Q2-osavuosiraportti
34 päivää sitten‧42 min
Tarjoustasot
First North Sweden
Määrä
Osto
5 000
Myynti
Määrä
12 822
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 817 | - | - | ||
| 8 183 | - | - | ||
| 381 | - | - | ||
| 26 436 | - | - | ||
| 15 000 | - | - |
Ylin
0,132VWAP
Alin
0,128VaihtoMäärä
0 367 409
VWAP
Ylin
0,132Alin
0,128VaihtoMäärä
0 367 409
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 367 409 | 367 409 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 367 409 | 367 409 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
11.9.11.9.Whilst we wait: I really do like the new initiative of allying with web-agencies. There are currently quite a few barriers to trade that are macro/geopolitics driven, some of which I've tried to outline in previous posts. Besides those, the biggest hurdle- and one specific to Divio- seems to be getting clients to commit to a lengthy process of rewriting their apps for dockerization, and for conformity to 12 factor app principles, which in turn allows Divio to "admin" the cloud efficiently and reliably post this conversion. Rewriting apps to conform to 12 factor app principles can take anything from a few weeks, for small simple apps, to many months, for large/complex apps, and probably up to a year or more for outdated "legacy" apps. So this hurdle is likely also the primary cause of long lead times on the contract signings. The 12 factor app methodology is regarded as "best practice" when it comes to cloud native applications, so it's clear that any company looking for success aided by cloud computing would be motivated for this transition in the first place. It is also clear though, that Divio have a tough sell when approaching companies that have not started the process. (Why/how would they commit to a platform subscription up front if they are not even sure what their processes and apps will look like some months down the road?) Convincing web agencies to employ best practices (12 factor app methodology) when creating for clients with cloud computing ambitions should be a much easier sell. Add in the hefty incentives of achievable platform discounts (discounted use of Divio platform for the web agencies themselves) and up to 25% referral comissions for new clients gained, and the offer should start to look very appealing; the web agencies can outsource anything to do with the cloud, reduce their own costs and time spent, and even boost their margins repeatedly from gaining referral comissions. The strategy also opens up the possibility of repeat business from people that know increasingly well what they are doing when writing apps for cloud. That eliminates the need to hire consultancies from this process, and ultimately cuts costs for clients. For Divio, having a network/connections both "far upstream" (in the form of cloud vendor-collaborations, such as what they have with AWS), and "further downstream" (such as what they get with agency-collaborators) should ensure a bountiful yield- at least in theory: Fishing with multiple nets at multiple locations makes sense if you absolutely need a catch, even in this period when there are fewer fish in the river (due to macro/geopolitical circumstances.) The diversification in lead-generation also gives another clear benefit for Divio: Steadier growth. Contract wins from vendor-collaborations (such as AWS) will likely continue to be infrequent but large, whilst agency contracts are more likely to be frequent, but small. So combine a steady incremental growth from agency collaborations with infrequent bursts of more sizable growth from the vendor collaborations, and you get a very appealing revenue stream. List of priorities for Mr. Levin/Divio, as I see it: 1. Cross that line to profitability 2. Regain the markets confidence, and investor trust by increasing transparency- discussing the company's prospects, obstacles and endeavors in more detail. (And, should be needless to say: Stop. Just stop.. manipulating investor sentiment by misrepresenting, making look better, or claiming things that just don't hold up.) 3. get as many agencies as possible, from different areas, on board. I hope Divio's outreach with this initiative is substantial and effective, because I think it is (finally) an excellent plan. IMO, this initiative could be the "undergrowth" in 2026 that might fuel a steady and increasingly substantial growth for 2027 and on. Good luck us!3 päivää sitten3 päivää sittenYes, that is exciting too. Curious to see what kind of tasks they're solving for Swiss army also. Anything to do with military these days warrants interest, in case the end product might be sought after more widely in a NATO that collectively needs new capacities and new scale.- 4.9.4.9.Reposting a post of mine from an earlier thread, because I think it's significant; on the topic of US/EU tensions, and on the topic of diversifying network/lead-generation, which I think Divio shuld look into doing next/ASAP. Norway is an interesting market for computing. An abundance of hydropower, a cool climate, good infrastructure and a stable political environment makes it an ideal location for data/computing centers. Many datacenters are already located here. Nscale, Aker and OpenAI are also about to spend billions on a joint venture for a new giga-size computing-site in the north of the country, scheduled for completion YE 2026: -Announcement here: https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai -Videoannouncement here: https://qcnl.tv/p/ibfrFnPcQraFxwbZSpXzVQ These are material developments for the future of computing in Europe. Divio should look to position accordingly, and the time to do it would be now, IMO. A list of vendors active in the cloud ecosystem in Norway here: https://www.cloudtango.net/msp/Norway
