Q3-osavuosiraportti
Vain PDF
6 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
3 959
Myynti
Määrä
4 044
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 12 | - | - | ||
| 14 | - | - | ||
| 12 | - | - | ||
| 3 | - | - | ||
| 300 | - | - |
Ylin
78,4VWAP
Alin
75,95VaihtoMäärä
18,1 235 632
VWAP
Ylin
78,4Alin
75,95VaihtoMäärä
18,1 235 632
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 13.5. | |
| 2024 Q4-osavuosiraportti | 18.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenOne can interpret the stock chart as the stock being in an upward trend channel starting in April. Uncertainty remains high as shown by today's price reaction.·1 päivä sittenEveryone surely remembers Daniel Kahneman, who received the Nobel Prize in Economics a few years ago. He was a psychologist but studied human behavior even when it came to money. He observed that people hate losses more than they love gains. They prefer to sell to secure a small profit and hold onto their losing stocks - they want their money back!
·2 päivää sittenRedeye maintains base case 115kr (detailed analysis presented today 07:00) Despite this, the market seems uncertain, and trades Smarteye down 3-4% in the market opening today. We hope that the share price recovers, when more investors have read the detailed analysis.
15.11.15.11.Thank you Smart Eye!! You made my day ❤️
·15.11.Yes, really 😊 SmartEye went against the current that day. My Swedish portfolio was slaughtered badly and had the report been negative, I wouldn't have dared to think about how it would have looked then 😂
14.11.14.11.Mikä on Smartin AIS? Se on vakiintunut käsite merenkulussa eli Automatic Identification System. Miksi näitä käsitteitä pitää hämmentää.·14.11.What AIS is AIS stands for Applied AI System and is Smart Eye's product to take their DMS technology outside the large OEM programs. Complete system: Consists of a camera unit and an ECU (Electronic Control Unit) which together analyze the driver's eye movements, head position and facial expressions. Purpose: To detect fatigue, distraction or risky behaviors in the driver and warn in time to avoid accidents. Areas of application Aftermarket: Can be installed in existing vehicles such as trucks, buses and passenger cars. Small-volume manufacturers: Gives smaller car manufacturers the opportunity to quickly meet EU's safety requirements without developing their own systems. Fleet management: AIS can be connected to fleet management systems via wireless connection, which makes it possible for transport companies to monitor the drivers' condition in realti
·14.11.Smart Eye - detailed Q3 report analysis 14 Nov 2025 Yet another relatively WEAK report from Smart Eye on Nov 14 with, in reality, a new significant delay in the number of models in production (so far this year only 10 + 5 + 15 = 30 additional models Q1 to Q3 in total, and consequently a full 40-50 additional models are missing for Q4 to reach the previously (27 Aug 2025) guided 70-80 more models in production during 2025) with Smart Eye's DMS where only increased cutbacks and cost savings to some extent compensate on EBIT and Ebitda. Smart Eye still burned just over 37 Mkr in NEGATIVE cash flow during Q3 2025, i.e., ONLY about 1 Mkr less bad than during Q2 2025 when they burned about 38 Mkr !!! Smart Eye's (Soon Eyes according to an apt new external "nick-name" found on a stock forum, he he) Q3 report showed a relatively weak revenue development in the group with about 25 % growth (incidentally also faaaar lower than Redeye's older implicit forecasts from 2024) to about 99.1 Mkr, i.e., below Redeye's deliberately cautious forecast of 100.7 Mkr. Furthermore, the gross margin was even lower than the same quarter last year, 87 % versus 89 %, so the gross profit was a full 6.9 % lower than Redeye's estimate. Ebitda of about 11.5 Mkr, however, was only marginally worse than Redeye's estimate of 12 Mkr, so just as in the Q2 report 2025, it was not saved by growth but by continued larger cost cuts than expected by Redeye. The number of shares increased to about 38.0 million after previous incentive programs. The shaky development has led to Smart Eye signing an additional credit facility of 50 Mkr before the end of Q3, and after that, the company only had about 24.7 Mkr in cash on Sept 30 and a total available amount of about 106.5 Mkr. Overall, growth was still, according to Smart Eye's OWN wording, "almost exactly at the expected level, thanks to improved insight into the rollout of our customers' production programs over time." But as recently as May 14 after the Q1 report in May, Redeye had a revenue forecast of 458 Mkr for the full year 2025, which as recently as Aug 28 after the Q2 report 2025 had been sharply lowered to 408.2 Mkr, and a year ago before the Q3 report 2024, Redeye had a forecast of 94 Mkr for Q3 2024, and now the outcome for Q3 2025 was only 99.1 Mkr, i.e., Redeye has long been forced to successively lower revenue forecasts and adapt them to long-term lower growth than previously expected. It is solely late-decided cost cuts starting in Dec 2024 that have slowed the long-term shaky earnings and cash development relative to previous expectations. That cut - in Affectiva - was initially obscured and the CEO sold for millions in Jan 2025, conveniently enough just over 1 month before the Q4 report for 2024 in February 2025, when the cuts were first communicated to the stock market... Smart Eye writes in the Q3 report that "We have now passed 105 car models that have gone into production with 15 OEM customers" (but last year's guidance BEFORE the Q3 report 2024 was that already at the beginning of 2025, 120 models would be in production). But as recently as Aug 27, 2025, after Q2, Smart Eye reported that 12 OEMs had a total of 24+24+42 = 90 models in production, so just as I have suspected in my previous analyses of the weak development in this central regard, only 15 additional models went into production in Q3 2025 then, so long-term it continues to look shaky as I have feared with Automotive growth. The guidance was 55-65 additional models for Q3 + Q4 2025 on Aug 27, but with only 15 additional models in Q3, consequently a full 40-50 more are required to meet the guidance from Aug 27. Smart Eye's CEO later said somewhat vaguely at the report hearing with Redeye that it might spill over into Q1 and Q2 2026 with the remaining models in production, so my assessment is that it will most likely be continued delays in the production ramp-up, as almost every quarter for the past year or so... "Delays" thus occur almost constantly at Smart Eye regarding the number of car models in production with their DMS, but I suspect that at least some OEM customers will rather NOT at all carry out production with as many models as Smart Eye has indicated in its de facto overly "optimistic" guidances in recent years, likely at least partly after Tobii's SCDO's initiated mass production. Note that Smart Eye's CEO pointed out Tobii as BMW's new supplier without explicitly NAMING but precisely the third supplier in order to BMW after first Smart Eye and then Seeing Machines and now Tobii :-) . However, this applies to DMS because already in 2021, BMW was in production with Tobii Autosense OMS, which has now been expanded to DMS + OMS through their cost-effective SCDO. Note also that it still concerns so few OEMs, 2 pcs, with Tobii Autosense SCDO, but almost the entire market's over 20 largest OEMs are still completely unaddressed, BUT Tobii's CEO guided for more future design wins for SCDO and number one overall in Interior Sensing within 4 years... To be continued.
·15.11. · MuokattuOn July 24th, Tobii stands at just over 7kr, you, Löparen, set a price target of 22kr, through incomprehensible reasoning. You also write that one should go long Tobii and short Smart Eye. The outcome is 80% minus since July in Tobii. Everyone can be wrong, but can miscalculate, the outcome can be undesirable, that's perfectly fine. I think it's perfectly fine too that you come in here and bash. But when you post a picture of a new BMW, you say you bought it (which you of course don't have since you have 0 money) You say you bought Tobii for millions and Mini L for large amounts and one can see the day you claim to buy that the turnovers in the warrants on those issued are approx 25-30 000kr. Guessing it's your pension you're sitting and putting in, most tragic is probably if it's true (which I believe) that you're gambling away your wife's and your mother-in-law's money. Löparen, do something else than the stock market, I unfortunately believe the only thing you have left of the stock market are the forums.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q3-osavuosiraportti
Vain PDF
6 päivää sitten
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenOne can interpret the stock chart as the stock being in an upward trend channel starting in April. Uncertainty remains high as shown by today's price reaction.·1 päivä sittenEveryone surely remembers Daniel Kahneman, who received the Nobel Prize in Economics a few years ago. He was a psychologist but studied human behavior even when it came to money. He observed that people hate losses more than they love gains. They prefer to sell to secure a small profit and hold onto their losing stocks - they want their money back!
