While there are few details regarding Sony PSVR2’s commercial success following its release, we estimate a minimal financial impact in Q1/23 as Tobii has received upfront payments in the last three quarters, which we consider to be volume guarantees. We make minor estimate revisions and reiterate our SEK 40 mid-point valuation, with a fair value range of SEK 36-44. Key triggers in the case remain design wins in XR and Automotive.
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