Slide 1: Q1 2026 Earnings call presentation
Q1 2026 Earnings call presentation May 6, 2026
Slide 2: Overview
Q1 REPORT 2026 Overview • Net sales of 164 MSEK • -17% vs. Q1 25 • 5 % organic increase • Improved gross margin across the entire group • New design wins for Autosense and Integrations • Cost reduction goal exceeded • 48 MSEK in savings during Q1 2026 • 120 MSEK in total savings so far • Cash: • Fre
Slide 3: Q1 2026: Overview of our business segments
Q1 REPORT 2026 Q1 2026: Overview of our business segments Net sales EBIT Application areas Example customers • Advanced research Universities, Research institutes, Products & Solutions 48% -12 MSEK • • Actionable insights Gaming Government labs, Market research agencies, UX research agencies, Enterp
Slide 4: Financial development
FINANCIAL DEVELOPMENT
Slide 5: Q1 financials overview
Q1 REPORT 2026 Q1 financials overview 164 -28 17 MSEK MSEK MSEK Net sales EBIT Free cash flow 5
Slide 6: Group financial development
Q1 REPORT 2026 Group financial development Net sales (MSEK) and Gross margin (%) EBIT (MSEK) and EBIT margin (%) 284 284 18% 6% 9% 50 24 -8% 12 -17% 211 -33% -21% 201 198 193 -46% 161 164 -17 -28 158 -33 84% 83% 82% 84% -75 -66 79% 80% 77% 78% -102% 74% -196 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1
Slide 7: Products & Solutions
Q1 REPORT 2026 Net sales (MSEK) and Gross margin (%) Products 112 109 143 104 110 & Solutions 92 93 84 79 66% 72% 68% 71% 64% 59% 62% 64% 65% 48% -15% -12 Share of net sales Organic growth EBIT, MSEK Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 2024 2025 2026 ‒ Net sales decline of -24% EBIT (MSEK) and EBIT-margin (%
Slide 8: Integrations
Q1 REPORT 2026 Net sales (MSEK) and Gross margin (%) Integrations 178 118 108 84 80 25% -20% 5 69 96% 96% 97% 97% 91% 93% 97% 88% 92% Share of net sales Organic growth EBIT, MSEK 43 46 41 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 ‒ Net sales decline of -50% 2024 2025 2026 ‒ Of which organic: -20% EBIT (MSEK) and E
Slide 9: Autosense
Q1 REPORT 2026 Net sales (MSEK) and Gross margin (%) Autosense 37 45 23 14 99% 99% 100% 100% 99% 100% 100% 94% 27% 241% -21 7 91% 9 11 Share of net sales Organic growth EBIT, MSEK 12 6 ‒ Net sales at 45 MSEK (14), Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 ‒ Of which organic: 241% 2024 2025 2026 ‒ Of which currency
Slide 10: Balance sheet and cash flow
Q1 REPORT 2026 Balance sheet and cash flow ‒ Free cash flow was 17 MSEK (-14) Balance sheet and cash flow summary ‒ Cash and cash equivalents of 39 MSEK (MSEK) Q1 2026 Q1 2025 ‒ 39 MSEK repayment for Covid related tax Equity 533 788 reliefs, including interest and deferral fee Equity/assets ratio, %
Slide 11: Product innovation
PRODUCT INNOVATION
Slide 12: Remote Live View
Q1 REPORT 2026 New feature for Tobii Glasses X Remote Live View • New feature for Tobii Glasses X released in Q1. • Allows instant access to a person’s real-world perspective from any location. • By observing live footage, researchers, trainers, and evaluators can see what captures attention in real
Slide 13: Summary and outlook
SUMMARY AND OUTLOOK
Slide 14: Summary and outlook
Q1 REPORT 2026 Summary and outlook Exiting Q1: • Clear areas of progress although challenging sales • Positive cash flow and RCF secured Looking forward: • Intensified strategic review, active dialogues with potential investors • Improve execution, cash profile and prioritize areas with strong poten
Slide 15: Q&A
Q&A
Slide 16: Thank you!
THANK YOU! Q2 report released on July 17, 2026 If you have questions, please contact: ir@tobii.com https://corporate.tobii.com/investors