2026 Q4 -tulosraportti
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47 päivää sitten
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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 | |
|---|---|
2027 Q1 -tulosraportti 17.9. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 27.7. | ||
2026 Q3 -tulosraportti 4.5. | ||
2026 Q2 -tulosraportti 14.4. | ||
2026 Q1 -tulosraportti 26.3. | ||
2025 Q4 -tulosraportti 12.3. |
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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.
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·12.8.A clearer table: Physical stores / FDC-campus / FDC-students Spring 2022: 805 / 76 / >380 000 Autumn 2022: – / 111 / 545 000 Spring 2023: 774 / 116 / 580 000 Autumn 2023: – / 157 / 800 000 Spring 2024: 707 / 160 / 805 000 Autumn 2024: – / 183 / 925 000 Spring 2025: 653 / 191 / 957 000 Autumn 2025: – / 224 / ~1,1 million Spring 2026: 647 / 232 / 1 250 585- ·12.8.I wanted to share the indicator I will be following for BNED going forward, as my hypothesis is that this is where a large part of Immersion's future earnings and growth potential lies. I am tracking three data points: Period Physical stores FDC-campuses FDC-students Spring 2022 805 76 >380 000 Autumn 2022 – 111 545 000 Spring 2023 774 116 580 000 Autumn 2023 – 157 800 000 Spring 2024 707 160 805 000 Autumn 2024 – 183 925 000 Spring 2025 653 191 957 000 Autumn 2025 – 224 ~1.1 million Spring 2026 647 232 1 250 585 My premise is that BNED's strategy involves a continued shift from the traditional, costly physical store structure towards a more scalable First Day Complete model. Therefore, I want to see: Physical stores ↓ FDC-campuses ↑ FDC-students ↑ If this trend continues, I see it as a positive signal for my investment hypothesis regarding Immersion. If FDC growth starts to flatten out or the physical rationalization stalls, it will, however, be a warning signal. I will therefore continuously update this table as new figures become available. For me, it will be a simple way to track if the BNED part of Immersion is actually developing in the direction I expect.
- ·28.7.18.63% increase today. What is it due to and what does the future look like? I think the market still underestimates how much Immersion has changed in the past year. The future spells BNED! • The core business (haptics) is showing growth again. Recurring royalty revenues increased by approximately 12%, while the decline in total revenue is mainly due to last year containing unusually large one-time licenses that did not recur. • The accounting problems that long weighed on the stock are largely resolved. The delayed reports have been submitted and the uncertainty that has pressured the valuation has significantly decreased. • At the same time, BNED has developed significantly better than many expected. The company has turned to profit, is improving cash flow, increasing EBITDA, and guiding for continued growth. Immersion's stake in BNED already constitutes a very large part of the company's total value today. This means that Immersion is no longer just a patent and royalty company. It is a company with two clear value drivers: a growing and high-margin haptics business and a significant ownership in a company that is still in a clear improvement phase. The most interesting thing, in my opinion, is that the haptics business will likely never be able to grow at the same pace or become as large as the potential value development in BNED. If BNED continues to deliver according to its strategy, it is entirely possible that the holding will eventually be worth several times more than the entire haptics business. Then Immersion will no longer primarily be valued as a haptics company – but as an investment company with a very valuable holding in BNED and a profitable royalty business as a bonus.
- ·27.5.What do you see regarding the risks in BNED (Barnes & Noble Education) which, in my opinion, has today become the company's main business? I see great potential, but I'm surely missing the risks. I feel it's relevant to focus on BNED now if we can count on the regulatory risks resolving themselves. Below is my analysis, please share your opinions: BNED's most important growth engine today is "First Day Complete" — a digital subscription-like model for course materials. User growth has been strong: * 111 campus stores in autumn 2022 * 157 campus stores in autumn 2023 * 183 campus stores in autumn 2024 * ~925,000 students in the system in 2024, up from ~800,000 the year before Students simultaneously save on average 35–50% on course materials through the model. The interesting thing is that BNED has historically been burdened by many low-margin physical campus stores with high fixed costs (staff, inventory, rents). As the business shifts towards digital "inclusive access": * fewer physical books need to be stocked * less store space is required * weak stores can be closed or become less important * more of the revenue becomes recurring and software-like This creates a quite attractive combination: rapid user growth while the old cost base from physical retail can gradually decrease. The market has long valued BNED as a struggling bookstore chain, but if First Day Complete continues to grow towards several million students, the business could start to resemble a scalable edtech-/platform business rather than traditional retail.
