2026 Q2 -tulosraportti
8 päivää sitten
‧1 t 5 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 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·26 min sittenA hobby investor who is doing very well on the stock market highlights insider trading as the strongest criterion for stock market gains. Xplora is at the very top of stocks that score highest on that for him https://www.dn.no/bors/dn-investor/innsidehandel/oslo-bors/christopher-50-sa-opp-jobben-for-a-leve-av-investering-tjente-to-mill-pa-halvannet-ar/2-1-2029987- ·1 päivä sittenIs Black Friday sale here now. Trading at EV/EBITDA < 6 based on last year's earnings. Doro sales last year were an outlier, due to phasing out of 2G and 3G, both buyside and the overpaid analysts should have understood that. With normal sales in Doro and conversions of 10-20% this can go 2-3x from this low share price level. But the company must restore trust. Expectations going forward look very manageable, so this will be great in the long run.
You yourself write that the Doro sale was an outlier due to the phasing out of 2g and 3g. Then EV/EBIDTA is not < 6 but a bit higher when the Doro sale stabilizes? PS: I haven't calculated it myself, but I still think the risk/reward is very good and chose to add more at today's levels. 
2 päivää sittenIs the ARR for kids not falling / stagnant the last 2 quarters? 366 mio in q4. Then 367 in q1 2026. And 359 mio in q2. So they have fallen ARR meaning more revenue is leaving than added. I think they have too much quality issues that hurts their business. Probably grown too fast.
If one takes SEKNOK in Dec 25 towards the end of Q2, one sees that the currency falls from 1.10 to around 1.00. EURNOK 12 to 10.8/10.9. This clearly also hits hard on Doro one time rev. Large market in Sweden and EU.
·3 päivää sittenAs I see it, the Children & Youth-segment is a perfectly fine basis, but that's not where the upside lies. There are structural differences between the two segments that make the Senior-segment the driver in the case. LTM attach rate of 38%, net development in mobile subscriptions and unit sales give, according to my calculations, an implied churn of approx. 4% per month in the Children & Youth-segment. Subscription lifetime is then approx. 2 years (1/4%) - so quite short. It is actually natural when the product covers a need in a limited phase of the customer's life. Therefore, I believe the Senior-segment can potentially become much more valuable if they get a decent attach rate on Doro Connect. A senior will probably need phone, safety and service services over a much longer period than children need parental control. Then the same number of subscriptions can yield significantly higher LTV. Took a small position before the quarterly report out of curiosity and am doubling today.They have probably themselves stated 4 years. I don't know where you got 2 years from.
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 Q2 -tulosraportti
8 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
Kirjaudu
- ·26 min sittenA hobby investor who is doing very well on the stock market highlights insider trading as the strongest criterion for stock market gains. Xplora is at the very top of stocks that score highest on that for him https://www.dn.no/bors/dn-investor/innsidehandel/oslo-bors/christopher-50-sa-opp-jobben-for-a-leve-av-investering-tjente-to-mill-pa-halvannet-ar/2-1-2029987
- ·1 päivä sittenIs Black Friday sale here now. Trading at EV/EBITDA < 6 based on last year's earnings. Doro sales last year were an outlier, due to phasing out of 2G and 3G, both buyside and the overpaid analysts should have understood that. With normal sales in Doro and conversions of 10-20% this can go 2-3x from this low share price level. But the company must restore trust. Expectations going forward look very manageable, so this will be great in the long run.You yourself write that the Doro sale was an outlier due to the phasing out of 2g and 3g. Then EV/EBIDTA is not < 6 but a bit higher when the Doro sale stabilizes? PS: I haven't calculated it myself, but I still think the risk/reward is very good and chose to add more at today's levels.
- 2 päivää sittenIs the ARR for kids not falling / stagnant the last 2 quarters? 366 mio in q4. Then 367 in q1 2026. And 359 mio in q2. So they have fallen ARR meaning more revenue is leaving than added. I think they have too much quality issues that hurts their business. Probably grown too fast.If one takes SEKNOK in Dec 25 towards the end of Q2, one sees that the currency falls from 1.10 to around 1.00. EURNOK 12 to 10.8/10.9. This clearly also hits hard on Doro one time rev. Large market in Sweden and EU.
- ·3 päivää sittenAs I see it, the Children & Youth-segment is a perfectly fine basis, but that's not where the upside lies. There are structural differences between the two segments that make the Senior-segment the driver in the case. LTM attach rate of 38%, net development in mobile subscriptions and unit sales give, according to my calculations, an implied churn of approx. 4% per month in the Children & Youth-segment. Subscription lifetime is then approx. 2 years (1/4%) - so quite short. It is actually natural when the product covers a need in a limited phase of the customer's life. Therefore, I believe the Senior-segment can potentially become much more valuable if they get a decent attach rate on Doro Connect. A senior will probably need phone, safety and service services over a much longer period than children need parental control. Then the same number of subscriptions can yield significantly higher LTV. Took a small position before the quarterly report out of curiosity and am doubling today.They have probably themselves stated 4 years. I don't know where you got 2 years from.
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 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 |
2026 Q2 -tulosraportti
8 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·26 min sittenA hobby investor who is doing very well on the stock market highlights insider trading as the strongest criterion for stock market gains. Xplora is at the very top of stocks that score highest on that for him https://www.dn.no/bors/dn-investor/innsidehandel/oslo-bors/christopher-50-sa-opp-jobben-for-a-leve-av-investering-tjente-to-mill-pa-halvannet-ar/2-1-2029987
- ·1 päivä sittenIs Black Friday sale here now. Trading at EV/EBITDA < 6 based on last year's earnings. Doro sales last year were an outlier, due to phasing out of 2G and 3G, both buyside and the overpaid analysts should have understood that. With normal sales in Doro and conversions of 10-20% this can go 2-3x from this low share price level. But the company must restore trust. Expectations going forward look very manageable, so this will be great in the long run.You yourself write that the Doro sale was an outlier due to the phasing out of 2g and 3g. Then EV/EBIDTA is not < 6 but a bit higher when the Doro sale stabilizes? PS: I haven't calculated it myself, but I still think the risk/reward is very good and chose to add more at today's levels.
- 2 päivää sittenIs the ARR for kids not falling / stagnant the last 2 quarters? 366 mio in q4. Then 367 in q1 2026. And 359 mio in q2. So they have fallen ARR meaning more revenue is leaving than added. I think they have too much quality issues that hurts their business. Probably grown too fast.If one takes SEKNOK in Dec 25 towards the end of Q2, one sees that the currency falls from 1.10 to around 1.00. EURNOK 12 to 10.8/10.9. This clearly also hits hard on Doro one time rev. Large market in Sweden and EU.
- ·3 päivää sittenAs I see it, the Children & Youth-segment is a perfectly fine basis, but that's not where the upside lies. There are structural differences between the two segments that make the Senior-segment the driver in the case. LTM attach rate of 38%, net development in mobile subscriptions and unit sales give, according to my calculations, an implied churn of approx. 4% per month in the Children & Youth-segment. Subscription lifetime is then approx. 2 years (1/4%) - so quite short. It is actually natural when the product covers a need in a limited phase of the customer's life. Therefore, I believe the Senior-segment can potentially become much more valuable if they get a decent attach rate on Doro Connect. A senior will probably need phone, safety and service services over a much longer period than children need parental control. Then the same number of subscriptions can yield significantly higher LTV. Took a small position before the quarterly report out of curiosity and am doubling today.They have probably themselves stated 4 years. I don't know where you got 2 years from.
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