Component supply disruption
The company uses semiconductors and other sourced components in proprietary products.
- Scope
- Hardware production and delivery schedules
- Materiality
- high
Qualisys Holding
Qualisys Holding AB is a Swedish company focused on motion capture and precise motion measurement systems. Its business combines high-speed cameras, software, and related services to help customers analyze the movement of humans, animals, and objects across research, engineering, and entertainment applications.
| % | |
|---|---|
| Motion capture hardware | 45% Cameras and related hardware used to record precise movement data. |
| Software and licenses | 20% Software tools and licenses used to capture, process, and analyze motion data. |
| Services and support | 20% Installation, repair, maintenance, training, and support agreements. |
| Custom development and integration | 10% Customer-specific system solutions and development work built around the platform. |
| Third-party solutions and accessories | 5% Complementary products and accessories sold alongside the core system. |
Qualisys sells to customers that need accurate motion measurement for research, product development, and specialized...
- Life Scienceprimary
Research and clinical-adjacent users buying motion capture systems for precise measurement and analysis.
- Engineeringprimary
Industrial and technical customers using the systems for product development, testing, and analysis.
- Entertainmentsecondary
Media and production customers using motion capture for creative and performance applications.
- Research institutionssecondary
Universities and labs that buy systems for scientific motion analysis and experimentation.
- System integrators and channel partnerssecondary
Partners that help deliver or embed Qualisys solutions in larger customer projects.
Qualisys is headquartered in Sweden and operates through a global footprint that includes North America, Asia Pacific,...
- •Headquartered in Gothenburg, Sweden
- •Operates subsidiaries in North America, Singapore, and China
- •Revenue is reported across Americas and EMEA regions
- •Local presence matters because systems are sold with support and integration
- •Global market exposure creates sensitivity to regional regulation and demand
Qualisys is focused on strengthening its position in motion capture through product development, system integration,...
01
Technological leadershipmedium-term
Higher precision and reliable data quality support differentiation and customer trust.
02
Geographic expansion and local presencemedium-term
Regional expertise improves customer relationships and supports sales in key markets.
03
Platform scalabilitylong-term
Reusing the same technology platform helps spread development costs across more use cases.
04
Recurring revenue mixmedium-term
Subscription-based streams can smooth project volatility and deepen customer relationships.
Qualisys faces supply-chain risk because its proprietary products depend on semiconductor and other components that can...
Regulatory compliance across applications
Different geographies and use cases have different rules, including medical-device requirements.
- Scope
- Sales into regulated markets and product approvals
- Materiality
- high
Talent acquisition and retention
The business depends on highly qualified technical employees in a competitive labor market.
- Scope
- R&D, product development, and customer support
- Materiality
- medium
Geopolitical and regional demand volatility
A global sales footprint makes the company sensitive to regional disruptions and market shifts.
- Scope
- Americas, EMEA, and APAC sales
- Materiality
- medium
Revenue recognition by performance obligation
Affects revenue timing and quarterly comparability
Goodwill impairment testing
Can materially affect intangible asset carrying values
Expected credit losses
Affects provisions and receivable valuation
Lease accounting
Affects balance sheet leverage and operating cost presentation
: 11/08/2026