2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 5 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 250 | - | - | ||
| 292 | - | - | ||
| 644 | - | - | ||
| 208 | - | - | ||
| 249 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
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
14 t sitten · MuokattuXplora's monthly subscriptions update shows that the Xplora Kids subscribers base for Q2 2026 ended at 552k (Xplora does not give a split for the subscriber base). The company continued its strong conversion of new subscribers with a gross inflow of 100k in Q3 and increased its subscriber base by 109k y/y. The reported Q3 subscriber base of 552k was ~2% above our estimate of 539k, and we do, on the back of this, expect to make slight positive revisions for this segment ahead of the Q3 report.
See this comes from Nordea. Should be Q3 in the first sentence. Strange that Nordea reports an estimate of 539k. That would indeed signal a small catastrophe, and that growth stopped in a quarter with normally high growth. The result with their estimate would have been a total collapse in share price. The company has a growth rate that is very linear, and my own model estimated 551k.
·21 t sittenSeems like they have focused on customer service this year… Slowly but surely the MOAT is being built back up..
·1 päivä sittenThis is not a sales or buy pitch, just some considerations. Some things I think one should give some thought to when buying this stock: Doro: Here Xplora tried to buy itself a growth leg. Things have taken longer, they have still not announced 10k subs which is the first milestone. They also disappointed on the sale of the number of phones in q2. My personal opinion is that the sales pace in Doro will subside because it becomes harder and harder to convert new "oldies" from e.g. iPhone over to Doro. Tech knowledge rises for each age cohort. If this claim is correct, this will hit total gross hardware margin (higher than on watches) and average ARPU (since the Nordics have higher margins than other regions). In other words, my concern is hardware growth in the Senior segment. Watch: On core products, what I am trying to figure out is average ARPU on future growth. The Nordics are at around 110kr ARPU, while e.g. Germany is at under 70kr. Since the Nordics are relatively saturated, subscription growth will come from outside the Nordics. The uncertainty then lies at the ARPU level. So, senior has a hardware uncertainty (margin on hardware and indirect Subscriptions), while junior has a margin uncertainty. The terms of the loan I do not know, but they are presumably hit by higher interest rates and lower multiples on growth and retail. At some point the stock price is right. 22 kroner is as it is, but it might be good to put a number of scenarios into the Excel sheet, to actually see if the stock is expensive/cheap depending on what you believe in. If anyone has estimates on ARPU and DORO growth, which in turn gives a P/E, then feel free to share. As is I calculate it to approx 15*, with a wide outcome space the next couple of years.
What represents the biggest upside as I see it is the large markets they have a foot in. In Germany and the UK there are several million potential customers,. They sell both directly and via partners, and the partner list is impressive in both Germany and the UK. Large and well-known several of them. What remains is how well the company manages to convert this distribution into increased sales, more active subscriptions and higher earnings.
·2 päivää sitten · MuokattuDamn, there we saw the 21s. 67% down in 6 mos. Ouch. This stings, and as long as the shorts remain - it will continue to fall until we see the teens.Short positions constituted according to Finanstilsynet 2.2% as of October 2. Beyond that, there is probably less belief in growth driving the price development. If they succeed in the large markets like Germany, France and the UK, the growth could be formidable. The stock is a bet on whether they succeed or not. Yesterday's price corresponds to a forward P/E (based on the latest quarterly result) of 54, which means Xplora is priced as a growth company. And then they must show precisely growth. They have two legs to stand on, smartwatches and Dorophones. That increases the growth opportunities.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 5 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
- 14 t sitten · MuokattuXplora's monthly subscriptions update shows that the Xplora Kids subscribers base for Q2 2026 ended at 552k (Xplora does not give a split for the subscriber base). The company continued its strong conversion of new subscribers with a gross inflow of 100k in Q3 and increased its subscriber base by 109k y/y. The reported Q3 subscriber base of 552k was ~2% above our estimate of 539k, and we do, on the back of this, expect to make slight positive revisions for this segment ahead of the Q3 report.See this comes from Nordea. Should be Q3 in the first sentence. Strange that Nordea reports an estimate of 539k. That would indeed signal a small catastrophe, and that growth stopped in a quarter with normally high growth. The result with their estimate would have been a total collapse in share price. The company has a growth rate that is very linear, and my own model estimated 551k.
- ·21 t sittenSeems like they have focused on customer service this year… Slowly but surely the MOAT is being built back up..
