Tobii AB

Tobii AB (publ) develops and sells eye-tracking technology and solutions in Sweden, Europe, the Middle East, Africa, the United States, and internationally. Its products include Tobii Pro Glasses 3, screen-based eye trackers such as Tobii Pro Spectrum, Tobii Pro Fusion, and Tobii Pro Spark, and accessories such as motion capture, protective and corrective lenses, mobile testing accessories, tripod stands, shimmers, stim trackers, and chin rests. The company also offers software including Tobii Pro Lab, Sticky by Tobii, Tobii UX Explore, Tobii Pro SDK, Tobii Ocumen, Tobii Pro Eye Tracker Manager, Tobii Pro Glasses 3 API, and Tobii Aware, along with XR developer, PC gaming, and product integration services, open source research software, and services such as insight, training and education, customer integration, and funding support. In addition, it provides autosense, drive monitoring, XR headsets, and PC and screen-based integration services, as well as Tobii Eye Tracker 5, Tobii Horizon, the Tobii IS5 Integration platform, and attention exchange, lens casting, and IP licensing services. Tobii AB (publ) was incorporated in 2001 and is headquartered in Danderyd, Sweden.

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Tobii Q2 2026: AutoSense Surges 230%, Liquidity Risk Looms

Tobii AB reported a 46% year-over-year decline in net sales for Q2 2026, though underlying revenue grew 7% when adjusted for one-time items, while AutoSense achieved 230% organic growth driven by a DMS license agreement. The company's cost reduction program delivered SEK 163 million in savings, exceeding its SEK 100 million target, and gross margin remained strong at 82%. However, liquidity is strained with cash at SEK 37 million, and management flagged a risk of insufficient financing over the next 12 months. CEO Fadi Faron confirmed that a previously announced design win with a Korean OEM did not enter production, and new AutoSense wins are relatively small. The company is not providing guidance for the second half of the year.

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