2026 H2 -tulosraportti
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5 päivää sitten
‧1 t 3 min
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Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H2 -tulosraportti 7.8. | ||
2026 Q3 -tulosraportti 12.5. | ||
2026 H1 -tulosraportti 13.2. | ||
Vuosittainen yhtiökokous 2025 20.11.2025 | ||
2026 Q1 -tulosraportti 21.10.2025 |
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Liity keskusteluun Nordnet Socialissa
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·2 päivää sittenGood start to the day! 👍
3 päivää sittenEutelsat (ENXTPA:ETL) Stock Grapples With Losses As LEO Spending Builds Eutelsat Communications came into these results as a bruised stock, down roughly 28% over three months and closing at €2.04 on the day of the release. Expectations were low. The headline from the earnings print is not the top line; it is the size and persistence of losses alongside a costly shift to low Earth orbit capacity that now defines the story. Revenue for the year sat at about €1.236b, yet Eutelsat still reported a loss of €457m and an adjusted EBITDA margin of 51.2%. The market now has to decide whether that margin and the LEO growth justify the ongoing cash and balance sheet strain. Evaluating Whether LEO Execution Backs the Bullish Case Bulls argue that Eutelsat Communications can turn LEO into a growth engine backed by sovereign and government demand. The latest results give that view concrete milestones. LEO revenue reached about €297m and now contributes roughly 25% of group revenue, with strong contributions across Fixed, Mobile and Government connectivity. That indicates the GEO to LEO mix shift is progressing beyond a plan on paper. The bullish story also leans heavily on sovereign contracts and backlog quality. Here, Eutelsat has hit important markers. The French CENTAURE contract under the NEXUS framework brings firm revenue of €138m over the first 4 years, with potential to reach €350m over 8 years. Leadership in the EU IRIS² programme and a €3.4b backlog, where Connectivity now sits at 61%, support the view that government and enterprise customers are starting to commit meaningful volume to the LEO platform. Eutelsat Bears Focus On Losses And Cash Demands The core worry around Eutelsat Communications is that OneWeb integration and LEO expansion keep cash flow under strain while legacy Video erodes, so the balance sheet never really gets breathing room. This set of results does not dismiss that concern. Group revenue is roughly flat and Video fell 13.1% to €519m, so the drag from the older business is clearly visible. LEO revenue of about €297m and a €3.4b backlog help, but they are not yet large enough to offset a reported loss of €457m and a 3.2 percentage point squeeze in the adjusted EBITDA margin to 51.2%. Bears also warned about a heavy capex cycle. Management confirmed around €4b of capex for FY26 to FY29 and guided to about €1.2b in FY27 alone. The recent €5b refinancing and equity raise reduce immediate funding risk, but they also underline how capital hungry this transition still is. After a €457m loss, a €4b capex plan and recent dilution, review whether these pressures signal deeper structural issues. https://simplywall.st/stocks/fr/media/epa-etl/eutelsat-communications-shares/news/eutelsat-enxtpaetl-stock-grapples-with-losses-as-leo-spendin/amp
·8.8.Friday at 15:00 after the significant drop on a half-year financial report that was not well received, this update came: https://www.eutelsat.com/media-press/media-centre/news/eutelsat-play-central-role-delivering-next-phase-europes-sovereign Can this kickstart momentum or will it only start to be interesting as an investor in 2029?I saw the news via kubilius on Linked in some hours earlier. Short-term investors will think it's too far in the future, and will want to see profit on the bottom line here and now.- ·8.8.* IRIS² is now real. EU has moved from planning to implementation and Eutelsat gets the leading role for the LEO part. The company expects >10 billion euros in revenue 2032–2040 from the new capacity. → Very positive for the long-term valuation. * OneWeb/LEO is growing extremely strongly. LEO revenues rose 69.5 % for the full year and 82.4 % in Q4. Q4 was also approximately 43 % above analysts' expectations. → The most important potential share price driver in the coming 6–12 months. * Defense business is starting to generate money. France's CENTAURE contract could be worth approximately €350 million, within a larger NEXUS framework of up to €1 billion. Government Services grew strongly in Q4. → Clear geopolitical tailwind. * FCC decision could provide approximately $504 million to Eutelsat later on. → Positive value, but not an immediate trigger. * The problem is the costs. FY2026/27 capex is expected to be approximately €1.2 billion, far above previous market expectations, while the EBITDA margin will be weaker than expected. → This is the main reason why the stock fell despite the strong news. Conclusion The news flow is fundamentally more positive than the share price reaction suggests. Eutelsat is developing from a traditional satellite company into Europe's strategic LEO/defense alternative to Starlink.
