Slide 1: Q4 2025 Earnings call presentation
Q4 2025 Earnings call presentation February 4, 2026
Slide 2: Overview
Overview • Weak quarter in terms of revenue and result – geoeconomics and currency-related headwinds contributed to generally weak sales • Significant progress towards cost reduction goal – SEK 43 million achieved in cost reductions in Q4. SEK 72 million in total for Q3 and Q4 of SEK 100 million tar
Slide 3: Q4 2025: Overview of our business segments
Q4 2025: Overview of our business segments Net sales EBIT Application areas Example customers Advanced research Universities, Research institutes, -1 • Products Government labs, Market & Solutions 57% MSEK • • Actionable insights Gaming research agencies, UX research agencies, Enterprises and • Adve
Slide 4: Financial development
Financial development 4 Tobii Q4 2025
Slide 5: Q4 financials overview
Q4 financials overview EBIT impacted by significant one-off effects -32% 193 -196 Group net sales Group net sales EBIT, MSEK development MSEK 5 Tobii Q4 2025
Slide 6: Group financial development
Group financial development Net sales (MSEK) and Gross margin (%) EBIT (MSEK) and EBIT margin (%) 284 284 50 255 24 18% 12 201 211 6% 198 193 9% 161 -6% -14 -8% -17 158 -33 79% 80% 84% 83% 82% 74% 74% 77% 78% -75 -65 -21% -33% -46% -196 -102% Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 202
Slide 7: Products & Solutions segment
Products & Solutions segment Net sales (MSEK) and Gross margin (%) 173 143 112 109 110 104 92 93 57% -18% -1 84 68% 64% 66% 72% 68% 65% 59% 62% 64% Share of net sales Organic growth EBIT, MSEK Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2023 2024 2025 • Net sales decline of -23% EBIT (MSEK) and EBIT-margin (%) – Of
Slide 8: Integrations segment
Net sales (MSEK) and Gross margin (%) Integrations segment 178 118 108 81 84 80 24% -21% -24 69 43 46 88% 96% 96% 97% 97% 91% 93% 97% 88% Share of net sales Organic growth EBIT, MSEK Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2023 2024 2025 • Net sales decline of -69% – Of which organic: -21% EBIT (MSEK) and EBIT-m
Slide 9: Autosense segment
37 Net sales (MSEK) and Gross margin (%) Autosense segment 23 14 12 97% 99% 94% 99% 100% 100% 99% 100% 91% 11 19% 64% -172 7 9 6 Share of net sales Organic growth EBIT, MSEK 2 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 • Net sales at 37 MSEK (23), 2023 2024 2025 – Of which organic: 64% – Of which currency: 0% EBIT
Slide 10: Balance sheet and cash flow
Balance sheet and cash flow Balance sheet and cash flow summary (MSEK) Q4 2025 Q4 2024 • Free cash flow was SEK 57 million (-14) Equity 395 678 • Cash and cash equivalents of 117 MSEK (116) Equity/assets ratio, % 30 37 • The cost reduction program initiated in the Cash and cash equivalents 117 116 t
Slide 11: Summary and Outlook
Summary and Outlook 11 Tobii Q4 2025
Slide 12: Summary and outlook
Summary and outlook • Clear goal: reach long-term sustainable positive cash flow, enabling value-creating and resilient growth – No. 1 prio is continued work on strengthening cash flow by focusing on sales and commercial initiatives • Positive outlook on achieving cost reduction goal of 100 MSEK by
Slide 13: Q&A
Q&A 13 Tobii Q4 2025
Slide 14: Thank you!
Thank you! Q1 report released on May 6, 2026 If you have questions, please contact: ir@tobii.com https://corporate.tobii.com/investors 14 Tobii Q4 2025