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TOBII TOBII AB

Tobii AB: 1 director

A director at Tobii AB bought 100,000 shares at 4.662SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

02/19/24 February 19, 2024 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - On track to reach profitability in Q4’23e

Macro hurts enterprise sales but VR progresses well Sales down 3-4%, EBIT largely unchanged Targets profitability in Q4’23, we keep BUY, TP SEK 50 (55)

11/08/22 November 8, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Q3 relatively in line, confirms EBIT target

Q3: Sales +1% vs cons, org growth lower, EBIT better Guides for positive EBIT Q4’23 vs cons SEK -40m FY’23 Est: sales down, EBIT flat, share neutral to slightly down

11/08/22 November 8, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Meta’s eye-tracking headset comes in October

Project Cambria is confirmed to launch ahead of PSVR2 Meta’s first VR headset with eye-tracking to the market Tobii’s involvement still uncertain, could generate sales

08/29/22 August 29, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Sony confirms PSVR2 launch “early 2023”

PSVR2 is the first eye-tracking consumer VR headset VR market to experience +50% CAGR 2021-2025e Sony revenues to be 21% of Tobii group in 2023e

08/24/22 August 24, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - High-margin profile becomes visible

First signs of Sony revenues prove high profitability Sales estimates down slightly, gross profit & EBIT up An exciting case for 2023 with VR as main driver; BUY

08/23/22 August 23, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Q2 beat entirely related to Sony revenues

High-margin Sony rev. saved Q2, underlying a bit softer Relatively neutral estimate changes Share neutral to slightly up today on proven profitability

08/23/22 August 23, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Q2e likely soft but all eyes on Sony launch

Weaker enterprise marketing and gaming activity in Q2e Sony’s PSVR2 is key, launches soon Taking large steps in eye-tracking leadership; BUY

08/16/22 August 16, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - A major deal: Selected by Sony in PS VR2

Tobii will provide eye-tracking to Sony’s PS VR2 headset >10% of 2022e sales, we estimate much more thereafter De-risks the case massively, share up >20-30% today

07/01/22 July 1, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Small changes after Q1, VR case intact

7% organic growth in Q1, should increase in 2022e Tobii’s chances to win in VR remains strong Small estimate changes, BUY and TP and SEK 55 stand

05/08/22 May 8, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Undramatic report today

Sales 1% vs cons, EBIT SEK -45m (cons -47m) VR market progresses well, eye-tracking a key feature Not an estimate driving report, share neutral today

05/05/22 May 5, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - 2022 has the potential to be a strong year

In-line Q4 report, 2022 has more to show Sony is the big potential for Tobii in VR We reiterate BUY and TP of SEK 55

02/08/22 February 8, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - In line report, focus on Sony negotiations

10% organic growth puts sales -4% vs cons in Q4 EBIT in line with ABGe, positive wording into 2022 Share neutral on the report, focus on Sony negotiations

02/08/22 February 8, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Sony PSVR2 officially announced

Expected launch Q4’22, PSVR2 comes with eye-tracking We do not know the eye-tracking supplier yet… …but we think it is likely to be Tobii, supportive

01/14/22 January 14, 2022 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Becoming a clean eye-tracking case; BUY

Dynavox distributed to shareholders, estimates reduced Eye-tracking is now the pure driver, VR the first stop 2022-23 are important and news-intensive years; BUY

12/21/21 December 21, 2021 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - CMD: timing of splitting the group is just right

Creating two attractive cases, with growth as joint theme Tobii remainco should offer good triggers in 2022-23e Separation to unlock shareholder value; BUY

11/30/21 November 30, 2021 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - New targets comply with cons expectations

Tobii remainco: SEK 1.5bn sales ‘25e, break-even ‘23e ~25% CAGR is not as aggressive as we hoped for… …but in line with cons, share should hold up 0-5%

11/30/21 November 30, 2021 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Triggers ahead: our expectations for the CMD

Tobii goes ex Dynavox 6 Dec, first day of trading 9 Dec CMD 30 Nov to reveal new targets for Tobii remainco We est. >35% annual growth and break-even in 2023

11/23/21 November 23, 2021 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Timetable for Dynavox de-listing set

Tobii goes ex Tobii Dynavox rights 6 Dec, 1:1 distribution Tobii Dynavox first day of trading 9 Dec CMD 30 Nov the first trigger

11/14/21 November 14, 2021 4 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
PREMIUM
TOBII TOBII AB

Tobii - Q3 improved as expected

Q3 organic growth 26%, sales -3% vs cons EBIT 0m (vs cons 7m), reiterate Dynavox spin-off timeline Estimates flat, small positive reaction warranted

10/28/21 October 28, 2021 4 EN
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