Xplora Technologies

Xplora reported record results in the Q4 report, and it reported gross profit of NOK 312m, 7% higher than Bloomberg consensus, driven by strong sales in the senior segment. Xplora reported an adjusted EBITDA of NOK 269m in 2025, and we expect the company...

* 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 EBITDA by 10-15%, share to follow Adj. EBITDA NOK 101m, +23% vs cons Revenue was NOK 606m, 7% above FactSet cons...

Xplora's gross profit came in stronger than expected at NOK 312m, 7% higher than consensus, driven by strong sale in the senior segment. The topline came in stronger than expected at NOK 606m, driven by the senior segment. The kids segment came in softer...

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 synergies. Xplora continues to roll out Senior subscriptions into new regions and soon new channels, and we expect...

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 the subscriber base). The company continued its strong conversion of new subscribers with a gross inflow of 75k...

* Strong early data point with 25% conversion rate for Doro in D2C* ... we lift conversion rate to 12% (8%), raising '28e EBITDA +17%* EV/EBIT of 19x in '25e, but drops to 6.8x in '28e Solid Q3 with good gross margin Xplora delivered a solid Q3 report...

Xplora reported strong demand for its products and subscriptions in the Q3 report, and it reported gross profit of NOK 263m, 3% higher than Bloomberg consensus, driven by a better product mix. Xplora announced plans to broaden its product range with ...