Smart Eye (Q1 Preview): Steady Automotive Growth as European DMS Hockey Stick Takes Shape - Redeye

Redeye expects Smart Eye's Q1 2026 report to show net sales of SEK114m, an EBITDA of SEK11m, and EBITDA-CAPEX of SEK-16m. On the automotive side, our internal tracker points to a modest positive q/q development in license revenue, driven by a bounce-back in Hyundai and Kia volumes, though a SEK8m sequential drop in AIS revenue following Q4's Optix order tempers overall growth. Meanwhile, BR continues to face FX headwinds and soft market conditions, with an estimated -10% y/y development. All signs point to an accelerating DMS ramp in Europe throughout 2026, while the exact timing of the hockey stick remains uncertain.

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