2026 Q1 -tulosraportti
86 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. | 4 päivää |
| 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 sittenSome perspective before the Q2 figures on August 19th First the most important thing: The monthly updates showed 502k as of June 30th and 519k as of July 31st. The report can therefore not surprise regarding the calculation many follow most closely. What's open is margins, ARPU, and how Doro and emporia factor in. ARPU has been steadily declining since Q1 2023 (understandably). Now to the growth. The subscriber base has grown remarkably linearly since the start of 2023 — approximately 27k new per quarter, with an R² of 0,99. Annual net growth was +101k in 2024 and +118k in 2025. Quite flat in absolute terms. Then percentage growth declines by itself, without anything going wrong: +39 % in 2024, +33 % in 2025, +27,7 % now. It's purely mathematical. But it has consequences for the million target. From 502k, 498k are missing. At the pace of the last four quarters, 27k per quarter, it will take just over four and a half years — i.e., 2030–2031. If the target is to be reached by the end of 2028, around 50k per quarter is required, nearly double. The end of 2029 requires 1,3x. Only with 2030 as the horizon does approximately the current pace suffice. The company's own time indication has, by the way, become vaguer: «over the next four years» in Q1 2025, «three-four years» in Q2 and Q3 2025, «within the next few years» in Q4 2025, and no time indication in Q1 2026. This is taken from quarterly reports. I do not have an overview of statements made by the company. The counterarguments are real: Doro Connect is now rolled out in all core markets, the senior subscription will enter retail, emporia expanded its senior footprint by 30 %, and July yielded +17k versus +13k the year before — i.e., accelerating. The point is not that things are going badly. It is that the growth rate must increase by almost 80 % before the million target is within reach on the horizon many seem to anticipate. I expect a decent report, but nothing to suggest that the target is within reach. PS: Own analysis based exclusively on the company's quarterly reports and monthly updates. I no longer own shares in the company as I sold everything on Friday. Not investment advice.
·10.8.It looks very good for Xplora now regarding growth in the subscriber base. They were at 519k at the end of July. - SB1's estimate at year-end is 575k. - Nordea with 576k. With identical growth as last year, they will reach 589k, thus well above the estimates. July came in well above July last year, so that bodes well. NB! Any subscribers from Doro are not included.
Am I misunderstanding or is the last line something new? What does "without xplora mobile subscriptions (nordics)" mean? Have they stopped reporting for Scandinavia due to a decline in growth?- ·10.8.July 2026 17k increase in abbo basen July 2025 13k increase in abbo basen July 2024 13k increase in abbo basen
Remember that the July-26 increase includes youth subscriptions, which the 24/25 increase does not include. Quite neutral numbers IMO. 
·8.8.I bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.
Exactly the same conclusion and thoughts here. Sold down significantly at approx 55kr. Then, when it started to fall towards 45, I started buying again and have a significant position, which I gladly hold long-term. (Average at 44kr) By the way, I see no reason for the fall that has occurred, so the Q presentation will be exciting to follow. They have a lot of exciting things in the pipeline and hope for good execution, which has characterized the management for a long time now👍
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
86 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 sittenSome perspective before the Q2 figures on August 19th First the most important thing: The monthly updates showed 502k as of June 30th and 519k as of July 31st. The report can therefore not surprise regarding the calculation many follow most closely. What's open is margins, ARPU, and how Doro and emporia factor in. ARPU has been steadily declining since Q1 2023 (understandably). Now to the growth. The subscriber base has grown remarkably linearly since the start of 2023 — approximately 27k new per quarter, with an R² of 0,99. Annual net growth was +101k in 2024 and +118k in 2025. Quite flat in absolute terms. Then percentage growth declines by itself, without anything going wrong: +39 % in 2024, +33 % in 2025, +27,7 % now. It's purely mathematical. But it has consequences for the million target. From 502k, 498k are missing. At the pace of the last four quarters, 27k per quarter, it will take just over four and a half years — i.e., 2030–2031. If the target is to be reached by the end of 2028, around 50k per quarter is required, nearly double. The end of 2029 requires 1,3x. Only with 2030 as the horizon does approximately the current pace suffice. The company's own time indication has, by the way, become vaguer: «over the next four years» in Q1 2025, «three-four years» in Q2 and Q3 2025, «within the next few years» in Q4 2025, and no time indication in Q1 2026. This is taken from quarterly reports. I do not have an overview of statements made by the company. The counterarguments are real: Doro Connect is now rolled out in all core markets, the senior subscription will enter retail, emporia expanded its senior footprint by 30 %, and July yielded +17k versus +13k the year before — i.e., accelerating. The point is not that things are going badly. It is that the growth rate must increase by almost 80 % before the million target is within reach on the horizon many seem to anticipate. I expect a decent report, but nothing to suggest that the target is within reach. PS: Own analysis based exclusively on the company's quarterly reports and monthly updates. I no longer own shares in the company as I sold everything on Friday. Not investment advice.
