2026 Q4 - tulosraportti
UUTTA
5 päivää sitten
‧51 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 - tulosraportti 3.12. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 22.10. | ||
2026 Q3 - tulosraportti 11.6. | ||
2026 Q2 - tulosraportti 5.3. | ||
2026 Q1 - tulosraportti 4.12.2025 | ||
Vuosittainen yhtiökokous 2025 12.11.2025 |
Uutiset
Ei uutisia tällä hetkellä
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
2 päivää sitten · Muokattu"ISU's Board of Trustees approved a $307,103 purchase for training and installation of six portable Xtract One advanced weapons detection systems. Annual maintenance of the equipment costs an additional $76,080 per year, at a fixed rate over five years." That's 687.503 USD, so roughly 976k CAD https://www.wglt.org/local-news/2026-10-23/isus-capital-funding-wish-list-includes-improvements-to-williams-and-degarmo-halls https://news.illinoisstate.edu/2026/10/board-of-trustees-action-items-october-23-2026/
·22.10.My take on the financial report and earnings call: Q4 was a disappointment, but better than revenue, backlog, and pending installations immediately suggest. Installations were stable, and expenses grew significantly slower than revenues. The pipeline is the call's biggest positive. Xtract has approx. USD 122m in qualified opportunities with a real purchase intent, providing a good starting point for FY2027 despite the minor drop in backlog and pending installations. Profitability is approaching, H2 FY2026 was roughly EBITDA break-even. From 2028, the investment case may increasingly be about how fast Xtract can grow while remaining profitable. California healthcare and US schools appear to be the most important short-term growth drivers. Fortune 100 customers and international expansion could become the next growth areas. The biggest weaknesses are bookings of only CAD 6m in Q4 and a gross margin of 57%. I am personally also a bit disappointed that the two lost venues to Evolv were not concretely addressed, as it leaves an unanswered question about the competitive situation. My assessment of today's share price movement: A drop of 15-20% when the company is fundamentally sound, debt-free, growing fast, and heading towards a profit is an overreaction. But I am also a shareholder 😁2 päivää sittenGross margins they explained during the call - bookings is the only part that disappointed me. Revenue was fine, and hopefully a new baseline level. If Q3 had been 8M and Q4 was 10M, people would have been celebrating. I see Q3 as revenue spike, and therefore 8M for Q4 in line with expectations. As long as the 40M revenue target for FY27 is realistic, I'm good. We've stabilized the working capital, so that runway is no longer a fear, the new fear is bookings. We're not in critical territory here yet, however this is what I'll be watching closely. We need to see that the business is able to both replenish and grow the bookings. The business is solid, but the SP won't follow until the market sees a couple of major deals. That said, I think it's a clear overreaction on the market
22.10.
Apparently, not much of a calming nature was said on that Call? Maybe there are also Short interests involved here - but I think the earnings report was a bit of an "apology report", where a loss had to be "sold" under headlines about "big improvements...". We must really hope that the strong revenue growth soon translates into a positive bottom line as well. Did anyone hear the call and can briefly summarize what the essence was?- 14.10.New deployment in hospital https://yourhalifaxnow.ca/another-n-s-hospital-gets-ai-weapons-screening-installed/
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 Q4 - tulosraportti
UUTTA
5 päivää sitten
‧51 min
Uutiset
Ei uutisia tällä hetkellä
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
- 2 päivää sitten · Muokattu"ISU's Board of Trustees approved a $307,103 purchase for training and installation of six portable Xtract One advanced weapons detection systems. Annual maintenance of the equipment costs an additional $76,080 per year, at a fixed rate over five years." That's 687.503 USD, so roughly 976k CAD https://www.wglt.org/local-news/2026-10-23/isus-capital-funding-wish-list-includes-improvements-to-williams-and-degarmo-halls https://news.illinoisstate.edu/2026/10/board-of-trustees-action-items-october-23-2026/
- ·22.10.My take on the financial report and earnings call: Q4 was a disappointment, but better than revenue, backlog, and pending installations immediately suggest. Installations were stable, and expenses grew significantly slower than revenues. The pipeline is the call's biggest positive. Xtract has approx. USD 122m in qualified opportunities with a real purchase intent, providing a good starting point for FY2027 despite the minor drop in backlog and pending installations. Profitability is approaching, H2 FY2026 was roughly EBITDA break-even. From 2028, the investment case may increasingly be about how fast Xtract can grow while remaining profitable. California healthcare and US schools appear to be the most important short-term growth drivers. Fortune 100 customers and international expansion could become the next growth areas. The biggest weaknesses are bookings of only CAD 6m in Q4 and a gross margin of 57%. I am personally also a bit disappointed that the two lost venues to Evolv were not concretely addressed, as it leaves an unanswered question about the competitive situation. My assessment of today's share price movement: A drop of 15-20% when the company is fundamentally sound, debt-free, growing fast, and heading towards a profit is an overreaction. But I am also a shareholder 😁2 päivää sittenGross margins they explained during the call - bookings is the only part that disappointed me. Revenue was fine, and hopefully a new baseline level. If Q3 had been 8M and Q4 was 10M, people would have been celebrating. I see Q3 as revenue spike, and therefore 8M for Q4 in line with expectations. As long as the 40M revenue target for FY27 is realistic, I'm good. We've stabilized the working capital, so that runway is no longer a fear, the new fear is bookings. We're not in critical territory here yet, however this is what I'll be watching closely. We need to see that the business is able to both replenish and grow the bookings. The business is solid, but the SP won't follow until the market sees a couple of major deals. That said, I think it's a clear overreaction on the market
- 22.10.Apparently, not much of a calming nature was said on that Call? Maybe there are also Short interests involved here - but I think the earnings report was a bit of an "apology report", where a loss had to be "sold" under headlines about "big improvements...". We must really hope that the strong revenue growth soon translates into a positive bottom line as well. Did anyone hear the call and can briefly summarize what the essence was?
