2025 Q4 -tulosraportti
4 päivää sitten
‧56 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | - | - | ||
| 2 525 | - | - | ||
| 5 202 | - | - | ||
| 100 | - | - | ||
| 3 175 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
3 päivää sitten · Muokattu3 päivää sitten · MuokattuJust reviewed the quarterly, after work. Not enthused by the writedown or the shareprice-response, but I believe in the current strategy and the adjustments that have been made to adapt to our current market circumstances. Adaptations to that market were a bit too slow, but I understand why: You have lots of sunk costs- time, money, effort and intentions- connected to the AWS pipeline, and you wouldn't want it to go to waste. So you stuck to it while the world changed rapidly, and unpredictably. The company, with limited resources- and while onboarding Roche- were only sligthly slow to adjust to these swiftly changing realities, and now stands to gain from the adjustments they've made. Also, the "accelerated partner"-status with AWS- achieved through the former strategy- is still there, and will likely yield better at a later point, when U.S. policy regains some reliability/sanity- if "adults in the room" (U.S. congress) face up to what their actual responsibilities are- something they will likely have to do shortly, since a new war was initiated without national/international legal merit, without congressional support, and since the U.S. constitution demands that congress evaluate and judge predicaments like this within 60 days. (There's very little public support for what is happening, and each member of congress has to choose: Stand with the delusional moron who made the abysmal decision, or face the consequences, and public backlash, come midterm elections in November.) Also blowing my horn a bit with the following, but as the current market discussion and my history of posting/predicting these issues might indicate: I've been on to something relevant with most of my posts here. I think I'm still on to something now, and I'm not going to be shy or modest about it: I know buyers are needed to provide liquidity/support the share price, but I also think buying these levles will be profitable. Divio have faced the abyss on multiple fronts- and one after the other- since their IPO: Deterioration of the financial markets and their acess to capital (as an immature growth-company), and then the consecutive deterioration of their actual market- the transatlantic cloud market- after. Yet they have pulled through and still achieved an EPS of -0.01 SEK, and a positive EBIT for 2025. Growth has occurred- and is occurring. Transparency has increased, at least partially, and the company's strategy makes sense for what is happening politically (U.S. tensions) and technologically (Vibe coding etc.) The past is all at a loss for any/all shareholders of Divio, but I still think we'll be gainers from where we are now. I had- and still have- reservations about the C-suite and board + their communication to investors, but I will still be a buyer of the stock, with the uncertainties that likely follow from the Q4 2025 report. I hope you will be too, to make the journey somewhat smoother price-wise. (It's just us: Market makers and retail investors trading in the stock- until a larger mcap and an eventual uplisting might be achieved.) I'll also be speaking to my friend, who is reviewing the platform's functionality, this weekend, and will provide you with an update from that conversation soon. Todeloo!2 päivää sitten2 päivää sittenSorry for being sloppy on the details in this post. *Meant EBITDA positive, not EBIT, and EPS is -0.02, not - 0.01, which I wrote.
·10.3.I asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁10.3.10.3.I'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·10.3.I look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.- ·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
- 2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!6.3.6.3.New case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
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2025 Q4 -tulosraportti
4 päivää sitten
‧56 min
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 3 päivää sitten · Muokattu3 päivää sitten · MuokattuJust reviewed the quarterly, after work. Not enthused by the writedown or the shareprice-response, but I believe in the current strategy and the adjustments that have been made to adapt to our current market circumstances. Adaptations to that market were a bit too slow, but I understand why: You have lots of sunk costs- time, money, effort and intentions- connected to the AWS pipeline, and you wouldn't want it to go to waste. So you stuck to it while the world changed rapidly, and unpredictably. The company, with limited resources- and while onboarding Roche- were only sligthly slow to adjust to these swiftly changing realities, and now stands to gain from the adjustments they've made. Also, the "accelerated partner"-status with AWS- achieved through the former strategy- is still there, and will likely yield better at a later point, when U.S. policy regains some reliability/sanity- if "adults in the room" (U.S. congress) face up to what their actual responsibilities are- something they will likely have to do shortly, since a new war was initiated without national/international legal merit, without congressional support, and since the U.S. constitution demands that congress evaluate and judge predicaments like this within 60 days. (There's very little public support for what is happening, and each member of congress has to choose: Stand with the delusional moron who made the abysmal decision, or face the consequences, and public backlash, come midterm elections in November.) Also blowing my horn a bit with the following, but as the current market discussion and my history of posting/predicting these issues might indicate: I've been on to something relevant with most of my posts here. I think I'm still on to something now, and I'm not going to be shy or modest about it: I know buyers are needed to provide liquidity/support the share price, but I also think buying these levles will be profitable. Divio have faced the abyss on multiple fronts- and one after the other- since their IPO: Deterioration of the financial markets and their acess to capital (as an immature growth-company), and then the consecutive deterioration of their actual market- the transatlantic cloud market- after. Yet they have pulled through and still achieved an EPS of -0.01 SEK, and a positive EBIT for 2025. Growth has occurred- and is occurring. Transparency has increased, at least partially, and the company's strategy makes sense for what is happening politically (U.S. tensions) and technologically (Vibe coding etc.) The past is all at a loss for any/all shareholders of Divio, but I still think we'll be gainers from where we are now. I had- and still have- reservations about the C-suite and board + their communication to investors, but I will still be a buyer of the stock, with the uncertainties that likely follow from the Q4 2025 report. I hope you will be too, to make the journey somewhat smoother price-wise. (It's just us: Market makers and retail investors trading in the stock- until a larger mcap and an eventual uplisting might be achieved.) I'll also be speaking to my friend, who is reviewing the platform's functionality, this weekend, and will provide you with an update from that conversation soon. Todeloo!2 päivää sitten2 päivää sittenSorry for being sloppy on the details in this post. *Meant EBITDA positive, not EBIT, and EPS is -0.02, not - 0.01, which I wrote.
- ·10.3.I asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁10.3.10.3.I'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·10.3.I look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.
- ·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
- 2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!6.3.6.3.New case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 100 | - | - | ||
| 2 525 | - | - | ||
| 5 202 | - | - | ||
| 100 | - | - | ||
| 3 175 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
4 päivää sitten
‧56 min
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.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 3 päivää sitten · Muokattu3 päivää sitten · MuokattuJust reviewed the quarterly, after work. Not enthused by the writedown or the shareprice-response, but I believe in the current strategy and the adjustments that have been made to adapt to our current market circumstances. Adaptations to that market were a bit too slow, but I understand why: You have lots of sunk costs- time, money, effort and intentions- connected to the AWS pipeline, and you wouldn't want it to go to waste. So you stuck to it while the world changed rapidly, and unpredictably. The company, with limited resources- and while onboarding Roche- were only sligthly slow to adjust to these swiftly changing realities, and now stands to gain from the adjustments they've made. Also, the "accelerated partner"-status with AWS- achieved through the former strategy- is still there, and will likely yield better at a later point, when U.S. policy regains some reliability/sanity- if "adults in the room" (U.S. congress) face up to what their actual responsibilities are- something they will likely have to do shortly, since a new war was initiated without national/international legal merit, without congressional support, and since the U.S. constitution demands that congress evaluate and judge predicaments like this within 60 days. (There's very little public support for what is happening, and each member of congress has to choose: Stand with the delusional moron who made the abysmal decision, or face the consequences, and public backlash, come midterm elections in November.) Also blowing my horn a bit with the following, but as the current market discussion and my history of posting/predicting these issues might indicate: I've been on to something relevant with most of my posts here. I think I'm still on to something now, and I'm not going to be shy or modest about it: I know buyers are needed to provide liquidity/support the share price, but I also think buying these levles will be profitable. Divio have faced the abyss on multiple fronts- and one after the other- since their IPO: Deterioration of the financial markets and their acess to capital (as an immature growth-company), and then the consecutive deterioration of their actual market- the transatlantic cloud market- after. Yet they have pulled through and still achieved an EPS of -0.01 SEK, and a positive EBIT for 2025. Growth has occurred- and is occurring. Transparency has increased, at least partially, and the company's strategy makes sense for what is happening politically (U.S. tensions) and technologically (Vibe coding etc.) The past is all at a loss for any/all shareholders of Divio, but I still think we'll be gainers from where we are now. I had- and still have- reservations about the C-suite and board + their communication to investors, but I will still be a buyer of the stock, with the uncertainties that likely follow from the Q4 2025 report. I hope you will be too, to make the journey somewhat smoother price-wise. (It's just us: Market makers and retail investors trading in the stock- until a larger mcap and an eventual uplisting might be achieved.) I'll also be speaking to my friend, who is reviewing the platform's functionality, this weekend, and will provide you with an update from that conversation soon. Todeloo!2 päivää sitten2 päivää sittenSorry for being sloppy on the details in this post. *Meant EBITDA positive, not EBIT, and EPS is -0.02, not - 0.01, which I wrote.
- ·10.3.I asked a SaaS owner what he thought about Divio technology, as I was concerned if it was truly cutting-edge. Here's what he answered, and it confirms to me once again that AI does not threaten Divio but rather helps them. Answer: Regarding Divio, I don't know the company that well, but technologically it makes sense. Divio is like sitting on the infrastructure layer beneath web apps, and that means the AI wave actually creates more demand for exactly that. Everyone building AI-driven apps needs scalable cloud infrastructure, and that's Divio's core competence as I read it. The risk is more competition than tech development. Microsoft, AWS, Google and IBM dominate the PaaS market for AI workloads!!! But yes, good spot, I shouldn't give investment advice though - so whether it's a good or bad investment, I'll stay far away from advising on that 😅😁10.3.10.3.I'm getting a review of the platform also, from a childhood friend who is a high level developer. I'll post when he's done some testing.·10.3.I look forward to reading it. Always good with new input from credible sources who actually know what they're talking about. (I have a pretty good grasp of accounts and numbers, but know nothing about AI, saas, PaaS etc.) but I have been confirmed by the partnerships they have made so far.
- ·3.3.In 1 month, a gain of 2000usd has been delivered. Conservatively estimated, they will therefore grow with this new strategy alone by 24000usd per year. This is going to be good!·4.3.I need to just adjust my very quick assumptions on the agency growth. My assumption is that they increase around 2000usd every month. If this increase continues throughout all of 2026, it will mean an additional growth of 150.000usd. Corresponding to an MRR growth (and not ARR as mentioned further up) at the end of the year of a total of 24.000usd. I certainly don't think that's unlikely.
- 2.3. · Muokattu2.3. · MuokattuFinally getting around to some commentary on the agency strategy, but first: In my opinion, the way we're trading is either a function of 1: market makers having their way with this illiquid stock, looking for higher trading volume at lower levels, trying to trigger stop losses, and trying to cause capitulation lows- where infirm hands/uneasy holders might let go of their shares at prices bordering on ridiculous, or it's 2: the market applying yet another hefty discount on the company due to continued dilution risk, in the case something unforeseen/uncommunicated is happening with the Fidelity client relation. I think we're in the first scenario, but don't know for sure, and don't want to influence uncritical buying where there might still be significant risk. I'm prefacing what is about to be a very bullish post with that word of caution. The agency strategy: Divio are now no longer solely reliant on clawing and scraping at enterprise-doors (until someone answers), nor on "playing the flute for attention" in the massive transit hall to the AWS ecosystem; they are now BUILDING AN ECOSYSTEM of their own! That, to me, is very very exciting, regardless of how the stock is trading. The great functions of the now mature Divio platform, bundled with the added incentives of discounts and achievable recurring revenue from referrals, are powerful enough to generate interest (inbound queries) and to drive adoption. I think we can say that the speed with which the early agency-adopters have onboarded to the platform can serve as a "proof of concept": It implies that the package is attractive enough for agencies to make the platform a part of their business plan, and to go about doing so in a hurry. 8 of them did. More should follow.. In my opinion, giving up some profit margin (offering discounts and referral revenue), is a very important element in this- primarily, but not only, because it increases the appeal of the deal and speeds up adoption, but also because it has other important, perhaps not so obvious, benefits: Cost savings and efficiencies the web agencies achieve by using the platform increases their net profits and allow them to reinvest more into their businesses- chasing top talent, upgrading equipment, expanding marketing activities, increasing their ability to take on bigger contracts/clients etc. Reinvesting more gives competitive advantage, yielding a return of more business. More business for our web agencies means more business for us. More business for us also means bigger budgets for R&D, production of new features and improvements, that will again benefit the agencies. If they are successful, we are successful, and vice versa. Rinse, repeat, compound that success over time, and you have built an ecosystem(!) of specialists with shared success, strong collaboration and strong co-dependancies. The margin that Divio are "sharing" also strengthens our moat, since less capitalized competition will have a hard time outcompeting or matching the offer. Divio can do this now because they are near financial maturity, but couldn't have done so earlier (at least not without accepting high risk on their financial situation.) I recognize my post is on the lengthy side already, but here are some added notes: - Client concentration risk: Relying too much on one or two big clients is a big risk. Now we'll get more of our revenue from numerous smaller clients, increasing solidity. - Diversified revenue stream: Large prepaid yearly subscription fees, and occasional consulting fees are great, but ideally you want a smoother revenue stream with money coming in on a more regular/frequent basis too. (Makes budgeting easier/more flexible, negates the need for bridge loans for low liquidity-periods, unforeseen expenses etc.) - Geopolitical risk/geographical diversification: Mitigates risk from U.S. tariff debaucle, cloud act vs. GDPR, and positions to capture marketshare in intra-european market- and other markets- where business activity will pick up as U.S. is viewed as unreliable/risky.) - Joint ventures/collaborations: Divio will have new business-opportunities "served on a platter". Agencies can- and will likely be eager to- enter tenders they previously couldn't without solid hosting capabilities/ISO-certifications that Divio can offer. Agencies will generate contracts for Divio to co-sign. - Network: More programmers and companies using or knowing about the platform in more locations around the world is free marketing. people talk. Very excited about the strategy, and the fact that our first glimpse of it's efficacy far surpassed my expectations. Hope you are too!6.3.6.3.New case study highlighting some of the benefits for agencies: Cutting costs, increasing efficiency, staying slender whilst being able to take on bigger projects. https://www.divio.com/case-studies/el-patio-studio-case-study/?trk=public_post_comment-text
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