- 3.9.3.9.New webpages are up. Very nice, I would say. Probably done by What. or Pixel actions to sement agency collaboration. https://www.divio.com/
- 26.8.26.8.Tensions are mounting in the digital domain, where the EU are insisting on regulations for the US hyperscalers that are dominating the global (- Chinese and Russian) markets. Trump posting threats of increased tariffs for countries that "attack the fantastic American tech-companies" on his "truth social" on monday. A somewhat related read, for anyone interested in the subject: https://medium.com/@dion.wiggins/tariffing-the-cloud-a-hypothetical-strategic-counter-strike-against-us-tech-dominance-ac3ba724a0b6 As for market trends, AWS's growth has slowed substantially since their peak growth in 2015. (https://www.statista.com/statistics/422273/yoy-quarterly-growth-aws-revenues/) In more recent years, AWS have been shedding some of their marketshare to both their US peer competitors and to a number of their much smaller EU counterparts. (AWS growth is currently somewhat slower than the overall growth of the cloud market.) A growing number of smaller players are also nibbling at portions of all the larger players' pai. The cloud space seems to be consolidating and diversifying at the moment, after the initial boom of the US hyperscalers. While that slows growth, it also offers opportunities for disruptors and innovators in the space- perhaps especially to companies who are "cutting edge", agile on the pivot, and can make quick, smart, proactive moves to position for where the eco-system is moving. I think Divio should be such a company. I can't object to Divio's AWS-link, as it is now a proven source for very (in relation to Divio's mcap/revenues) significant contract wins, but I do also wonder if Divio are not already somewhat behind the curve on diversifying their network in order to connect to- and capture marketshare from the smaller cloud providers, who have picked up pace in Europe. (Again: Why are there no connections in Sweden or Scandinavia?) I also still have some objection to a small company like Divio having a non-technical CEO at the helm. Levin seems to me to be some kind of go-to-market sales strategist/corporate supervisor- a leader type that probably makes a lot of sense for a larger organization than what Divio currently is, but that has likely- to some extent- been "dead weight" and a hindrance to a small company that should be agile and nifty. Just to highlight what I mean briefly: If the technical team needs to "spoonfeed" a non-technical CEO+board about their obstacles, their needs for resource allocation, realistic timelines for their task-completions or contract signings, or about what's happening in the ecosystem, in order for the CEO/board to make decisions for the company's path, that is obviously both inefficient and costly for a company with tight constraints. You also can't achieve high conviction on your decisions if you are making them on 2nd hand information. A high degree of subject matter expertice is key for decisive leadership! My guess is that Divio- on the back of their Fidelity-signing- were way overoptimistic initially, about their ability to penetrate the market and achieve a high rate of growth from the onset, with what was likely a very useful, but severely immature (judging by it's substantial changelog: https://www.divio.com/changelog/) product. IMO, hiring a non-technical CEO probably also led to unnecessary amounts of chaos-piloting by somebody essentially wearing a blindfold. I think the flip-flopping back and forth on strategy, the need to hire a sales consultancy, and a CPO (in addition to a head of product development), the (long) time spent before applying for/achieving ISO-certifications (that probably should be a must have if you are after corporate clients), possible frictions between the technical team and mgmt. (that might be a contributing cause to the offloading of nearly half the technical team earlier this year), and more might be symptoms of a poor fit. Also, communication characterised by reccurent over-promise/underdeliver, painting "rosy pictures" with unverifiable qualifier-statements (how "exciting and fun things are", "how hard everyone is working", "how motivated everyone is" etc.), have made the company's progress and prospects opaque instead of transparent. My critique is full of assumptions and wild guesswork. My "judgements" are one-sided and possibly overly harsh. I still think that Divio could have chosen a better path- with significantly less dilution- to get to where they are today. And I don't think invetors owe much leniency to mgmt. that have knowingly misrepresented Hopefully, it's mostly water under the bridge, as the company turns the next corner and achieves profitability. I do hope lessons have been learned though, and I especially think there's a just case for demanding more truthful, humble, accurate or more thoughtfully considered communication.
