Xplora's monthly subscription metrics indicate that the Xplora Kids subscriber base concluded August 2026 at 542k subscribers (no split for ...
* We cut '26e EBIT by 15% and '27e by 32% * Long-term potential still intact, but likely to take more time * EV/EBIT drops from 12.
Xplora reported soft revenue and gross profit for the historically seasonally neutral Q2, 9% and 5% lower than Bloomberg consensus, respecti...
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 ...
* Q2 EBITDA 13% below cons on lower senior device sales * Doro Connect first retail pilot complete, Norway rollout from September * Expect c...
Redeye reads Xplora's Q2 2026 as a volume miss with margins intact.
Xplora's Q2 revenue came in at NOK 422m in a seasonally neutral quarter, -9% lower than consensus.
Ahead of Xplora's Q2 report, we lower our 2026-28 EBITDA estimates by 2-10%, mainly due to the emporia acquisition and a slightly slower inc...
Xplora's monthly subscriptions update shows that the Xplora Kids subscriber base for Q2 2026 ended at 502k (Xplora does not give a split for...
Xplora has completed the bolt-on acquisition of emporia, assuming responsibility for emporia's debt obligations at an implied enterprise val...
* We cut '26e EBITA by 15%, but lift '27e/'28e EBITA by 9%/8% * We forecast a ~50% EBITA CAGR from '26e to '28e.
Xplora is transitioning from a Children & Youth device franchise toward a recurring senior subscription business anchored on Doro's installe...
Xplora reported soft revenue and gross profit for the seasonally weak Q1, 3% and 7% lower than Bloomberg consensus, respectively.
* Q1 EBITDA -35% vs cons on lower ARPU and Kids device sales * Doro Connect and XploraOne progressing well * Expect cons to cut '26 EBITDA b...
Xplora's Q1 net sales of NOK376m (+11% y/y) edged 0.
Xplora's Q1 revenue came in at NOK 376m in a seasonally weak quarter, 3% lower than consensus.
Xplora's monthly subscriptions update shows that the Xplora Kids subscriber base for April 2026 ended at 480k (Xplora does not give a split ...
Ahead of Xplora's Q1 report, we decrease our 2026-28 EBITDA estimates by 4-6%, owing to slightly lower device sales for the Kids segment and...
Following a quiet March, the Top Picks Investment Committee is putting our cash pile to work.
* Xplora has the tools to drive a good senior conversion rate * We forecast a ~30% EBITA CAGR from '25e to '28e.
Xplora's monthly subscriptions update shows that the Xplora Kids subscriber base for Q1 2026 ended at 474k (Xplora does not give a split for...
Skiftet mot återkommande intäkter lägger grunden för en högt skalbar affärsmodell.
Xplora completed a NOK150m private placement at NOK52 per share — a reasonable 6.
* 300k phones sold annually with +30% GM * Same playbook as Doro: add subscriptions * Price not disclosed, but financed with cash at hand A...
Xplora announced today it has agreed to key terms to acquire Emporia Mobile, the second-largest senior mobile vendor by volume behind Xplora...
Xplora has acquired Emporia, the leading provider of senior mobile phones in the DACH region, enhancing its established presence in the Nord...
Xplora reported record results in the Q4 report, and it reported gross profit of NOK 312m, 7% higher than Bloomberg consensus, driven by str...
Redeye views Xplora's Q4 2025 results positively despite a miss against its own forecasts, as the print beat consensus on both revenue and E...
* Q4 sales and EBITDA 7% and EBITDA 23% above driven by Senior * Strong growth in senior device revenue +35% y-o-y * Expect cons to lift '26...
Xplora's gross profit came in stronger than expected at NOK 312m, 7% higher than consensus, driven by strong sale in the senior segment.
Ahead of the Q4 report, we make only minor changes to our estimates but lift 2026E-27E EBITDA by 8%, owing to an expected NOK 30m in cost sy...
Xplora's monthly subscriptions update shows that the Xplora Kids subscriber base for Q4 2025 ended at 476k (Xplora does not give a split for...
* Strong early data point with 25% conversion rate for Doro in D2C * .
Redeye updates its estimates and fair value range following Xplora’s Q3 report, which surprised positively with a 25% beat on EBITDA despite...
Xplora reported strong demand for its products and subscriptions in the Q3 report, and it reported gross profit of NOK 263m, 3% higher than ...
Redeye notes that Xplora’s third-quarter report marks a distinct inflection in profitability, with annual recurring revenue (ARR) now coveri...
* Q3: high GM, but soft device sales and ARPU * Doro conversion rate 25% in D2C channels (13% in Q2) * Estimates slightly down, but positive...
Xplora's gross profit came in stronger than expected at NOK 263m, 4% higher than consensus, driven by better product mix.
Ahead of the Q3 report, we make only minor changes to our estimates but lift 2026E-27E EBITDA by 1-2%, owing to a higher subscriber base of ...
* We lift '26e EBIT by 4% on a higher subscription base * 30% '25e-'28e EBIT CAGR driven by Senior subscriptions.
Xplora's monthly subscriptions update shows that the Xplora Kids subscriber base for Q3 2025 amounted to 443k (Xplora does not give a split ...
Xplora is one of the leading players within smartwatches for kids and phones for seniors (65+), with almost two million devices sold annuall...
- Strong Q2 – good start with Doro Connect - '25e-'28e EBIT CAGR of 30% driven by senior subscriptions.
- Q2: Adj. EBITDA 42% above ABGSCe - Beat driven by Doro and strong GM - Cons to lift '25e-'26e EBITDA by 4-7% Adj.
Xplora’s Q2 report surpassed Redeye Research estimates (RRe) on an EBITDA level, driven by a strong service segment conversion rate that rea...
Redeye notes that Xplora Technologies delivered a record EBITDA of NOK51m, 11% above Redeye research estimate (RRe), driven by higher-than-e...
We expect a solid Q2 and raise '25e-'26e EBIT by 1% '25e-'28e EBIT CAGR of 31% driven by senior subscriptions.
According to the press release yesterday, the Board of Directors and Julian Read came to the mutual agreement that Julian is to step down as...
Redeye initiates coverage of Xplora, a fast-growing family IoT company with a proven recurring revenue model and entrenched positions in bot...
Doro sales up 13% y-o-y in Q1, subscriptions launching in H2 '25e-'28e EBIT CAGR of 32%.
Adj. EBITDA 35% above, but boosted by one-offs in Senior Soft watch sales, but volumes will shift to Q2 Progressing well: Doro SIM and Youth...
Incorporating Doro lifts '26e-'27e EBITA by 25-53% We forecast a '25e-'28e EBITA CAGR of 32%.
EBITDA 25% above driven by lower marketing costs Reiterates launch of Doro pre-installed sim cards in Q2 Cons likely to lift '25e EBITA by 5...
We forecast Q4 revenue of NOK 243m, +15% y-o-y Doro acquisition closed, could lift '28e EBITA by ~120-200% Xplora standalone at 13-8x EV/EBI...
Q4 number of subsscribers 2% above ABGSCe driven by premium The beat would lift service revenue by NOK 5m or 1.
We lift '24e EBITDA by 27%, '25-'26e up 9-4% Doro now closer to a done deal, could lift '28e EBITA ~105-175% Fair value range of NOK 23-42 (...
Xplora Technologies AS has made a move to acquire Doro AB, offering a 38% premium to shareholders.
20% revenue beat driven by high watch sales, EBITDA 66% above Opex was above, but likely due to extraordinary items Cons to lift '25-'26e EB...
Partners with HMD Global to launch youth phones No capex or WC required, high service revenue potential Could be upside to estimates if the ...
Leader in children's smartwatches, entering new verticals ~800k subscriptions and 52% EBITA CAGR by 2028e Fair value range of NOK 20-38/shar...
Operationally strong as usual Short interest maturity, but.
Cutting costs by 10-20%: we lift ‘23e EBITDA by 20% Higher ASP and subscriptions to drive growth in ‘23e 14x 2023e EV/EBITA, fair value rang...
Good Q2 report, we raise our ’22-‘23e EBITDA New product launches to drive higher growth in H2 ~0.
19% revenue growth y-o-y, gross profit 21% above Reiterates 2022 target, but sees increased uncertainty Strong roll-out plan for H2 to drive...
Q2: 4% sales beat due to 8% better device sales Likely core markets that are performing well New markets should begin to contribute from H2’...
Leading provider of smartwatches for children Geographic expansion to drive 32% CAGR in ’21-25e Fair value range of NOK 14-28/share ~750k s...
