2025 Q3 -tulosraportti
30 päivää sittenTarjoustasot
First North Sweden
Määrä
Osto
91 012
Myynti
Määrä
200 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 361 | - | - | ||
| 35 646 | - | - | ||
| 23 400 | - | - | ||
| 3 586 | - | - | ||
| 6 311 | - | - |
Ylin
0,119VWAP
Alin
0,115VaihtoMäärä
0 106 273
VWAP
Ylin
0,119Alin
0,115VaihtoMäärä
0 106 273
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11. | |
| 2025 Q2 -tulosraportti | 12.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
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·3.12. · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."
·5.12.Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.- ·14.11.Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
12.11. · Muokattu12.11. · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11. · Muokattu12.11. · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.12.11.Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.- 12.11. · Muokattu12.11. · MuokattuFinancials in line with what I was expecting. No significant MRR-add from conversion of the formerly free subscriptions. But holy mackerel- from 12 agencies using the platform to 44 in just a quarter. That is an impactful outreach, and way faster than what I thought! Proof will still be "in the pudding" when some time has passed on this, but I'm expecting that a period of testing for these agencies will have high conversion rates to sales, since 1. the platform reduces the agencies' growing pains, and the often unwelcome exponential burden of managing/hosting for multiple clients, and since 2. there are economic incentives in place. It should be a substantial + net/net for the agencies. Save money on costs, simplify process, earn money from referrals. (Easy!) If Divio can convert on about 40% of what they currently have going, that would likely take us over the line. Not to mention if they can keep up a similar outreach for a while, and add 20-30 more agencies for testing in upcomming quarters too. Guessing 2-4 months of testing, for any agency serious about it, before conversion to subscription. Which means Q4 25 or Q1 26 might get very interesting.
12.11.12.11.There must be a lot of very small agencies amongst the 44 if the majority are Swiss. But I agree the increase from 12 to 44 sounds great.12.11.12.11.Yes, was thinking that too. But even a small agency can bring in 3-10 clients p/year. If they don't, they die. - 4.11.4.11.This new deal. Is it a one off or recurring into 2026?4.11.4.11.To be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.6.11.6.11.Probably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
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2025 Q3 -tulosraportti
30 päivää sittenUutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
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- ·3.12. · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."·5.12.Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.
- ·14.11.Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
- 12.11. · Muokattu12.11. · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11. · Muokattu12.11. · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.12.11.Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.
- 12.11. · Muokattu12.11. · MuokattuFinancials in line with what I was expecting. No significant MRR-add from conversion of the formerly free subscriptions. But holy mackerel- from 12 agencies using the platform to 44 in just a quarter. That is an impactful outreach, and way faster than what I thought! Proof will still be "in the pudding" when some time has passed on this, but I'm expecting that a period of testing for these agencies will have high conversion rates to sales, since 1. the platform reduces the agencies' growing pains, and the often unwelcome exponential burden of managing/hosting for multiple clients, and since 2. there are economic incentives in place. It should be a substantial + net/net for the agencies. Save money on costs, simplify process, earn money from referrals. (Easy!) If Divio can convert on about 40% of what they currently have going, that would likely take us over the line. Not to mention if they can keep up a similar outreach for a while, and add 20-30 more agencies for testing in upcomming quarters too. Guessing 2-4 months of testing, for any agency serious about it, before conversion to subscription. Which means Q4 25 or Q1 26 might get very interesting.12.11.12.11.There must be a lot of very small agencies amongst the 44 if the majority are Swiss. But I agree the increase from 12 to 44 sounds great.12.11.12.11.Yes, was thinking that too. But even a small agency can bring in 3-10 clients p/year. If they don't, they die.
- 4.11.4.11.This new deal. Is it a one off or recurring into 2026?4.11.4.11.To be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.6.11.6.11.Probably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
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
91 012
Myynti
Määrä
200 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 361 | - | - | ||
| 35 646 | - | - | ||
| 23 400 | - | - | ||
| 3 586 | - | - | ||
| 6 311 | - | - |
Ylin
0,119VWAP
Alin
0,115VaihtoMäärä
0 106 273
VWAP
Ylin
0,119Alin
0,115VaihtoMäärä
0 106 273
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11. | |
| 2025 Q2 -tulosraportti | 12.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
30 päivää sittenUutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11. | |
| 2025 Q2 -tulosraportti | 12.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3.12. · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."·5.12.Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.
- ·14.11.Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
- 12.11. · Muokattu12.11. · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11. · Muokattu12.11. · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.12.11.Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.
- 12.11. · Muokattu12.11. · MuokattuFinancials in line with what I was expecting. No significant MRR-add from conversion of the formerly free subscriptions. But holy mackerel- from 12 agencies using the platform to 44 in just a quarter. That is an impactful outreach, and way faster than what I thought! Proof will still be "in the pudding" when some time has passed on this, but I'm expecting that a period of testing for these agencies will have high conversion rates to sales, since 1. the platform reduces the agencies' growing pains, and the often unwelcome exponential burden of managing/hosting for multiple clients, and since 2. there are economic incentives in place. It should be a substantial + net/net for the agencies. Save money on costs, simplify process, earn money from referrals. (Easy!) If Divio can convert on about 40% of what they currently have going, that would likely take us over the line. Not to mention if they can keep up a similar outreach for a while, and add 20-30 more agencies for testing in upcomming quarters too. Guessing 2-4 months of testing, for any agency serious about it, before conversion to subscription. Which means Q4 25 or Q1 26 might get very interesting.12.11.12.11.There must be a lot of very small agencies amongst the 44 if the majority are Swiss. But I agree the increase from 12 to 44 sounds great.12.11.12.11.Yes, was thinking that too. But even a small agency can bring in 3-10 clients p/year. If they don't, they die.
- 4.11.4.11.This new deal. Is it a one off or recurring into 2026?4.11.4.11.To be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.6.11.6.11.Probably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
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
91 012
Myynti
Määrä
200 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 361 | - | - | ||
| 35 646 | - | - | ||
| 23 400 | - | - | ||
| 3 586 | - | - | ||
| 6 311 | - | - |
Ylin
0,119VWAP
Alin
0,115VaihtoMäärä
0 106 273
VWAP
Ylin
0,119Alin
0,115VaihtoMäärä
0 106 273
Välittäjätilasto
Dataa ei löytynyt