4.9. · Muokattu·I was wondering how many Swedish/Nordic suppliers of this type there are? And which ones does Divio work with and/or is in contact with? https://binero.com/about-us/ In some ways competitors, but it depends on the "target group"/customer and the setup.4.9.4.9.I think you may have missed my post in response to your initial post on vendors in Scandinavia. Refresh your browser to see it. I think you might find it interesting. List of 40 vendors active in Norway, and a mention of a gigantic new joint venture between Nscale, Aker, OpenAI and Nvidia in northern Norway.
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 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.
Q2-osavuosiraportti
34 päivää sitten‧42 min
Uutiset 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 11.9.11.9.Whilst we wait: I really do like the new initiative of allying with web-agencies. There are currently quite a few barriers to trade that are macro/geopolitics driven, some of which I've tried to outline in previous posts. Besides those, the biggest hurdle- and one specific to Divio- seems to be getting clients to commit to a lengthy process of rewriting their apps for dockerization, and for conformity to 12 factor app principles, which in turn allows Divio to "admin" the cloud efficiently and reliably post this conversion. Rewriting apps to conform to 12 factor app principles can take anything from a few weeks, for small simple apps, to many months, for large/complex apps, and probably up to a year or more for outdated "legacy" apps. So this hurdle is likely also the primary cause of long lead times on the contract signings. The 12 factor app methodology is regarded as "best practice" when it comes to cloud native applications, so it's clear that any company looking for success aided by cloud computing would be motivated for this transition in the first place. It is also clear though, that Divio have a tough sell when approaching companies that have not started the process. (Why/how would they commit to a platform subscription up front if they are not even sure what their processes and apps will look like some months down the road?) Convincing web agencies to employ best practices (12 factor app methodology) when creating for clients with cloud computing ambitions should be a much easier sell. Add in the hefty incentives of achievable platform discounts (discounted use of Divio platform for the web agencies themselves) and up to 25% referral comissions for new clients gained, and the offer should start to look very appealing; the web agencies can outsource anything to do with the cloud, reduce their own costs and time spent, and even boost their margins repeatedly from gaining referral comissions. The strategy also opens up the possibility of repeat business from people that know increasingly well what they are doing when writing apps for cloud. That eliminates the need to hire consultancies from this process, and ultimately cuts costs for clients. For Divio, having a network/connections both "far upstream" (in the form of cloud vendor-collaborations, such as what they have with AWS), and "further downstream" (such as what they get with agency-collaborators) should ensure a bountiful yield- at least in theory: Fishing with multiple nets at multiple locations makes sense if you absolutely need a catch, even in this period when there are fewer fish in the river (due to macro/geopolitical circumstances.) The diversification in lead-generation also gives another clear benefit for Divio: Steadier growth. Contract wins from vendor-collaborations (such as AWS) will likely continue to be infrequent but large, whilst agency contracts are more likely to be frequent, but small. So combine a steady incremental growth from agency collaborations with infrequent bursts of more sizable growth from the vendor collaborations, and you get a very appealing revenue stream. List of priorities for Mr. Levin/Divio, as I see it: 1. Cross that line to profitability 2. Regain the markets confidence, and investor trust by increasing transparency- discussing the company's prospects, obstacles and endeavors in more detail. (And, should be needless to say: Stop. Just stop.. manipulating investor sentiment by misrepresenting, making look better, or claiming things that just don't hold up.) 3. get as many agencies as possible, from different areas, on board. I hope Divio's outreach with this initiative is substantial and effective, because I think it is (finally) an excellent plan. IMO, this initiative could be the "undergrowth" in 2026 that might fuel a steady and increasingly substantial growth for 2027 and on. Good luck us!3 päivää sitten3 päivää sittenYes, that is exciting too. Curious to see what kind of tasks they're solving for Swiss army also. Anything to do with military these days warrants interest, in case the end product might be sought after more widely in a NATO that collectively needs new capacities and new scale.
