Osakesijoittaminen

Xplora Technologies - lasten älykelloja Norjasta

4 tykkäystä

:joy: :joy: :joy:
Mahtaako iso massa tajuta että onnistuu tuollaisella liittymällä…

Riistakamera liittymässä ei puhemahdollisuutta, eli ei pitäisi toimia jos haluaa puheyhteyden mitä oletan että suurin osa haluaa…

Kyllä sillä puhelee ihan samalla tavalla kuin muillakin liittymillä

Toimiiko esim. tuo paikannus silti ihan normaalisti, vaikka vaihtaisi kortin? Tuo 12€/kk ainakin “estää” oman hankinnan, mutta jos toimisi 4€/kk simmillä, niin voisin tuota jopa 5-vuotiaalle harkita. Onhan tuo vähän turhan mohlo ja pienempi laite olisi tietenkin parempi, mutta ehkä paremman puutteessa tuokin menisi. Jos sääntöjen mukaan mennään, niin pitäisi varmaan hankkia tuo Xplora Mobile, jolloin ei käytännössä enää olekaan järkeä vaihtaa simmiä.

“6.3 SIM-kortin vaihtaminen / siirtäminen
Asiakas voi vapaasti vaihtaa SIM-kortin toimittajan.
Tilauspalvelu ilman SIM-korttia XPLORA Mobilesta on 7,90 euroa (EUR) kuukaudessa.
XPLORA-palvelu on kattava palvelu, jossa XPLORA Mobilen SIM-kortti on esiasennettu XPLORA-puhelimeen. Kun vaihdat SIM-kortin toimittajaa, asiakkaan tulee tehdä sopimus uuden SIM-kortin toimittajan kanssa. On huomattava, että XPLORA Mobile ei ota vastuuta virheistä tai puutteista XPLORA-palvelussa, jotka johtuvat siirtymisestä kolmannen osapuolen SIM-kortille. Jos asiakas kokee virheitä palvelun kanssa, SIM-kortin vaihtaminen voi aiheuttaa sen, että virheen korjaaminen kestää kauemmin. SIM-kortin kolmannen osapuolen toimittajan suorittama henkilötietojen käsittely tapahtuu kolmannen osapuolen vastuulla ja valvonnassa. XPLORA Mobile ei käsittele tällöin henkilötietoja eikä ole vastuussa tällaisesta käsittelystä.”

Paikannus toimii ihan samalla tavalla tuolla Telian liittymällä. En ole muutenkaan huomannut käytössä mitään eroa liittymän vaihdon jälkeen. Paitsi toki nopeampi asiakaspalvelu :grin:

3 tykkäystä

Tää firma ei vieläkään kiinnosta ketään! Vähän pelottaa onko itselläni liian kovat odotukset kasvun suhteen, mutta sehän nähdään tulevaisuudessa.

Q3 pitäisi ylittää edellisen vuoden Q4 myynnit mielestäni ja luulisi että palvelutkin alkaa kovaa kasvua näkemään. :thinking: tämä siis omaa mutuilua.

1 tykkäys

8.10.2021 klo 9.00 · Oslo Børs

Xplora Technologies AS: Trading update Q3 21

Oslo, 8 October 2021

Xplora Technologies (‘Xplora’) is today announcing a trading update for Q3 21.

For Q3 21 Xplora will report sales of 88.9k smartwatches. This represents a y/y

growth of 86% from the 47.7k smartwatches sold in Q3 20. YTD Xplora has sold

229.9k smartwatches, representing a growth of 129% from the 100.2k smartwatches

sold Q1-Q3 2020.

Xplora exited Q3 21 with 110.7k mobile subscribers. This represents a sequential

growth of 17% from 94.4k mobile subscribers at the end of Q2 21, and a 38%

growth from 80.2k mobile subscribers at the end of Q1 21.

Outlook

Xplora entered the year with an ambitious target of 131% volume growth to 500k

smartwatches in 2021. YTD our performance has supported this target with growth

of +129% y/y with strong performance in existing markets. In our 2021 business

case North American retail and telco sales represent around 20% of our 500k unit

target. Sales processes in North America have proven more time consuming as

retailers and telcos have a stronger focus on existing product offerings and

online sales due to Covid-19 restrictions. Thus, our target for telco and retail

sales from North America is not expected to be reached in 2021. Our opportunity

pipeline in North America remains unchanged.

Xplora has actively and successfully handled longer lead times and shortage

across a variety of components in the last 12-18 months, securing necessary

components for our anticipated volumes. Component shortage remains an industry

wide issue, and component prices continue to rise. Most recently challenging

supply chain issues have been brought to attention through news of intermittent

power rationing in China. To date we have not received news of this affecting

our planned supply. The inventory level entering Q4 21 together with confirmed

and planned inbound shipments through Q4 21 is deemed sufficient.

Operational highlights

Xplora has a strong focus on sales growth and introduction of value-added

services to expand customer value and drive further scalability and leverage

operations. Key recent operational achievements include:

oTelia AB has been announced as a new major telco introducing our

industry-leading eSIM X5 Play smartwatch bundled with two years of licensing

access to our internationally recognized Goplay activity platform in the Swedish

market from October 2021.

oXplora Connect has been introduced with our entry level smartwatch XGO2 in

online channels in the US market. Xplora Connect is made ready for rollout in

Germany, the UK and Canada in Q4 21.

oXplora Arcade went live by the end of Q3 21 with 20 titles and will gradually

be expanded to around 100 titles over the next months.

oXplora Pay has been initiated and will roll out through Q4 21 in our two

largest markets Norway and Germany.

oDuring Q3 21 Xplora has extended distribution through Vodafone in Hungary,

Tango Telecom in Luxembourg, and several new resellers in the Netherlands.

oXplora has recently introduced smartphones in its Norwegian web store as part

of its strategy to prove migration of children from smartwatches and extend

customer lifetime and value.

oXplora secured a prestigious award for its Goplay collaboration with Warner

Bros and their iconic Tom & Jerry characters, winning the award for

best-licensed advertising campaign in the worldŽs largest and most prominent

award ceremony for licensed campaigns.

Xplora will release its full Q3 21 report on 25 November 2021.

For further information please contact:

Sten Kirkbak, CEO +47 9220 3710

Mikael Clement, CFO +47 9900 8000

Karen Guillot Ruiz, Business Analyst +47 9488 5859

About Xplora Technologies AS: Xplora is a platform and services company and an

industry leader in the market for children’s smartwatches. Xplora was founded to

give children a safe onboarding to the digital life and a better balance between

screen time and physical activity. Xplora’s vision is to enable children around

the world to experience how their everyday activities can create value and make

a positive change to the world. The company is headquartered in Norway with

operations in leading European markets. The information contained in this

statement has not been audited and may be subject to change.

This information is subject to the disclosure requirements in Regulation EU

596/2014 article 19 number 3 and the Norwegian Securities Trading Act § 5-12.

https://newsweb.oslobors.no/message/544003

Itselleni lievä pettymys myytyjen osalta. Odotin 120k myytyjä kelloja, jotta päästäisiin 500k tavoitteeseen. Nyt en usko, että tuo tulee tänä vuona toteutumaan, vaikka joulun myynti onkin varmasti kovin. 110k palvelukäyttäjiä aikalailla mitä odotinkin.

Lievä pettymys sanoisin, mutta ei muuta keissiä itselleni. Kun kasvua tulee ja kassaa vielä on niin tämä on ihan ok. Aika ymmärrettävä dippi kurssiin.

edit Nyt myytynä 229.9k, viimevuonna Q4 120K eli olisikohan koko vuodella mahdollista päästä n. ~360-400k myytyihin. Mielenkiintoista kuulla mitä johto kommentoi Q3 aikana. Onhan tuo aika paha, jos noin iso missi tulee.

1 tykkäys

Xplora Technologies Q3 21 - Laying foundations for further scalability

Oslo, 25 November 2021

Q3 21 marked another milestone quarter for Xplora Technologies (Xplora) with

sales more than doubling to NOK 108.0m and gross earnings up 4x from Q3 20 with

positive EBITDA. Xplora has secured a mobile subscriber base of more than

110,700 and recurring service sales grew 23% q/q to NOK 30.4m, representing 28%

of group sales. Higher recurring service revenues are driving stronger operating

leverage with gross margins up to 49%. The tech team has delivered on a number

of milestones, and business development activity has been high, laying the base

for further growth, new revenue streams and scalability

Sten Kirkbak, founder and CEO of Xplora Technologies commented: 'Xplora has

reported another quarter of strong growth and wider gross margins. I am proud of

the achievements Xplora has won, the growth that we have managed, the ecosystem

of global partners we have built and the market position we have secured. I am

confident that XploraŽs strong identity, our unique value proposition and

scalable business model will be winning factors in the continued development of

the industryŽ.

Xplora was founded with the mission of giving children a safe onboarding to

digital life and encouraging a better balance between screen time and physical

activity. A total of 540,000 smartwatches for kids have been sold since the

company was launched, resulting in a rapid international expansion with offices

in Norway, UK, Germany and Spain and a sales footprint in 22 markets across

Europe and North America.

Key highlights of the third quarter of 2021:

  • Q3 21 group revenues +135% y/y to NOK 108.0m

  • Recurring service revenues +23% q/q to NOK 30.4m, representing 28% of sales

  • Gross margins widened further to 49% from 43% in Q2 21. Positive EBITDA.

  • NOK 114m in cash balances and 71% equity ratio

  • Major deliveries from the tech and business development teams

'Growth continued at a high rate in Q3 21, partly driven by strong momentum in

recurring service sales, now at 28% of group sales. Gross margins widened

further, and EBITDA was positive, showing strength in our business model in very

challenging market environments. While our US market entry has proven more time

consuming than expected we remain positive to our outlook, both in new and

existing markets. Major deliveries on platform and service development and

buildup of our sales, tech, customer support and operations teams have driven up

the cost base in 2021. We aim to deliver higher operating leverage in 2022 as

major operational investments through 2021 will start paying off’, says Mikael

Clement, CFO of Xplora Technologies.

2 tykkäystä