Tobii Q4 2025
[indiscernible]. Offline.
Tobii has today released its 2025 year-end report and introduced new CEO Fadi Pharaon. The new Tobii era under the new CEO can be best summed up as: “I think I repeat myself once again that we don’t comment on specific customer deals, and we don’t give any forward-looking statements.”
Fine. Let’s do our best to fill in those blanks.
The commercial viability of the three publicly-traded driver monitoring systems software companies - Seeing Machines, Smart Eye, and Tobii - is defined by the successful balancing of the following three priorities:
Don’t run out of cash.
Continue to invest in a technology and innovation roadmap to remain competitive.
Achieve profitability to create a long-term sustainable business.
A company does not die because it makes a loss, it dies because it runs out of cash. So any supplier failing the first priority is dead. But priorities (2) and (3) are contradictory: In driver monitoring, cutting costs just to keep the lights on kills the long-term technology and innovation roadmap needed to remain competitive.
Cut too much and short-term survival simply translates to long-term death.
Cuts, cuts, more cuts