- ·2 päivää sittenRedeye maintains base case 115kr (detailed analysis presented today 07:00) Despite this, the market seems uncertain, and trades Smarteye down 3-4% in the market opening today. We hope that the share price recovers, when more investors have read the detailed analysis.
- 15.11.15.11.Thank you Smart Eye!! You made my day ❤️·15.11.Yes, really 😊 SmartEye went against the current that day. My Swedish portfolio was slaughtered badly and had the report been negative, I wouldn't have dared to think about how it would have looked then 😂
- 14.11.14.11.Mikä on Smartin AIS? Se on vakiintunut käsite merenkulussa eli Automatic Identification System. Miksi näitä käsitteitä pitää hämmentää.·14.11.What AIS is AIS stands for Applied AI System and is Smart Eye's product to take their DMS technology outside the large OEM programs. Complete system: Consists of a camera unit and an ECU (Electronic Control Unit) which together analyze the driver's eye movements, head position and facial expressions. Purpose: To detect fatigue, distraction or risky behaviors in the driver and warn in time to avoid accidents. Areas of application Aftermarket: Can be installed in existing vehicles such as trucks, buses and passenger cars. Small-volume manufacturers: Gives smaller car manufacturers the opportunity to quickly meet EU's safety requirements without developing their own systems. Fleet management: AIS can be connected to fleet management systems via wireless connection, which makes it possible for transport companies to monitor the drivers' condition in realti
- ·14.11.Smart Eye - detailed Q3 report analysis 14 Nov 2025 Yet another relatively WEAK report from Smart Eye on Nov 14 with, in reality, a new significant delay in the number of models in production (so far this year only 10 + 5 + 15 = 30 additional models Q1 to Q3 in total, and consequently a full 40-50 additional models are missing for Q4 to reach the previously (27 Aug 2025) guided 70-80 more models in production during 2025) with Smart Eye's DMS where only increased cutbacks and cost savings to some extent compensate on EBIT and Ebitda. Smart Eye still burned just over 37 Mkr in NEGATIVE cash flow during Q3 2025, i.e., ONLY about 1 Mkr less bad than during Q2 2025 when they burned about 38 Mkr !!! Smart Eye's (Soon Eyes according to an apt new external "nick-name" found on a stock forum, he he) Q3 report showed a relatively weak revenue development in the group with about 25 % growth (incidentally also faaaar lower than Redeye's older implicit forecasts from 2024) to about 99.1 Mkr, i.e., below Redeye's deliberately cautious forecast of 100.7 Mkr. Furthermore, the gross margin was even lower than the same quarter last year, 87 % versus 89 %, so the gross profit was a full 6.9 % lower than Redeye's estimate. Ebitda of about 11.5 Mkr, however, was only marginally worse than Redeye's estimate of 12 Mkr, so just as in the Q2 report 2025, it was not saved by growth but by continued larger cost cuts than expected by Redeye. The number of shares increased to about 38.0 million after previous incentive programs. The shaky development has led to Smart Eye signing an additional credit facility of 50 Mkr before the end of Q3, and after that, the company only had about 24.7 Mkr in cash on Sept 30 and a total available amount of about 106.5 Mkr. Overall, growth was still, according to Smart Eye's OWN wording, "almost exactly at the expected level, thanks to improved insight into the rollout of our customers' production programs over time." But as recently as May 14 after the Q1 report in May, Redeye had a revenue forecast of 458 Mkr for the full year 2025, which as recently as Aug 28 after the Q2 report 2025 had been sharply lowered to 408.2 Mkr, and a year ago before the Q3 report 2024, Redeye had a forecast of 94 Mkr for Q3 2024, and now the outcome for Q3 2025 was only 99.1 Mkr, i.e., Redeye has long been forced to successively lower revenue forecasts and adapt them to long-term lower growth than previously expected. It is solely late-decided cost cuts starting in Dec 2024 that have slowed the long-term shaky earnings and cash development relative to previous expectations. That cut - in Affectiva - was initially obscured and the CEO sold for millions in Jan 2025, conveniently enough just over 1 month before the Q4 report for 2024 in February 2025, when the cuts were first communicated to the stock market... Smart Eye writes in