2026 Q1 -tulosraportti
16 päivää sitten
‧37 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 500 | - | - | ||
| 297 | - | - | ||
| 110 | - | - | ||
| 250 | - | - | ||
| 144 | - | - |
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 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 2.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
1 päivä sitten1 päivä sitten- 2 päivää sitten · Muokattu2 päivää sitten · MuokattuThe Q1 narrative is good but the reported numbers are still weak. Otovo is no longer valued as a simple solar installer, but now effectively being valued as a turnaround/platform roll up. We need proof that the acquired customer base can be converted into profitable recurring revenue. Going into the summer (GPT 5.5 Think Deeper) Bull case: 11-13+ Base case: 8-11 Bearish: 7-8
·9.6.how does this just fall when there hasn't been any news or anything
·2 päivää sittenYou can follow the changes among the top 50: https://investor.otovo.com/#OTOVO/share/shareholders Those who have sold shares in June, and who are among the top 50 are: ANDMAR OPERATIONS AS, sold 20883 shares NORDNET LIVSFORSIKRING AS, sold 6249 shares JP MORGAN SECURITIES PLC, sold 4463 shares JP Morgan SE, sold 3025 shares (but bought 2843 shares at the beginning of June, so net sold is only 182 shares)- 8.6.8.6.Tämä julkaisu on poistettu.
·5.6.It happened but I believe it happened for the American registered company not Norwegian. 
·30.5.Summary of Otovo's Q1 2026 Report The report from otovo.com shows a quarter characterized by a deliberate strategic restructuring. The company is reducing its focus on traditional solar panel installations ("newbuild") and instead focusing on services, service agreements, upgrades, and recurring revenue. Key figures Key figures Q1 2026 Q1 2025 Change Revenue 9.0 mill. USD 12.8 mill. USD -30 % Adjusted EBITDA -5.5 mill. USD -5.9 mill. USD Improvement of 0.4 mill. USD Although revenue fell significantly, this is largely due to a deliberate choice to reduce the part of the business that requires a lot of capital and yields lower margins. The positive aspects in the report Costs are falling sharply Otovo reduced its cost base by 23 % compared to the same period last year: European payroll costs down by 2.3 mill. USD. Marketing costs down by 1.5 mill. USD. Total operating costs down by 2.2 mill. USD. This contributed to an improved EBITDA despite lower revenues. New acquisitions provide growth opportunities The company has completed several acquisitions: EnergyAid (18.7 mill. USD in revenue in 2025) SunSystem Technologies (approximately 14 mill. USD in revenue) Onvis Inc. Solar Service Professionals These contributions were largely not included in the Q1 figures, meaning management expects significantly stronger development from Q2 onwards. Growing member base The company states that the member base has grown to around 20,000 customers (including EnergyAid), and the goal is 60,000 customers by the end of 2026. What investors should pay close attention to The guidance is ambitious Otovo guides for: Revenue of 80–90 mill. USD in 2026. Adjusted EBITDA of 2.5–7.5 mill. USD. Since Q1 only delivered 9 mill. USD in revenue and still negative EBITDA, this implies that the company expects a very strong improvement throughout the rest of the year. Much of the case lies in the future Management points to several factors that are not yet reflected in the results: Integration of EnergyAid. The acquisition of SST. The collaboration with Green Panel. Rollout of the Endurance® AI platform. Cost savings of 4 mill. USD annually. If these measures succeed, profitability can improve significantly. If they do not deliver as expected, the guidance may be difficult to achieve. Conclusion The report is weak on historical figures, but strong on future expectations. Positive interpretation:** Q1 could be the bottom. The acquisitions, cost cuts, and focus on service revenues could lead to a significant improvement in the second half of the year. More skeptical interpretation:** Most of the investment story still relies on things that are yet to happen. The company must prove that the acquisitions and synergies actually lead to higher revenues and positive cash flow. The most important things to follow in Q2 and Q3 are: Growth in service and subscription revenues. The contribution from EnergyAid. The development of EBITDA towards a positive level. Customer growth towards the goal of 60,000 customers. Whether the promised cost savings from the Endurance platform actually materialize. For a shareholder, this is therefore primarily a question of whether management can deliver on the many initiatives that have now been launched. If they succeed, 2026 could be a completely different year than what Q1 alone shows.·30.5.got cat gpt to look at the report and translated it to Norwegian so I understood what was there and posted a copy here 😊🤞
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
16 päivää sitten
‧37 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- 1 päivä sitten1 päivä sitten
- 2 päivää sitten · Muokattu2 päivää sitten · MuokattuThe Q1 narrative is good but the reported numbers are still weak. Otovo is no longer valued as a simple solar installer, but now effectively being valued as a turnaround/platform roll up. We need proof that the acquired customer base can be converted into profitable recurring revenue. Going into the summer (GPT 5.5 Think Deeper) Bull case: 11-13+ Base case: 8-11 Bearish: 7-8
- ·9.6.how does this just fall when there hasn't been any news or anything·2 päivää sittenYou can follow the changes among the top 50: https://investor.otovo.com/#OTOVO/share/shareholders Those who have sold shares in June, and who are among the top 50 are: ANDMAR OPERATIONS AS, sold 20883 shares NORDNET LIVSFORSIKRING AS, sold 6249 shares JP MORGAN SECURITIES PLC, sold 4463 shares JP Morgan SE, sold 3025 shares (but bought 2843 shares at the beginning of June, so net sold is only 182 shares)
- 8.6.8.6.Tämä julkaisu on poistettu.·5.6.It happened but I believe it happened for the American registered company not Norwegian.
- ·30.5.Summary of Otovo's Q1 2026 Report The report from otovo.com shows a quarter characterized by a deliberate strategic restructuring. The company is reducing its focus on traditional solar panel installations ("newbuild") and instead focusing on services, service agreements, upgrades, and recurring revenue. Key figures Key figures Q1 2026 Q1 2025 Change Revenue 9.0 mill. USD 12.8 mill. USD -30 % Adjusted EBITDA -5.5 mill. USD -5.9 mill. USD Improvement of 0.4 mill. USD Although revenue fell significantly, this is largely due to a deliberate choice to reduce the part of the business that requires a lot of capital and yields lower margins. The positive aspects in the report Costs are falling sharply Otovo reduced its cost base by 23 % compared to the same period last year: European payroll costs down by 2.3 mill. USD. Marketing costs down by 1.5 mill. USD. Total operating costs down by 2.2 mill. USD. This contributed to an improved EBITDA despite lower revenues. New acquisitions provide growth opportunities The company has completed several acquisitions: EnergyAid (18.7 mill. USD in revenue in 2025) SunSystem Technologies (approximately 14 mill. USD in revenue) Onvis Inc. Solar Service Professionals These contributions were largely not included in the Q1 figures, meaning management expects significantly stronger development from Q2 onwards. Growing member base The company states that the member base has grown to around 20,000 customers (including EnergyAid), and the goal is 60,000 customers by the end of 2026. What investors should pay close attention to The guidance is ambitious Otovo guides for: Revenue of 80–90 mill. USD in 2026. Adjusted EBITDA of 2.5–7.5 mill. USD. Since Q1 only delivered 9 mill. USD in revenue and still negative EBITDA, this implies that the company expects a very strong improvement throughout the rest of the year. Much of the case lies in the future Management points to several factors that are not yet reflected in the results: Integration of EnergyAid. The acquisition of SST. The collaboration with Green Panel. Rollout of the Endurance® AI platform. Cost savings of 4 mill. USD annually. If these measures succeed, profitability can improve significantly. If they do not deliver as expected, the guidance may be difficult to achieve. Conclusion The report is weak on historical figures, but strong on future expectations. Positive interpretation:** Q1 could be the bottom. The acquisitions, cost cuts, and focus on service revenues could lead to a significant improvement in the second half of the year. More skeptical interpretation:** Most of the investment story still relies on things that are yet to happen. The company must prove that the acquisitions and synergies actually lead to higher revenues and positive cash flow. The most important things to follow in Q2 and Q3 are: Growth in service and subscription revenues. The contribution from EnergyAid. The development of EBITDA towards a positive level. Customer growth towards the goal of 60,000 customers. Whether the promised cost savings from the Endurance platform actually materialize. For a shareholder, this is therefore primarily a question of whether management can deliver on the many initiatives that have now been launched. If they succeed, 2026 could be a completely different year than what Q1 alone shows.·30.5.got cat gpt to look at the report and translated it to Norwegian so I understood what was there and posted a copy here 😊🤞
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 |
|---|---|---|---|---|
| 500 | - | - | ||
| 297 | - | - | ||
| 110 | - | - | ||
| 250 | - | - | ||
| 144 | - | - |
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 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 2.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 |
2026 Q1 -tulosraportti
16 päivää sitten
‧37 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 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 2.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
- 1 päivä sitten1 päivä sitten
- 2 päivää sitten · Muokattu2 päivää sitten · MuokattuThe Q1 narrative is good but the reported numbers are still weak. Otovo is no longer valued as a simple solar installer, but now effectively being valued as a turnaround/platform roll up. We need proof that the acquired customer base can be converted into profitable recurring revenue. Going into the summer (GPT 5.5 Think Deeper) Bull case: 11-13+ Base case: 8-11 Bearish: 7-8
- ·9.6.how does this just fall when there hasn't been any news or anything·2 päivää sittenYou can follow the changes among the top 50: https://investor.otovo.com/#OTOVO/share/shareholders Those who have sold shares in June, and who are among the top 50 are: ANDMAR OPERATIONS AS, sold 20883 shares NORDNET LIVSFORSIKRING AS, sold 6249 shares JP MORGAN SECURITIES PLC, sold 4463 shares JP Morgan SE, sold 3025 shares (but bought 2843 shares at the beginning of June, so net sold is only 182 shares)
- 8.6.8.6.Tämä julkaisu on poistettu.·5.6.It happened but I believe it happened for the American registered company not Norwegian.
- ·30.5.Summary of Otovo's Q1 2026 Report The report from otovo.com shows a quarter characterized by a deliberate strategic restructuring. The company is reducing its focus on traditional solar panel installations ("newbuild") and instead focusing on services, service agreements, upgrades, and recurring revenue. Key figures Key figures Q1 2026 Q1 2025 Change Revenue 9.0 mill. USD 12.8 mill. USD -30 % Adjusted EBITDA -5.5 mill. USD -5.9 mill. USD Improvement of 0.4 mill. USD Although revenue fell significantly, this is largely due to a deliberate choice to reduce the part of the business that requires a lot of capital and yields lower margins. The positive aspects in the report Costs are falling sharply Otovo reduced its cost base by 23 % compared to the same period last year: European payroll costs down by 2.3 mill. USD. Marketing costs down by 1.5 mill. USD. Total operating costs down by 2.2 mill. USD. This contributed to an improved EBITDA despite lower revenues. New acquisitions provide growth opportunities The company has completed several acquisitions: EnergyAid (18.7 mill. USD in revenue in 2025) SunSystem Technologies (approximately 14 mill. USD in revenue) Onvis Inc. Solar Service Professionals These contributions were largely not included in the Q1 figures, meaning management expects significantly stronger development from Q2 onwards. Growing member base The company states that the member base has grown to around 20,000 customers (including EnergyAid), and the goal is 60,000 customers by the end of 2026. What investors should pay close attention to The guidance is ambitious Otovo guides for: Revenue of 80–90 mill. USD in 2026. Adjusted EBITDA of 2.5–7.5 mill. USD. Since Q1 only delivered 9 mill. USD in revenue and still negative EBITDA, this implies that the company expects a very strong improvement throughout the rest of the year. Much of the case lies in the future Management points to several factors that are not yet reflected in the results: Integration of EnergyAid. The acquisition of SST. The collaboration with Green Panel. Rollout of the Endurance® AI platform. Cost savings of 4 mill. USD annually. If these measures succeed, profitability can improve significantly. If they do not deliver as expected, the guidance may be difficult to achieve. Conclusion The report is weak on historical figures, but strong on future expectations. Positive interpretation:** Q1 could be the bottom. The acquisitions, cost cuts, and focus on service revenues could lead to a significant improvement in the second half of the year. More skeptical interpretation:** Most of the investment story still relies on things that are yet to happen. The company must prove that the acquisitions and synergies actually lead to higher revenues and positive cash flow. The most important things to follow in Q2 and Q3 are: Growth in service and subscription revenues. The contribution from EnergyAid. The development of EBITDA towards a positive level. Customer growth towards the goal of 60,000 customers. Whether the promised cost savings from the Endurance platform actually materialize. For a shareholder, this is therefore primarily a question of whether management can deliver on the many initiatives that have now been launched. If they succeed, 2026 could be a completely different year than what Q1 alone shows.·30.5.got cat gpt to look at the report and translated it to Norwegian so I understood what was there and posted a copy here 😊🤞
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 |
|---|---|---|---|---|
| 500 | - | - | ||
| 297 | - | - | ||
| 110 | - | - | ||
| 250 | - | - | ||
| 144 | - | - |
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