2025 Q4 -tulosraportti
Tänään
‧56 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 | - | - | ||
| 10 | - | - | ||
| 10 | - | - | ||
| 10 000 | - | - | ||
| 823 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 183 359 | 1 183 359 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 183 359 | 1 183 359 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenI asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁
1 päivä sitten1 päivä sittenI'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·1 päivä sittenI look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.
·1 päivä sittenNo live presentation planned for the report tomorrow? Haven't seen anything communicated from the company about this.·2 t sittenHe made it quite clear that he clearly expects fidility to also be a customer next year 🙅 Besides that, no surprises - I must frankly admit that I am of the conviction that the market doesn't have the right discourse on this stock. Another day where one can buy it on offer and I naturally bought a bit more. I'd really like to know why one would sell at this level? Are people afraid of more dilutions? My assessment is that it is very small given their current position. They are recruiting new employees which indicates that they are busy. This is also positive. I'm holding and I am bullish Disclaimer : I own a good number of shares !- ·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!6.3.6.3.New 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/
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
Tänään
‧56 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenI asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁1 päivä sitten1 päivä sittenI'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·1 päivä sittenI look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.
- ·1 päivä sittenNo live presentation planned for the report tomorrow? Haven't seen anything communicated from the company about this.·2 t sittenHe made it quite clear that he clearly expects fidility to also be a customer next year 🙅 Besides that, no surprises - I must frankly admit that I am of the conviction that the market doesn't have the right discourse on this stock. Another day where one can buy it on offer and I naturally bought a bit more. I'd really like to know why one would sell at this level? Are people afraid of more dilutions? My assessment is that it is very small given their current position. They are recruiting new employees which indicates that they are busy. This is also positive. I'm holding and I am bullish Disclaimer : I own a good number of shares !
- ·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!6.3.6.3.New 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/
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 |
|---|---|---|---|---|
| 9 | - | - | ||
| 10 | - | - | ||
| 10 | - | - | ||
| 10 000 | - | - | ||
| 823 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 183 359 | 1 183 359 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 183 359 | 1 183 359 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
Tänään
‧56 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 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenI asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁1 päivä sitten1 päivä sittenI'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·1 päivä sittenI look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.
- ·1 päivä sittenNo live presentation planned for the report tomorrow? Haven't seen anything communicated from the company about this.·2 t sittenHe made it quite clear that he clearly expects fidility to also be a customer next year 🙅 Besides that, no surprises - I must frankly admit that I am of the conviction that the market doesn't have the right discourse on this stock. Another day where one can buy it on offer and I naturally bought a bit more. I'd really like to know why one would sell at this level? Are people afraid of more dilutions? My assessment is that it is very small given their current position. They are recruiting new employees which indicates that they are busy. This is also positive. I'm holding and I am bullish Disclaimer : I own a good number of shares !
- ·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!6.3.6.3.New 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/
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