MBLY — what changed in the latest 10-Q
A section-by-section comparison of MBLY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-29 vs the prior 10-Q · 2026-07-23
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +12 | −11 | ~41 | 86 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~4 | 2 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Other information
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-29
In the three months ended September 26, 2026, our cost of revenue decreased by $30 million, or 11% compared to the three months ended September 27, 2025. The decrease is attributed to a $42 million decrease in amortization of intangible assets partially offset by an increase in manufacturing costs m…
In the three months ended September 26, 2026, our gross profit increased by $18 million, or 7% compared to the three months ended September 27, 2025. The increase was primarily due to a $42 million decrease in amortization of intangible assets partially offset by lower EyeQTM average system price du…
In the three and nine months ended September 26, 2026, our gross margin increased to 53% and 49% compared to 48% in the three and nine months ended September 27, 2025. The increase in both periods was primarily due to a decrease in amortization of intangible assets as a percentage of revenue, partia…
Sales and marketing expenses in the three months ended September 26, 2026, decreased by $3 million or 10% compared to the three months ended September 27, 2025. Sales and marketing expenses in the nine months ended September 26, 2026, decreased by $3 million or 4% compared to the nine months ended S…
General and administrative expenses in the three months ended September 26, 2026 increased by $14 million or 74% compared to the three months ended September 27, 2025 due to higher share-based compensation expenses associated primarily with the acquisition of Mentee Robotics.
Text removed vs the prior filing · source: 10-Q · 2026-07-23
In the three months ended June 27, 2026, our cost of revenue increased by $19 million, or 7% compared to the three months ended June 28, 2025. The increase is attributed to manufacturing costs, mainly resulting from the increase in sales of SuperVisionTM systems as well as higher cost resulting from…
In the three months ended June 27, 2026, our gross profit decreased by $17 million, or 7% compared to the three months ended June 28, 2025. The decrease was primarily due to a modest reduction in EyeQTM ASP, as well as an increase in amortization of intangible assets associated with the acquisition …
In the three months ended June 27, 2026, our gross margin decreased to 46% compared to 50% in the three months ended June 28, 2025. This decrease was due to a modest reduction in EyeQTM ASP, mainly attributable to higher volume sold to Chinese OEMs, which carry lower ASP, in addition to a higher por…
Sales and marketing expenses in the three months ended June 27, 2026, increased by $2 million or 8% compared to the three months ended June 28, 2025, mainly due to higher marketing expenses.
Sales and marketing expenses in the six months ended June 27, 2026, remained flat compared to the six months ended June 28, 2025.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice