Tobii Ab · OMXSTO:TOBII
Tobii Ab — Q3 2026 Earnings Presentation
18 slides from Tobii Ab's earnings presentation, Oct 22, 2026
Slide 1: Q3 2026 Earnings call presentation
Q3 2026 Earnings call presentation October 22, 2026
Slide 2: Overview
Q3 REPORT 2026 Overview • Net sales of 140 MSEK -11% vs. Q3 25 Net sales increased by 16% adjusted for a pre- purchase agreement and non-recurring revenue in Q3 2025 • Write-down of 180 MSEK in Autosense • EBITDA 18 MSEK (11) • Cash: Free cash flow: -6 MSEK Cash position: 29 MSEK Working to strength
Slide 3: Q3 2026: Overview of our business segments
Q3 REPORT 2026 Q3 2026: Overview of our business segments Net sales EBIT Application areas Example customers • Advanced research Universities, Research institutes, Products & Solutions 61% -7 MSEK • • Actionable insights Gaming Government labs, Market research agencies, UX research agencies, Enterpr
Slide 4: Financial development
FINANCIAL DEVELOPMENT
Slide 5: Q3 financials overview
Q3 REPORT 2026 Q3 financials overview 140 -217 -6 MSEK MSEK MSEK Net sales EBIT Free cash flow 5
Slide 6: Group financial development
Q3 REPORT 2026 Group financial development Net sales (MSEK) and Gross margin (%) EBIT (MSEK) and EBIT margin (%) Net sales Q3 development -11% EBIT was -217 MSEK (-33) of which organic: -12% Write down of 180 MSEK in Autosense of which currency: 1% Positive EBIT excluding Autosense Underlying growth
Slide 7: Products & Solutions
Q3 REPORT 2026 Net sales (MSEK) and Gross margin (%) Products & Solutions 62% 3% -7 Share of net sales Organic growth EBIT, MSEK Net sales increase of 3% EBIT (MSEK) and EBIT-margin (%) 31 Of which organic: 3% 22% Of which currency: 0% -1% Gross margin 70% -16% -8% -24% -12% -22% -1 EBIT of -7 MSEK
Slide 8: Integrations
Q3 REPORT 2026 Net sales (MSEK) and Gross margin (%) Integrations 30% -40% 11 Share of net sales Organic growth EBIT, MSEK Net sales decline of -39% Of which organic: -40% EBIT (MSEK) and EBIT-margin (%) Of which currency: 1% 112 Underlying growth 31% 73 Gross margin 93% 49 48 EBIT 11 MSEK (27) 45%
Slide 9: Autosense
Q3 REPORT 2026 Net sales (MSEK) and Gross margin (%) Autosense 45 9% 113% -222 Share of net sales Organic growth EBIT, MSEK Net sales at 12 MSEK (6) Of which organic: 113% Of which currency: 1% EBIT (MSEK) and EBIT-margin (%) 36 Gross margin of 100% (99%) -45% 89% -238% -167% -229% EBIT of -222 MSEK
Slide 10: Balance sheet and cash flow
Q3 REPORT 2026 Balance sheet and cash flow Free cash flow was -6 MSEK (-29) Balance sheet and cash flow summary Cash and cash equivalents of 29 MSEK (MSEK) Q3 2026 FY 2025 RCF of SEK 25 million, of which SEK 20 million Equity 119 395 was utilized at the end of the period Equity/assets ratio, % 13 30
Slide 11: Financing and focus areas
FINANCING AND FOCUS AREAS
Slide 12: Securing our financial platform
Q3 REPORT 2026 Securing our financial platform • 97 MSEK of Covid-related tax deferrals fall due in Q1 2027; the first payment under the Xperi promissory note follows in Q2; a further 40 MSEK of tax deferrals is due in Q3 2027 • The Board, management and major shareholders are working with external
Slide 13: Update on strategic review
Q3 REPORT 2026 Update on strategic review Strengthened core The strategic review has shaped Products & Solutions and Integrations into a solid foundation, from which we can continue to build on Cash operating costs, including R&D investments, reduced by 56%, from 276 MSEK in Q2 2024 to 121 MSEK in Q
Slide 14: Key focus forward
Q3 REPORT 2026 Key focus forward Secure financial control Protect cash and working capital Keep structural savings in place as we grow Invest only where customer demand, revenue path and returns are clear Reignite our growth engines Products & Solutions: research plus enterprise training, quality in
Slide 15: Summary
SUMMARY
Slide 16: Summary
Q3 REPORT 2026 Summary • Reported sales 140 MSEK; adjusted sales growth 16%; current sales level not sufficient • EBITDA improved to 18 MSEK; Products & Solutions and Integrations together delivered positive EBIT • Autosense: 180 MSEK non-cash write-down and strategic alternatives under review • Cas
Slide 17: Q&A
Q&A
Slide 18: Thank you!
THANK YOU! Q4 report will be released on February 4, 2027 If you have questions, please contact: ir@tobii.com https://corporate.tobii.com/investors