- 4.9.4.9.Reposting a post of mine from an earlier thread, because I think it's significant; on the topic of US/EU tensions, and on the topic of diversifying network/lead-generation, which I think Divio shuld look into doing next/ASAP. Norway is an interesting market for computing. An abundance of hydropower, a cool climate, good infrastructure and a stable political environment makes it an ideal location for data/computing centers. Many datacenters are already located here. Nscale, Aker and OpenAI are also about to spend billions on a joint venture for a new giga-size computing-site in the north of the country, scheduled for completion YE 2026: -Announcement here: https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai -Videoannouncement here: https://qcnl.tv/p/ibfrFnPcQraFxwbZSpXzVQ These are material developments for the future of computing in Europe. Divio should look to position accordingly, and the time to do it would be now, IMO. A list of vendors active in the cloud ecosystem in Norway here: https://www.cloudtango.net/msp/Norway
- 3.9.3.9.New webpages are up. Very nice, I would say. Probably done by What. or Pixel actions to sement agency collaboration. https://www.divio.com/
- 26.8.26.8.Tensions are mounting in the digital domain, where the EU are insisting on regulations for the US hyperscalers that are dominating the global (- Chinese and Russian) markets. Trump posting threats of increased tariffs for countries that "attack the fantastic American tech-companies" on his "truth social" on monday. A somewhat related read, for anyone interested in the subject: https://medium.com/@dion.wiggins/tariffing-the-cloud-a-hypothetical-strategic-counter-strike-against-us-tech-dominance-ac3ba724a0b6 As for market trends, AWS's growth has slowed substantially since their peak growth in 2015. (https://www.statista.com/statistics/422273/yoy-quarterly-growth-aws-revenues/) In more recent years, AWS have been shedding some of their marketshare to both their US peer competitors and to a number of their much smaller EU counterparts. (AWS growth is currently somewhat slower than the overall growth of the cloud market.) A growing number of smaller players are also nibbling at portions of all the larger players' pai. The cloud space seems to be consolidating and diversifying at the moment, after the initial boom of the US hyperscalers. While that slows growth, it also offers opportunities for disruptors and innovators in the space- perhaps especially to companies who are "cutting edge", agile on the pivot, and can make quick, smart, proactive moves to position for where the eco-system is moving. I think Divio should be such a company. I can't object to Divio's AWS-link, as it is now a proven source for very (in relation to Divio's mcap/revenues) significant contract wins, but I do also wonder if Divio are not already somewhat behind the curve on diversifying their network in order to connect to- and capture marketshare from the smaller cloud providers, who have picked up pace in Europe. (Again: Why are there no connections in Sweden or Scandinavia?) I also still have some objection to a small company like Divio having a non-technical CEO at the helm. Levin seems to me to be some kind of go-to-market sales strategist/corporate supervisor- a leader type that probably makes a lot of sense for a larger organization than what Divio currently is, but that has likely- to some extent- been "dead weight" and a hindrance to a small company that should be agile and nifty. Just to highlight what I mean briefly: If the technical team needs to "spoonfeed" a non-technical CEO+board about their obstacles, their needs for resource allocation, realistic timelines for their task-completions or contract signings, or about what's happening in the ecosystem, in order for the CEO/board to make decisions for the company's path, that is obviously both inefficient and costly for a company with tight constraints. You also can't achieve high conviction on your decisions if you are making them on 2nd hand information. A high degree of subject matter expertice is key for decisive leadership! My guess is that Divio- on the back of their Fidelity-signing- were way overoptimistic initially, about their ability to penetrate the market and achieve a high rate of growth from the onset, with what was likely a very useful, but severely immature (judging by it's substantial changelog: https://www.divio.com/changelog/) product. IMO, hiring a non-technical CEO probably also led to unnecessary amounts