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Tobii Q2: Surprisingly strong in Products & Solutions - SEB

Tobii's Q2 came with a positive surprise on very strong development in Products & Solutions at 31% organic growth, leading to 5% organic growth on a Group level following a tough comparison given the upfront PSVR2 payment in Q2/22. Company outlook points to some positive signs on market development, which is why we at first glance expect this performance to be at least partially extrapolated. Positive EBIT in Q4/23 is reiterated.

Tobii's Q2 came with a positive surprise on very strong development in Products & Solutions at 31% organic growth, leading to 5% organic growth on a Group level following a tough comparison given the upfront PSVR2 payment in Q2/22. Company outlook points to some positive signs on market development, which is why we at first glance expect this performance to be at least partially extrapolated. Positive EBIT in Q4/23 is reiterated.
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