Q3-osavuosiraportti
UUTTA
7 päivää sitten‧33 min
2,00 NOK/osake
Viimeisin osinko
3,40 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
186
Myynti
Määrä
952
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 159 | - | - | ||
| 38 | - | - | ||
| 27 | - | - | ||
| 716 | - | - |
Ylin
58,8VWAP
Alin
57,7VaihtoMäärä
4,1 70 905
VWAP
Ylin
58,8Alin
57,7VaihtoMäärä
4,1 70 905
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 25.4. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·53 min sittenStop selling cheaply, then we will go up where we belong 🤩🤩
·1 päivä sitten🚀 Top 10 triggers for Pexip leading up to 2026-2027 1. EU/NIS2 implementation (Q4 2025 → 2026) • The deadline for NIS2 compliance has passed, but implementation is now happening gradually in government agencies and large companies. • Pexip is among few European providers that already meet the requirements for secure video communication with full data sovereignty. • This can lead to contracts in health, justice, energy, and defense. 🟢 Effect: 3–5 % extra ARR growth in 2026–2027. 2. NATO/EU defense integration • Pexip is now part of defense-related initiatives such as Operation Highmast (together with Virtru, Rocket.Chat, Mattermost). • If the platform becomes part of NATO's “trusted communication stack”, it can trigger large contracts. 🟢 Effect: 5–8 % annual ARR growth from the defense segment alone. 3. Microsoft collaboration in high-security environments (Q4 2025–2026) • Pexip supports Microsoft in the rollout of Teams for Secure Government. • Two pilot projects are underway in the USA — with “significant expansions expected in 2026”. • 🟢 Effect: Can increase the Secure Meetings segment by 20–30 MNOK in ARR already in 2026, and significantly more later. 4. Speech-to-speech AI translation (2026) • Collaboration with NVIDIA for the development of AI-powered real-time translation. • Unique requirement in the defense and legal sectors: “zero tolerance for errors”. • When this is launched commercially, Pexip becomes an AI-powered secure communication platform, not just a video provider. 🟢 Effect: Potential multiple expansion in the stock (new technology category). 5. EU defense plan and common digital infrastructure • The new EU defense plan (approved October 2025) calls for standardized, European collaboration tools. • Pexip already collaborates with players like Rocket.Chat, Collaboard and Mattermost – which the EU projects are based on. 🟢 Effect: High probability of framework agreements from 2026–2027. 6. Increasing Free Cash Flow and potential dividend • FCF last 12 months: ~303 MNOK, and increasing quarter by quarter. • With over 500 MNOK in cash, Pexip can start paying significant dividends (2–4 NOK/share annually). 🟢 Effect: Attracts new types of investors (dividend + growth case). 7. Resumption of growth in Connected Spaces • The segment was affected by the transition from one-year to multi-year contracts, but the contracts now provide greater lifetime value. • When the ARR effect evens out in 2026, growth is expected to resume (5–7 % annually). 🟢 Effect: Steady baseline for SaaS growth. 8. Increased visibility in the financial market • Pareto recently included Pexip in its monthly portfolio, ABG and SpareBank 1 Markets upgraded estimates. • More fund managers are starting to view the company as “post-turnaround SaaS”. 🟢 Effect: Multiple uplift (EV/EBITDA repricing) from 8–9 x to 12–14 x. 9. New partnerships and “resellers” • Strong increase in the number of job postings and partners integrating Pexip (Google Meet, Zoom, Cisco, Vega Global, etc.). • The more integrators that use Pexip as underlying technology, the wider the distribution. 🟢 Effect: Increasing indirect ARR, low CAC (customer acquisition cost). 10. Increasing geopolitical uncertainty and digital sovereignty • Increasing distance between USA and Europe on data security and customs policy. • Pexip, as a Norwegian/European player with locally controlled data flow, becomes a “safe choice” for authorities and defense. 🟢 Effect: Structural demand driver, especially in the EU. Talked to my friend chatgpt about what the biggest triggers are for Pexip going forward. Always take info from Chatgpt with a grain of salt, for example, it hasn't noticed that Pexip already pays out dividends. But I find many lovely triggers here going forward.
·1 päivä sittenGstandre holds many shares in Peksip, so he probably wants some momentum in this. And that's probably not wrong. The brokerage firm Pareto believes in this one for the portfolio. Wait and see·1 päivä sitten · MuokattuHaven't checked Polight! Thanks for the tip 🙌
·1 päivä sittenHonestly, look at the stock, it's up almost 500% since the bottom?! The company is in good momentum, delivering on operations and product(s) quarter after quarter! Just because it doesn't rise instantly after publication, as many and others wish, does that mean something is seriously wrong? I get so fed up sometimes with the forum here by people who think their opinions have influence or that they constantly need reassurance from like-minded individuals. Stay away from day/weektrading when you express concern even when the company performs after every report. It's your own fault that you jump into stocks at "late" times, which you yourselves speculate will make quick gains after every report just because there are recommendations on them. TTT= things take time. Zoom out, have some patience, lean back and enjoy the journey the company is on, while it continues at the same pace and gets acquired in the long run ;)- ·1 päivä sittenI'm holding for an upturn again, this is getting too silly. 6 analysts completely off track ??? This is Oslo børs at its best,,,,,,,,,·1 päivä sittenWhat news are you thinking of ???
·1 päivä sittenThe silence can also be interpreted in the opposite way, that they are not achieving anything new. It seems quite unwise with so little communication, but at the same time they operate in an industry where contracts do not necessarily have to be made public.
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.
Q3-osavuosiraportti
UUTTA
7 päivää sitten‧33 min
2,00 NOK/osake
Viimeisin osinko
3,40 %Tuotto/v
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
- ·53 min sittenStop selling cheaply, then we will go up where we belong 🤩🤩
- ·1 päivä sitten🚀 Top 10 triggers for Pexip leading up to 2026-2027 1. EU/NIS2 implementation (Q4 2025 → 2026) • The deadline for NIS2 compliance has passed, but implementation is now happening gradually in government agencies and large companies. • Pexip is among few European providers that already meet the requirements for secure video communication with full data sovereignty. • This can lead to contracts in health, justice, energy, and defense. 🟢 Effect: 3–5 % extra ARR growth in 2026–2027. 2. NATO/EU defense integration • Pexip is now part of defense-related initiatives such as Operation Highmast (together with Virtru, Rocket.Chat, Mattermost). • If the platform becomes part of NATO's “trusted communication stack”, it can trigger large contracts. 🟢 Effect: 5–8 % annual ARR growth from the defense segment alone. 3. Microsoft collaboration in high-security environments (Q4 2025–2026) • Pexip supports Microsoft in the rollout of Teams for Secure Government. • Two pilot projects are underway in the USA — with “significant expansions expected in 2026”. • 🟢 Effect: Can increase the Secure Meetings segment by 20–30 MNOK in ARR already in 2026, and significantly more later. 4. Speech-to-speech AI translation (2026) • Collaboration with NVIDIA for the development of AI-powered real-time translation. • Unique requirement in the defense and legal sectors: “zero tolerance for errors”. • When this is launched commercially, Pexip becomes an AI-powered secure communication platform, not just a video provider. 🟢 Effect: Potential multiple expansion in the stock (new technology category). 5. EU defense plan and common digital infrastructure • The new EU defense plan (approved October 2025) calls for standardized, European collaboration tools. • Pexip already collaborates with players like Rocket.Chat, Collaboard and Mattermost – which the EU projects are based on. 🟢 Effect: High probability of framework agreements from 2026–2027. 6. Increasing Free Cash Flow and potential dividend • FCF last 12 months: ~303 MNOK, and increasing quarter by quarter. • With over 500 MNOK in cash, Pexip can start paying significant dividends (2–4 NOK/share annually). 🟢 Effect: Attracts new types of investors (dividend + growth case). 7. Resumption of growth in Connected Spaces • The segment was affected by the transition from one-year to multi-year contracts, but the contracts now provide greater lifetime value. • When the ARR effect evens out in 2026, growth is expected to resume (5–7 % annually). 🟢 Effect: Steady baseline for SaaS growth. 8. Increased visibility in the financial market • Pareto recently included Pexip in its monthly portfolio, ABG and SpareBank 1 Markets upgraded estimates. • More fund managers are starting to view the company as “post-turnaround SaaS”. 🟢 Effect: Multiple uplift (EV/EBITDA repricing) from 8–9 x to 12–14 x. 9. New partnerships and “resellers” • Strong increase in the number of job postings and partners integrating Pexip (Google Meet, Zoom, Cisco, Vega Global, etc.). • The more integrators that use Pexip as underlying technology, the wider the distribution. 🟢 Effect: Increasing indirect ARR, low CAC (customer acquisition cost). 10. Increasing geopolitical uncertainty and digital sovereignty • Increasing distance between USA and Europe on data security and customs policy. • Pexip, as a Norwegian/European player with locally controlled data flow, becomes a “safe choice” for authorities and defense. 🟢 Effect: Structural demand driver, especially in the EU. Talked to my friend chatgpt about what the biggest triggers are for Pexip going forward. Always take info from Chatgpt with a grain of salt, for example, it hasn't noticed that Pexip already pays out dividends. But I find many lovely triggers here going forward.·1 päivä sittenGstandre holds many shares in Peksip, so he probably wants some momentum in this. And that's probably not wrong. The brokerage firm Pareto believes in this one for the portfolio. Wait and see·1 päivä sitten · MuokattuHaven't checked Polight! Thanks for the tip 🙌
- ·1 päivä sittenHonestly, look at the stock, it's up almost 500% since the bottom?! The company is in good momentum, delivering on operations and product(s) quarter after quarter! Just because it doesn't rise instantly after publication, as many and others wish, does that mean something is seriously wrong? I get so fed up sometimes with the forum here by people who think their opinions have influence or that they constantly need reassurance from like-minded individuals. Stay away from day/weektrading when you express concern even when the company performs after every report. It's your own fault that you jump into stocks at "late" times, which you yourselves speculate will make quick gains after every report just because there are recommendations on them. TTT= things take time. Zoom out, have some patience, lean back and enjoy the journey the company is on, while it continues at the same pace and gets acquired in the long run ;)
- ·1 päivä sittenI'm holding for an upturn again, this is getting too silly. 6 analysts completely off track ??? This is Oslo børs at its best,,,,,,,,,·1 päivä sittenWhat news are you thinking of ???·1 päivä sittenThe silence can also be interpreted in the opposite way, that they are not achieving anything new. It seems quite unwise with so little communication, but at the same time they operate in an industry where contracts do not necessarily have to be made public.
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
Oslo Børs
Määrä
Osto
186
Myynti
Määrä
952
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 159 | - | - | ||
| 38 | - | - | ||
| 27 | - | - | ||
| 716 | - | - |
Ylin
58,8VWAP
Alin
57,7VaihtoMäärä
4,1 70 905
VWAP
Ylin
58,8Alin
57,7VaihtoMäärä
4,1 70 905
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 25.4. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
UUTTA
7 päivää sitten‧33 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 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 25.4. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
2,00 NOK/osake
Viimeisin osinko
3,40 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·53 min sittenStop selling cheaply, then we will go up where we belong 🤩🤩
- ·1 päivä sitten🚀 Top 10 triggers for Pexip leading up to 2026-2027 1. EU/NIS2 implementation (Q4 2025 → 2026) • The deadline for NIS2 compliance has passed, but implementation is now happening gradually in government agencies and large companies. • Pexip is among few European providers that already meet the requirements for secure video communication with full data sovereignty. • This can lead to contracts in health, justice, energy, and defense. 🟢 Effect: 3–5 % extra ARR growth in 2026–2027. 2. NATO/EU defense integration • Pexip is now part of defense-related initiatives such as Operation Highmast (together with Virtru, Rocket.Chat, Mattermost). • If the platform becomes part of NATO's “trusted communication stack”, it can trigger large contracts. 🟢 Effect: 5–8 % annual ARR growth from the defense segment alone. 3. Microsoft collaboration in high-security environments (Q4 2025–2026) • Pexip supports Microsoft in the rollout of Teams for Secure Government. • Two pilot projects are underway in the USA — with “significant expansions expected in 2026”. • 🟢 Effect: Can increase the Secure Meetings segment by 20–30 MNOK in ARR already in 2026, and significantly more later. 4. Speech-to-speech AI translation (2026) • Collaboration with NVIDIA for the development of AI-powered real-time translation. • Unique requirement in the defense and legal sectors: “zero tolerance for errors”. • When this is launched commercially, Pexip becomes an AI-powered secure communication platform, not just a video provider. 🟢 Effect: Potential multiple expansion in the stock (new technology category). 5. EU defense plan and common digital infrastructure • The new EU defense plan (approved October 2025) calls for standardized, European collaboration tools. • Pexip already collaborates with players like Rocket.Chat, Collaboard and Mattermost – which the EU projects are based on. 🟢 Effect: High probability of framework agreements from 2026–2027. 6. Increasing Free Cash Flow and potential dividend • FCF last 12 months: ~303 MNOK, and increasing quarter by quarter. • With over 500 MNOK in cash, Pexip can start paying significant dividends (2–4 NOK/share annually). 🟢 Effect: Attracts new types of investors (dividend + growth case). 7. Resumption of growth in Connected Spaces • The segment was affected by the transition from one-year to multi-year contracts, but the contracts now provide greater lifetime value. • When the ARR effect evens out in 2026, growth is expected to resume (5–7 % annually). 🟢 Effect: Steady baseline for SaaS growth. 8. Increased visibility in the financial market • Pareto recently included Pexip in its monthly portfolio, ABG and SpareBank 1 Markets upgraded estimates. • More fund managers are starting to view the company as “post-turnaround SaaS”. 🟢 Effect: Multiple uplift (EV/EBITDA repricing) from 8–9 x to 12–14 x. 9. New partnerships and “resellers” • Strong increase in the number of job postings and partners integrating Pexip (Google Meet, Zoom, Cisco, Vega Global, etc.). • The more integrators that use Pexip as underlying technology, the wider the distribution. 🟢 Effect: Increasing indirect ARR, low CAC (customer acquisition cost). 10. Increasing geopolitical uncertainty and digital sovereignty • Increasing distance between USA and Europe on data security and customs policy. • Pexip, as a Norwegian/European player with locally controlled data flow, becomes a “safe choice” for authorities and defense. 🟢 Effect: Structural demand driver, especially in the EU. Talked to my friend chatgpt about what the biggest triggers are for Pexip going forward. Always take info from Chatgpt with a grain of salt, for example, it hasn't noticed that Pexip already pays out dividends. But I find many lovely triggers here going forward.·1 päivä sittenGstandre holds many shares in Peksip, so he probably wants some momentum in this. And that's probably not wrong. The brokerage firm Pareto believes in this one for the portfolio. Wait and see·1 päivä sitten · MuokattuHaven't checked Polight! Thanks for the tip 🙌
- ·1 päivä sittenHonestly, look at the stock, it's up almost 500% since the bottom?! The company is in good momentum, delivering on operations and product(s) quarter after quarter! Just because it doesn't rise instantly after publication, as many and others wish, does that mean something is seriously wrong? I get so fed up sometimes with the forum here by people who think their opinions have influence or that they constantly need reassurance from like-minded individuals. Stay away from day/weektrading when you express concern even when the company performs after every report. It's your own fault that you jump into stocks at "late" times, which you yourselves speculate will make quick gains after every report just because there are recommendations on them. TTT= things take time. Zoom out, have some patience, lean back and enjoy the journey the company is on, while it continues at the same pace and gets acquired in the long run ;)
- ·1 päivä sittenI'm holding for an upturn again, this is getting too silly. 6 analysts completely off track ??? This is Oslo børs at its best,,,,,,,,,·1 päivä sittenWhat news are you thinking of ???·1 päivä sittenThe silence can also be interpreted in the opposite way, that they are not achieving anything new. It seems quite unwise with so little communication, but at the same time they operate in an industry where contracts do not necessarily have to be made public.
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
Oslo Børs
Määrä
Osto
186
Myynti
Määrä
952
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 15 | - | - | ||
| 159 | - | - | ||
| 38 | - | - | ||
| 27 | - | - | ||
| 716 | - | - |
Ylin
58,8VWAP
Alin
57,7VaihtoMäärä
4,1 70 905
VWAP
Ylin
58,8Alin
57,7VaihtoMäärä
4,1 70 905
Välittäjätilasto
Dataa ei löytynyt