Q4 2025 Tobii AB Earnings Call Transcript
Key Points
- Tobii AB (TBIIF) achieved significant cost reductions, with 43 million SEK in Q4 and a total of 72 million SEK since Q2 2025, moving towards a 100 million SEK target.
- The company reported a positive free cash flow of 57 million SEK during the quarter.
- A driver monitoring system (DMS) technology asset licensing deal was secured in Q4, contributing to one-time revenues.
- The AutoSense business unit saw a significant increase in net sales, representing 19% of Tobii's overall net sales, due to the DMS technology licensing agreement.
- Tobii AB (TBIIF) continues to evaluate and engage in strategic initiatives to strengthen its cash position, including potential divestments and partnerships.
- Q4 2025 was weak in terms of both revenue and results, with total revenue amounting to 193 million SEK.
- The company faced headwinds from global geoeconomic conditions and currency-related challenges, particularly the strengthening of the SEK.
- Substantial non-cash fair value adjustments and write-offs amounted to a net value of negative 195 million SEK, impacting the financial results.
- The international automotive market developed weaker than expected, affecting Tobii's business plans and financial performance.
- There remains a risk that Tobii AB (TBIIF) may not have sufficient financing for the coming 12 months, and addressing this is a top priority.
Welcome to TOBI Q4 2025 report presentation. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answer session, participants are able to ask questions by raising their hand or typing them in the form below. Now I will hand the conference over to CEO Fadi Ferron and interim CFO Ossa Warren. Please go ahead.
Good morning everybody.
This is Fadi Farron, new CEO Tobi, and I'm joined here by Ossa Viren, our interim CFO, and Rasmus Leuvenmu Bukhari, who's heading communications.
It's my absolute pleasure to be addressing you today in my new role at TOBI, and I'm really looking forward for a good collaboration together.
So let's start We ended the year with solid and significant cost efficiency measures that are here to support our journey towards profitability.
However, the 4th quarter of 2025 has been weak in terms of both revenue and results.
We've witnessed continued headwinds from the global states of
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