SCHEDULE: Intel Maintains Dominant 79.8% Stake in Mobileye Global

Intel Corporation reaffirms its substantial ownership in Mobileye Global Inc., holding 79.8% of the Class A Common Stock as of September 30, 2025.

Summary

• Intel Corporation, through its subsidiaries, beneficially owns an aggregate of 655,268,015 shares of Mobileye Global Inc.'s Class A Common Stock.
• This ownership represents 79.8% of the total Class A Common Stock outstanding.
• The beneficially owned shares consist of 50,000,000 shares of Class A Common Stock and 605,268,015 shares of Class B Common Stock, which are convertible into an equal number of Class A shares at the holder's option.
• The percentage of class is calculated based on 216,005,938 shares of Class A Common Stock outstanding as of October 15, 2025, as reported by Mobileye Global Inc. in its Form 10-Q, plus the 605,268,015 shares of Class B Common Stock convertible into Class A shares.

Sentiment

Score: 7

Explanation: The filing indicates a stable and significant ownership stake by Intel in Mobileye, which is generally positive for investor confidence in Mobileye. It reaffirms Intel's strategic commitment without indicating any changes that would alter the existing sentiment significantly.

Positives

• Intel's continued significant ownership (79.8%) in Mobileye Global Inc. demonstrates strong commitment and strategic alignment.
• The substantial stake provides stability and indicates Intel's long-term interest in Mobileye's autonomous driving technology.

Future Outlook

NA

Industry Context

This filing highlights the continued strong strategic relationship between Intel and Mobileye, reinforcing Intel's significant investment in the autonomous driving sector. Mobileye remains a key player in advanced driver-assistance systems (ADAS) and autonomous vehicle technology, an industry experiencing rapid innovation and competition. Intel's large stake underscores its commitment to this high-growth market.

Related Party Transactions

• Intel Corporation's beneficial ownership of 79.8% of Mobileye Global Inc. Class A Common Stock represents a significant related party relationship, indicating Intel's control over Mobileye.

Stakeholder Impact

• Shareholders (Mobileye): Reaffirms the stability of a major controlling shareholder, potentially reducing uncertainty regarding Mobileye's strategic direction and long-term support.
• Shareholders (Intel): Confirms Intel's continued significant investment in the autonomous driving sector through Mobileye.
• Employees (Mobileye): Implies continued strategic alignment and support from Intel, which could contribute to job stability and resource allocation.

Key Dates

Recommendation

This Schedule 13G filing primarily serves to update Intel's beneficial ownership in Mobileye Global Inc., reaffirming its substantial 79.8% stake. It does not present new financial results, strategic shifts, or operational updates that would warrant a change in investment recommendation. The continued high level of ownership by Intel suggests stability and ongoing strategic alignment, which is generally a neutral to slightly positive signal for existing shareholders. Therefore, a "hold" recommendation is appropriate as there's no new information to fundamentally alter the investment thesis.

Keywords

Mobileye Global Inc., Intel Corporation, Class A Common Stock, beneficial ownership, SEC filing, Schedule 13G, autonomous driving, equity stake, corporate control