.0M | +153% |
| Capital expenditures | $21.0M | $30.0M | −$9.0M | -30% |
Questions
How much did Mobileye Global's revenue grow quarter over quarter in Q2 2026?
Mobileye Global's revenue fell $50.0M (-9%) from $558M in Q1 2026 to $508M in Q2 2026.