the Q3 report that "We have now passed 105 car models that have gone into production with 15 OEM customers" (but last year's guidance BEFORE the Q3 report 2024 was that already at the beginning of 2025, 120 models would be in production). But as recently as Aug 27, 2025, after Q2, Smart Eye reported that 12 OEMs had a total of 24+24+42 = 90 models in production, so just as I have suspected in my previous analyses of the weak development in this central regard, only 15 additional models went into production in Q3 2025 then, so long-term it continues to look shaky as I have feared with Automotive growth. The guidance was 55-65 additional models for Q3 + Q4 2025 on Aug 27, but with only 15 additional models in Q3, consequently a full 40-50 more are required to meet the guidance from Aug 27. Smart Eye's CEO later said somewhat vaguely at the report hearing with Redeye that it might spill over into Q1 and Q2 2026 with the remaining models in production, so my assessment is that it will most likely be continued delays in the production ramp-up, as almost every quarter for the past year or so... "Delays" thus occur almost constantly at Smart Eye regarding the number of car models in production with their DMS, but I suspect that at least some OEM customers will rather NOT at all carry out production with as many models as Smart Eye has indicated in its de facto overly "optimistic" guidances in recent years, likely at least partly after Tobii's SCDO's initiated mass production. Note that Smart Eye's CEO pointed out Tobii as BMW's new supplier without explicitly NAMING but precisely the third supplier in order to BMW after first Smart Eye and then Seeing Machines and now Tobii :-) . However, this applies to DMS because already in 2021, BMW was in production with Tobii Autosense OMS, which has now been expanded to DMS + OMS through their cost-effective SCDO. Note also that it still concerns so few OEMs, 2 pcs, with Tobii Autosense SCDO, but almost the entire market's over 20 largest OEMs are still completely unaddressed, BUT Tobii's CEO guided for more future design wins for SCDO and number one overall in Interior Sensing within 4 years... To be continued.·15.11. · MuokattuOn July 24th, Tobii stands at just over 7kr, you, Löparen, set a price target of 22kr, through incomprehensible reasoning. You also write that one should go long Tobii and short Smart Eye. The outcome is 80% minus since July in Tobii. Everyone can be wrong, but can miscalculate, the outcome can be undesirable, that's perfectly fine. I think it's perfectly fine too that you come in here and bash. But when you post a picture of a new BMW, you say you bought it (which you of course don't have since you have 0 money) You say you bought Tobii for millions and Mini L for large amounts and one can see the day you claim to buy that the turnovers in the warrants on those issued are approx 25-30 000kr. Guessing it's your pension you're sitting and putting in, most tragic is probably if it's true (which I believe) that you're gambling away your wife's and your mother-in-law's money. Löparen, do something else than the stock market, I unfortunately believe the only thing you have left of the stock market are the forums.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
3 959
Myynti
Määrä
4 044
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 12 | - | - | ||
| 14 | - | - | ||
| 12 | - | - | ||
| 3 | - | - | ||
| 300 | - | - |
Ylin
78,4VWAP
Alin
75,95VaihtoMäärä
18,1 235 632
VWAP
Ylin
78,4Alin
75,95VaihtoMäärä
18,1 235 632
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 13.5. | |
| 2024 Q4-osavuosiraportti | 18.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
Vain PDF
6 päivää sitten
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 17.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 13.5. | |
| 2024 Q4-osavuosiraportti | 18.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenOne can interpret the stock chart as the stock being in an upward trend channel starting in April. Uncertainty remains high as shown by today's price reaction.·1 päivä sittenEveryone surely remembers Daniel Kahneman, who received the Nobel Prize in Economics a few years ago. He was a psychologist but studied human behavior even when it came to money. He observed that people hate losses more than they love gains. They prefer to sell to secure a small profit and hold onto their losing stocks - they want their money back!
- ·2 päivää sittenRedeye maintains base case 115kr (detailed analysis presented today 07:00) Despite this, the market seems uncertain, and trades Smarteye down 3-4% in the market opening today. We hope that the share price recovers, when more investors have read the detailed analysis.
- 15.11.15.11.Thank you Smart Eye!! You made my day ❤️·15.11.Yes, really 😊 SmartEye went against the current that day. My Swedish portfolio was slaughtered badly and had the report been negative, I wouldn't have dared to think about how it would have looked then 😂
- 14.11.14.11.Mikä on Smartin AIS? Se on vakiintunut käsite merenkulussa eli Automatic Identification System. Miksi näitä käsitteitä pitää hämmentää.·14.11.What AIS is AIS stands for Applied AI System and is Smart Eye's product to take their DMS technology outside the large OEM programs. Complete system: Consists of a camera unit and an ECU (Electronic Control Unit) which together analyze the driver's eye movements, head position and facial expressions. Purpose: To detect fatigue, distraction or risky behaviors in the driver and warn in time to avoid accidents. Areas of application Aftermarket: Can be installed in existing vehicles such as trucks, buses and passenger cars. Small-volume manufacturers: Gives smaller car manufacturers the opportunity to quickly meet EU's safety requirements without developing their own systems. Fleet management: AIS can be connected to fleet management systems via wireless connection, which makes it possible for transport companies to monitor the drivers' condition in realti
- ·14.11.Smart Eye - detailed Q3 report analysis 14 Nov 2025 Yet another relatively WEAK report from Smart Eye on Nov 14 with, in reality, a new significant delay in the number of models in production (so far this year only 10 + 5 + 15 = 30 additional models Q1 to Q3 in total, and consequently a full 40-50 additional models are missing for Q4 to reach the previously (27 Aug 2025) guided 70-80 more models in production during 2025) with Smart Eye's DMS where only increased cutbacks and cost savings to some extent compensate on EBIT and Ebitda. Smart Eye still burned just over 37 Mkr in NEGATIVE cash flow during Q3 2025, i.e., ONLY about 1 Mkr less bad than during Q2 2025 when they burned about 38 Mkr !!! Smart Eye's (Soon Eyes according to an apt new external "nick-name" found on a stock forum, he he) Q3 report showed a relatively weak revenue development in the group with about 25 % growth (incidentally also faaaar lower than Redeye's older implicit forecasts from 2024) to about 99.1 Mkr, i.e., below Redeye's deliberately cautious forecast of 100.7 Mkr. Furthermore, the gross margin was even lower than the same quarter last year, 87 % versus 89 %, so the gross profit was a full 6.9 % lower than Redeye's estimate. Ebitda of about 11.5 Mkr, however, was only marginally worse than Redeye's estimate of 12 Mkr, so just as in the Q2 report 2025, it was not saved by growth but by continued larger cost cuts than expected by Redeye. The number of shares increased to about 38.0 million after previous incentive programs. The shaky development has led to Smart Eye signing an additional credit facility of 50 Mkr before the end of Q3, and after that, the company only had about 24.7 Mkr in cash on Sept 30 and a total available amount of about 106.5 Mkr. Overall, growth was still, according to Smart Eye's OWN wording, "almost exactly at the expected level, thanks to improved insight into the rollout of our customers' production programs over time." But as recently as May 14 after the Q1 report in May, Redeye had a revenue forecast of 458 Mkr for the full year 2025, which as recently as Aug 28 after the Q2 report 2025 had been sharply lowered to 408.2 Mkr, and a year ago before the Q3 report 2024, Redeye had a forecast of 94 Mkr for Q3 2024, and now the outcome for Q3 2025 was only 99.1 Mkr, i.e., Redeye has long been forced to successively lower revenue forecasts and adapt them to long-term lower growth than