contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-smart-eye-next-station-positive-ebitda

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Smart Eye operates in the technology industry. The company specializes in developing products based on artificial intelligence. Eye tracking technology is used to understand and predict intentions and actions. By studying eye, facial and head movements, the company's technology can draw conclusions about a person's consciousness and mental state. The technology is mainly used in vehicles. Operations are held on a global level, with headquarters in Gothenburg.

I should make it a project to read the entire thread

This system is different from what will become mandatory starting summer 26. DMS is based on driver monitoring via camera, not hand movements. DDAW (Basic Monitoring): Mandatory 2024. This is the system that already exists in many cars and provides a general warning about fatigue or erratic driving. ADDW/DMS (Advanced Monitoring): Coming 2026. This system takes monitoring further and can directly detect inattention (looking at a phone, deep contemplation, etc.), which requires the eye and face tracking you mentioned, using a camera.

The system is in itself very stupid if it complains “don’t fall asleep” when you don’t constantly turn the steering wheel back and forth on straight roads and artificially drive the car from side to side. This stupidity is also due to EU regulation.

Previously, forecasts/expectations have been missed because OEMs have been slow to adopt the technology. Now, next year’s exceptional growth is largely explained by driver monitoring becoming mandatory in Europe in the summer. Every car sold must have this technology. While advanced driver monitoring previously focused on lower-volume premium price ranges, in the future it must also be found in more affordable mass-market models. All this means that Smart’s DW backlog will finally start to clear on a large scale. The forecasts therefore seem very realistic.

What does Jukka think about the realism of those forecasts?

Sometimes, when it’s difficult to discern change from number tables, a picture tells more than a thousand words. This image shows Smart’s revenue, with the last two bars representing the forecasted revenue for 2026-2027. When the company’s gross margin is ~90%, good things should also happen on the bottom line.

DNB likely caused a sell-off for today.  DNB Carnegie lowers the target price for Smart Eye to 108 kronor (112), reiterates buy

Smart Eye

Redeye revises its estimates for Smart Eye following interesting industry developments. Despite downward adjustments to our automotive revenue assumptions in 2025, our forecasts for 2026 and...

<div class="mfn-body"><p>Redeye revises its estimates for Smart Eye following interesting industry developments. Despite downward adjustments to our automotive revenue assumptions in 2025, our forecasts for 2026 and 2027 are held roughly intact, reflecting a maintained positive view of the investment case. With strong momentum expected in its automotive business, fueled by more car models entering and ramping up production, and a steady recovery in Behavioral Research, we expect Smart Eye to reach EBITDA break-even in Q2, with a vastly positive EBITDA in Q3. We make minor downward adjustments to our fair value range and Base Case.</p><p><a rel="noopener" href="https://www.redeye.se/research/1108007/smart-eye-next-station-positive-ebitda?utm_source=MFN&amp;utm_medium=pmcour">Read more and download the Research Update.</a><br>&nbsp;<br>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.<br>&nbsp;<br>This is a press release from Redeye - Research Powered Investment Banking. <a rel="noopener" href="https://www.redeye.se/">www.redeye.se/</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/9cee5006-5fd3-4d22-9a37-0bb786b933d9/smart-eye-next-station-positive-ebitda.pdf" class="mfn-generated mfn-primary">Smart Eye - Next station – Positive EBITDA</a></p></div>