of chaos-piloting by somebody essentially wearing a blindfold. I think the flip-flopping back and forth on strategy, the need to hire a sales consultancy, and a CPO (in addition to a head of product development), the (long) time spent before applying for/achieving ISO-certifications (that probably should be a must have if you are after corporate clients), possible frictions between the technical team and mgmt. (that might be a contributing cause to the offloading of nearly half the technical team earlier this year), and more might be symptoms of a poor fit. Also, communication characterised by reccurent over-promise/underdeliver, painting "rosy pictures" with unverifiable qualifier-statements (how "exciting and fun things are", "how hard everyone is working", "how motivated everyone is" etc.), have made the company's progress and prospects opaque instead of transparent. My critique is full of assumptions and wild guesswork. My "judgements" are one-sided and possibly overly harsh. I still think that Divio could have chosen a better path- with significantly less dilution- to get to where they are today. And I don't think invetors owe much leniency to mgmt. that have knowingly misrepresented Hopefully, it's mostly water under the bridge, as the company turns the next corner and achieves profitability. I do hope lessons have been learned though, and I especially think there's a just case for demanding more truthful, humble, accurate or more thoughtfully considered communication.4.9. · Muokattu·I was wondering how many Swedish/Nordic suppliers of this type there are? And which ones does Divio work with and/or is in contact with? https://binero.com/about-us/ In some ways competitors, but it depends on the "target group"/customer and the setup.4.9.4.9.I think you may have missed my post in response to your initial post on vendors in Scandinavia. Refresh your browser to see it. I think you might find it interesting. List of 40 vendors active in Norway, and a mention of a gigantic new joint venture between Nscale, Aker, OpenAI and Nvidia in northern Norway.
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
5 000
Myynti
Määrä
12 822
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 817 | - | - | ||
| 8 183 | - | - | ||
| 381 | - | - | ||
| 26 436 | - | - | ||
| 15 000 | - | - |
Ylin
0,132VWAP
Alin
0,128VaihtoMäärä
0 367 409
VWAP
Ylin
0,132Alin
0,128VaihtoMäärä
0 367 409
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 367 409 | 367 409 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 367 409 | 367 409 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
34 päivää sitten‧42 min
Uutiset 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 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 11.9.11.9.Whilst we wait: I really do like the new initiative of allying with web-agencies. There are currently quite a few barriers to trade that are macro/geopolitics driven, some of which I've tried to outline in previous posts. Besides those, the biggest hurdle- and one specific to Divio- seems to be getting clients to commit to a lengthy process of rewriting their apps for dockerization, and for conformity to 12 factor app principles, which in turn allows Divio to "admin" the cloud efficiently and reliably post this conversion. Rewriting apps to conform to 12 factor app principles can take anything from a few weeks, for small simple apps, to many months, for large/complex apps, and probably up to a year or more for outdated "legacy" apps. So this hurdle is likely also the primary cause of long lead times on the contract signings. The 12 factor app methodology is regarded as "best practice" when it comes to cloud native applications, so it's clear that any company looking for success aided by cloud computing would be motivated for this transition in the first place. It is also clear though, that Divio have a tough sell when approaching companies that have not started the process. (Why/how would they commit to a platform subscription up front if they are not even sure what their processes and apps will look like some months down the road?) Convincing web agencies to employ best practices (12 factor app methodology) when creating for clients with cloud computing ambitions should be a much easier sell. Add in the hefty incentives of achievable platform discounts (discounted use of Divio platform for the web agencies themselves) and up to 25% referral comissions for new clients gained, and the offer should start to look very appealing; the web agencies can