- ·10.8.It looks very good for Xplora now regarding growth in the subscriber base. They were at 519k at the end of July. - SB1's estimate at year-end is 575k. - Nordea with 576k. With identical growth as last year, they will reach 589k, thus well above the estimates. July came in well above July last year, so that bodes well. NB! Any subscribers from Doro are not included.Am I misunderstanding or is the last line something new? What does "without xplora mobile subscriptions (nordics)" mean? Have they stopped reporting for Scandinavia due to a decline in growth?
- ·10.8.July 2026 17k increase in abbo basen July 2025 13k increase in abbo basen July 2024 13k increase in abbo basenRemember that the July-26 increase includes youth subscriptions, which the 24/25 increase does not include. Quite neutral numbers IMO.
- ·8.8.I bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.Exactly the same conclusion and thoughts here. Sold down significantly at approx 55kr. Then, when it started to fall towards 45, I started buying again and have a significant position, which I gladly hold long-term. (Average at 44kr) By the way, I see no reason for the fall that has occurred, so the Q presentation will be exciting to follow. They have a lot of exciting things in the pipeline and hope for good execution, which has characterized the management for a long time now👍
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 | |
|---|---|
2026 Q2 -tulosraportti 19.8. | 4 päivää |
| 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
86 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. | 4 päivää |
| 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 sittenSome perspective before the Q2 figures on August 19th First the most important thing: The monthly updates showed 502k as of June 30th and 519k as of July 31st. The report can therefore not surprise regarding the calculation many follow most closely. What's open is margins, ARPU, and how Doro and emporia factor in. ARPU has been steadily declining since Q1 2023 (understandably). Now to the growth. The subscriber base has grown remarkably linearly since the start of 2023 — approximately 27k new per quarter, with an R² of 0,99. Annual net growth was +101k in 2024 and +118k in 2025. Quite flat in absolute terms. Then percentage growth declines by itself, without anything going wrong: +39 % in 2024, +33 % in 2025, +27,7 % now. It's purely mathematical. But it has consequences for the million target. From 502k, 498k are missing. At the pace of the last four quarters, 27k per quarter, it will take just over four and a half years — i.e., 2030–2031. If the target is to be reached by the end of 2028, around 50k per quarter is required, nearly double. The end of 2029 requires 1,3x. Only with 2030 as the horizon does approximately the current pace suffice. The company's own time indication has, by the way, become vaguer: «over the next four years» in Q1 2025, «three-four years» in Q2 and Q3 2025, «within the next few years» in Q4 2025, and no time indication in Q1 2026. This is taken from quarterly reports. I do not have an overview of statements made by the company. The counterarguments are real: Doro Connect is now rolled out in all core markets, the senior subscription will enter retail, emporia expanded its senior footprint by 30 %, and July yielded +17k versus +13k the year before — i.e., accelerating. The point is not that things are going badly. It is that the growth rate must increase by almost 80 % before the million target is within reach on the horizon many seem to anticipate. I expect a decent report, but nothing to suggest that the target is within reach. PS: Own analysis based exclusively on the company's quarterly reports and monthly updates. I no longer own shares in the company as I sold everything on Friday. Not investment advice.
- ·10.8.It looks very good for Xplora now regarding growth in the subscriber base. They were at 519k at the end of July. - SB1's estimate at year-end is 575k. - Nordea with 576k. With identical growth as last year, they will reach 589k, thus well above the estimates. July came in well above July last year, so that bodes well. NB! Any subscribers from Doro are not included.Am I misunderstanding or is the last line something new? What does "without xplora mobile subscriptions (nordics)" mean? Have they stopped reporting for Scandinavia due to a decline in growth?
- ·10.8.July 2026 17k increase in abbo basen July 2025 13k increase in abbo basen July 2024 13k increase in abbo basenRemember that the July-26 increase includes youth subscriptions, which the 24/25 increase does not include. Quite neutral numbers IMO.
- ·8.8.I bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.Exactly the same conclusion and thoughts here. Sold down significantly at approx 55kr. Then, when it started to fall towards 45, I started buying again and have a significant position, which I gladly hold long-term. (Average at 44kr) By the way, I see no reason for the fall that has occurred, so the Q presentation will be exciting to follow. They have a lot of exciting things in the pipeline and hope for good execution, which has characterized the management for a long time now👍
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