contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-xplora-initial-take-q2-one-pilot-store-complete-with-power

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Xplora Technologies AS is a Norwegian based company that develops and sells smartwatches designed to safely onboard children to the digital world. Xplora Technologies was listed on the Euronext Growth Oslo market in Nov 2020. Xplora Technologies gives parents the confidence to allow their children to play freely outside by providing connectivity and additional safety solutions whilst simultaneously incentivising physical activity and engagement with ESG initiatives through its digital Goplay platform. Together with producing and selling hardware Xplora Technologies generates recurring revenues from value-adding services and connectivity referred to as the Xplora Service Platform. Xplora also extends third-party licenses of the service platform to other smart devices producers, further extending upselling capabilities.

Tavoitehintojen keskiarvo nyt 44 NOK (päätöskurssi tänään 23,50).  Pareto Securities laski tavoitehinnan 40 kruunuun (55), osta-suositus ennallaan. Redeye laski base case -tavoitteensa 48 kruunuun (85). Bear case 16 NOK (46), bull case 94 NOK (143).  Redeye: One million by 2029 needs the senior ramp  Xplora reported senior revenue down 20% at NOK198.4m and deferred the Doro Connect retail rollout for the third time in nine months, now to September and without a store count or a completion date. The shares fell 31%. The selloff is a broken story rather than a soft quarter: investors bought the subscription and margin build, and Xplora has now disappointed on it three quarters running. Promised 900 stores from January, then 160 from August; delivered one completed pilot store and a September start with no count. The sunset volumes and the Aurora launch that lifted 2025 are now turning, which makes H2 a tough compare. Redeye cuts EBITDA roughly 60% in 2026 and 57% in 2027, on senior units and the Connect attach rate. The share lifts on delivery, not guidance. Redeye cuts base case to NOK48(85).

Markkinareaktio Xploran Q2-raporttiin keskiviikkona oli -31% ja osaketta saisi nyt halvimpaan hintaan sitten huhtikuun 2025 (päätöskurssi 24,65 NOK). Seuraako kukaan tätä enää? Kommentteja yhtiötä tuntevilta?  Liikevaihdon lasku on toki vähän huono piirre kasvuyhtiössä. Tiedote (Xplora Q2 26: Surpassing the half million mark on subscriptions in Q2, with H1 EBITDA after capex up 50% to NOK 56m) kuitenkin keskittyy tilausten kasvuun ja koko H1:n lukujen tarkasteluun. Tilaukset kasvoivat 27% y/y mutta ARR vain 10% eli ARPU pieneni. Syyksi mainitaan Saksa ja muut kansainväliset markkinat. Ja ARR laski Q1:een verrattuna, mikä taitaa olla vähän huono merkki. Redeyen mukaan senioripuolen teesi sai damagea. Tj:n kommentista:  Xplora remains, first and foremost, a growth company. A key strength of our business strategy is its ability to adapt to changing consumer market conditions. When consumer demand softens, we place greater emphasis on protecting margins and operational efficiency, while continuing to expand our recurring revenue base. During the second quarter, our subscription base reached 502k subscriptions. We added 28k subscriptions in the quarter, increasing the subscription base by 108k, or 27% year-over-year. While the Nordic subscription base continues to grow, most new subscriptions are generated in Germany and other international markets, where ARPU is slightly lower. Service revenue increased by 10% year-over-year and annual recurring revenue (ARR) reached NOK 359m. EBITDA amounted to NOK 49m in the quarter and NOK 76m for the first half of 2026.  Tiedotteesta:  During the quarter the company executed key strategic initiatives to continue the progress towards the target of 1 million subscriptions. By signing an SPA for the acquisition of emporia Group, a market leader in senior mobile phones in the DACH region, Xplora strengthened the foundation for the roll-out of subscription services in the Senior segment, as well as defining natural markets for exploring new MVNOs. In addition, the company also launched the pilot for the retail point-of-sale (POS) system through a Nordic retail partner in late Q2 26. Although at an early stage, a POS system enables distribution of Xplora services through retail partners alongside device sales. “With a growing portfolio across both the Children & Youth and Senior segments, an expanding Xplora Connect ecosystem, more than half a million subscriptions, and a broader international footprint, we are well positioned to deliver long-term profitable growth. Our focus now is on disciplined execution to realise the full potential of this platform,” says Kirkbak.  Redeyen pikakommentti (ilmainen mutta vaatii kirjautumisen):  Xplora (Initial take Q2): One pilot store complete with Power  Redeye reads Xplora’s Q2 2026 as a volume miss with margins intact. Group revenue of NOK422.0m fell 9 per cent y/y and came in below every published estimate, with the shortfall almost entirely in Senior devices, while gross margin rose to 54 per cent and EBITDA excluding one-offs held at NOK61m against NOK60m. Subscriptions and service revenue landed where the July pre-announcement implied, but ARR fell sequentially to NOK359m and grew 10 per cent y/y against subscriber growth of 27 per cent. The quarter damages the 2027-28 senior services thesis. Senior subscriptions are the product of device volume, attach rate and store count: this print took device volume down and leaves the store count far below what a full August rollout implied, so the two inputs compound rather than offset. Redeye expects the shares to be marked 10-15 per cent lower.  Ennen raporttia kahden analyytikon ka. tavoitehinta oli 65 NOK (kurssi ~36 NOK ennen tulospäivän romahdusta). Mielenkiintoista nähdä nuo päivitysten jälkeen. Pörssin sulkeuduttua myös tiedotettiin, että toimitusjohtaja ja talousjohtaja olivat ostoksilla.

