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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-smart-eye-even-better-than-it-looks

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Smart Eye operates in the technology industry. The company specializes in the development of products based on artificial intelligence (AI). The eye-tracking technique is used to understand and predict intentions and actions. By studying eye, face, and head movements, the company's technology can draw conclusions about a person's consciousness and mental state. The technology is mainly used in all types of vehicles. Smart Eye operates worldwide and is headquartered in Gothenburg.

SE har blivit nominerat att leverera sin världsledande Driver Monitoring System (DMS) -programvara till 19 ytterligare bilmodeller. Den uppskattade intäkten för ordern är 200 miljoner SEK baserat på uppskattade produktlivscykelprojektioner.  (5.1.2024)                   Inderes              Smart Eye Announces 19 New Driver Monitoring System Design Wins with One of...    Smart Eye has been nominated to deliver its world-leading Driver Monitoring System (DMS) software to 19 additional car models. The estimated revenue of the order is SEK 200 million based on ...

Smart Eye recently announced their first deal as a Tier1-supplier (=Smart Eye sells directly to the car manufacturer). Smart Eye published video commentary on the deal by CEO Martin Krantz in Linkedin                    linkedin.com              Smart Eye on LinkedIn: Martin Krantz Comments on Smart Eye's Largest-Ever DMS...    We're still on a high since yesterday, when Smart Eye announced winning the industry's largest #DMS deal so far! 🤩  But what exactly makes these new design…

Smart Eye is missing a company thread so its about time we get one started! Company in Brief What is Smart Eye? They are a technology company focused on “Human Insight AI”. In practice, they develop systems that analyze human emotions and attentiveness from videos. Their products include cameras and analysis software. Smart Eye focuses on two use cases / markets: 1) Behavioural Research and 2) Automotive interior sensing.  In the latter, Smart Eye is preventing road accidents with camera systems that monitor how attentive drivers of cars/trucks etc. are and make sure that e.g. they don’t fall asleep while driving. Business areas Behavioural research in 2023 is still larger in terms of revenue. It is a strategic business and helps Smart Eye develop and test new things to measure and analyze from video footage. Smart Eye’s growth focus is within Automotive sector on driver monitoring systems (DMS) and interior sensing, where EU-regulations are forcing car manufacturers to install these systems. Here’s how they tie the businesses together:   Interior sensing described in 2022 annual report:   Market The company is communicating very optimistically about the market growth, which does have a solid grounding in the “regulatory backstop” that forces demand DMS technology use in cars sold in Europe. From 2022 annual report:  Key competitor for Smart Eye in the Interior sensing market is Seeing Machines. How sales funnel works Smart Eye has been building a solid footing in the market and they have won a large number of “Design wins” from Automotive manufacturers. There is quite a long lead time in their sales, and production ramp up (=demand for systems to those produced cars) can take years after a design win:  While in principle design wins should give Smart Eye’s revenue growth some predictability, this is not entirely in the company’s hands. During 2020-2022, in the middle of the Covid pandemic, there were severe component shortages and supply chain issues in the automotive sector, and certain car model launches of Smart Eye’s customers were postponed. This made a dent to Smart Eye’s expected revenue growth as they didn’t get to deliver the DMS systems to these cars, which postponed the prospect of reaching cash flow positivity and required the company to raise more equity. This is is also evident in the stock price of the company. Now as the regulatory back-stops are getting closer, one could expect the visibility to their revenue growth to have improved.  Design-win base from Q3’23 report (more have been announced since):   We interviewed Smart Eye CEO Martin Krantz for Inderes Equity story day. We tried to cover Smart Eye as an investment case here so hopefully this works as a good introduction to what the company is doing and how their strategy & key risks look like:                   Inderes — Länken mellan investerare och börsbolag              Equity Stories with Inderes - Smart Eye    Smart Eye är verksamt inom teknikbranschen och är specialiserat inom utveckling av produkter baserade på artificiell intelligens (AI). Lyssna på VD Martin Krantz när han blir intervjuad på Equity stories with Inderes.                             We have a long (4000+ messages) conversation on our Finnish forum, if you want to read up on what’s been happening since 2020  requires some Google translate use for non-finnish natives. Lets continue the discussion on Smart Eye in English / Swedish here  DISCLAIMER: At the time of writing this message , Smart Eye is not in Inderes research coverage. So this post is written from a higher level view and not with the typical depth of knowledge which we have for companies we cover (and would have spent ~2 months researching when starting coverage).

Smart Eye

Redeye concludes that Smart Eye's Q4 2024 report was even better than it looked at first sight. Adjusted for one-off items relating to changes in accounting principles, the Automotive Solutions...

<div class="mfn-body"><p>Redeye concludes that Smart Eye's Q4 2024 report was even better than it looked at first sight. Adjusted for one-off items relating to changes in accounting principles, the Automotive Solutions business area showed a stellar organic growth of 42% y/y, beating our estimates by 12%. With license revenue growing by 200% y/y, Redeye sees that momentum has finally picked up again after a couple of slow quarters. With many procurements still waiting to be nominated, we expect a continued good news flow ahead.</p><p><a rel="noopener" href="https://www.redeye.se/research/1079987/smart-eye-even-better-than-it-looks?utm_source=MFN&amp;amp;utm_medium=pmcour">Read more and download the Research Update.</a></p><p>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.</p><p>This is a press release from Redeye - Research Powered Investment Banking. www.redeye.se/</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/9aba098b-9008-4a73-9fa6-1538088c90a0/smart-eye-even-better-than-it-looks.pdf" class="mfn-generated mfn-primary">Smart Eye - Even better than it looks</a></p></div>