- 14.10.New deployment in hospital https://yourhalifaxnow.ca/another-n-s-hospital-gets-ai-weapons-screening-installed/
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 - tulosraportti 3.12. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 22.10. | ||
2026 Q3 - tulosraportti 11.6. | ||
2026 Q2 - tulosraportti 5.3. | ||
2026 Q1 - tulosraportti 4.12.2025 | ||
Vuosittainen yhtiökokous 2025 12.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q4 - tulosraportti
UUTTA
5 päivää sitten
‧51 min
Uutiset
Ei uutisia tällä hetkellä
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 | |
|---|---|
2027 Q1 - tulosraportti 3.12. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 22.10. | ||
2026 Q3 - tulosraportti 11.6. | ||
2026 Q2 - tulosraportti 5.3. | ||
2026 Q1 - tulosraportti 4.12.2025 | ||
Vuosittainen yhtiökokous 2025 12.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- 2 päivää sitten · Muokattu"ISU's Board of Trustees approved a $307,103 purchase for training and installation of six portable Xtract One advanced weapons detection systems. Annual maintenance of the equipment costs an additional $76,080 per year, at a fixed rate over five years." That's 687.503 USD, so roughly 976k CAD https://www.wglt.org/local-news/2026-10-23/isus-capital-funding-wish-list-includes-improvements-to-williams-and-degarmo-halls https://news.illinoisstate.edu/2026/10/board-of-trustees-action-items-october-23-2026/
- ·22.10.My take on the financial report and earnings call: Q4 was a disappointment, but better than revenue, backlog, and pending installations immediately suggest. Installations were stable, and expenses grew significantly slower than revenues. The pipeline is the call's biggest positive. Xtract has approx. USD 122m in qualified opportunities with a real purchase intent, providing a good starting point for FY2027 despite the minor drop in backlog and pending installations. Profitability is approaching, H2 FY2026 was roughly EBITDA break-even. From 2028, the investment case may increasingly be about how fast Xtract can grow while remaining profitable. California healthcare and US schools appear to be the most important short-term growth drivers. Fortune 100 customers and international expansion could become the next growth areas. The biggest weaknesses are bookings of only CAD 6m in Q4 and a gross margin of 57%. I am personally also a bit disappointed that the two lost venues to Evolv were not concretely addressed, as it leaves an unanswered question about the competitive situation. My assessment of today's share price movement: A drop of 15-20% when the company is fundamentally sound, debt-free, growing fast, and heading towards a profit is an overreaction. But I am also a shareholder 😁2 päivää sittenGross margins they explained during the call - bookings is the only part that disappointed me. Revenue was fine, and hopefully a new baseline level. If Q3 had been 8M and Q4 was 10M, people would have been celebrating. I see Q3 as revenue spike, and therefore 8M for Q4 in line with expectations. As long as the 40M revenue target for FY27 is realistic, I'm good. We've stabilized the working capital, so that runway is no longer a fear, the new fear is bookings. We're not in critical territory here yet, however this is what I'll be watching closely. We need to see that the business is able to both replenish and grow the bookings. The business is solid, but the SP won't follow until the market sees a couple of major deals. That said, I think it's a clear overreaction on the market
- 22.10.Apparently, not much of a calming nature was said on that Call? Maybe there are also Short interests involved here - but I think the earnings report was a bit of an "apology report", where a loss had to be "sold" under headlines about "big improvements...". We must really hope that the strong revenue growth soon translates into a positive bottom line as well. Did anyone hear the call and can briefly summarize what the essence was?
- 14.10.New deployment in hospital https://yourhalifaxnow.ca/another-n-s-hospital-gets-ai-weapons-screening-installed/
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt