2025 Q4 -tulosraportti
44 päivää sitten
‧42 min
1,50 SEK/osake
Irtoamispäivä 6.5.
1,26%Tuotto/v
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 136 | - | - | ||
| 2 | - | - | ||
| 140 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenThe full analysis (approx. 10 min read) is now published: https://sparainvestera.substack.com/p/deep-dive-storytel Many see Spotify as the big threat to Storytel. But a closer examination of the business models shows that Storytel has an ace up its sleeve: vertical integration. By owning publishers like Norstedts and Lind & Co, Storytel controls the entire value chain. This provides a margin protection of 45 % in gross margin – a level Spotify can only dream of as long as they pay out the lion's share of their revenues to external rights holders. I have analyzed how Storytel positions itself as "the local champion" against the American giants and why their investment in exclusive content and AI voices creates a unique moat.
·2 t sittenIt was really worth reading! Well-written and easy to understand. Like that you included the part about the tax effect too. May I ask why you don't own?·34 min sittenI understand, no, not really a shortage of small/medium-sized companies worth buying...
·19.2.Oh dear, I think tomorrow will be clearly negative as they reported incorrect figures in the report, the profit much lower than stated.
·13.2.I believe the stock price drop is due to: 1. People are taking out profits after a period of good gains. 2. Long-term concern regarding Spotify's investment in audiobooks. 3. Various types of AI concern on the stock market right now. All these aforementioned reasons are, in my opinion, unfounded fear. Especially after the year 2025 and the Q4 which was very good. In the short term, the company's guidence and figures are very positive and there are no signs that they are losing anything to Spotify (they even have a lucrative deal with them), could be replaced by AI or that people have lost faith. Facts prove the opposite. Right now, unfortunately, the stock price is negatively controlled by people's irrationality.
·12.2.I find it hard to understand why it's performing so poorly after a report that in my eyes was good. Is it the fear from Spotify? I don't perceive Spotify as a big threat. I think it's a bit of the same fear as when Amazon was going to launch in Sweden. Furthermore, storytel owns publishing houses, which I believe has created an enormous moat. There have been some insider purchases before the turn of the year from the CFO, but it would have been nice if other people in leading positions also bought some shares. Overall, I like this phase in a company. They have shown that they can be profitable and make money, while now being able to step on the gas a bit and increase growth.
·13.2.And then came the insider purchase of just over 9 MSEK. The stock is currently on sale, in my book.- ·12.2.I expect the number of subscribers in 2026 to grow +10 % Y/Y driven by continued marketing, new collaborations such as Klarna, RDF Media in Chile and Polish Ringier Axel Springer, and the launch in Estonia. Revenue/subscriber decreases by -1,5 % in Q1 and Q2, i.e., the same effect as in Q4, due to currency headwinds and lower ARPU outside AO Nordic. Increases adjusted EBITDA margin by +2 percentage points Y/Y, slightly lower than the average increase of 2,7 percentage points as seen in Q2 – Q4 2025 Y/Y, due to scalability. For the rest of 2026, I assume that revenue/subscriber decreases -1,0 % Y/Y due to the lower ARPU outside AO Nordic. Maintains EBITDA margin Y/Y partly because it exceeds the target of 20 % and partly because scalability should be used for increased marketing. Revenue 2026: 4 370 MSEK (+8,6 %) EBITDA: 868 MSEK (19,9 %) EBIT: 528 MSEK (12,1 %) VPA 2026: 5,59 SEK MMV per 2026: 112 SEK In other words: Share price potential > 33 % from today's price. Do your own analysis before you act. I've been wrong before :)
·12.2.Now I'm setting the price alert at 100 kr and going back to sleep :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
44 päivää sitten
‧42 min
1,50 SEK/osake
Irtoamispäivä 6.5.
1,26%Tuotto/v
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenThe full analysis (approx. 10 min read) is now published: https://sparainvestera.substack.com/p/deep-dive-storytel Many see Spotify as the big threat to Storytel. But a closer examination of the business models shows that Storytel has an ace up its sleeve: vertical integration. By owning publishers like Norstedts and Lind & Co, Storytel controls the entire value chain. This provides a margin protection of 45 % in gross margin – a level Spotify can only dream of as long as they pay out the lion's share of their revenues to external rights holders. I have analyzed how Storytel positions itself as "the local champion" against the American giants and why their investment in exclusive content and AI voices creates a unique moat.·2 t sittenIt was really worth reading! Well-written and easy to understand. Like that you included the part about the tax effect too. May I ask why you don't own?·34 min sittenI understand, no, not really a shortage of small/medium-sized companies worth buying...
- ·19.2.Oh dear, I think tomorrow will be clearly negative as they reported incorrect figures in the report, the profit much lower than stated.
- ·13.2.I believe the stock price drop is due to: 1. People are taking out profits after a period of good gains. 2. Long-term concern regarding Spotify's investment in audiobooks. 3. Various types of AI concern on the stock market right now. All these aforementioned reasons are, in my opinion, unfounded fear. Especially after the year 2025 and the Q4 which was very good. In the short term, the company's guidence and figures are very positive and there are no signs that they are losing anything to Spotify (they even have a lucrative deal with them), could be replaced by AI or that people have lost faith. Facts prove the opposite. Right now, unfortunately, the stock price is negatively controlled by people's irrationality.
- ·12.2.I find it hard to understand why it's performing so poorly after a report that in my eyes was good. Is it the fear from Spotify? I don't perceive Spotify as a big threat. I think it's a bit of the same fear as when Amazon was going to launch in Sweden. Furthermore, storytel owns publishing houses, which I believe has created an enormous moat. There have been some insider purchases before the turn of the year from the CFO, but it would have been nice if other people in leading positions also bought some shares. Overall, I like this phase in a company. They have shown that they can be profitable and make money, while now being able to step on the gas a bit and increase growth.·13.2.And then came the insider purchase of just over 9 MSEK. The stock is currently on sale, in my book.
- ·12.2.I expect the number of subscribers in 2026 to grow +10 % Y/Y driven by continued marketing, new collaborations such as Klarna, RDF Media in Chile and Polish Ringier Axel Springer, and the launch in Estonia. Revenue/subscriber decreases by -1,5 % in Q1 and Q2, i.e., the same effect as in Q4, due to currency headwinds and lower ARPU outside AO Nordic. Increases adjusted EBITDA margin by +2 percentage points Y/Y, slightly lower than the average increase of 2,7 percentage points as seen in Q2 – Q4 2025 Y/Y, due to scalability. For the rest of 2026, I assume that revenue/subscriber decreases -1,0 % Y/Y due to the lower ARPU outside AO Nordic. Maintains EBITDA margin Y/Y partly because it exceeds the target of 20 % and partly because scalability should be used for increased marketing. Revenue 2026: 4 370 MSEK (+8,6 %) EBITDA: 868 MSEK (19,9 %) EBIT: 528 MSEK (12,1 %) VPA 2026: 5,59 SEK MMV per 2026: 112 SEK In other words: Share price potential > 33 % from today's price. Do your own analysis before you act. I've been wrong before :)·12.2.Now I'm setting the price alert at 100 kr and going back to sleep :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 136 | - | - | ||
| 2 | - | - | ||
| 140 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
2025 Q4 -tulosraportti
44 päivää sitten
‧42 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 29.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 12.2.2025 |
1,50 SEK/osake
Irtoamispäivä 6.5.
1,26%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenThe full analysis (approx. 10 min read) is now published: https://sparainvestera.substack.com/p/deep-dive-storytel Many see Spotify as the big threat to Storytel. But a closer examination of the business models shows that Storytel has an ace up its sleeve: vertical integration. By owning publishers like Norstedts and Lind & Co, Storytel controls the entire value chain. This provides a margin protection of 45 % in gross margin – a level Spotify can only dream of as long as they pay out the lion's share of their revenues to external rights holders. I have analyzed how Storytel positions itself as "the local champion" against the American giants and why their investment in exclusive content and AI voices creates a unique moat.·2 t sittenIt was really worth reading! Well-written and easy to understand. Like that you included the part about the tax effect too. May I ask why you don't own?·34 min sittenI understand, no, not really a shortage of small/medium-sized companies worth buying...
- ·19.2.Oh dear, I think tomorrow will be clearly negative as they reported incorrect figures in the report, the profit much lower than stated.
- ·13.2.I believe the stock price drop is due to: 1. People are taking out profits after a period of good gains. 2. Long-term concern regarding Spotify's investment in audiobooks. 3. Various types of AI concern on the stock market right now. All these aforementioned reasons are, in my opinion, unfounded fear. Especially after the year 2025 and the Q4 which was very good. In the short term, the company's guidence and figures are very positive and there are no signs that they are losing anything to Spotify (they even have a lucrative deal with them), could be replaced by AI or that people have lost faith. Facts prove the opposite. Right now, unfortunately, the stock price is negatively controlled by people's irrationality.
- ·12.2.I find it hard to understand why it's performing so poorly after a report that in my eyes was good. Is it the fear from Spotify? I don't perceive Spotify as a big threat. I think it's a bit of the same fear as when Amazon was going to launch in Sweden. Furthermore, storytel owns publishing houses, which I believe has created an enormous moat. There have been some insider purchases before the turn of the year from the CFO, but it would have been nice if other people in leading positions also bought some shares. Overall, I like this phase in a company. They have shown that they can be profitable and make money, while now being able to step on the gas a bit and increase growth.·13.2.And then came the insider purchase of just over 9 MSEK. The stock is currently on sale, in my book.
- ·12.2.I expect the number of subscribers in 2026 to grow +10 % Y/Y driven by continued marketing, new collaborations such as Klarna, RDF Media in Chile and Polish Ringier Axel Springer, and the launch in Estonia. Revenue/subscriber decreases by -1,5 % in Q1 and Q2, i.e., the same effect as in Q4, due to currency headwinds and lower ARPU outside AO Nordic. Increases adjusted EBITDA margin by +2 percentage points Y/Y, slightly lower than the average increase of 2,7 percentage points as seen in Q2 – Q4 2025 Y/Y, due to scalability. For the rest of 2026, I assume that revenue/subscriber decreases -1,0 % Y/Y due to the lower ARPU outside AO Nordic. Maintains EBITDA margin Y/Y partly because it exceeds the target of 20 % and partly because scalability should be used for increased marketing. Revenue 2026: 4 370 MSEK (+8,6 %) EBITDA: 868 MSEK (19,9 %) EBIT: 528 MSEK (12,1 %) VPA 2026: 5,59 SEK MMV per 2026: 112 SEK In other words: Share price potential > 33 % from today's price. Do your own analysis before you act. I've been wrong before :)·12.2.Now I'm setting the price alert at 100 kr and going back to sleep :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 136 | - | - | ||
| 2 | - | - | ||
| 140 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 105 158 | 105 158 | 0 | 0 |