Growth Surge Ahead

Smart Eye (SEYE) is releasing its Q2’26 earnings report on August 26. We don't always provide earnings previews, but this quarter is especially interesting for Smart Eye. As outlined in our deep dive on the company, the positive impact from the July GSR2 mandate should be apparent.

Smart Eye's revenue path is inherently difficult to predict, not because we don't know whether volume will be up, but because the company has provided poor financial disclosures about how large the payoff will be. We are quite certain of a substantial ramp-up in car production, but we do not know the ASP per car, exact car production numbers, or even the historical split between NRE, AIS, and royalties. Despite these shortcomings, we present our best guess of how the quarter will look so we can compare it to the outcome.

For Q2, we expect to see net sales of around…

Disclaimer

Not investment advice, for informational purposes only. The company discussed, Smart Eye, is a holding in our public portfolio.