Redeye provides a preview ahead of Smart Eye’s Q3 2026 report, scheduled for 17 November. Q3 should be the first quarter with close to full EU take rate under GSR, but we expect seasonally lower European volumes to offset much of that gain before bouncing back in Q4 with higher volumes, and we trim our Automotive estimates to be on the cautious side. Alongside Smart Eye’s transition to IFRS, we have rebuilt our model and pushed part of Smart Eye's market share gains one year further out.
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