2026 Q1 -tulosraportti
18 päivää sittenTarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 538 | - | - | ||
| 186 | - | - | ||
| 50 | - | - | ||
| 316 | - | - |
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 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9.5.PART 1OF2 FINALLY ... Live Shopping is eating the world – and the West has just woken up... Analysis As Garry Vee said yesterday... "GaryVee predicts selling products on livestream will be HUGE". Also read his post about this from yesterday... https://x.com/garyvee/status/2052727653686288500?s=20 Look him up and you'll quickly understand he's not just anyone: Early Tech Investor in major tech companies, including Facebook, Twitter, Tumblr, Uber, and Venmo etc. The biggest retail trend since the breakthrough of e-commerce... LET ME EXPLAIN WHY. This is far from hype and the data out there is clearly starting to show it.... It's a structural change. There are moments in economic history when a new distribution layer replaces the old so completely that in hindsight it seems obvious. Printed catalog was replaced by e-commerce. The video store was replaced by streaming. Every time the skeptics said the same thing: "People will never buy X that way." In 1997, people said no one would buy food online because you couldn't feel the tomato. Today, Mathem, Coop and ICA sell groceries online for billions of kronor. The same argument is now heard about live shopping, and it's exactly as wrong this time. QVC recently filed for bankruptcy. It's not a coincidence. It's an ecosystem capitulating to a new distribution logic... BAMBUSER is perfectly positioned to take a large share of the pie... Whatnot, a live shopping founded 2019, keeps its users engaged six times longer than Amazon. Six times. It's not a metric that moves marginally in the right direction. It's a fundamental re-evaluation scenario for what the "center of gravity of commerce" actually is. And April 2026 was Whatnot's biggest month ever for downloads. Underlying operational KPIs are even sharper: Conversion rate: 9–30% for live shopping vs. 2–3% for traditional e-commerce. Return rate: 40% lower. Engagement: 10x higher than standard video. It's not just better marketing. It's better economics along the entire value chain. Whatnot is one of the fastest-growing livestream shopping marketplaces, reaching an $11.5 billion valuation ... Live selling goes mainstream in the UK. In the UK, adoption is accelerating even faster. UK first-time buyers surge 374% year-on-year as live shopping becomes a core retail channel, new report from Whatnot ... Live shopping today accounts for 20% of all e-commerce in China. In the USA, the figure is 5%. Europe is even lower. The American market is valued at approximately 50 billion dollars with a CAGR of 37% until 2033. But the truly interesting thing is not the volume, it's what is already being sold, and what it says about the ceiling for this channel. China's Taobao Live sold a Kuaizhou-1A rocket launch in five minutes. Price: 40 million yuan. 800 potential buyers paid a refundable deposit of 70 000 dollars just to be able to bid. In Yunnan province, livestream brokers generated 1,72 billion dollars in housing sales over ten months in 2023 – an increase of 69,4% year-on-year, of which 80% of buyers came from other provinces. They bought apartments they had never physically visited. NIO's CEO sold 320 cars in 40 minutes in a single livestream. That corresponds to 18 million dollars. A single creator sold 1 623 cars in 2,5 hours. It's not about impulse purchases of cheap products. It's about trust being built faster than in any other format commerce has ever seen. The argument still heard from skeptics is that live shopping only works for toys, clothes, and cheap impulse products.... Reality says otherwise ... Here's what's already regularly sold live: Live Japanese koi fish (Kohaku, Sanke, Showa) via Facebook Live – price range 200 to 50 000 dollars per fish. Hundreds of auctions every week globally. Cremation jewelry: rings and necklaces made from the ashes of a loved one, sold via TikTok Live. Millions of views. Trust built on transparency and authenticity in real-time. Wedding dresses: David's Bridal and dozens of independent boutiques run regular live try-on streams directly to TikTok Shop. The hashtag #weddingdressshopping has surpassed 1,2 billion views. Perfume: Snif x Mikayla Nogueira generated 400 000 dollars in four hours. One million unique viewers. Snif became TikTok Shop's top-selling perfume brand that month. You can't smell perfume through a screen – but it doesn't matter. Three minutes of a real person describing a scent sells better than any static product photo. Services: Whatnot sells CGC grading of comic books as a product in itself. A plumber streaming live from a kitchen with a "book now" button at the bottom is not science fiction. It's the next logical step. As GaryVee formulated it: "It goes from plumbing all the way up to luxury goods. Rolex will sell Rolexes on live shopping. Lamborghini will sell Lamborghinis. Ryan Serhant will sell an apartment for 13 million dollars." Exactly what we see with Bambuser's customers; everything from LVHM, AUDI etc.·9.5.So my point, which most people miss when looking at live shopping as an investment category: TikTok Shop and Whatnot own the consumer layer – the platforms where end-users gather. These are important positions but they come with platform risk, regulatory exposure, and dependence on algorithmic feeds. Bambuser owns a fundamentally different layer: the technical infrastructure that enables established brands to stream live shopping directly in their own channels – without capitulating to a third-party platform and its data collection, fee structure, and designed dependency. It's the difference between having a store in a shopping mall and owning the store property. The Bambuser model targets the enterprise and premium segment: luxury brands, global retailers, and media companies that understand that the customer relationship is the primary asset value – and who are not prepared to outsource it to TikTok. As live shopping normalizes in the West – which the data we've reviewed above clearly shows is happening right now – demand for white-label infrastructure accelerates. Every large retailer that decides to own its livestream commerce rather than rent it from TikTok is a potential Bambuser customer. The market structure analytically resembles the early 2010s in SaaS payments: Stripe and Adyen built the infrastructure layer while consumer platforms drew attention. The infrastructure companies proved to be the most defensive and scalable positions. Forget the price targets of 263-380kr, this can become MUCH bigger...
17.4.17.4.Weird price action. Looked the stock up and honestly the AI pivot looks like a hail mary. My take is that they need significantly better performance to stay afloat and that implies a significant improvement in next q numbers. Since price action is usually muted +20% on a stellar report and there is significant risk of new capital needs, I'm staying on the side on this one
·17.4.It seems rather the opposite, as if they have muddled through a couple of years of accumulation and now it's starting to tick in the right direction. But it's just an amateur analysis.
·16.4. · MuokattuGood days in Bambuser! Is it the Audi agreement that sent it up🤩?
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.
Uutiset
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
18 päivää sittenUutiset
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
- ·9.5.PART 1OF2 FINALLY ... Live Shopping is eating the world – and the West has just woken up... Analysis As Garry Vee said yesterday... "GaryVee predicts selling products on livestream will be HUGE". Also read his post about this from yesterday... https://x.com/garyvee/status/2052727653686288500?s=20 Look him up and you'll quickly understand he's not just anyone: Early Tech Investor in major tech companies, including Facebook, Twitter, Tumblr, Uber, and Venmo etc. The biggest retail trend since the breakthrough of e-commerce... LET ME EXPLAIN WHY. This is far from hype and the data out there is clearly starting to show it.... It's a structural change. There are moments in economic history when a new distribution layer replaces the old so completely that in hindsight it seems obvious. Printed catalog was replaced by e-commerce. The video store was replaced by streaming. Every time the skeptics said the same thing: "People will never buy X that way." In 1997, people said no one would buy food online because you couldn't feel the tomato. Today, Mathem, Coop and ICA sell groceries online for billions of kronor. The same argument is now heard about live shopping, and it's exactly as wrong this time. QVC recently filed for bankruptcy. It's not a coincidence. It's an ecosystem capitulating to a new distribution logic... BAMBUSER is perfectly positioned to take a large share of the pie... Whatnot, a live shopping founded 2019, keeps its users engaged six times longer than Amazon. Six times. It's not a metric that moves marginally in the right direction. It's a fundamental re-evaluation scenario for what the "center of gravity of commerce" actually is. And April 2026 was Whatnot's biggest month ever for downloads. Underlying operational KPIs are even sharper: Conversion rate: 9–30% for live shopping vs. 2–3% for traditional e-commerce. Return rate: 40% lower. Engagement: 10x higher than standard video. It's not just better marketing. It's better economics along the entire value chain. Whatnot is one of the fastest-growing livestream shopping marketplaces, reaching an $11.5 billion valuation ... Live selling goes mainstream in the UK. In the UK, adoption is accelerating even faster. UK first-time buyers surge 374% year-on-year as live shopping becomes a core retail channel, new report from Whatnot ... Live shopping today accounts for 20% of all e-commerce in China. In the USA, the figure is 5%. Europe is even lower. The American market is valued at approximately 50 billion dollars with a CAGR of 37% until 2033. But the truly interesting thing is not the volume, it's what is already being sold, and what it says about the ceiling for this channel. China's Taobao Live sold a Kuaizhou-1A rocket launch in five minutes. Price: 40 million yuan. 800 potential buyers paid a refundable deposit of 70 000 dollars just to be able to bid. In Yunnan province, livestream brokers generated 1,72 billion dollars in housing sales over ten months in 2023 – an increase of 69,4% year-on-year, of which 80% of buyers came from other provinces. They bought apartments they had never physically visited. NIO's CEO sold 320 cars in 40 minutes in a single livestream. That corresponds to 18 million dollars. A single creator sold 1 623 cars in 2,5 hours. It's not about impulse purchases of cheap products. It's about trust being built faster than in any other format commerce has ever seen. The argument still heard from skeptics is that live shopping only works for toys, clothes, and cheap impulse products.... Reality says otherwise ... Here's what's already regularly sold live: Live Japanese koi fish (Kohaku, Sanke, Showa) via Facebook Live – price range 200 to 50 000 dollars per fish. Hundreds of auctions every week globally. Cremation jewelry: rings and necklaces made from the ashes of a loved one, sold via TikTok Live. Millions of views. Trust built on transparency and authenticity in real-time. Wedding dresses: David's Bridal and dozens of independent boutiques run regular live try-on streams directly to TikTok Shop. The hashtag #weddingdressshopping has surpassed 1,2 billion views. Perfume: Snif x Mikayla Nogueira generated 400 000 dollars in four hours. One million unique viewers. Snif became TikTok Shop's top-selling perfume brand that month. You can't smell perfume through a screen – but it doesn't matter. Three minutes of a real person describing a scent sells better than any static product photo. Services: Whatnot sells CGC grading of comic books as a product in itself. A plumber streaming live from a kitchen with a "book now" button at the bottom is not science fiction. It's the next logical step. As GaryVee formulated it: "It goes from plumbing all the way up to luxury goods. Rolex will sell Rolexes on live shopping. Lamborghini will sell Lamborghinis. Ryan Serhant will sell an apartment for 13 million dollars." Exactly what we see with Bambuser's customers; everything from LVHM, AUDI etc.·9.5.So my point, which most people miss when looking at live shopping as an investment category: TikTok Shop and Whatnot own the consumer layer – the platforms where end-users gather. These are important positions but they come with platform risk, regulatory exposure, and dependence on algorithmic feeds. Bambuser owns a fundamentally different layer: the technical infrastructure that enables established brands to stream live shopping directly in their own channels – without capitulating to a third-party platform and its data collection, fee structure, and designed dependency. It's the difference between having a store in a shopping mall and owning the store property. The Bambuser model targets the enterprise and premium segment: luxury brands, global retailers, and media companies that understand that the customer relationship is the primary asset value – and who are not prepared to outsource it to TikTok. As live shopping normalizes in the West – which the data we've reviewed above clearly shows is happening right now – demand for white-label infrastructure accelerates. Every large retailer that decides to own its livestream commerce rather than rent it from TikTok is a potential Bambuser customer. The market structure analytically resembles the early 2010s in SaaS payments: Stripe and Adyen built the infrastructure layer while consumer platforms drew attention. The infrastructure companies proved to be the most defensive and scalable positions. Forget the price targets of 263-380kr, this can become MUCH bigger...
- 17.4.17.4.Weird price action. Looked the stock up and honestly the AI pivot looks like a hail mary. My take is that they need significantly better performance to stay afloat and that implies a significant improvement in next q numbers. Since price action is usually muted +20% on a stellar report and there is significant risk of new capital needs, I'm staying on the side on this one·17.4.It seems rather the opposite, as if they have muddled through a couple of years of accumulation and now it's starting to tick in the right direction. But it's just an amateur analysis.
- ·16.4. · MuokattuGood days in Bambuser! Is it the Audi agreement that sent it up🤩?
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 538 | - | - | ||
| 186 | - | - | ||
| 50 | - | - | ||
| 316 | - | - |
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 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
18 päivää sittenUutiset
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 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.5.PART 1OF2 FINALLY ... Live Shopping is eating the world – and the West has just woken up... Analysis As Garry Vee said yesterday... "GaryVee predicts selling products on livestream will be HUGE". Also read his post about this from yesterday... https://x.com/garyvee/status/2052727653686288500?s=20 Look him up and you'll quickly understand he's not just anyone: Early Tech Investor in major tech companies, including Facebook, Twitter, Tumblr, Uber, and Venmo etc. The biggest retail trend since the breakthrough of e-commerce... LET ME EXPLAIN WHY. This is far from hype and the data out there is clearly starting to show it.... It's a structural change. There are moments in economic history when a new distribution layer replaces the old so completely that in hindsight it seems obvious. Printed catalog was replaced by e-commerce. The video store was replaced by streaming. Every time the skeptics said the same thing: "People will never buy X that way." In 1997, people said no one would buy food online because you couldn't feel the tomato. Today, Mathem, Coop and ICA sell groceries online for billions of kronor. The same argument is now heard about live shopping, and it's exactly as wrong this time. QVC recently filed for bankruptcy. It's not a coincidence. It's an ecosystem capitulating to a new distribution logic... BAMBUSER is perfectly positioned to take a large share of the pie... Whatnot, a live shopping founded 2019, keeps its users engaged six times longer than Amazon. Six times. It's not a metric that moves marginally in the right direction. It's a fundamental re-evaluation scenario for what the "center of gravity of commerce" actually is. And April 2026 was Whatnot's biggest month ever for downloads. Underlying operational KPIs are even sharper: Conversion rate: 9–30% for live shopping vs. 2–3% for traditional e-commerce. Return rate: 40% lower. Engagement: 10x higher than standard video. It's not just better marketing. It's better economics along the entire value chain. Whatnot is one of the fastest-growing livestream shopping marketplaces, reaching an $11.5 billion valuation ... Live selling goes mainstream in the UK. In the UK, adoption is accelerating even faster. UK first-time buyers surge 374% year-on-year as live shopping becomes a core retail channel, new report from Whatnot ... Live shopping today accounts for 20% of all e-commerce in China. In the USA, the figure is 5%. Europe is even lower. The American market is valued at approximately 50 billion dollars with a CAGR of 37% until 2033. But the truly interesting thing is not the volume, it's what is already being sold, and what it says about the ceiling for this channel. China's Taobao Live sold a Kuaizhou-1A rocket launch in five minutes. Price: 40 million yuan. 800 potential buyers paid a refundable deposit of 70 000 dollars just to be able to bid. In Yunnan province, livestream brokers generated 1,72 billion dollars in housing sales over ten months in 2023 – an increase of 69,4% year-on-year, of which 80% of buyers came from other provinces. They bought apartments they had never physically visited. NIO's CEO sold 320 cars in 40 minutes in a single livestream. That corresponds to 18 million dollars. A single creator sold 1 623 cars in 2,5 hours. It's not about impulse purchases of cheap products. It's about trust being built faster than in any other format commerce has ever seen. The argument still heard from skeptics is that live shopping only works for toys, clothes, and cheap impulse products.... Reality says otherwise ... Here's what's already regularly sold live: Live Japanese koi fish (Kohaku, Sanke, Showa) via Facebook Live – price range 200 to 50 000 dollars per fish. Hundreds of auctions every week globally. Cremation jewelry: rings and necklaces made from the ashes of a loved one, sold via TikTok Live. Millions of views. Trust built on transparency and authenticity in real-time. Wedding dresses: David's Bridal and dozens of independent boutiques run regular live try-on streams directly to TikTok Shop. The hashtag #weddingdressshopping has surpassed 1,2 billion views. Perfume: Snif x Mikayla Nogueira generated 400 000 dollars in four hours. One million unique viewers. Snif became TikTok Shop's top-selling perfume brand that month. You can't smell perfume through a screen – but it doesn't matter. Three minutes of a real person describing a scent sells better than any static product photo. Services: Whatnot sells CGC grading of comic books as a product in itself. A plumber streaming live from a kitchen with a "book now" button at the bottom is not science fiction. It's the next logical step. As GaryVee formulated it: "It goes from plumbing all the way up to luxury goods. Rolex will sell Rolexes on live shopping. Lamborghini will sell Lamborghinis. Ryan Serhant will sell an apartment for 13 million dollars." Exactly what we see with Bambuser's customers; everything from LVHM, AUDI etc.·9.5.So my point, which most people miss when looking at live shopping as an investment category: TikTok Shop and Whatnot own the consumer layer – the platforms where end-users gather. These are important positions but they come with platform risk, regulatory exposure, and dependence on algorithmic feeds. Bambuser owns a fundamentally different layer: the technical infrastructure that enables established brands to stream live shopping directly in their own channels – without capitulating to a third-party platform and its data collection, fee structure, and designed dependency. It's the difference between having a store in a shopping mall and owning the store property. The Bambuser model targets the enterprise and premium segment: luxury brands, global retailers, and media companies that understand that the customer relationship is the primary asset value – and who are not prepared to outsource it to TikTok. As live shopping normalizes in the West – which the data we've reviewed above clearly shows is happening right now – demand for white-label infrastructure accelerates. Every large retailer that decides to own its livestream commerce rather than rent it from TikTok is a potential Bambuser customer. The market structure analytically resembles the early 2010s in SaaS payments: Stripe and Adyen built the infrastructure layer while consumer platforms drew attention. The infrastructure companies proved to be the most defensive and scalable positions. Forget the price targets of 263-380kr, this can become MUCH bigger...
- 17.4.17.4.Weird price action. Looked the stock up and honestly the AI pivot looks like a hail mary. My take is that they need significantly better performance to stay afloat and that implies a significant improvement in next q numbers. Since price action is usually muted +20% on a stellar report and there is significant risk of new capital needs, I'm staying on the side on this one·17.4.It seems rather the opposite, as if they have muddled through a couple of years of accumulation and now it's starting to tick in the right direction. But it's just an amateur analysis.
- ·16.4. · MuokattuGood days in Bambuser! Is it the Audi agreement that sent it up🤩?
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 538 | - | - | ||
| 186 | - | - | ||
| 50 | - | - | ||
| 316 | - | - |
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