Tobii Ab · OMXSTO:TOBII
Tobii Ab — Q2 2026 Earnings Presentation
18 slides from Tobii Ab's earnings presentation, Aug 28, 2026
Slide 1: Q2 2026 Earnings call presentation
Q2 2026 Earnings call presentation August 28, 2026
Slide 2: Overview
Q2 REPORT 2026 Overview • Net sales of 154 MSEK • -46% vs. Q2 25 • -39% organic decrease • Net sales increased by 7% adjusted for a pre- purchase and non-recurring revenue in Q2 2025 • Market conditions remained challenging • Cost reductions: • 43 MSEK in savings during Q2 2026 • 163 MSEK in total s
Slide 3: Q2 2026: Overview of our business segments
Q2 REPORT 2026 Q2 2026: Overview of our business segments Net sales EBIT Application areas Example customers • Advanced research Universities, Research institutes, Products & Solutions 50% -21 MSEK • • Actionable insights Gaming Government labs, Market research agencies, UX research agencies, Enterp
Slide 4: Update on Autosense
UPDATE ON AUTOSENSE
Slide 5: Autosense measures
Q2 REPORT 2026 Autosense measures • Cost adjustment • Expected to reduce the cost base by more than SEK 50 million. • Creating more routes to market • Licensing of software components and technology platforms etc, enabling earlier revenue generation and a more balanced sharing of investment and comm
Slide 6: Financial development
FINANCIAL DEVELOPMENT
Slide 7: Q2 financials overview
Q2 REPORT 2026 Q2 financials overview 154 15 -10 MSEK MSEK MSEK Net sales EBIT Free cash flow 7
Slide 8: Group financial development
Q2 REPORT 2026 Group financial development Net sales (MSEK) and Gross margin (%) EBIT (MSEK) and EBIT margin (%) 284 284 10% 50 6% 9% 18% 24 -8% 12 15 201 211 -17% 198 193 -21% -33% 158 164 154 -17 84% 83% 84% -33 -28 79% 80% 77% 82% 78% 82% -65 -102% -196 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q
Slide 9: Products & Solutions
Q2 REPORT 2026 Net sales (MSEK) and Gross margin (%) Products 109 143 104 110 & Solutions 92 93 84 79 76 66% 72% 68% 71% 68% 59% 62% 64% 65% 50% -16% -21 Share of net sales Organic growth EBIT, MSEK Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2024 2026 ‒ Net sales decline of -18% EBIT (MSEK) and EBIT-margin (%) 31 ‒
Slide 10: Integrations
Q2 REPORT 2026 Net sales (MSEK) and Gross margin (%) 178 Integrations 108 118 84 80 69 24% -75% 0 96% 97% 97% 91% 93% 97% 46 41 37 Share of net sales Organic growth EBIT, MSEK 88% 91% 92% Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2024 2025 2026 ‒ Net sales decline of -79% ‒ Of which organic: -75% EBIT (MSEK) and E
Slide 11: Autosense
Q2 REPORT 2026 Net sales (MSEK) and Gross margin (%) Autosense 45 40 37 23 99% 100% 100% 99% 100% 100% 100% 91% 94% 26% 230% 36 11 14 12 Share of net sales Organic growth EBIT, MSEK 9 6 ‒ Net sales at 40 MSEK (12) Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ‒ Of which organic: 230% 2024 2025 2026 ‒ Of which currency
Slide 12: Balance sheet and cash flow
Q2 REPORT 2026 Balance sheet and cash flow ‒ Free cash flow was -10 MSEK (71) Balance sheet and cash flow summary ‒ Cash and cash equivalents of 37 MSEK (MSEK) Q2 2026 FY 2025 ‒ RCF of SEK 25 million, of which SEK 14 million Equity 349 395 was utilized at the end of the period Equity/assets ratio, %
Slide 13: Product innovation
PRODUCT INNOVATION
Slide 14: Progress on next gen Smart Glasses Platform
Q2 REPORT 2026 Progress on next gen Smart Glasses Platform • Continued advancement in eye tracking algorithms, leveraging recent gains in energy-efficient machine learning silicon • Enables all-day use on a single charge, with no compromise on performance • New evaluation kits and integration servic
Slide 15: Summary and outlook
SUMMARY AND OUTLOOK
Slide 16: Summary and outlook
Q2 REPORT 2026 Summary and outlook • Market remains volatile with regional uncertainty, while demand in China is expected to normalize gradually • With the savings achieved, refined product priorities and measures to strengthen Autosense, we are laying a solid foundation for achieving sustainably po
Slide 17: Q&A
Q&A
Slide 18: Thank you!
THANK YOU! Q3 report will be released on October 22, 2026 If you have questions, please contact: ir@tobii.com https://corporate.tobii.com/investors