Slides
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If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-symbol, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue Q3 2026 Earnings call presentation October 22, 2026
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Overview • Net sales of 140 MSEK -11% vs. Q3 25 Net sales increased by 16% adjusted for a pre- purchase agreement and non-recurring revenue in Q3 2025 • Write-down of 180 MSEK in Autosense • EBITDA 18 MSEK (11) • Cash: Free cash flow: -6 MSEK Cash position: 29 MSEK Working to strengthen balance sheet to meet financial commitments Q3 REPORT 2026 2
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Products & Solutions Integrations Autosense Example customers Universities, Research institutes, Government labs, Market research agencies, UX research agencies, Enterprises and consumers Consumer electronic companies, Medical device companies, PC OEMs, Assistive technology providers, Software vendors Automotive OEMs, Automotive Tier 1 suppliers Net sales Application areas -7 MSEK • Advanced research • Actionable insights • Gaming • Advertising • AR and VR • Healthcare and assistive tech • Education • Driver monitoring systems • Occupant monitoring systems Q3 2026: Overview of our business segments 61% EBIT 30% 9% 11 MSEK -222 incl. 180 MSEK write-down 3 Q3 REPORT 2026
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FINANCIAL DEVELOPMENT If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue
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Net sales EBIT Free cash flow Q3 financials overview Q3 REPORT 2026 5 -6 MSEK -217 MSEK 140 MSEK
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Net sales Q3 development -11% of which organic: -12% of which currency: 1% Underlying growth 16% Gross margin 79% (82%) EBIT was -217 MSEK (-33) Write down of 180 MSEK in Autosense Positive EBIT excluding Autosense EBITDA 18 MSEK (11) Net sales (MSEK) and Gross margin (%) EBIT (MSEK) and EBIT margin (%) Group financial development 6 Q3 REPORT 2026
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Net sales increase of 3% Of which organic: 3% Of which currency: 0% Gross margin 70% EBIT of -7 MSEK (-19) Net sales (MSEK) and Gross margin (%) 62% 3% -7 Share of net sales Organic growth EBIT, MSEK Products & Solutions EBIT (MSEK) and EBIT-margin (%) 7 Q3 REPORT 2026 -22 31 -12 -59 -19 -1 -12 -21 -7-24% 22% -12% -63% -22% -1% -16% -28% -8% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2025 2026
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Net sales decline of -39% Of which organic: -40% Of which currency: 1% Underlying growth 31% Gross margin 93% EBIT 11 MSEK (27) Net sales (MSEK) and Gross margin (%) 30% -40% 11 Share of net sales Organic growth EBIT, MSEK Integrations EBIT (MSEK) and EBIT-margin (%) 8 Q3 REPORT 2026 49 73 48 112 27 -24 5 0 11 45% 62% 59% 63% 39% -52% 12% 1% 27% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2025 2026
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Net sales at 12 MSEK (6) Of which organic: 113% Of which currency: 1% Gross margin of 100% (99%) EBIT of -222 MSEK (-42) Net sales (MSEK) and Gross margin (%) 9% -222 Share of net sales EBIT, MSEK Autosense EBIT (MSEK) and EBIT-margin (%) 9 113% Organic growth 45 Q3 REPORT 2026 -44 -54 -24 -28 -42 -172 -21 36 -222 -394% -238% -167% -229% -732% -463% -45% 89% -1810% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2025 2026
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Free cash flow was -6 MSEK (-29) Cash and cash equivalents of 29 MSEK RCF of SEK 25 million, of which SEK 20 million was utilized at the end of the period Balance sheet and cash flow summary Free cash flow (MSEK) Balance sheet and cash flow 10 (MSEK) Q3 2026 FY 2025 Equity 119 395 Equity/assets ratio, % 13 30 Cash and cash equivalents 29 117 Net debt (Excl. IFRS 16) 464 399 Free cash flow -6 85 Q3 REPORT 2026 -96 -14 -14 71 -29 57 17 -10 -6 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2024 2025 2026
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FINANCING AND FOCUS AREAS If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue
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• 97 MSEK of Covid-related tax deferrals fall due in Q1 2027; the first payment under the Xperi promissory note follows in Q2; a further 40 MSEK of tax deferrals is due in Q3 2027 • The Board, management and major shareholders are working with external advisors; evaluating equity and debt financing alongside negotiations with Xperi on the promissory note and deferred consideration • Our focus is on protecting cash, maintaining a disciplined cost base, and improving commercial execution. Securing our financial platform Q3 REPORT 2026 12
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Strengthened core The strategic review has shaped Products & Solutions and Integrations into a solid foundation, from which we can continue to build on Cash operating costs, including R&D investments, reduced by 56%, from 276 MSEK in Q2 2024 to 121 MSEK in Q3 2026 Product and investment priorities directed toward the strongest returns Autosense remains under strategic review Q2 cost program expected to reduce the annual cost base by more than 50 MSEK Moving toward shorter payback periods and lower commercial risk Autosense remains under review, and we are evaluating all options that can strengthen Tobii's financial position. Update on strategic review Q3 REPORT 2026 13
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Secure financial control Protect cash and working capital Keep structural savings in place as we grow Invest only where customer demand, revenue path and returns are clear Reignite our growth engines Products & Solutions: research plus enterprise training, quality inspection and safety- critical workflows Integrations: standardized offerings and selected verticals Autosense: licensing, partnerships and earlier monetization Strengthen execution Deepen our customer focus and use market insights and evidence of demand to sharpen our product and investment decisions Key focus forward Q3 REPORT 2026 14
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SUMMARY If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue
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Summary • Reported sales 140 MSEK; adjusted sales growth 16%; current sales level not sufficient • EBITDA improved to 18 MSEK; Products & Solutions and Integrations together delivered positive EBIT • Autosense: 180 MSEK non-cash write-down and strategic alternatives under review • Cash 29 MSEK and free cash flow -6 MSEK; securing the financial platform is the highest priority • Target remains positive operating cash flow during 2027 Q3 REPORT 2026 16
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Q&A If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue
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THANK YOU! If the textboxes disappears after adding or changing an image, right click the image and use – Send to back If you need to change the color of the Tobii-logo, right click outside work area, choose Format Background from context menu and choose Solid fill – White or Blue Q4 report will be released on February 4, 2027 If you have questions, please contact: ir@tobii.com https://corporate.tobii.com/investors