2026 Q1 -tulosraportti
56 päivää sitten
‧54 min
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sittenIt's bleeding so wildly! I get the feeling that there are many dead dogs buried that will surface in the next 6-12 months.
Approaching -50% from the top. Quite a steep fall on seemingly thin grounds.- ·9 t sittenThanks Himalaya and Jorgy for good perspectives on my post below. I completely agree that there can potentially be significant upside in the senior segment and that Xplora generally is a very exciting company. I have always seen Xplora as the best «anti-screen call» in the market, precisely why I am considering buying in again. But still: 1. Regarding Premium/Service Fee, I naturally understand that it's not about cannibalization as such. My point is that these subscription types are included in total subscriber numbers, even though they have significantly lower revenue contribution. In Germany, I now see that Premium is included in the 24-month subscription packages. This means that the monthly subscriber numbers will gradually “dilute” by increasingly more contracts with lower ARPU being added to the total. In Q1 this year, Premium and Service Fee accounted for a full 51 % of the growth in the number of subscriptions. This can also be an important explanation for the drop in ARPU (in addition to geography). I also wonder how Xplora counts the German customers who automatically receive Premium with their mobile subscription. Are these counted both as Mobile and Premium (i.e., double counting), or not? 2. Regarding the share issue, I still maintain that this was a negative event. That Xplora did not use existing liquidity or take on more debt is due, as I see it, precisely to the fact that they would have breached one or more loan covenants, for example net debt/EBITDA, minimum liquidity, 12-month forward EBITDA or similar. (I assume the covenants are described in the annual report, but have not checked this.) That they had to raise equity therefore indicates not only that there was limited room to increase net debt, but also that cash flow from operations was not strong enough to support a higher debt intake. In my opinion, it also says something about the underlying earning capacity (at least how the bank assesses this). 3. The CEO subscribed for around 5,800 shares, which only constituted a small fraction of what he would have had to subscribe for to maintain his ownership stake. I therefore do not agree with you, Himalaya, that insiders generally subscribed in this share issue. Not much skin-in the game here. Also a somewhat negative signal. Don't you agree?
- 1 päivä sittenNordea: We expect Xplora to reach 991,000 subscribers in 2028 and estimate a 2025-28 service revenue CAGR of 35%. We derive a narrower DCF- and multiples-based fair value range of NOK 59-83 (54-94), implying 2027E EV/EBIT of 10-14x.
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 Q1 -tulosraportti
56 päivää sitten
‧54 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenIt's bleeding so wildly! I get the feeling that there are many dead dogs buried that will surface in the next 6-12 months.Approaching -50% from the top. Quite a steep fall on seemingly thin grounds.
- ·9 t sittenThanks Himalaya and Jorgy for good perspectives on my post below. I completely agree that there can potentially be significant upside in the senior segment and that Xplora generally is a very exciting company. I have always seen Xplora as the best «anti-screen call» in the market, precisely why I am considering buying in again. But still: 1. Regarding Premium/Service Fee, I naturally understand that it's not about cannibalization as such. My point is that these subscription types are included in total subscriber numbers, even though they have significantly lower revenue contribution. In Germany, I now see that Premium is included in the 24-month subscription packages. This means that the monthly subscriber numbers will gradually “dilute” by increasingly more contracts with lower ARPU being added to the total. In Q1 this year, Premium and Service Fee accounted for a full 51 % of the growth in the number of subscriptions. This can also be an important explanation for the drop in ARPU (in addition to geography). I also wonder how Xplora counts the German customers who automatically receive Premium with their mobile subscription. Are these counted both as Mobile and Premium (i.e., double counting), or not? 2. Regarding the share issue, I still maintain that this was a negative event. That Xplora did not use existing liquidity or take on more debt is due, as I see it, precisely to the fact that they would have breached one or more loan covenants, for example net debt/EBITDA, minimum liquidity, 12-month forward EBITDA or similar. (I assume the covenants are described in the annual report, but have not checked this.) That they had to raise equity therefore indicates not only that there was limited room to increase net debt, but also that cash flow from operations was not strong enough to support a higher debt intake. In my opinion, it also says something about the underlying earning capacity (at least how the bank assesses this). 3. The CEO subscribed for around 5,800 shares, which only constituted a small fraction of what he would have had to subscribe for to maintain his ownership stake. I therefore do not agree with you, Himalaya, that insiders generally subscribed in this share issue. Not much skin-in the game here. Also a somewhat negative signal. Don't you agree?
- 1 päivä sittenNordea: We expect Xplora to reach 991,000 subscribers in 2028 and estimate a 2025-28 service revenue CAGR of 35%. We derive a narrower DCF- and multiples-based fair value range of NOK 59-83 (54-94), implying 2027E EV/EBIT of 10-14x.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
2026 Q1 -tulosraportti
56 päivää sitten
‧54 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenIt's bleeding so wildly! I get the feeling that there are many dead dogs buried that will surface in the next 6-12 months.Approaching -50% from the top. Quite a steep fall on seemingly thin grounds.
- ·9 t sittenThanks Himalaya and Jorgy for good perspectives on my post below. I completely agree that there can potentially be significant upside in the senior segment and that Xplora generally is a very exciting company. I have always seen Xplora as the best «anti-screen call» in the market, precisely why I am considering buying in again. But still: 1. Regarding Premium/Service Fee, I naturally understand that it's not about cannibalization as such. My point is that these subscription types are included in total subscriber numbers, even though they have significantly lower revenue contribution. In Germany, I now see that Premium is included in the 24-month subscription packages. This means that the monthly subscriber numbers will gradually “dilute” by increasingly more contracts with lower ARPU being added to the total. In Q1 this year, Premium and Service Fee accounted for a full 51 % of the growth in the number of subscriptions. This can also be an important explanation for the drop in ARPU (in addition to geography). I also wonder how Xplora counts the German customers who automatically receive Premium with their mobile subscription. Are these counted both as Mobile and Premium (i.e., double counting), or not? 2. Regarding the share issue, I still maintain that this was a negative event. That Xplora did not use existing liquidity or take on more debt is due, as I see it, precisely to the fact that they would have breached one or more loan covenants, for example net debt/EBITDA, minimum liquidity, 12-month forward EBITDA or similar. (I assume the covenants are described in the annual report, but have not checked this.) That they had to raise equity therefore indicates not only that there was limited room to increase net debt, but also that cash flow from operations was not strong enough to support a higher debt intake. In my opinion, it also says something about the underlying earning capacity (at least how the bank assesses this). 3. The CEO subscribed for around 5,800 shares, which only constituted a small fraction of what he would have had to subscribe for to maintain his ownership stake. I therefore do not agree with you, Himalaya, that insiders generally subscribed in this share issue. Not much skin-in the game here. Also a somewhat negative signal. Don't you agree?
- 1 päivä sittenNordea: We expect Xplora to reach 991,000 subscribers in 2028 and estimate a 2025-28 service revenue CAGR of 35%. We derive a narrower DCF- and multiples-based fair value range of NOK 59-83 (54-94), implying 2027E EV/EBIT of 10-14x.
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