Top Picks: Two Quality Cases, Two Different Entry Points Xplora ilmeisesti Redeyen mallisalkkuun. Samoin Coffee Stain.

Tämä vaihtelee alueittain. Jollain alueilla myös kellopuhelimet on oltava repuissa. Tämä nyt toisaalta vähän Suomi-ilmiö. Saksankielisessä keskieuroopassa lastenpuhelinsaatio on huomattavan vähäinen. Saksassa ja Sveitsissä osa lapsista kokee, ettei puhelimella tee mitään. Sveitsiläisen ystäväni lapsi sai 13-vuotiaana puhelimen ja toi sen kolmantena päivänä pois ja halusi palauttaa. Väittävät, että Germaani-tiktok on ainakin lapsiprofiileille vissiin hyvin nopeasti äärioikeistomatskua täynnä.

Terveyden ja hyvinvoinnin laitoksen uudet digisuositukset eivät suosittele älypuhelinta alle 13-vuotiaille, korkeintaan puhelimia, joilla rajoitetut ominaisuudet. Tämä saattaisi sataa Xploran kassaan ainakin jossain määrin. Muiden pohjoismaiden suosituksista ei ole tietoa. Oma jälkikasvu on ykkösluokalla ja älypuhelimia ei saa koulussa olla mukana, en tiedä miten tätä valvotaan vai saako se kuitenki olla repussa? Mutta puhelikello saa ranteessa olla.

Q3 tulos  ulkona. Neljänneksen liikevaihto ensimmäistä kertaa yli puoli miljardia (NOK). Ja toimitusjohtajan  mukaan “seniori- ja nuorisomarkkina on vasta alkuvaiheessa.”  Xplora Q3 25 Surpassed half a billion in quarterly revenue, with record-high EBITDA Xplora Technologies Oslo, 26 November 2025 – Xplora Technologies AS (“Xplora”) today published its results for the third quarter 2025. Revenue in Q3 2025 more than doubled to NOK 510m, exceeding half a billion for the first time in a single quarter. EBITDA came in at NOK 72m in the quarter. “We report a solid year-on-year increase of 36% in our subscription base reaching a total subscription base of 443k. This yielded a 19% increase in service revenue to NOK 90m, corresponding to an ARR of NOK 358m” says CEO Sten Kirkbak. “With the Senior and Youth markets still in the early stages, the subscription opportunities are significant”, Kirkbak adds. Gross margin increased to 52% in the quarter, supported by the introduction of new product series with lower cost of goods sold and channel optimization, generating a 122% year-on-year increase in gross profit to NOK 263m. EBITDA increased by 133% to NOK 72m, corresponding with an EBITDA-margin of 14%. Year-to-date (YTD) 2025, group revenues reached NOK 1.3b, up 135% from the same period last year. Gross profit YTD was NOK 685m, a year-on-year increase of 146%, whereas EBITDA increased by 169% to NOK 140m. “With our strong performance in Q3 and year-to-date, we have established a solid foundation for continued growth and expansion. At today’s Capital Markets Day, we will demonstrate how we intend to leverage these opportunities as we progress toward—and beyond—one million subscriptions,” says Kirkbak. Building on this momentum, the roadmap and growth opportunities we will present at today’s CMD, and to support our long-term capital markets strategy, the board of directors of Xplora has decided to initiate a process for analysing alternatives for an uplisting from Euronext Growth to Oslo Stock Exchange, Nasdaq Stockholm or another regulated marketplace. The ambitions are that the process is completed within 12 months, subject to prevailing market conditions and regulatory approvals.

Toimitusjohtaja käynyt ostoksilla Nordean viimeisin kommentti Q3 tilauksista.

Xplora Technologies

Redeye’s analyst just published a Research Note on Xplora. Click here to read the article Make sure to add Xplora to your Watchlist at Redeye and our analysts will notify you if anything relevant...

<div class="mfn-body"><p>Redeye’s analyst just published a Research Note on Xplora.<br><strong><a href="https://www.redeye.se/research/1179822/xplora-initial-take-q2-one-pilot-store-complete-with-power?utm_source=MFN&amp;utm_medium=pmcour" rel="noopener">Click here to read the article</a></strong><br>Make sure to add Xplora to your Watchlist at Redeye and our analysts will notify you if anything relevant happens regarding your companies.</p></div><div class="mfn-footer mfn-9ff7cc608348"><p><strong class="mfn-heading-1">About Redeye Nordic Growth AB</strong></p><hr><p>This is a press release from Redeye Nordic Growth AB, a equity research firm specializing in Nordic growth companies within Tech and Life Science. Redeye Nordic Growth is a part of the Redeye group, which also offers services within corporate finance advisory and fund management. https://services.redeye.se/</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a class="mfn-generated mfn-primary" href="https://storage.mfn.se/7d8773b8-fe0c-4eab-a27f-204db0a2695e/xplora-initial-take-q2-one-pilot-store-complete-with-power.pdf" rel="noopener">Xplora (Initial take Q2): One pilot store complete with Power</a></p></div>

Yksityisyysasetukset

Redeye: Xplora (Initial take Q2): One pilot store complete with Power

Redeye: Xplora (Initial take Q2): One pilot store complete with Power