Tobii AB
OTC:TBIIF
Tobii AB
Tobii AB engages in the provision of eye-tracking solutions. The company is headquartered in Danderyd, Stockholm. The company went IPO on 2015-04-24. The company operates within three divisions: Tobii Tech, developing eye tracking technology and products for the consumer market and other areas; Tobii Dynavox, developing and selling augmentative solutions aimed at people with hindered mobility or communication, which allow them to access and communicate with computers; and Tobii Pro, developing and selling eye tracking solutions for researchers to gain insight into human behavior for such purposes as market research, usability testing and scientific research. The possible applications of its technology and products include: communication, gaming, healthcare, performance assessment, consumer products and transportation, among others. The firm has offices in Sweden, the United States, China, Japan, Germany and Norway, and an international network of resellers.
Tobii AB engages in the provision of eye-tracking solutions. The company is headquartered in Danderyd, Stockholm. The company went IPO on 2015-04-24. The company operates within three divisions: Tobii Tech, developing eye tracking technology and products for the consumer market and other areas; Tobii Dynavox, developing and selling augmentative solutions aimed at people with hindered mobility or communication, which allow them to access and communicate with computers; and Tobii Pro, developing and selling eye tracking solutions for researchers to gain insight into human behavior for such purposes as market research, usability testing and scientific research. The possible applications of its technology and products include: communication, gaming, healthcare, performance assessment, consumer products and transportation, among others. The firm has offices in Sweden, the United States, China, Japan, Germany and Norway, and an international network of resellers.
Weak Quarter: Q4 2025 was described as weak for Tobii, with lower revenue and results affected by currency headwinds, especially a stronger Swedish krona.
Large Write-Offs: Significant noncash write-offs and fair value adjustments totaling SEK 195 million, mainly tied to the Autosense segment, led to a reported EBIT of negative SEK 196 million.
Cost Reductions: Tobii made strong progress on cost efficiency, achieving SEK 43 million in Q4 run rate reductions and SEK 72 million since Q2, moving toward a SEK 100 million goal.
Cash Flow Improvement: Free cash flow turned positive at SEK 57 million for the quarter, partly helped by a DMS technology licensing deal.
Liquidity Concerns: Management warned that Tobii may not have sufficient financing for the next 12 months and is actively pursuing new financing and capital market solutions.
Financial Targets Withdrawn: The Board removed previously announced financial targets and plans to announce new ones in due time.
DMS Licensing Deal: A notable DMS technology licensing agreement provided onetime revenue in Q4, with the majority of payments expected in H1 2026.
Business Segments: Autosense saw an increase in sales share due to the DMS deal, while Products & Solutions and Integrations faced continued challenges.