- ·25.5.The situation has changed a great deal since my last update. The most important thing: The Nasdaq risk seems to be essentially eliminated. The company managed to submit the missing 10-Q report before the deadline and has received confirmation of restored compliance from Nasdaq. This means that the major binary risk — potential delisting — no longer hangs over the stock in the same way. This also explains why the share price has recovered from its lowest levels: 1. The reporting has come in 2. The Nasdaq issue seems resolved 3. The dividend signals continued stability 4. Operations continue to function operatively 5. BNED continues to contribute to revenue and growth 6. The stock was already heavily pressured before the announcements came The market now seems to have shifted from pricing in “will the company survive?” to instead focusing on: * the quality of the numbers, * confidence in management, * future cash flow, * and how strong the underlying business actually is. My feeling is that the case now is more about valuation and confidence than about the acute Nasdaq panic that previously weighed on the stock. Volatility is likely to remain high around new reports and filings, but the situation today looks significantly more stable than a few weeks ago.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q4 -tulosraportti
Vain PDF
47 päivää sitten
0,075 USD/osake
Viimeisin osinko
3,65%Tuotto/v
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
Kirjaudu
- ·12.8.A clearer table: Physical stores / FDC-campus / FDC-students Spring 2022: 805 / 76 / >380 000 Autumn 2022: – / 111 / 545 000 Spring 2023: 774 / 116 / 580 000 Autumn 2023: – / 157 / 800 000 Spring 2024: 707 / 160 / 805 000 Autumn 2024: – / 183 / 925 000 Spring 2025: 653 / 191 / 957 000 Autumn 2025: – / 224 / ~1,1 million Spring 2026: 647 / 232 / 1 250 585
- ·12.8.I wanted to share the indicator I will be following for BNED going forward, as my hypothesis is that this is where a large part of Immersion's future earnings and growth potential lies. I am tracking three data points: Period Physical stores FDC-campuses FDC-students Spring 2022 805 76 >380 000 Autumn 2022 – 111 545 000 Spring 2023 774 116 580 000 Autumn 2023 – 157 800 000 Spring 2024 707 160 805 000 Autumn 2024 – 183 925 000 Spring 2025 653 191 957 000 Autumn 2025 – 224 ~1.1 million Spring 2026 647 232 1 250 585 My premise is that BNED's strategy involves a continued shift from the traditional, costly physical store structure towards a more scalable First Day Complete model. Therefore, I want to see: Physical stores ↓ FDC-campuses ↑ FDC-students ↑ If this trend continues, I see it as a positive signal for my investment hypothesis regarding Immersion. If FDC growth starts to flatten out or the physical rationalization stalls, it will, however, be a warning signal. I will therefore continuously update this table as new figures become available. For me, it will be a simple way to track if the BNED part of Immersion is actually developing in the direction I expect.
- ·28.7.18.63% increase today. What is it due to and what does the future look like? I think the market still underestimates how much Immersion has changed in the past year. The future spells BNED! • The core business (haptics) is showing growth again. Recurring royalty revenues increased by approximately 12%, while the decline in total revenue is mainly due to last year containing unusually large one-time licenses that did not recur. • The accounting problems that long weighed on the stock are largely resolved. The delayed reports have been submitted and the uncertainty that has pressured the valuation has significantly decreased. • At the same time, BNED has developed significantly better than many expected. The company has turned to profit, is improving cash flow, increasing EBITDA, and guiding for continued growth. Immersion's stake in BNED already constitutes a very large part of the company's total value today. This means that Immersion is no longer just a patent and royalty company. It is a company with two clear value drivers: a growing and high-margin haptics business and a significant ownership in a company that is still in a clear improvement phase. The most interesting thing, in my opinion, is that the haptics business will likely never be able to grow at the same pace or become as large as the potential value development in BNED. If BNED continues to deliver according to its strategy, it is entirely possible that the holding will eventually be worth several times more than the entire haptics business. Then Immersion will no longer primarily be valued as a haptics company – but as an investment company with a very valuable holding in BNED and a profitable royalty business as a bonus.
- ·27.5.What do you see regarding the risks in BNED (Barnes & Noble Education) which, in my opinion, has today become the company's main business? I see great potential, but I'm surely missing the risks. I feel it's relevant to focus on BNED now if we can count on the regulatory risks resolving themselves. Below is my analysis, please share your opinions: BNED's most important growth engine today is "First Day Complete" — a digital subscription-like model for course materials. User growth has been strong: * 111 campus stores in autumn 2022 * 157 campus stores in autumn 2023 * 183 campus stores in autumn 2024 * ~925,000 students in the system in 2024, up from ~800,000 the year before Students simultaneously save on average 35–50% on course materials through the model. The interesting thing is that BNED has historically been burdened by many low-margin physical campus stores with high fixed costs (staff, inventory, rents). As the business shifts towards digital "inclusive access": * fewer physical books need to be stocked * less store space is required * weak stores can be closed or become less important * more of the revenue becomes recurring and software-like This creates a quite attractive combination: rapid user growth while the old cost base from physical retail can gradually decrease. The market has long valued BNED as a struggling bookstore chain, but if First Day Complete continues to grow towards several million students, the business could start to resemble a scalable edtech-/platform business rather than traditional retail.
- ·25.5.The situation has changed a great deal since my last update. The most important thing: The Nasdaq risk seems to be essentially eliminated. The company managed to submit the missing 10-Q report before the deadline and has received confirmation of restored compliance from Nasdaq. This means that the major binary risk — potential delisting — no longer hangs over the stock in the same way. This also explains why the share price has recovered from its lowest levels: 1. The reporting has come in 2. The Nasdaq issue seems resolved 3. The dividend signals continued stability 4. Operations continue to function operatively 5. BNED continues to contribute to revenue and growth 6. The stock was already heavily pressured before the announcements came The market now seems to have shifted from pricing in “will the company survive?” to instead focusing on: * the quality of the numbers, * confidence in management, * future cash flow, * and how strong the underlying business actually is. My feeling is that the case now is more about valuation and confidence than about the acute Nasdaq panic that previously weighed on the stock. Volatility is likely to remain high around new reports and filings, but the situation today looks significantly more stable than a few weeks ago.
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 |
|---|---|---|---|---|
| - | - | - | - |
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 | |
|---|---|
2027 Q1 -tulosraportti 17.9. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 27.7. | ||
2026 Q3 -tulosraportti 4.5. | ||
2026 Q2 -tulosraportti 14.4. | ||
2026 Q1 -tulosraportti 26.3. | ||
2025 Q4 -tulosraportti 12.3. |
Välittäjätilasto
Dataa ei löytynyt
2026 Q4 -tulosraportti
Vain PDF
47 päivää sitten
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 17.9. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 -tulosraportti 27.7. | ||
2026 Q3 -tulosraportti 4.5. | ||
2026 Q2 -tulosraportti 14.4. | ||
2026 Q1 -tulosraportti 26.3. | ||
2025 Q4 -tulosraportti 12.3. |
0,075 USD/osake
Viimeisin osinko
3,65%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12.8.A clearer table: Physical stores / FDC-campus / FDC-students Spring 2022: 805 / 76 / >380 000 Autumn 2022: – / 111 / 545 000 Spring 2023: 774 / 116 / 580 000 Autumn 2023: – / 157 / 800 000 Spring 2024: 707 / 160 / 805 000 Autumn 2024: – / 183 / 925 000 Spring 2025: 653 / 191 / 957 000 Autumn 2025: – / 224 / ~1,1 million Spring 2026: 647 / 232 / 1 250 585
- ·12.8.I wanted to share the indicator I will be following for BNED going forward, as my hypothesis is that this is where a large part of Immersion's future earnings and growth potential lies. I am tracking three data points: Period Physical stores FDC-campuses FDC-students Spring 2022 805 76 >380 000 Autumn 2022 – 111 545 000 Spring 2023 774 116 580 000 Autumn 2023 – 157 800 000 Spring 2024 707 160 805 000 Autumn 2024 – 183 925 000 Spring 2025 653 191 957 000 Autumn 2025 – 224 ~1.1 million Spring 2026 647 232 1 250 585 My premise is that BNED's strategy involves a continued shift from the traditional, costly physical store structure towards a more scalable First Day Complete model. Therefore, I want to see: Physical stores ↓ FDC-campuses ↑ FDC-students ↑ If this trend continues, I see it as a positive signal for my investment hypothesis regarding Immersion. If FDC growth starts to flatten out or the physical rationalization stalls, it will, however, be a warning signal. I will therefore continuously update this table as new figures become available. For me, it will be a simple way to track if the BNED part of Immersion is actually developing in the direction I expect.