previously expected. It is solely late-decided cost cuts starting in Dec 2024 that have slowed the long-term shaky earnings and cash development relative to previous expectations. That cut - in Affectiva - was initially obscured and the CEO sold for millions in Jan 2025, conveniently enough just over 1 month before the Q4 report for 2024 in February 2025, when the cuts were first communicated to the stock market... Smart Eye writes in the Q3 report that "We have now passed 105 car models that have gone into production with 15 OEM customers" (but last year's guidance BEFORE the Q3 report 2024 was that already at the beginning of 2025, 120 models would be in production). But as recently as Aug 27, 2025, after Q2, Smart Eye reported that 12 OEMs had a total of 24+24+42 = 90 models in production, so just as I have suspected in my previous analyses of the weak development in this central regard, only 15 additional models went into production in Q3 2025 then, so long-term it continues to look shaky as I have feared with Automotive growth. The guidance was 55-65 additional models for Q3 + Q4 2025 on Aug 27, but with only 15 additional models in Q3, consequently a full 40-50 more are required to meet the guidance from Aug 27. Smart Eye's CEO later said somewhat vaguely at the report hearing with Redeye that it might spill over into Q1 and Q2 2026 with the remaining models in production, so my assessment is that it will most likely be continued delays in the production ramp-up, as almost every quarter for the past year or so... "Delays" thus occur almost constantly at Smart Eye regarding the number of car models in production with their DMS, but I suspect that at least some OEM customers will rather NOT at all carry out production with as many models as Smart Eye has indicated in its de facto overly "optimistic" guidances in recent years, likely at least partly after Tobii's SCDO's initiated mass production. Note that Smart Eye's CEO pointed out Tobii as BMW's new supplier without explicitly NAMING but precisely the third supplier in order to BMW after first Smart Eye and then Seeing Machines and now Tobii :-) . However, this applies to DMS because already in 2021, BMW was in production with Tobii Autosense OMS, which has now been expanded to DMS + OMS through their cost-effective SCDO. Note also that it still concerns so few OEMs, 2 pcs, with Tobii Autosense SCDO, but almost the entire market's over 20 largest OEMs are still completely unaddressed, BUT Tobii's CEO guided for more future design wins for SCDO and number one overall in Interior Sensing within 4 years... To be continued.·15.11. · MuokattuOn July 24th, Tobii stands at just over 7kr, you, Löparen, set a price target of 22kr, through incomprehensible reasoning. You also write that one should go long Tobii and short Smart Eye. The outcome is 80% minus since July in Tobii. Everyone can be wrong, but can miscalculate, the outcome can be undesirable, that's perfectly fine. I think it's perfectly fine too that you come in here and bash. But when you post a picture of a new BMW, you say you bought it (which you of course don't have since you have 0 money) You say you bought Tobii for millions and Mini L for large amounts and one can see the day you claim to buy that the turnovers in the warrants on those issued are approx 25-30 000kr. Guessing it's your pension you're sitting and putting in, most tragic is probably if it's true (which I believe) that you're gambling away your wife's and your mother-in-law's money. Löparen, do something else than the stock market, I unfortunately believe the only thing you have left of the stock market are the forums.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
3 959
Myynti
Määrä
4 044
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 12 | - | - | ||
| 14 | - | - | ||
| 12 | - | - | ||
| 3 | - | - | ||
| 300 | - | - |
Ylin
78,4VWAP
Alin
75,95VaihtoMäärä
18,1 235 632
VWAP
Ylin
78,4Alin
75,95VaihtoMäärä
18,1 235 632
Välittäjätilasto
Dataa ei löytynyt