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...