outsource anything to do with the cloud, reduce their own costs and time spent, and even boost their margins repeatedly from gaining referral comissions. The strategy also opens up the possibility of repeat business from people that know increasingly well what they are doing when writing apps for cloud. That eliminates the need to hire consultancies from this process, and ultimately cuts costs for clients. For Divio, having a network/connections both "far upstream" (in the form of cloud vendor-collaborations, such as what they have with AWS), and "further downstream" (such as what they get with agency-collaborators) should ensure a bountiful yield- at least in theory: Fishing with multiple nets at multiple locations makes sense if you absolutely need a catch, even in this period when there are fewer fish in the river (due to macro/geopolitical circumstances.) The diversification in lead-generation also gives another clear benefit for Divio: Steadier growth. Contract wins from vendor-collaborations (such as AWS) will likely continue to be infrequent but large, whilst agency contracts are more likely to be frequent, but small. So combine a steady incremental growth from agency collaborations with infrequent bursts of more sizable growth from the vendor collaborations, and you get a very appealing revenue stream. List of priorities for Mr. Levin/Divio, as I see it: 1. Cross that line to profitability 2. Regain the markets confidence, and investor trust by increasing transparency- discussing the company's prospects, obstacles and endeavors in more detail. (And, should be needless to say: Stop. Just stop.. manipulating investor sentiment by misrepresenting, making look better, or claiming things that just don't hold up.) 3. get as many agencies as possible, from different areas, on board. I hope Divio's outreach with this initiative is substantial and effective, because I think it is (finally) an excellent plan. IMO, this initiative could be the "undergrowth" in 2026 that might fuel a steady and increasingly substantial growth for 2027 and on. Good luck us!3 päivää sitten3 päivää sittenYes, that is exciting too. Curious to see what kind of tasks they're solving for Swiss army also. Anything to do with military these days warrants interest, in case the end product might be sought after more widely in a NATO that collectively needs new capacities and new scale.
- 4.9.4.9.Reposting a post of mine from an earlier thread, because I think it's significant; on the topic of US/EU tensions, and on the topic of diversifying network/lead-generation, which I think Divio shuld look into doing next/ASAP. Norway is an interesting market for computing. An abundance of hydropower, a cool climate, good infrastructure and a stable political environment makes it an ideal location for data/computing centers. Many datacenters are already located here. Nscale, Aker and OpenAI are also about to spend billions on a joint venture for a new giga-size computing-site in the north of the country, scheduled for completion YE 2026: -Announcement here: https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai -Videoannouncement here: https://qcnl.tv/p/ibfrFnPcQraFxwbZSpXzVQ These are material developments for the future of computing in Europe. Divio should look to position accordingly, and the time to do it would be now, IMO. A list of vendors active in the cloud ecosystem in Norway here: https://www.cloudtango.net/msp/Norway
- 3.9.3.9.New webpages are up. Very nice, I would say. Probably done by What. or Pixel actions to sement agency collaboration. https://www.divio.com/
- 26.8.26.8.Tensions are mounting in the digital domain, where the EU are insisting on regulations for the US hyperscalers that are dominating the global (- Chinese and Russian) markets. Trump posting threats of increased tariffs for countries that "attack the fantastic American tech-companies" on his "truth social" on monday. A somewhat related read, for anyone interested in the subject: https://medium.com/@dion.wiggins/tariffing-the-cloud-a-hypothetical-strategic-counter-strike-against-us-tech-dominance-ac3ba724a0b6 As for market trends, AWS's growth has slowed substantially since their peak growth in 2015. (https://www.statista.com/statistics/422273/yoy-quarterly-growth-aws-revenues/) In more recent years, AWS have been shedding some of their marketshare to both their US peer competitors and to a number of their much smaller EU counterparts. (AWS growth is currently somewhat slower than the overall growth of the