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Tobii announced the company is in negotiations with Sony to be the eye tracking technology provider for the Sony PSVR2. As no deal is actually signed, there are no comments regarding financial impact. If the deal materialises (more likely than not in our view, as we are not aware of any inhouse tech from Sony’s side, risk might rather be competition), we see scope for 10-20% positive est. revisions on 2022-2023 gross profit (subject to assumptions). Positive reaction today.
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