2026 Q1 -tulosraportti
14 päivää sitten
‧32 min
1,00 NOK/osake
Viimeisin osinko
3,81%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 627 | - | - | ||
| 611 | - | - | ||
| 1 337 | - | - | ||
| 774 | - | - | ||
| 9 | - | - |
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenWhere is Pexip going?? In terms of share price, the stock has really just followed its peers lately. After the AI fear and SAASpocalypse subsided, Pexip has moved in line with the Emcloud and CyberSec indices. Zoom in the USA is up 25% ytd while Pexip, adjusted for dividends, is up just under 10%. Zoom deals with video conferencing, but is not directly comparable. Completely different underlying drivers for further growth in Pexip. Analysts have raised their estimates after the figures, but not by much. Primarily, estimates have been raised for the short term, but they still project declining growth a bit further out. The market most likely underestimates growth, and not least, the operational gearing is underestimated. 92% gross margin, continued focus on efficient operations and cost discipline, means that most of the top-line growth falls to the bottom line. In addition, the company pays out free CF in annual dividends. Pexip's growth is not cyclical, but structural. It is rooted in geopolitics and stricter regulatory requirements. 85% of all European cloud storage is controlled by American hyperscalers. With the Cloud Act, this has become a political problem. American authorities can thus assert legal rights to the data, regardless of where it is physically located. The way the world has become in recent years, this is not just a hypothetical risk but also in conflict with GDPR. The result is that the EU is now working on new European IT infrastructure. The EU Council expects to introduce requirements that limit public procurement from non-European suppliers in sensitive sectors (public, judiciary, health, energy, finance etc). Then we have defense and security. This is the fastest growing part of Secure&Custom. All these areas are often characterized by long sales cycles, but the customers are "sticky". Initial orders are often small at first, but then ARR increases (by 3-4x) as the customer rolls out the solutions. On the Connected Spaces side, there's a different type of driver. Microsoft Teams is growing with over 5000 new room installations per week globally. The launch of Teams for Android in June opens up approximately 50% of Teams rooms that were previously unavailable. That is not priced into consensus. The company also says they are working with several larger customers on interop for desktop. Then we have the AI aspect, which is also underestimated. Many businesses want AI functionality in meetings — transcriptions, translations, summaries — but cannot send the data to OpenAI or anyone else's cloud. Pexip solves this by keeping everything within the customer's own systems. Management says this provides a 20-30% revenue uplift per customer who adopts the functionality. With over 104% net retention in Secure & Custom and strong upsell dynamics already, AI is potentially very value-creating — and barely reflected in the estimates yet. What ties everything together is that opex is almost flat while ARR and revenues are growing. When the next dollar of revenue comes in, almost all of it goes straight to the bottom line. That's why EBITDA is growing twice as fast as revenue, and that's why consensus estimates have consistently proven too low. With the drivers for structural growth in Europe, there is no reason for the growth rate to slow down. Quite the opposite. If one factors in steadily increasing growth from 18% growth in 2026 to 20% in 2028 (which is not quite "take-off"), one ends up with ARR 2028 that is 16% higher than consensus – but EBITDA is 41% higher…. In the short term, the stock has risen as the fear of AI disruption has subsided. Companies with underlying structural growth, new products that can provide a short-term boost beyond trend growth, should be a winner going forward....
·15.5.Drop on wafer-thin volume, here there are some who are afraid of losing recent gains on their savings and panic-sell when it dips a little.
·12.5.Not to seem dissatisfied with the recent increase, especially since I topped up more down in the low 60s. But we should go higher than this.
·12.5.Bought in at the end of March at 60-62, but would gladly have seen a quick dip below 75 to buy more. From what I can understand, Pexip will ride a wave of success in the years ahead. Securing one's own data/video meetings does not seem to become less important going forward
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.
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.
2026 Q1 -tulosraportti
14 päivää sitten
‧32 min
1,00 NOK/osake
Viimeisin osinko
3,81%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenWhere is Pexip going?? In terms of share price, the stock has really just followed its peers lately. After the AI fear and SAASpocalypse subsided, Pexip has moved in line with the Emcloud and CyberSec indices. Zoom in the USA is up 25% ytd while Pexip, adjusted for dividends, is up just under 10%. Zoom deals with video conferencing, but is not directly comparable. Completely different underlying drivers for further growth in Pexip. Analysts have raised their estimates after the figures, but not by much. Primarily, estimates have been raised for the short term, but they still project declining growth a bit further out. The market most likely underestimates growth, and not least, the operational gearing is underestimated. 92% gross margin, continued focus on efficient operations and cost discipline, means that most of the top-line growth falls to the bottom line. In addition, the company pays out free CF in annual dividends. Pexip's growth is not cyclical, but structural. It is rooted in geopolitics and stricter regulatory requirements. 85% of all European cloud storage is controlled by American hyperscalers. With the Cloud Act, this has become a political problem. American authorities can thus assert legal rights to the data, regardless of where it is physically located. The way the world has become in recent years, this is not just a hypothetical risk but also in conflict with GDPR. The result is that the EU is now working on new European IT infrastructure. The EU Council expects to introduce requirements that limit public procurement from non-European suppliers in sensitive sectors (public, judiciary, health, energy, finance etc). Then we have defense and security. This is the fastest growing part of Secure&Custom. All these areas are often characterized by long sales cycles, but the customers are "sticky". Initial orders are often small at first, but then ARR increases (by 3-4x) as the customer rolls out the solutions. On the Connected Spaces side, there's a different type of driver. Microsoft Teams is growing with over 5000 new room installations per week globally. The launch of Teams for Android in June opens up approximately 50% of Teams rooms that were previously unavailable. That is not priced into consensus. The company also says they are working with several larger customers on interop for desktop. Then we have the AI aspect, which is also underestimated. Many businesses want AI functionality in meetings — transcriptions, translations, summaries — but cannot send the data to OpenAI or anyone else's cloud. Pexip solves this by keeping everything within the customer's own systems. Management says this provides a 20-30% revenue uplift per customer who adopts the functionality. With over 104% net retention in Secure & Custom and strong upsell dynamics already, AI is potentially very value-creating — and barely reflected in the estimates yet. What ties everything together is that opex is almost flat while ARR and revenues are growing. When the next dollar of revenue comes in, almost all of it goes straight to the bottom line. That's why EBITDA is growing twice as fast as revenue, and that's why consensus estimates have consistently proven too low. With the drivers for structural growth in Europe, there is no reason for the growth rate to slow down. Quite the opposite. If one factors in steadily increasing growth from 18% growth in 2026 to 20% in 2028 (which is not quite "take-off"), one ends up with ARR 2028 that is 16% higher than consensus – but EBITDA is 41% higher…. In the short term, the stock has risen as the fear of AI disruption has subsided. Companies with underlying structural growth, new products that can provide a short-term boost beyond trend growth, should be a winner going forward....
