Q3 2025 Tobii AB Earnings Call Transcript

Oct 24, 2025 / 07:00 AM GMT

Release Date Price: kr1.74 (-47.59%)

Transcript

Key Points

Positve

Tobii AB (TBIIF) achieved a significant milestone with the launch of their single camera DMS and OMS offering at IAA Munich.
The company has successfully reduced cash-related operating expenses by 30% compared to the same quarter last year.
Tobii AB (TBIIF) has increased the number of OEMs using their solutions from 9 to 12, with deployment in over 800,000 vehicles.
The AutoSense business segment is expected to show solid revenue and profitability improvement on a full-year basis.
Tobii AB (TBIIF) has achieved regulatory approval for their DMS and OMS solutions, enhancing their credibility in the automotive industry.

Negative

Q3 2025 was a weak quarter for Tobii AB (TBIIF) with lower net sales and overall results.
The company faces financing challenges and needs additional cash to ensure adequate funding for the next year.
Revenue in the products and solutions segment declined due to weakness in the US market.
The integration segment experienced fewer non-recurring revenue projects, impacting revenue recognition.
Operating results and margins decreased compared to last year, driven by lower revenue levels and higher depreciation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TOBII.ST - Tobii AB
Q3 2025 Tobii AB Earnings Call
Oct 24, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Okay, thank you and welcome again everyone. This is Anand Srivaza. I'm the CEO of Toby. Joining me today is Olsa Viain, who's our interim CFO, along with Rasmus who heads our investor relations.

I want to remind you that I have announced my decision to resign from Toby in August of this year. My intention is to move back to the United States for family reasons, and my family has already relocated. I will remain with Toby in my current role until the end of January 2026, and the board is in the process of looking for a new CEO and at this point, we do not have any additional information to share on the process.

Now, let's move on to the quarterly results.

Q3 was a weak result for Toby on both the net sales basis as well as on

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