Global market and macroeconomic fluctuations
OEM demand and customer spending can shift with economic conditions, affecting orders and timing of deployments.
- Scope
- Global sales and supply chain
- Materiality
- high
Tobii
Tobii AB is a Swedish technology company that develops eye-tracking hardware, software, and integrated solutions that detect where a user is looking and enable gaze-based interaction. Its business spans products for consumer devices, research and healthcare applications, and embedded integrations for automotive and other OEM customers, with operations and sales across Europe, North America, and Asia.
431
1.14
0.93
| % | |
|---|---|
| Products & Solutions | 70% Eye-tracking products, software, and packaged solutions sold to end customers and partners. |
| Integrations | 30% Embedded eye-tracking technology and components integrated into customer devices and systems. |
Tobii sells to device makers, automotive OEMs, healthcare institutions, gaming companies, and academic research...
- Consumer electronics and device OEMsprimary
They buy embedded eye-tracking modules and software for PCs, VR headsets, and other devices to add gaze interaction and sensing.
- Automotive OEMssecondary
They buy driver monitoring and in-cabin sensing solutions for safety, compliance, and user experience.
- Healthcare institutions and assistive communication usersprimary
They buy communication and access solutions that help users with severe speech or mobility limitations.
- Academic and research organizationssecondary
They buy eye-tracking systems and software for behavioral, UX, and scientific research.
- Gaming and VR ecosystem partnerssecondary
They buy or integrate eye-tracking features to improve immersion and interaction in gaming and VR devices.
Tobii’s revenue is geographically diversified across Sweden, the broader EMEA region, the Americas, and other countries...
- •Sweden is a disclosed home market and customer location
- •EMEA is a major sales region for enterprise and device customers
- •The Americas contribute meaningful revenue from OEM and research demand
- •Other countries reflect sales outside the core Western markets
- •Global sourcing and distribution create cross-border supply exposure
Tobii’s strategy centers on commercializing its core eye-tracking technology across multiple end markets while reusing...
01
Platform reuse across vertical marketsmedium-term
Reusing the same core technology lowers development duplication and broadens addressable markets.
02
Commercialization of scalable solutionsshort-term
Scalable products and integrations improve the ability to serve more customers with the same technology base.
03
Automotive and other growth verticalsmedium-term
These markets can expand the installed base of eye-tracking applications and diversify demand.
04
Customer intimacy and market reachshort-term
Closer customer engagement supports adoption, product fit, and repeat integrations.
Tobii faces demand cyclicality, competition, and execution risk because its products depend on adoption by device...
Single-source sourcing and supply disruption
Some high-tech components or processes may rely on sole suppliers, creating continuity risk.
- Scope
- Hardware manufacturing and assembly
- Materiality
- high
Customer dependency and program conversion risk
Integration programs may not reach expected volumes or may be delayed by customers.
- Scope
- Automotive, device OEM, and integration contracts
- Materiality
- high
Product quality and warranty claims
Defects can trigger recalls, claims, and reputational damage in hardware-based products.
- Scope
- Consumer electronics and embedded systems
- Materiality
- high
Competition and technology substitution
Rivals may offer lower-cost or better-performing sensing solutions.
- Scope
- Eye-tracking and driver monitoring markets
- Materiality
- high
Revenue recognition timing
Hardware sales and integration projects may be recognized differently
Capitalized product development costs
Can materially affect assets, amortization, and impairment charges
Goodwill and intangible impairment
Impairment risk can create large non-cash charges
Fair value of contingent considerations
Changes can affect financial items and liabilities
IFRS 16
Lease accounting under IFRS 16
Changes operating expense and balance sheet presentation
: 11/08/2026