- ·15.5.Drop on wafer-thin volume, here there are some who are afraid of losing recent gains on their savings and panic-sell when it dips a little.
- ·12.5.Not to seem dissatisfied with the recent increase, especially since I topped up more down in the low 60s. But we should go higher than this.·12.5.Bought in at the end of March at 60-62, but would gladly have seen a quick dip below 75 to buy more. From what I can understand, Pexip will ride a wave of success in the years ahead. Securing one's own data/video meetings does not seem to become less important going forward
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 627 | - | - | ||
| 611 | - | - | ||
| 1 337 | - | - | ||
| 774 | - | - | ||
| 9 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
14 päivää sitten
‧32 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 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
1,00 NOK/osake
Viimeisin osinko
3,81%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenWhere is Pexip going?? In terms of share price, the stock has really just followed its peers lately. After the AI fear and SAASpocalypse subsided, Pexip has moved in line with the Emcloud and CyberSec indices. Zoom in the USA is up 25% ytd while Pexip, adjusted for dividends, is up just under 10%. Zoom deals with video conferencing, but is not directly comparable. Completely different underlying drivers for further growth in Pexip. Analysts have raised their estimates after the figures, but not by much. Primarily, estimates have been raised for the short term, but they still project declining growth a bit further out. The market most likely underestimates growth, and not least, the operational gearing is underestimated. 92% gross margin, continued focus on efficient operations and cost discipline, means that most of the top-line growth falls to the bottom line. In addition, the company pays out free CF in annual dividends. Pexip's growth is not cyclical, but structural. It is rooted in geopolitics and stricter regulatory requirements. 85% of all European cloud storage is controlled by American hyperscalers. With the Cloud Act, this has become a political problem. American authorities can thus assert legal rights to the data, regardless of where it is physically located. The way the world has become in recent years, this is not just a hypothetical risk but also in conflict with GDPR. The result is that the EU is now working on new European IT infrastructure. The EU Council expects to introduce requirements that limit public procurement from non-European suppliers in sensitive sectors (public, judiciary, health, energy, finance etc). Then we have defense and security. This is the fastest growing part of Secure&Custom. All these areas are often characterized by long sales cycles, but the customers are "sticky". Initial orders are often small at first, but then ARR increases (by 3-4x) as the customer rolls out the solutions. On the Connected Spaces side, there's a different type of driver. Microsoft Teams is growing with over 5000 new room installations per week globally. The launch of Teams for Android in June opens up approximately 50% of Teams rooms that were previously unavailable. That is not priced into consensus. The company also says they are working with several larger customers on interop for desktop. Then we have the AI aspect, which is also underestimated. Many businesses want AI functionality in meetings — transcriptions, translations, summaries — but cannot send the data to OpenAI or anyone else's cloud. Pexip solves this by keeping everything within the customer's own systems. Management says this provides a 20-30% revenue uplift per customer who adopts the functionality. With over 104% net retention in Secure & Custom and strong upsell dynamics already, AI is potentially very value-creating — and barely reflected in the estimates yet. What ties everything together is that opex is almost flat while ARR and revenues are growing. When the next dollar of revenue comes in, almost all of it goes straight to the bottom line. That's why EBITDA is growing twice as fast as revenue, and that's why consensus estimates have consistently proven too low. With the drivers for structural growth in Europe, there is no reason for the growth rate to slow down. Quite the opposite. If one factors in steadily increasing growth from 18% growth in 2026 to 20% in 2028 (which is not quite "take-off"), one ends up with ARR 2028 that is 16% higher than consensus – but EBITDA is 41% higher…. In the short term, the stock has risen as the fear of AI disruption has subsided. Companies with underlying structural growth, new products that can provide a short-term boost beyond trend growth, should be a winner going forward....
- ·15.5.Drop on wafer-thin volume, here there are some who are afraid of losing recent gains on their savings and panic-sell when it dips a little.
- ·12.5.Not to seem dissatisfied with the recent increase, especially since I topped up more down in the low 60s. But we should go higher than this.·12.5.Bought in at the end of March at 60-62, but would gladly have seen a quick dip below 75 to buy more. From what I can understand, Pexip will ride a wave of success in the years ahead. Securing one's own data/video meetings does not seem to become less important going forward
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 627 | - | - | ||
| 611 | - | - | ||
| 1 337 | - | - | ||
| 774 | - | - | ||
| 9 | - | - |
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