- ·28.7.18.63% increase today. What is it due to and what does the future look like? I think the market still underestimates how much Immersion has changed in the past year. The future spells BNED! • The core business (haptics) is showing growth again. Recurring royalty revenues increased by approximately 12%, while the decline in total revenue is mainly due to last year containing unusually large one-time licenses that did not recur. • The accounting problems that long weighed on the stock are largely resolved. The delayed reports have been submitted and the uncertainty that has pressured the valuation has significantly decreased. • At the same time, BNED has developed significantly better than many expected. The company has turned to profit, is improving cash flow, increasing EBITDA, and guiding for continued growth. Immersion's stake in BNED already constitutes a very large part of the company's total value today. This means that Immersion is no longer just a patent and royalty company. It is a company with two clear value drivers: a growing and high-margin haptics business and a significant ownership in a company that is still in a clear improvement phase. The most interesting thing, in my opinion, is that the haptics business will likely never be able to grow at the same pace or become as large as the potential value development in BNED. If BNED continues to deliver according to its strategy, it is entirely possible that the holding will eventually be worth several times more than the entire haptics business. Then Immersion will no longer primarily be valued as a haptics company – but as an investment company with a very valuable holding in BNED and a profitable royalty business as a bonus.
- ·27.5.What do you see regarding the risks in BNED (Barnes & Noble Education) which, in my opinion, has today become the company's main business? I see great potential, but I'm surely missing the risks. I feel it's relevant to focus on BNED now if we can count on the regulatory risks resolving themselves. Below is my analysis, please share your opinions: BNED's most important growth engine today is "First Day Complete" — a digital subscription-like model for course materials. User growth has been strong: * 111 campus stores in autumn 2022 * 157 campus stores in autumn 2023 * 183 campus stores in autumn 2024 * ~925,000 students in the system in 2024, up from ~800,000 the year before Students simultaneously save on average 35–50% on course materials through the model. The interesting thing is that BNED has historically been burdened by many low-margin physical campus stores with high fixed costs (staff, inventory, rents). As the business shifts towards digital "inclusive access": * fewer physical books need to be stocked * less store space is required * weak stores can be closed or become less important * more of the revenue becomes recurring and software-like This creates a quite attractive combination: rapid user growth while the old cost base from physical retail can gradually decrease. The market has long valued BNED as a struggling bookstore chain, but if First Day Complete continues to grow towards several million students, the business could start to resemble a scalable edtech-/platform business rather than traditional retail.
- ·25.5.The situation has changed a great deal since my last update. The most important thing: The Nasdaq risk seems to be essentially eliminated. The company managed to submit the missing 10-Q report before the deadline and has received confirmation of restored compliance from Nasdaq. This means that the major binary risk — potential delisting — no longer hangs over the stock in the same way. This also explains why the share price has recovered from its lowest levels: 1. The reporting has come in 2. The Nasdaq issue seems resolved 3. The dividend signals continued stability 4. Operations continue to function operatively 5. BNED continues to contribute to revenue and growth 6. The stock was already heavily pressured before the announcements came The market now seems to have shifted from pricing in “will the company survive?” to instead focusing on: * the quality of the numbers, * confidence in management, * future cash flow, * and how strong the underlying business actually is. My feeling is that the case now is more about valuation and confidence than about the acute Nasdaq panic that previously weighed on the stock. Volatility is likely to remain high around new reports and filings, but the situation today looks significantly more stable than a few weeks ago.
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 |
|---|---|---|---|---|
| - | - | - | - |
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