# Tobii > Clarifo company profile — qualitative business description generated from > the company's filings. Financial statements, charts and ratios are > available on Clarifo (https://www.clarifo.com/en/companies/tobii). ## Overview 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. ## Products & services • Eye-tracking hardware modules and sensors • Software platforms for gaze interaction and analytics • Products & Solutions for consumer and professional markets • Integrations for OEM and embedded customer applications • Automotive driver monitoring system solutions • Research and healthcare eye-tracking systems - **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. - Eye-tracking hardware modules and sensors - Software platforms for gaze interaction and analytics - Products & Solutions for consumer and professional markets - Integrations for OEM and embedded customer applications - Automotive driver monitoring system solutions - Research and healthcare eye-tracking systems ## Customers Tobii sells to device makers, automotive OEMs, healthcare institutions, gaming companies, and academic research organizations. The company’s customers buy eye-tracking technology to add gaze-based control, attention measurement, driver monitoring, or accessibility features to their own products and workflows. - **Consumer electronics and device OEMs** (primary) — They buy embedded eye-tracking modules and software for PCs, VR headsets, and other devices to add gaze interaction and sensing. - **Automotive OEMs** (secondary) — They buy driver monitoring and in-cabin sensing solutions for safety, compliance, and user experience. - **Healthcare institutions and assistive communication users** (primary) — They buy communication and access solutions that help users with severe speech or mobility limitations. - **Academic and research organizations** (secondary) — They buy eye-tracking systems and software for behavioral, UX, and scientific research. - **Gaming and VR ecosystem partners** (secondary) — They buy or integrate eye-tracking features to improve immersion and interaction in gaming and VR devices. - Device makers integrating eye tracking into PCs, headsets, and other electronics - Automotive OEMs using driver monitoring and in-cabin sensing - Healthcare institutions using assistive communication and access tools - Academic and research organizations running eye-tracking studies - Gaming and VR companies adding gaze interaction to immersive devices ## Geography Tobii’s revenue is geographically diversified across Sweden, the broader EMEA region, the Americas, and other countries. The company is headquartered in Sweden, but its customer base and supply chain are global, which makes regional demand trends, trade conditions, and logistics important to performance. - **Sweden** (10.4%) — 2023 revenue by geographic market - **EMEA** (22.9%) — 2023 revenue by geographic market - **America** (33.1%) — 2023 revenue by geographic market - **Other countries** (33.5%) — 2023 revenue by geographic market - 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 ## Strategy Tobii’s strategy centers on commercializing its core eye-tracking technology across multiple end markets while reusing the same platform across products and integrations. The company emphasizes technology leadership, broader customer reach, and scalable solutions that can be deployed in gaming, automotive, healthcare, research, and other applications. - **Platform reuse across vertical markets** (medium-term) — Reusing the same core technology lowers development duplication and broadens addressable markets. - **Commercialization of scalable solutions** (short-term) — Scalable products and integrations improve the ability to serve more customers with the same technology base. - **Automotive and other growth verticals** (medium-term) — These markets can expand the installed base of eye-tracking applications and diversify demand. - **Customer intimacy and market reach** (short-term) — Closer customer engagement supports adoption, product fit, and repeat integrations. - Commercialize core eye-tracking technology across multiple verticals - Reuse platform technology to improve scalability and product leverage - Expand customer reach through direct sales, partners, and integrations - Grow automotive, gaming, healthcare, and research applications - Increase the share of scalable, license-based and embedded revenue ## Risks Tobii faces demand cyclicality, competition, and execution risk because its products depend on adoption by device makers and other OEMs. The company is also exposed to supply-chain concentration, product quality, customer concentration, and regulatory or geopolitical disruptions that can affect deliveries, costs, and design-win conversion. - **Global market and macroeconomic fluctuations** [high] — OEM demand and customer spending can shift with economic conditions, affecting orders and timing of deployments. - **Single-source sourcing and supply disruption** [high] — Some high-tech components or processes may rely on sole suppliers, creating continuity risk. - **Customer dependency and program conversion risk** [high] — Integration programs may not reach expected volumes or may be delayed by customers. - **Competition and technology substitution** [medium] — Rivals may offer lower-cost or better-performing sensing solutions. - **Product quality and warranty claims** [high] — Defects can trigger recalls, claims, and reputational damage in hardware-based products. - Demand depends on OEM adoption cycles and end-market spending - Single-source or specialized suppliers can disrupt production - Product defects or recalls could damage reputation and create claims - Large customer programs may not convert into expected volumes - Geopolitical and trade disruptions can affect sourcing and logistics ## Accounting Tobii’s reporting includes judgment-heavy areas such as revenue recognition by segment and timing, capitalization and impairment of development costs, and fair value measurement of contingent considerations. Because the business combines hardware sales, software, and integration projects, the split between point-in-time and over-time revenue recognition can affect quarterly comparability and reported mix. - **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 - **Lease accounting under IFRS 16** — Changes operating expense and balance sheet presentation - Revenue timing differs between point-in-time and over-time contracts - Capitalized development costs require annual impairment testing - Goodwill and trademarks are tested for impairment - Contingent considerations are measured at fair value - IFRS 16 lease accounting affects operating cost presentation --- *Last updated: 2026-08-11T04:04:56.674007+00:00*