- ·1 päivä sittenThis is not a sales or buy pitch, just some considerations. Some things I think one should give some thought to when buying this stock: Doro: Here Xplora tried to buy itself a growth leg. Things have taken longer, they have still not announced 10k subs which is the first milestone. They also disappointed on the sale of the number of phones in q2. My personal opinion is that the sales pace in Doro will subside because it becomes harder and harder to convert new "oldies" from e.g. iPhone over to Doro. Tech knowledge rises for each age cohort. If this claim is correct, this will hit total gross hardware margin (higher than on watches) and average ARPU (since the Nordics have higher margins than other regions). In other words, my concern is hardware growth in the Senior segment. Watch: On core products, what I am trying to figure out is average ARPU on future growth. The Nordics are at around 110kr ARPU, while e.g. Germany is at under 70kr. Since the Nordics are relatively saturated, subscription growth will come from outside the Nordics. The uncertainty then lies at the ARPU level. So, senior has a hardware uncertainty (margin on hardware and indirect Subscriptions), while junior has a margin uncertainty. The terms of the loan I do not know, but they are presumably hit by higher interest rates and lower multiples on growth and retail. At some point the stock price is right. 22 kroner is as it is, but it might be good to put a number of scenarios into the Excel sheet, to actually see if the stock is expensive/cheap depending on what you believe in. If anyone has estimates on ARPU and DORO growth, which in turn gives a P/E, then feel free to share. As is I calculate it to approx 15*, with a wide outcome space the next couple of years.What represents the biggest upside as I see it is the large markets they have a foot in. In Germany and the UK there are several million potential customers,. They sell both directly and via partners, and the partner list is impressive in both Germany and the UK. Large and well-known several of them. What remains is how well the company manages to convert this distribution into increased sales, more active subscriptions and higher earnings.
- ·2 päivää sitten · MuokattuDamn, there we saw the 21s. 67% down in 6 mos. Ouch. This stings, and as long as the shorts remain - it will continue to fall until we see the teens.Short positions constituted according to Finanstilsynet 2.2% as of October 2. Beyond that, there is probably less belief in growth driving the price development. If they succeed in the large markets like Germany, France and the UK, the growth could be formidable. The stock is a bet on whether they succeed or not. Yesterday's price corresponds to a forward P/E (based on the latest quarterly result) of 54, which means Xplora is priced as a growth company. And then they must show precisely growth. They have two legs to stand on, smartwatches and Dorophones. That increases the growth opportunities.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 250 | - | - | ||
| 292 | - | - | ||
| 644 | - | - | ||
| 208 | - | - | ||
| 249 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 5 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 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- 14 t sitten · MuokattuXplora's monthly subscriptions update shows that the Xplora Kids subscribers base for Q2 2026 ended at 552k (Xplora does not give a split for the subscriber base). The company continued its strong conversion of new subscribers with a gross inflow of 100k in Q3 and increased its subscriber base by 109k y/y. The reported Q3 subscriber base of 552k was ~2% above our estimate of 539k, and we do, on the back of this, expect to make slight positive revisions for this segment ahead of the Q3 report.See this comes from Nordea. Should be Q3 in the first sentence. Strange that Nordea reports an estimate of 539k. That would indeed signal a small catastrophe, and that growth stopped in a quarter with normally high growth. The result with their estimate would have been a total collapse in share price. The company has a growth rate that is very linear, and my own model estimated 551k.
- ·21 t sittenSeems like they have focused on customer service this year… Slowly but surely the MOAT is being built back up..
- ·1 päivä sittenThis is not a sales or buy pitch, just some considerations. Some things I think one should give some thought to when buying this stock: Doro: Here Xplora tried to buy itself a growth leg. Things have taken longer, they have still not announced 10k subs which is the first milestone. They also disappointed on the sale of the number of phones in q2. My personal opinion is that the sales pace in Doro will subside because it becomes harder and harder to convert new "oldies" from e.g. iPhone over to Doro. Tech knowledge rises for each age cohort. If this claim is correct, this will hit total gross hardware margin (higher than on watches) and average ARPU (since the Nordics have higher margins than other regions). In other words, my concern is hardware growth in the Senior segment. Watch: On core products, what I am trying to figure out is average ARPU on future growth. The Nordics are at around 110kr ARPU, while e.g. Germany is at under 70kr. Since the Nordics are relatively saturated, subscription growth will come from outside the Nordics. The uncertainty then lies at the ARPU level. So, senior has a hardware uncertainty (margin on hardware and indirect Subscriptions), while junior has a margin uncertainty. The terms of the loan I do not know, but they are presumably hit by higher interest rates and lower multiples on growth and retail. At some point the stock price is right. 22 kroner is as it is, but it might be good to put a number of scenarios into the Excel sheet, to actually see if the stock is expensive/cheap depending on what you believe in. If anyone has estimates on ARPU and DORO growth, which in turn gives a P/E, then feel free to share. As is I calculate it to approx 15*, with a wide outcome space the next couple of years.What represents the biggest upside as I see it is the large markets they have a foot in. In Germany and the UK there are several million potential customers,. They sell both directly and via partners, and the partner list is impressive in both Germany and the UK. Large and well-known several of them. What remains is how well the company manages to convert this distribution into increased sales, more active subscriptions and higher earnings.
- ·2 päivää sitten · MuokattuDamn, there we saw the 21s. 67% down in 6 mos. Ouch. This stings, and as long as the shorts remain - it will continue to fall until we see the teens.Short positions constituted according to Finanstilsynet 2.2% as of October 2. Beyond that, there is probably less belief in growth driving the price development. If they succeed in the large markets like Germany, France and the UK, the growth could be formidable. The stock is a bet on whether they succeed or not. Yesterday's price corresponds to a forward P/E (based on the latest quarterly result) of 54, which means Xplora is priced as a growth company. And then they must show precisely growth. They have two legs to stand on, smartwatches and Dorophones. That increases the growth opportunities.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 250 | - | - | ||
| 292 | - | - | ||
| 644 | - | - | ||
| 208 | - | - | ||
| 249 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt