2026 Q2 -tulosraportti
2 päivää sitten
‧15 min
Tarjoustasot
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 31.7. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sitten · MuokattuMy take from the Q2 call is that management did not try to impress with the quarter's results, but rather to make the market understand that BIM is building a new business model. Q2 shows clearer conditions for scaling, but not yet actual financial scaling. ARR continues to rise, retention improves, average contract value develops positively, and recurring revenue now constitutes 87 percent of revenue, while service revenues decrease and the cost base is lowered. This makes the revenue mix more platform-oriented, predictable, and potentially scalable. Organizationally, the company has implemented much of what was communicated in Q1 through the division into Design Enablement and Data Solutions, the elimination of 24 positions, and a repeated savings target of approximately 25m per year. Design Enablement accounts for approximately 136m in ARR and is intended to be the stable and profitable base, while Data Solutions, with approximately 16m in ARR, is intended to create higher growth, larger contract values, and deeper customer lock-in. Data Solutions includes Prodikt, Connect, and EandoX, which are now being consolidated into a common platform and commercial operation. If the entire communicated cost saving of approximately 25m per year had fully impacted already in Q2, the adjusted EBITDA loss would mechanically have decreased from −10.0m to approximately −3.8m. At the same time, 22 out of 149 employees were still covered by the restructuring program at the end of the quarter, which means that the full effect will likely only become visible when the workforce reaches the pro forma level of approximately 127 employees that the company has communicated. I expect that the cost saving will improve EBITDA in the coming quarters. The new AI-driven Prodikt version is intended to automate data collection, improve data quality, and simplify the creation of complete EPD documentation, but is still facing tests with real partners and manufacturers. The GreenMetrica acquisition has simultaneously added agent-based AI and expertise to transform unstructured data into useful workflows. Therefore, I primarily see BIM today as an emerging Data-as-a-Service company, with the possibility to later build Agent-as-a-Service on top of its own data platform. The long-term leverage lies in two-sided network effects where more data consumers attract more manufacturers, and more manufacturers, in turn, make the platform more valuable for wholesalers, contractors, and other users. However, the company still states that the network effects are early and cannot yet show that the partnership with Byggmaterialhandlarna has led to measurably higher demand or more customers. The biggest uncertainty is therefore commercialization: building the platform is one thing, but increasing ACV (Annual Contract Value), converting pilot customers, and accelerating ARR is another. Q3 may show a clear EBITDA improvement when cost savings start to take effect, even if cash flow may still be burdened by already reserved restructuring costs. My conclusion is that Q2 primarily proves execution, while Q3, Q4, and likely 2027 must show that the new model also works financially and actually scales. If Q3 and Q4 truly show that Data Solutions starts contributing with faster ARR growth while EBITDA improves, then I would see that as the first real evidence of commercial scaling. This does not mean that Data Solutions will scale explosively during H2 2026. But if pilot customers become reference customers and the commercial rollout proceeds as planned, then I think 2027 appears to have greater potential for real scaling than H2 2026. I interpret it more as them currently being precisely between development and commercialization. If I weigh together Q2, management's message, and the probability of development over the next 12–18 months, I think a reasonable base case scenario is around 1.5–2.0 billion SEK in market capitalization (3-5x EV/Sales), provided that Q3 and Q4 confirm the direction described by management. This is however not a forecast or a target price, but a scenario based on the company succeeding in proving scalability and approaching profitability (ARR 12–18 % and EBITDA near break-even). What makes BIM unusually interesting today is that the market still seems to value the company based on the old business model. If Data Solutions truly becomes the growth engine that management describes, the valuation could be significantly higher in a few years' time. If, however, commercialization proceeds slower than expected, there is a risk that the company continues to be valued as a restructuring case. There is a BIM Discord group to follow. Invitation link : https://discord.gg/TD9X8Uxwvb- ·2 päivää sittenMy conclusion after Q2 is that BIM has actually taken a clear step in the right direction. What I find is starting to become interesting is that one can actually discern the first signs of scaling. We see a growing base of recurring revenues, better retention, a larger user base, and a product portfolio that is starting to mature. At the same time, the company is still in a position where the big leverage remains to be proven, i.e., ARR growth needs to accelerate, revenue needs to pick up speed, and EBITDA needs to improve through operating leverage. Therefore, I see Q3 and the coming quarters as an important confirmation of whether BIMobject is now leaving the restructuring phase and entering a true scaling phase. If that happens, I believe the market will start to value the company in a completely different way. And that is precisely Niklas's primary task, I think. At the same time, I think the market is right to still consider the company a proof-phase case rather than a fully scaling SaaS company. There are clear signs that the strategy is working, but it remains to be shown that it can also deliver sustainable profitable growth. Therefore, Q3 will be a key quarter. Either it turns out that Q2 was the last costly quarter before operating leverage truly starts to show, or we get yet another quarter where the strategic development is not fully translated into financial results. For me, that is precisely the transition the market is waiting for. When (or if) it comes, the valuation can change significantly.
2 päivää sitten · MuokattuGenerally a positive report with increased revenues.. EBITDA result of -10m excluding restructuring costs. Will we see a positive EBITDA result in Q3?They have communicated savings of 25m, which corresponds to approximately 6.25m per quarter. If one plays with the idea that the full effect mechanically flowed through to Q2's adjusted EBITDA, then the loss would decrease from −10.0 to around −3.8m.
·15.7.Does anyone have a different take on what might affect the results ahead of the upcoming report… Asked AI. The strategic focus is on lowering operating costs, capitalizing on AI investments, and scaling up the offering after former major owner EQT's exit. Key factors to watch in the report: Restructuring and cost control: BIMobject carried out a reorganization into two business areas (Design Enablement and Data Solutions) in April 2026. This is expected to reduce annual operating costs by approximately 25 million kronor from Q3 onwards, but Q2 is burdened with one-off costs of approximately 11 million kronor. Growth and profitability: After a Q1 report that showed flat growth but increased profitability in the form of reduced operating loss, the market's focus is directed towards how the company has managed to drive ARR (Annual Recurring Revenue) and scale up the platform without EQT on the ownership list.
That aligns quite well with how I myself view the report. It would be good with some positive news within Data Solutions, that's what I'm most looking forward to.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
2 päivää sitten
‧15 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sitten · MuokattuMy take from the Q2 call is that management did not try to impress with the quarter's results, but rather to make the market understand that BIM is building a new business model. Q2 shows clearer conditions for scaling, but not yet actual financial scaling. ARR continues to rise, retention improves, average contract value develops positively, and recurring revenue now constitutes 87 percent of revenue, while service revenues decrease and the cost base is lowered. This makes the revenue mix more platform-oriented, predictable, and potentially scalable. Organizationally, the company has implemented much of what was communicated in Q1 through the division into Design Enablement and Data Solutions, the elimination of 24 positions, and a repeated savings target of approximately 25m per year. Design Enablement accounts for approximately 136m in ARR and is intended to be the stable and profitable base, while Data Solutions, with approximately 16m in ARR, is intended to create higher growth, larger contract values, and deeper customer lock-in. Data Solutions includes Prodikt, Connect, and EandoX, which are now being consolidated into a common platform and commercial operation. If the entire communicated cost saving of approximately 25m per year had fully impacted already in Q2, the adjusted EBITDA loss would mechanically have decreased from −10.0m to approximately −3.8m. At the same time, 22 out of 149 employees were still covered by the restructuring program at the end of the quarter, which means that the full effect will likely only become visible when the workforce reaches the pro forma level of approximately 127 employees that the company has communicated. I expect that the cost saving will improve EBITDA in the coming quarters. The new AI-driven Prodikt version is intended to automate data collection, improve data quality, and simplify the creation of complete EPD documentation, but is still facing tests with real partners and manufacturers. The GreenMetrica acquisition has simultaneously added agent-based AI and expertise to transform unstructured data into useful workflows. Therefore, I primarily see BIM today as an emerging Data-as-a-Service company, with the possibility to later build Agent-as-a-Service on top of its own data platform. The long-term leverage lies in two-sided network effects where more data consumers attract more manufacturers, and more manufacturers, in turn, make the platform more valuable for wholesalers, contractors, and other users. However, the company still states that the network effects are early and cannot yet show that the partnership with Byggmaterialhandlarna has led to measurably higher demand or more customers. The biggest uncertainty is therefore commercialization: building the platform is one thing, but increasing ACV (Annual Contract Value), converting pilot customers, and accelerating ARR is another. Q3 may show a clear EBITDA improvement when cost savings start to take effect, even if cash flow may still be burdened by already reserved restructuring costs. My conclusion is that Q2 primarily proves execution, while Q3, Q4, and likely 2027 must show that the new model also works financially and actually scales. If Q3 and Q4 truly show that Data Solutions starts contributing with faster ARR growth while EBITDA improves, then I would see that as the first real evidence of commercial scaling. This does not mean that Data Solutions will scale explosively during H2 2026. But if pilot customers become reference customers and the commercial rollout proceeds as planned, then I think 2027 appears to have greater potential for real scaling than H2 2026. I interpret it more as them currently being precisely between development and commercialization. If I weigh together Q2, management's message, and the probability of development over the next 12–18 months, I think a reasonable base case scenario is around 1.5–2.0 billion SEK in market capitalization (3-5x EV/Sales), provided that Q3 and Q4 confirm the direction described by management. This is however not a forecast or a target price, but a scenario based on the company succeeding in proving scalability and approaching profitability (ARR 12–18 % and EBITDA near break-even). What makes BIM unusually interesting today is that the market still seems to value the company based on the old business model. If Data Solutions truly becomes the growth engine that management describes, the valuation could be significantly higher in a few years' time. If, however, commercialization proceeds slower than expected, there is a risk that the company continues to be valued as a restructuring case. There is a BIM Discord group to follow. Invitation link : https://discord.gg/TD9X8Uxwvb