3 päivää sittenBig questionmark is that IRIS - project. Its not communicated if and how Eutelsat would get compensation of leading and investing in it. - ·8.8.Upward adjustment of satellites in the IRIS 2 project: https://www.dr.dk/nyheder/udland/eu/elon-musks-satellit-dominans-udfordres-af-europaeisk-satsningConclusion + link to Eutelsat's announcement of an additional 229 satellites towards 2034: (AI) "For Eutelsat, the news from August 7th is potentially a game changer. I would no longer call IRIS² a "possible catalyst" for Eutelsat. It is now a concrete, multi-year investment and revenue platform, where Eutelsat itself expects very significant revenues. And at the same time, this makes Eutelsat's OneWeb position more interesting, because the new IRIS² satellites and the OneWeb capacity can be part of a larger European connectivity architecture. Eutelsat has just announced that the OneWeb constellation will be expanded with an additional 229 satellites towards 2034."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
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.
2026 H2 -tulosraportti
UUTTA
5 päivää sitten
‧1 t 3 min
0,7246 EUR/osake
Viimeisin osinko
0,00%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenGood start to the day! 👍
- 3 päivää sittenEutelsat (ENXTPA:ETL) Stock Grapples With Losses As LEO Spending Builds Eutelsat Communications came into these results as a bruised stock, down roughly 28% over three months and closing at €2.04 on the day of the release. Expectations were low. The headline from the earnings print is not the top line; it is the size and persistence of losses alongside a costly shift to low Earth orbit capacity that now defines the story. Revenue for the year sat at about €1.236b, yet Eutelsat still reported a loss of €457m and an adjusted EBITDA margin of 51.2%. The market now has to decide whether that margin and the LEO growth justify the ongoing cash and balance sheet strain. Evaluating Whether LEO Execution Backs the Bullish Case Bulls argue that Eutelsat Communications can turn LEO into a growth engine backed by sovereign and government demand. The latest results give that view concrete milestones. LEO revenue reached about €297m and now contributes roughly 25% of group revenue, with strong contributions across Fixed, Mobile and Government connectivity. That indicates the GEO to LEO mix shift is progressing beyond a plan on paper. The bullish story also leans heavily on sovereign contracts and backlog quality. Here, Eutelsat has hit important markers. The French CENTAURE contract under the NEXUS framework brings firm revenue of €138m over the first 4 years, with potential to reach €350m over 8 years. Leadership in the EU IRIS² programme and a €3.4b backlog, where Connectivity now sits at 61%, support the view that government and enterprise customers are starting to commit meaningful volume to the LEO platform. Eutelsat Bears Focus On Losses And Cash Demands The core worry around Eutelsat Communications is that OneWeb integration and LEO expansion keep cash flow under strain while legacy Video erodes, so the balance sheet never really gets breathing room. This set of results does not dismiss that concern. Group revenue is roughly flat and Video fell 13.1% to €519m, so the drag from the older business is clearly visible. LEO revenue of about €297m and a €3.4b backlog help, but they are not yet large enough to offset a reported loss of €457m and a 3.2 percentage point squeeze in the adjusted EBITDA margin to 51.2%. Bears also warned about a heavy capex cycle. Management confirmed around €4b of capex for FY26 to FY29 and guided to about €1.2b in FY27 alone. The recent €5b refinancing and equity raise reduce immediate funding risk, but they also underline how capital hungry this transition still is. After a €457m loss, a €4b capex plan and recent dilution, review whether these pressures signal deeper structural issues. https://simplywall.st/stocks/fr/media/epa-etl/eutelsat-communications-shares/news/eutelsat-enxtpaetl-stock-grapples-with-losses-as-leo-spendin/amp
- ·8.8.Friday at 15:00 after the significant drop on a half-year financial report that was not well received, this update came: https://www.eutelsat.com/media-press/media-centre/news/eutelsat-play-central-role-delivering-next-phase-europes-sovereign Can this kickstart momentum or will it only start to be interesting as an investor in 2029?I saw the news via kubilius on Linked in some hours earlier. Short-term investors will think it's too far in the future, and will want to see profit on the bottom line here and now.
- ·8.8.* IRIS² is now real. EU has moved from planning to implementation and Eutelsat gets the leading role for the LEO part. The company expects >10 billion euros in revenue 2032–2040 from the new capacity. → Very positive for the long-term valuation. * OneWeb/LEO is growing extremely strongly. LEO revenues rose 69.5 % for the full year and 82.4 % in Q4. Q4 was also approximately 43 % above analysts' expectations. → The most important potential share price driver in the coming 6–12 months. * Defense business is starting to generate money. France's CENTAURE contract could be worth approximately €350 million, within a larger NEXUS framework of up to €1 billion. Government Services grew strongly in Q4. → Clear geopolitical tailwind. * FCC decision could provide approximately $504 million to Eutelsat later on. → Positive value, but not an immediate trigger. * The problem is the costs. FY2026/27 capex is expected to be approximately €1.2 billion, far above previous market expectations, while the EBITDA margin will be weaker than expected. → This is the main reason why the stock fell despite the strong news. Conclusion The news flow is fundamentally more positive than the share price reaction suggests. Eutelsat is developing from a traditional satellite company into Europe's strategic LEO/defense alternative to Starlink.3 päivää sittenBig questionmark is that IRIS - project. Its not communicated if and how Eutelsat would get compensation of leading and investing in it.
- ·8.8.Upward adjustment of satellites in the IRIS 2 project: https://www.dr.dk/nyheder/udland/eu/elon-musks-satellit-dominans-udfordres-af-europaeisk-satsningConclusion + link to Eutelsat's announcement of an additional 229 satellites towards 2034: (AI) "For Eutelsat, the news from August 7th is potentially a game changer. I would no longer call IRIS² a "possible catalyst" for Eutelsat. It is now a concrete, multi-year investment and revenue platform, where Eutelsat itself expects very significant revenues. And at the same time, this makes Eutelsat's OneWeb position more interesting, because the new IRIS² satellites and the OneWeb capacity can be part of a larger European connectivity architecture. Eutelsat has just announced that the OneWeb constellation will be expanded with an additional 229 satellites towards 2034."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H2 -tulosraportti 7.8. | ||
2026 Q3 -tulosraportti 12.5. | ||
2026 H1 -tulosraportti 13.2. | ||
Vuosittainen yhtiökokous 2025 20.11.2025 | ||
2026 Q1 -tulosraportti 21.10.2025 |
2026 H2 -tulosraportti
UUTTA
5 päivää sitten
‧1 t 3 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H2 -tulosraportti 7.8. | ||
2026 Q3 -tulosraportti 12.5. | ||
2026 H1 -tulosraportti 13.2. | ||
Vuosittainen yhtiökokous 2025 20.11.2025 | ||
2026 Q1 -tulosraportti 21.10.2025 |
0,7246 EUR/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenGood start to the day! 👍
- 3 päivää sittenEutelsat (ENXTPA:ETL) Stock Grapples With Losses As LEO Spending Builds Eutelsat Communications came into these results as a bruised stock, down roughly 28% over three months and closing at €2.04 on the day of the release. Expectations were low. The headline from the earnings print is not the top line; it is the size and persistence of losses alongside a costly shift to low Earth orbit capacity that now defines the story. Revenue for the year sat at about €1.236b, yet Eutelsat still reported a loss of €457m and an adjusted EBITDA margin of 51.2%. The market now has to decide whether that margin and the LEO growth justify the ongoing cash and balance sheet strain. Evaluating Whether LEO Execution Backs the Bullish Case Bulls argue that Eutelsat Communications can turn LEO into a growth engine backed by sovereign and government demand. The latest results give that view concrete milestones. LEO revenue reached about €297m and now contributes roughly 25% of group revenue, with strong contributions across Fixed, Mobile and Government connectivity. That indicates the GEO to LEO mix shift is progressing beyond a plan on paper. The bullish story also leans heavily on sovereign contracts and backlog quality. Here, Eutelsat has hit important markers. The French CENTAURE contract under the NEXUS framework brings firm revenue of €138m over the first 4 years, with potential to reach €350m over 8 years. Leadership in the EU IRIS² programme and a €3.4b backlog, where Connectivity now sits at 61%, support the view that government and enterprise customers are starting to commit meaningful volume to the LEO platform. Eutelsat Bears Focus On Losses And Cash Demands The core worry around Eutelsat Communications is that OneWeb integration and LEO expansion keep cash flow under strain while legacy Video erodes, so the balance sheet never really gets breathing room. This set of results does not dismiss that concern. Group revenue is roughly flat and Video fell 13.1% to €519m, so the drag from the older business is clearly visible. LEO revenue of about €297m and a €3.4b backlog help, but they are not yet large enough to offset a reported loss of €457m and a 3.2 percentage point squeeze in the adjusted EBITDA margin to 51.2%. Bears also warned about a heavy capex cycle. Management confirmed around €4b of capex for FY26 to FY29 and guided to about €1.2b in FY27 alone. The recent €5b refinancing and equity raise reduce immediate funding risk, but they also underline how capital hungry this transition still is. After a €457m loss, a €4b capex plan and recent dilution, review whether these pressures signal deeper structural issues. https://simplywall.st/stocks/fr/media/epa-etl/eutelsat-communications-shares/news/eutelsat-enxtpaetl-stock-grapples-with-losses-as-leo-spendin/amp
- ·8.8.Friday at 15:00 after the significant drop on a half-year financial report that was not well received, this update came: https://www.eutelsat.com/media-press/media-centre/news/eutelsat-play-central-role-delivering-next-phase-europes-sovereign Can this kickstart momentum or will it only start to be interesting as an investor in 2029?I saw the news via kubilius on Linked in some hours earlier. Short-term investors will think it's too far in the future, and will want to see profit on the bottom line here and now.
- ·8.8.* IRIS² is now real. EU has moved from planning to implementation and Eutelsat gets the leading role for the LEO part. The company expects >10 billion euros in revenue 2032–2040 from the new capacity. → Very positive for the long-term valuation. * OneWeb/LEO is growing extremely strongly. LEO revenues rose 69.5 % for the full year and 82.4 % in Q4. Q4 was also approximately 43 % above analysts' expectations. → The most important potential share price driver in the coming 6–12 months. * Defense business is starting to generate money. France's CENTAURE contract could be worth approximately €350 million, within a larger NEXUS framework of up to €1 billion. Government Services grew strongly in Q4. → Clear geopolitical tailwind. * FCC decision could provide approximately $504 million to Eutelsat later on. → Positive value, but not an immediate trigger. * The problem is the costs. FY2026/27 capex is expected to be approximately €1.2 billion, far above previous market expectations, while the EBITDA margin will be weaker than expected. → This is the main reason why the stock fell despite the strong news. Conclusion The news flow is fundamentally more positive than the share price reaction suggests. Eutelsat is developing from a traditional satellite company into Europe's strategic LEO/defense alternative to Starlink.3 päivää sittenBig questionmark is that IRIS - project. Its not communicated if and how Eutelsat would get compensation of leading and investing in it.
- ·8.8.Upward adjustment of satellites in the IRIS 2 project: https://www.dr.dk/nyheder/udland/eu/elon-musks-satellit-dominans-udfordres-af-europaeisk-satsningConclusion + link to Eutelsat's announcement of an additional 229 satellites towards 2034: (AI) "For Eutelsat, the news from August 7th is potentially a game changer. I would no longer call IRIS² a "possible catalyst" for Eutelsat. It is now a concrete, multi-year investment and revenue platform, where Eutelsat itself expects very significant revenues. And at the same time, this makes Eutelsat's OneWeb position more interesting, because the new IRIS² satellites and the OneWeb capacity can be part of a larger European connectivity architecture. Eutelsat has just announced that the OneWeb constellation will be expanded with an additional 229 satellites towards 2034."
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt