2025 Q3 -tulosraportti
117 päivää sitten
‧54 min
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First North Sweden
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 11.3. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 | ||
2024 Q3 -tulosraportti 29.11.2024 |
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·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!2 päivää sitten2 päivää sittenNew case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
26.2.26.2.Just needed a little confirmation that DIVIO still has a right of existence in the market of 2026. Here is what Gemini says In 2026, the Platform-as-a-Service (PaaS) market has shifted from "generic hosting" to "specialized efficiency." While hyperscalers (AWS, Azure, GCP) dominate the infrastructure, Divio has carved out a distinct niche by positioning itself as the "DevOps-less" bridge for digital agencies and European enterprises. Here is how Divio fits into the current landscape of PaaS and the AI explosion: 1 The PaaS Market: The "Sovereign & Managed" AlternativeAs of early 2026, the PaaS market is divided between massive ecosystems and agile specialists. Divio differentiates itself through Digital Sovereignty and Operational Abstraction. Regional Dominance (The European Alternative): Divio recently launched a "Pure European" managed hosting solution. This is a direct response to 2026's stricter data residency requirements, catering to organizations (like the Swiss Army) that need to bypass U.S.-based providers for compliance. The Agency Flywheel: Unlike Heroku (which targets individual developers) or AWS Elastic Beanstalk (which requires significant AWS expertise), Divio targets digital agencies. It acts as their outsourced DevOps department, allowing them to manage hundreds of client projects without hiring a massive infrastructure team. Vendor Agnostic PaaS: While it can run on AWS or Azure, its value is in the abstraction layer. It prevents vendor lock-in, which has become a primary concern in 2026 as cloud costs and "tariff effects" on data fluctuate. 2. Divio & AI: The "Infrastructure for GenAI"Divio has transitioned from a general web-hosting platform to a specialized environment for Generative AI (GenAI) applications.Supporting the GenAI LifecycleBuilding an AI app in 2026 is no longer just about the model; it's about the pipeline. Divio fits here by: Managing "Model Wrangling": They provide pre-configured environments specifically for AI frameworks, allowing developers to focus on datasets rather than GPU provisioning or environment consistency. AWS Bedrock Integration: As a key partner, Divio simplifies the deployment of applications using Amazon Bedrock, handling the security and scaling of the underlying infrastructure while developers call the LLMs. Cost Management for AI: AI workloads are notorious for unpredictable costs. Divio’s 2026 updates focus on "Predictable Cost Management," providing visibility into how much a specific GenAI deployment is consuming in real-time.·27.2.I have on several occasions also used AI to find out whether Divio's product is challenged by AI. And each time I am only strengthened in the belief that it will actually increase their demand for the product. Divio will be a winner 🏅2.3.2.3.And to add a bit to that: Divio presented another agency-client on their linkedin last week. They seem to be very much into AI and vibe-coding. Doubt early adopters of AI would join the platform if it was about to go obsolete... https://lyvena.xyz/- ·18.2.I have been waiting for exactly today's announcement for a long time. The geopolitics between the EU and the USA will attract more customers to Divio as more and more (especially the defense industry) want to be independent of usa. A huge good signal to send! It will be good.·24.2.Completely agree. I don't think it will be long before this is made public (before the summer holidays) Perhaps it will even open up for more NATO allies in Europe to join the same? They certainly need to distance themselves a bit from US dependence. I believe there will be one more PM before Q4 on March 11. What it will offer, I don't know, but something usually comes up for it.
·17.2.I have a number of so-called growth companies / small caps that I believe in! Divio is among them, it was a pump a few years ago, now those pumps are long gone to other companies! It's showing red now, but I'm a bit stubborn and continue with the holding! Today things are supposed to move so fast and patience is no longer there! Sometimes something happens like with Clavister, so I like to have a few such companies! We can hope that Divio also gains momentum! Now everyone thinks AI will do everything but "something/someone" should also give AI what it should do! I'm thinking aloud again….
·17.2. · MuokattuDivio has perceived a good financial situation and is very close or will (?) show positive EBIT and cash flow on March 11. Hopefully the company will then receive a more "fair" valuation; which at least should not fall below 0.40 SEK/share according to me. But always problematic when a market capitalization has been so suppressed; it can take time to climb without a supportive press release about "new agreement/order". I do not consider Divio to be a speculative company anymore with the customers, partnerships and collaborations that the company now holds. It remains to be seen what will be presented in the report and possibly (?) before then - looking forward to the report (!).
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.
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2025 Q3 -tulosraportti
117 päivää sitten
‧54 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.
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Kirjaudu
- ·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
- 2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!2 päivää sitten2 päivää sittenNew case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
- 26.2.26.2.Just needed a little confirmation that DIVIO still has a right of existence in the market of 2026. Here is what Gemini says In 2026, the Platform-as-a-Service (PaaS) market has shifted from "generic hosting" to "specialized efficiency." While hyperscalers (AWS, Azure, GCP) dominate the infrastructure, Divio has carved out a distinct niche by positioning itself as the "DevOps-less" bridge for digital agencies and European enterprises. Here is how Divio fits into the current landscape of PaaS and the AI explosion: 1 The PaaS Market: The "Sovereign & Managed" AlternativeAs of early 2026, the PaaS market is divided between massive ecosystems and agile specialists. Divio differentiates itself through Digital Sovereignty and Operational Abstraction. Regional Dominance (The European Alternative): Divio recently launched a "Pure European" managed hosting solution. This is a direct response to 2026's stricter data residency requirements, catering to organizations (like the Swiss Army) that need to bypass U.S.-based providers for compliance. The Agency Flywheel: Unlike Heroku (which targets individual developers) or AWS Elastic Beanstalk (which requires significant AWS expertise), Divio targets digital agencies. It acts as their outsourced DevOps department, allowing them to manage hundreds of client projects without hiring a massive infrastructure team. Vendor Agnostic PaaS: While it can run on AWS or Azure, its value is in the abstraction layer. It prevents vendor lock-in, which has become a primary concern in 2026 as cloud costs and "tariff effects" on data fluctuate. 2. Divio & AI: The "Infrastructure for GenAI"Divio has transitioned from a general web-hosting platform to a specialized environment for Generative AI (GenAI) applications.Supporting the GenAI LifecycleBuilding an AI app in 2026 is no longer just about the model; it's about the pipeline. Divio fits here by: Managing "Model Wrangling": They provide pre-configured environments specifically for AI frameworks, allowing developers to focus on datasets rather than GPU provisioning or environment consistency. AWS Bedrock Integration: As a key partner, Divio simplifies the deployment of applications using Amazon Bedrock, handling the security and scaling of the underlying infrastructure while developers call the LLMs. Cost Management for AI: AI workloads are notorious for unpredictable costs. Divio’s 2026 updates focus on "Predictable Cost Management," providing visibility into how much a specific GenAI deployment is consuming in real-time.·27.2.I have on several occasions also used AI to find out whether Divio's product is challenged by AI. And each time I am only strengthened in the belief that it will actually increase their demand for the product. Divio will be a winner 🏅2.3.2.3.And to add a bit to that: Divio presented another agency-client on their linkedin last week. They seem to be very much into AI and vibe-coding. Doubt early adopters of AI would join the platform if it was about to go obsolete... https://lyvena.xyz/
- ·18.2.I have been waiting for exactly today's announcement for a long time. The geopolitics between the EU and the USA will attract more customers to Divio as more and more (especially the defense industry) want to be independent of usa. A huge good signal to send! It will be good.·24.2.Completely agree. I don't think it will be long before this is made public (before the summer holidays) Perhaps it will even open up for more NATO allies in Europe to join the same? They certainly need to distance themselves a bit from US dependence. I believe there will be one more PM before Q4 on March 11. What it will offer, I don't know, but something usually comes up for it.
- ·17.2.I have a number of so-called growth companies / small caps that I believe in! Divio is among them, it was a pump a few years ago, now those pumps are long gone to other companies! It's showing red now, but I'm a bit stubborn and continue with the holding! Today things are supposed to move so fast and patience is no longer there! Sometimes something happens like with Clavister, so I like to have a few such companies! We can hope that Divio also gains momentum! Now everyone thinks AI will do everything but "something/someone" should also give AI what it should do! I'm thinking aloud again….·17.2. · MuokattuDivio has perceived a good financial situation and is very close or will (?) show positive EBIT and cash flow on March 11. Hopefully the company will then receive a more "fair" valuation; which at least should not fall below 0.40 SEK/share according to me. But always problematic when a market capitalization has been so suppressed; it can take time to climb without a supportive press release about "new agreement/order". I do not consider Divio to be a speculative company anymore with the customers, partnerships and collaborations that the company now holds. It remains to be seen what will be presented in the report and possibly (?) before then - looking forward to the report (!).
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 |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 11.3. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 | ||
2024 Q3 -tulosraportti 29.11.2024 |
2025 Q3 -tulosraportti
117 päivää sitten
‧54 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 | |
|---|---|
2025 Q4 -tulosraportti 11.3. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 | ||
2024 Q3 -tulosraportti 29.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
- 2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!2 päivää sitten2 päivää sittenNew case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
- 26.2.26.2.Just needed a little confirmation that DIVIO still has a right of existence in the market of 2026. Here is what Gemini says In 2026, the Platform-as-a-Service (PaaS) market has shifted from "generic hosting" to "specialized efficiency." While hyperscalers (AWS, Azure, GCP) dominate the infrastructure, Divio has carved out a distinct niche by positioning itself as the "DevOps-less" bridge for digital agencies and European enterprises. Here is how Divio fits into the current landscape of PaaS and the AI explosion: 1 The PaaS Market: The "Sovereign & Managed" AlternativeAs of early 2026, the PaaS market is divided between massive ecosystems and agile specialists. Divio differentiates itself through Digital Sovereignty and Operational Abstraction. Regional Dominance (The European Alternative): Divio recently launched a "Pure European" managed hosting solution. This is a direct response to 2026's stricter data residency requirements, catering to organizations (like the Swiss Army) that need to bypass U.S.-based providers for compliance. The Agency Flywheel: Unlike Heroku (which targets individual developers) or AWS Elastic Beanstalk (which requires significant AWS expertise), Divio targets digital agencies. It acts as their outsourced DevOps department, allowing them to manage hundreds of client projects without hiring a massive infrastructure team. Vendor Agnostic PaaS: While it can run on AWS or Azure, its value is in the abstraction layer. It prevents vendor lock-in, which has become a primary concern in 2026 as cloud costs and "tariff effects" on data fluctuate. 2. Divio & AI: The "Infrastructure for GenAI"Divio has transitioned from a general web-hosting platform to a specialized environment for Generative AI (GenAI) applications.Supporting the GenAI LifecycleBuilding an AI app in 2026 is no longer just about the model; it's about the pipeline. Divio fits here by: Managing "Model Wrangling": They provide pre-configured environments specifically for AI frameworks, allowing developers to focus on datasets rather than GPU provisioning or environment consistency. AWS Bedrock Integration: As a key partner, Divio simplifies the deployment of applications using Amazon Bedrock, handling the security and scaling of the underlying infrastructure while developers call the LLMs. Cost Management for AI: AI workloads are notorious for unpredictable costs. Divio’s 2026 updates focus on "Predictable Cost Management," providing visibility into how much a specific GenAI deployment is consuming in real-time.·27.2.I have on several occasions also used AI to find out whether Divio's product is challenged by AI. And each time I am only strengthened in the belief that it will actually increase their demand for the product. Divio will be a winner 🏅2.3.2.3.And to add a bit to that: Divio presented another agency-client on their linkedin last week. They seem to be very much into AI and vibe-coding. Doubt early adopters of AI would join the platform if it was about to go obsolete... https://lyvena.xyz/
- ·18.2.I have been waiting for exactly today's announcement for a long time. The geopolitics between the EU and the USA will attract more customers to Divio as more and more (especially the defense industry) want to be independent of usa. A huge good signal to send! It will be good.·24.2.Completely agree. I don't think it will be long before this is made public (before the summer holidays) Perhaps it will even open up for more NATO allies in Europe to join the same? They certainly need to distance themselves a bit from US dependence. I believe there will be one more PM before Q4 on March 11. What it will offer, I don't know, but something usually comes up for it.
- ·17.2.I have a number of so-called growth companies / small caps that I believe in! Divio is among them, it was a pump a few years ago, now those pumps are long gone to other companies! It's showing red now, but I'm a bit stubborn and continue with the holding! Today things are supposed to move so fast and patience is no longer there! Sometimes something happens like with Clavister, so I like to have a few such companies! We can hope that Divio also gains momentum! Now everyone thinks AI will do everything but "something/someone" should also give AI what it should do! I'm thinking aloud again….·17.2. · MuokattuDivio has perceived a good financial situation and is very close or will (?) show positive EBIT and cash flow on March 11. Hopefully the company will then receive a more "fair" valuation; which at least should not fall below 0.40 SEK/share according to me. But always problematic when a market capitalization has been so suppressed; it can take time to climb without a supportive press release about "new agreement/order". I do not consider Divio to be a speculative company anymore with the customers, partnerships and collaborations that the company now holds. It remains to be seen what will be presented in the report and possibly (?) before then - looking forward to the report (!).
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