- ·2 päivää sittenMy conclusion after Q2 is that BIM has actually taken a clear step in the right direction. What I find is starting to become interesting is that one can actually discern the first signs of scaling. We see a growing base of recurring revenues, better retention, a larger user base, and a product portfolio that is starting to mature. At the same time, the company is still in a position where the big leverage remains to be proven, i.e., ARR growth needs to accelerate, revenue needs to pick up speed, and EBITDA needs to improve through operating leverage. Therefore, I see Q3 and the coming quarters as an important confirmation of whether BIMobject is now leaving the restructuring phase and entering a true scaling phase. If that happens, I believe the market will start to value the company in a completely different way. And that is precisely Niklas's primary task, I think. At the same time, I think the market is right to still consider the company a proof-phase case rather than a fully scaling SaaS company. There are clear signs that the strategy is working, but it remains to be shown that it can also deliver sustainable profitable growth. Therefore, Q3 will be a key quarter. Either it turns out that Q2 was the last costly quarter before operating leverage truly starts to show, or we get yet another quarter where the strategic development is not fully translated into financial results. For me, that is precisely the transition the market is waiting for. When (or if) it comes, the valuation can change significantly.
- 2 päivää sitten · MuokattuGenerally a positive report with increased revenues.. EBITDA result of -10m excluding restructuring costs. Will we see a positive EBITDA result in Q3?They have communicated savings of 25m, which corresponds to approximately 6.25m per quarter. If one plays with the idea that the full effect mechanically flowed through to Q2's adjusted EBITDA, then the loss would decrease from −10.0 to around −3.8m.
- ·15.7.Does anyone have a different take on what might affect the results ahead of the upcoming report… Asked AI. The strategic focus is on lowering operating costs, capitalizing on AI investments, and scaling up the offering after former major owner EQT's exit. Key factors to watch in the report: Restructuring and cost control: BIMobject carried out a reorganization into two business areas (Design Enablement and Data Solutions) in April 2026. This is expected to reduce annual operating costs by approximately 25 million kronor from Q3 onwards, but Q2 is burdened with one-off costs of approximately 11 million kronor. Growth and profitability: After a Q1 report that showed flat growth but increased profitability in the form of reduced operating loss, the market's focus is directed towards how the company has managed to drive ARR (Annual Recurring Revenue) and scale up the platform without EQT on the ownership list.That aligns quite well with how I myself view the report. It would be good with some positive news within Data Solutions, that's what I'm most looking forward to.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 31.7. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 |
2026 Q2 -tulosraportti
2 päivää sitten
‧15 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 31.7. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sitten · MuokattuMy take from the Q2 call is that management did not try to impress with the quarter's results, but rather to make the market understand that BIM is building a new business model. Q2 shows clearer conditions for scaling, but not yet actual financial scaling. ARR continues to rise, retention improves, average contract value develops positively, and recurring revenue now constitutes 87 percent of revenue, while service revenues decrease and the cost base is lowered. This makes the revenue mix more platform-oriented, predictable, and potentially scalable. Organizationally, the company has implemented much of what was communicated in Q1 through the division into Design Enablement and Data Solutions, the elimination of 24 positions, and a repeated savings target of approximately 25m per year. Design Enablement accounts for approximately 136m in ARR and is intended to be the stable and profitable base, while Data Solutions, with approximately 16m in ARR, is intended to create higher growth, larger contract values, and deeper customer lock-in. Data Solutions includes Prodikt, Connect, and EandoX, which are now being consolidated into a common platform and commercial operation. If the entire communicated cost saving of approximately 25m per year had fully impacted already in Q2, the adjusted EBITDA loss would mechanically have decreased from −10.0m to approximately −3.8m. At the same time, 22 out of 149 employees were still covered by the restructuring program at the end of the quarter, which means that the full effect will likely only become visible when the workforce reaches the pro forma level of approximately 127 employees that the company has communicated. I expect that the cost saving will improve EBITDA in the coming quarters. The new AI-driven Prodikt version is intended to automate data collection, improve data quality, and simplify the creation of complete EPD documentation, but is still facing tests with real partners and manufacturers. The GreenMetrica