cloud market.) A growing number of smaller players are also nibbling at portions of all the larger players' pai. The cloud space seems to be consolidating and diversifying at the moment, after the initial boom of the US hyperscalers. While that slows growth, it also offers opportunities for disruptors and innovators in the space- perhaps especially to companies who are "cutting edge", agile on the pivot, and can make quick, smart, proactive moves to position for where the eco-system is moving. I think Divio should be such a company. I can't object to Divio's AWS-link, as it is now a proven source for very (in relation to Divio's mcap/revenues) significant contract wins, but I do also wonder if Divio are not already somewhat behind the curve on diversifying their network in order to connect to- and capture marketshare from the smaller cloud providers, who have picked up pace in Europe. (Again: Why are there no connections in Sweden or Scandinavia?) I also still have some objection to a small company like Divio having a non-technical CEO at the helm. Levin seems to me to be some kind of go-to-market sales strategist/corporate supervisor- a leader type that probably makes a lot of sense for a larger organization than what Divio currently is, but that has likely- to some extent- been "dead weight" and a hindrance to a small company that should be agile and nifty. Just to highlight what I mean briefly: If the technical team needs to "spoonfeed" a non-technical CEO+board about their obstacles, their needs for resource allocation, realistic timelines for their task-completions or contract signings, or about what's happening in the ecosystem, in order for the CEO/board to make decisions for the company's path, that is obviously both inefficient and costly for a company with tight constraints. You also can't achieve high conviction on your decisions if you are making them on 2nd hand information. A high degree of subject matter expertice is key for decisive leadership! My guess is that Divio- on the back of their Fidelity-signing- were way overoptimistic initially, about their ability to penetrate the market and achieve a high rate of growth from the onset, with what was likely a very useful, but severely immature (judging by it's substantial changelog: https://www.divio.com/changelog/) product. IMO, hiring a non-technical CEO probably also led to unnecessary amounts of chaos-piloting by somebody essentially wearing a blindfold. I think the flip-flopping back and forth on strategy, the need to hire a sales consultancy, and a CPO (in addition to a head of product development), the (long) time spent before applying for/achieving ISO-certifications (that probably should be a must have if you are after corporate clients), possible frictions between the technical team and mgmt. (that might be a contributing cause to the offloading of nearly half the technical team earlier this year), and more might be symptoms of a poor fit. Also, communication characterised by reccurent over-promise/underdeliver, painting "rosy pictures" with unverifiable qualifier-statements (how "exciting and fun things are", "how hard everyone is working", "how motivated everyone is" etc.), have made the company's progress and prospects opaque instead of transparent. My critique is full of assumptions and wild guesswork. My "judgements" are one-sided and possibly overly harsh. I still think that Divio could have chosen a better path- with significantly less dilution- to get to where they are today. And I don't think invetors owe much leniency to mgmt. that have knowingly misrepresented Hopefully, it's mostly water under the bridge, as the company turns the next corner and achieves profitability. I do hope lessons have been learned though, and I especially think there's a just case for demanding more truthful, humble, accurate or more thoughtfully considered communication.4.9. · Muokattu·I was wondering how many Swedish/Nordic suppliers of this type there are? And which ones does Divio work with and/or is in contact with? https://binero.com/about-us/ In some ways competitors, but it depends on the "target group"/customer and the setup.4.9.4.9.I think you may have missed my post in response to your initial post on vendors in Scandinavia. Refresh your browser to see it. I think you might find it interesting. List of 40 vendors active in Norway, and a mention of a gigantic new joint venture between Nscale, Aker, OpenAI and Nvidia in northern Norway.
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