acquisition has simultaneously added agent-based AI and expertise to transform unstructured data into useful workflows. Therefore, I primarily see BIM today as an emerging Data-as-a-Service company, with the possibility to later build Agent-as-a-Service on top of its own data platform. The long-term leverage lies in two-sided network effects where more data consumers attract more manufacturers, and more manufacturers, in turn, make the platform more valuable for wholesalers, contractors, and other users. However, the company still states that the network effects are early and cannot yet show that the partnership with Byggmaterialhandlarna has led to measurably higher demand or more customers. The biggest uncertainty is therefore commercialization: building the platform is one thing, but increasing ACV (Annual Contract Value), converting pilot customers, and accelerating ARR is another. Q3 may show a clear EBITDA improvement when cost savings start to take effect, even if cash flow may still be burdened by already reserved restructuring costs. My conclusion is that Q2 primarily proves execution, while Q3, Q4, and likely 2027 must show that the new model also works financially and actually scales. If Q3 and Q4 truly show that Data Solutions starts contributing with faster ARR growth while EBITDA improves, then I would see that as the first real evidence of commercial scaling. This does not mean that Data Solutions will scale explosively during H2 2026. But if pilot customers become reference customers and the commercial rollout proceeds as planned, then I think 2027 appears to have greater potential for real scaling than H2 2026. I interpret it more as them currently being precisely between development and commercialization. If I weigh together Q2, management's message, and the probability of development over the next 12–18 months, I think a reasonable base case scenario is around 1.5–2.0 billion SEK in market capitalization (3-5x EV/Sales), provided that Q3 and Q4 confirm the direction described by management. This is however not a forecast or a target price, but a scenario based on the company succeeding in proving scalability and approaching profitability (ARR 12–18 % and EBITDA near break-even). What makes BIM unusually interesting today is that the market still seems to value the company based on the old business model. If Data Solutions truly becomes the growth engine that management describes, the valuation could be significantly higher in a few years' time. If, however, commercialization proceeds slower than expected, there is a risk that the company continues to be valued as a restructuring case. There is a BIM Discord group to follow. Invitation link : https://discord.gg/TD9X8Uxwvb
- ·2 päivää sittenMy conclusion after Q2 is that BIM has actually taken a clear step in the right direction. What I find is starting to become interesting is that one can actually discern the first signs of scaling. We see a growing base of recurring revenues, better retention, a larger user base, and a product portfolio that is starting to mature. At the same time, the company is still in a position where the big leverage remains to be proven, i.e., ARR growth needs to accelerate, revenue needs to pick up speed, and EBITDA needs to improve through operating leverage. Therefore, I see Q3 and the coming quarters as an important confirmation of whether BIMobject is now leaving the restructuring phase and entering a true scaling phase. If that happens, I believe the market will start to value the company in a completely different way. And that is precisely Niklas's primary task, I think. At the same time, I think the market is right to still consider the company a proof-phase case rather than a fully scaling SaaS company. There are clear signs that the strategy is working, but it remains to be shown that it can also deliver sustainable profitable growth. Therefore, Q3 will be a key quarter. Either it turns out that Q2 was the last costly quarter before operating leverage truly starts to show, or we get yet another quarter where the strategic development is not fully translated into financial results. For me, that is precisely the transition the market is waiting for. When (or if) it comes, the valuation can change significantly.
- 2 päivää sitten · MuokattuGenerally a positive report with increased revenues.. EBITDA result of -10m excluding restructuring costs. Will we see a positive EBITDA result in Q3?They have communicated savings of 25m, which corresponds to approximately 6.25m per quarter. If one plays with the idea that the full effect mechanically flowed through to Q2's adjusted EBITDA, then the loss would decrease from −10.0 to around −3.8m.
- ·15.7.Does anyone have a different take on what might affect the results ahead of the upcoming report… Asked AI. The strategic focus is on lowering operating costs, capitalizing on AI investments, and scaling up the offering after former major owner EQT's exit. Key factors to watch in the report: Restructuring and cost control: BIMobject carried out a reorganization into two business areas (Design Enablement and Data Solutions) in April 2026. This is expected to reduce annual operating costs by approximately 25 million kronor from Q3 onwards, but Q2 is burdened with one-off costs of approximately 11 million kronor. Growth and profitability: After a Q1 report that showed flat growth but increased profitability in the form of reduced operating loss, the market's focus is directed towards how the company has managed to drive ARR (Annual Recurring Revenue) and scale up the platform without EQT on the ownership list.That aligns quite well with how I myself view the report. It would be good with some positive news within Data Solutions, that's what I'm most looking forward to.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt