XPLORA Tech (XPLRA) ⌚️

[OpenMindInvestor]

Stjeler denne fra Xtrainvestor:

" XPLORA TECHNOLIGIES - CMD HØYDEPUNKTER

• Mål om 1m abonnementer innen 4-5 år. Har 270.000 abonnementer pr mai 2024.
• Mål om ARR på 650m om 4-5 år. Den er nå 229m. Jeg tror målet på 650m er veldig lavt, basert på hvor de er nå og hvor raskt de har vokst tidligere. Men trikset er selvsagt å legge listen der man kan slå forventningene…
• Forutsetningene baserer seg på en årlig vekst på 15 prosent i enhetssalget, der Xplora venter å konvertere 25-30 prosent av klokkesalget til abonnementer, mens 7-13 prosent ventes å bli konvertert til aktivitetsplattformen.
• Launcher snart en seniorklokke. Selskapet har passert målet for nøyaktigheten til falldeteksjon i klokken. Selskapet venter at den gjennomsnittlige månedlige omsetningen fra seniorabonnementene vil være 200 kroner, med en forventet kundelevetid på over 60 måneder. Produktet vil lanseres i fire kjernemarkedet i desember i år.
• Selskapet vokser mye, men genererer allerede såpass mye cash nå at det vurderer tilbakekjøp av egne aksjer
• I Tyskland har de en markedsandel på 6%. En stor kontrakt kicker inn her i Q3: “Minimum annual order quantity 30,000 Units. Year 1 35,000 device sales + 24-month Subscription Deal Value NOK 35m”
• Siden IPO har Xploras EV/ARR falt fra 18x til ca 2x… 18x var åpenbart høyt i casinomarket som var da… Men om man antar at dagens lave multippel skal være uendret så forsvarer det mer enn en dobling av dagens kurs, kun basert på ARR målet om 650m alene. Jeg tror målet på ARR på 650m er for lavt, basert på hvor de er nå og hvor raskt de har vokst tidligere. Og i takt med at rentene faller så tror jeg at ARR vil stige til 4-5x, som vi ser på andre selskaper. I tillegg kommer jo salg av selve klokkene.

Mcap er i dag 600m NOK og de har 120m i cash… XPLRA"

[Kallep]

Kjem vel kanskje nye abonnementstall i morgen? Spennende å sjå om de vil øke litt, selv om sommeren ikke er høysesong for nye abonnenter. Tror høsten og skolestart kan bli spennende.

[TekBot]

Xplora Technologies AS: Monthly Subscriptions Update – June 2024

As of June 30, 2024, Xplora Technologies has 281k paying subscriptions, a 49% increase from June 2023 (189k).

This quarter’s highlights:
…

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• 52k new subscriptions (gross), up 73% from 30k in Q2 23

We expect our churn rate to be consistent with historic numbers, but now churning from a higher subscription base, we expect a more moderate net growth in subscriptions.

Note: Subscriptions encompass connectivity plans (mobile subscriptions), premium services, B2B service revenues, and service fees for Xplora smartwatches without Xplora mobile subscriptions (Nordics). Xplora has seasonal changes, especially related to Back-to-school and the Festive Season. The net growth in the subscription base will therefore fluctuate throughout the year.

For further information please contact:
Sten Kirkbak, CEO, +47 92203710, sten.kirkbak@xplora.com
Knut Stålen, CFO, +47 92043458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[Kaisovski]

Barneklokker svikter i ferien: Foreldre raser mot Xplora - Tek.no

Huff

[TekBot]

Xplora Technologies AS have received certification of a Mobile Virtual Network Operator agreement with US based AT&T

Oslo, 19 July 2024 - Xplora Technologies AS (“Xplora” or “the Company”) is exited to announce the completed certification of its Mobile Virtual Network Operator (MVNO) service with US based AT&T. The agreement will help Xplora grow in the American market and shows the unique value that Xplora’s products bring.

This certification marks another milestone in Xplora’s strategy and represents the company’s ninth Mobile Virtual Network Operator (MVNO) operation. Through this collaboration, Xplora anticipates leveraging AT&T’s extensive reach and robust mobile network infrastructure. This move is expected to provide an effective conduit for Xplora’s product offerings, thereby extending its accessibility to customers in the US.
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The initial collaboration will be to launch the X6Play Kids Smartwatch for the Back-to-School Season.

“Combining our expertise in creating kid-friendly technology with AT&T’s reliable network ensures that the X6Play can give more kids the freedom to explore and parents’ peace of mind this back-to-school season” said Sten Kirkbak, CEO of Xplora Technologies Inc.

“At AT&T, we understand the importance of staying connected, especially when it comes to our children. The Xplora X6Play is an innovative device that empowers kids with an interactive platform for learning and growth,” said Joe Mosele, VP, AT&T Connected Solutions. “As kids gear up for the new school year, we are thrilled to support families with technology that brings combined safety and independence for children.”

For further information please contact:
Sten Kirkbak, CEO, +47 92203710, sten.kirkbak@xplora.com
Knut Stålen, CFO, +47 92043458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[OpenMindInvestor]

Det skjer utrolig masse positivt i dette selskapet om dagen og er ganske vilt hvor oversett aksjen er. Opp 10% på 800k omsetning i dag… Jeg tror det er bare et spørsmål om tid før denne tar virkelig av!

[mhalvorsen]

Kjøpte meg en posisjon i går. Den har begynt å komme frem i lyset på Discord også.

[stawk]

Vi har to xplora klokker til barna og opplever problemer med begge, mye feil med gps på den ene og problemer med å ringe på den andre.
Xplora sin kundeservice kan vel i beste fall beskrives som elendig så vi har egentlig gitt dem opp.
Mange foreldre vi snakker med har de samme utfordringene.

Xplora klarer seg godt kun på mangel av konkurranse, synd det ikke er noen reelle alternativer.

For vår del blir det telefoner tidligere enn ønsket, og null aksjer

[Kronn]

Eg synst klokka fungerer helt utmerket, kjenner meg ikkje igjen i problemer sol nevnes, men mulig her er en del funksjoner som vi ikkje bruker. Ringe til og fra, funker vertfall veldig bra. En befrielse å ha denne muligheten, så kan så kan kidsen slenge bekymringsløst rundt med vennene sine menst voksne kan få voksen tid.

[Conda]

Helt enig, vu har også klokke til begge barna og har valgt Xplora kun i mangel på alternativer. Om det noen gang kommer et alternativ tror jeg Xplora må legge ned

[OpenMindInvestor]

Hvilke kanaler følger du der?

[TekBot]

Xplora Technologies AS: Monthly Subscriptions Update – July 2024

As of July 31, 2024, Xplora Technologies has 294k subscriptions, a 48% increase from July 2023 (198k).

This month’s highlights:
…

Vis børsmeldingen

• 20k new subscriptions (gross)

We expect our churn rate to be consistent with historic numbers, but now churning from a higher subscription base, we expect a more moderate net growth in subscriptions.

Note: Subscriptions encompass connectivity plans (mobile subscriptions), premium services, B2B service revenues, and service fees for Xplora smartwatches without Xplora mobile subscriptions (Nordics). Xplora has seasonal changes, especially related to Back-to-school and the Festive Season. The net growth in the subscription base will therefore fluctuate throughout the year.

For further information please contact:
Sten Kirkbak, CEO, +47 92203710, sten.kirkbak@xplora.com
Knut Stålen, CFO, +47 92043458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[Sorene]

@OpenMindInvestor

Mål om 1m abonnementer innen 4-5 år. Har 270.000 abonnementer pr mai 2024.

Da kan vi vel lægge ca70.000 flere til for Juni og Juli – her kan man da tale om vækst !!
Det bliver vel en øgning siden sidste kvartal som var på 255.000 klokker
Det bliver en øgning på rundt 35%

Dansken

[OpenMindInvestor]

Det er en vilt bra økning Xplora i dag rapportete i vekst i antall abonnenter for juli. De øker altså med 48% vs året før, og ca 5% (13 000 flere abonnenter) mot juni måned. Med denne takten er de nødt til å oppjustere sin inntekstvekst på omlag 15% i år.

[TekBot]

Xplora Technologies AS – Invitation to presentation of Q2 2024 results

Oslo, 7 August 2024 – Xplora Technologies AS (“Xplora”) is pleased to invite investors, analysts, and other stakeholders on 16 August 2024 to a presentation of the company’s Q2 2024 results. The presentation will start at 08:00. Management will be available for discussion and Q&A after the session.

The event will be held live at SpareBank 1 Markets in Olav Vs gate 5, 0161 Oslo, and the presentation will be conducted in English. For planning purposes, if you plan to attend in person, we ask that you register your interest with gina.svartor@xplora.com.
…

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Program (all times in CET):

07:00: Q2 2024 report published on NewsWeb and Xplora IR website.

08:00: Live and webcasted presentation of Q2 2024 results by CEO, Sten Kirkbak, CFO, Knut Stålen, COO and Kjetil Fennefoss, including Q&A.

The presentation will be transmitted via live webcast on the company’s website at www.xplora.com/investor. A recording will be made available on the company’s website www.xplora.com/investor following the event.

For further information please contact:
Sten Kirkbak, CEO +47 922 03 710, sten.kirkbak@xplora.com
Knut Stålen, CFO +47 920 43 458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[TekBot]

Xplora Technologies AS Q2 24 – Second highest quarterly revenue and EBITDA to date

Oslo, 16 August 2024 – Xplora Technologies AS (“Xplora”) today published its Q2 24 results. In Q2 24 Xplora generated group revenues of NOK 194.5m, a 21% y/y organic revenue growth, excluding the NOK 30.0m one-time effect of the Master Distribution Agreement (MDA) in Q2 23. Service revenue ended at NOK 65.6m, +33% y/y and device revenue reached NOK 129.0m, +16% y/y when excluding the MDA effect. Gross profit was NOK 96.1m and EBITDA ended at NOK 17.0m in Q2 24 and NOK 18.7m in H1 24. Xplora exited Q2 24 with a cash balance of NOK 126.3m.

This quarter, Xplora is pleased to report strong revenue and profitability, achieving the second highest quarterly revenue in the company’s history. When excluding the one-time MDA effect from Q2 23, Xplora increased revenue for the quarter by 21% y/y. “Even when considering last year’s reported revenue, we still see growth, marking what was once exceptional, is now our new normal”, says Kirkbak, CEO at Xplora. In H1 24, Xplora achieved a 33% y/y growth in EBITDA to NOK 18.7m, with CapEx at NOK 8.0m, meaning that EBITDA minus CapEx is positive at NOK 10.7m. “Our strategy of selling products with higher Average Selling Price and connectivity bundles, is working!”, Kirkbak adds.
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Key highlights of Q2 2024:

• Group revenues +2% y/y to NOK 194.5m (+21% excluding the one-time MDA effect in Q2 23)
• Service revenues +33% y/y to NOK 65.6m, translating to an ARR of NOK 262.2m
• 281k subscriptions, up 49% y/y, of which 221k are connectivity subscriptions, 12k are revenue share subscriptions, 3k are service fee subscriptions and 45k are premium service subscriptions
• Gross profit +8% y/y to NOK 96.1m
• Positive EBITDA of NOK 17.0m
• CAPEX of NOK 4.6m, down from NOK 6.8m in Q2 23
• NOK 126.3m in cash and cash equivalents

Key highlights of H1 2024:

• Group revenues +9% y/y to NOK 313.3m (+22% excluding the one-time MDA effect in Q2 23)
• Service revenues +36% y/y to NOK 128.2m
• Positive EBITDA of NOK 18.7m, +33% y/y
• CAPEX equal to NOK 8.0m, down from NOK 11.2m in H1 23

Management will present the results on Friday, 16 August 2024 at 08:00 am CET live at SpareBank1 Markets in Olav Vs gate, 0161 Oslo and via webcast. The presentation will be held in English, followed by a Q&A session. Link to webcast: www.xplora.com/investor.

The information contained in this statement has not been audited and may be subject to change. This information is subject to disclosure requirements in Regulation EU 596/2014 (MAR) article 19 no. 3 and the Norwegian Securities Trading Act section 5-12.

For further information please contact:
Sten Kirkbak, CEO +47 922 03 710, sten.kirkbak@xplora.com
Knut Stålen, CFO +47 920 43 458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[OpenMindInvestor]

Knallsterkt Q2.

Inntektene fortsetter å vokse kraftig, opp 21%, ARR nå opp til 262m og 33% vekst i EBITDA i første halvår. Cash nå på 126m så en kan jo lure på hva de skal med all denne cashen, om det kommer utbytter eller tilbakekjøp av aksjer.

[TekBot]

Xplora Technologies AS: Subscriptions Update – reached 300K subscriptions

As of August 19, 2024, Xplora Technologies has surpassed a significant milestone, reaching 300K subscriptions. So far in August, we have gained 16K new subscriptions. This achievement is the result of our continued focus on increasing service revenues and is part of our long-term target of 1 million subscriptions.

We expect our churn rate to be consistent with historic numbers, but now churning from a higher subscription base, we expect a more moderate net growth in subscriptions.
…

Vis børsmeldingen

Note: Subscriptions encompass connectivity plans (mobile subscriptions), premium services, B2B service revenues, and service fees for Xplora smartwatches without Xplora mobile subscriptions (Nordics). Xplora has seasonal changes, especially related to Back-to-school and the Festive Season. The net growth in the subscription base will therefore fluctuate throughout the year.

For further information please contact:
Sten Kirkbak, CEO, +47 92203710, sten.kirkbak@xplora.com
Knut Stålen, CFO, +47 92043458, knut.stalen@xplora.com

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 in the world. The company is headquartered in Norway with operations in leading European markets. Xplora is listed on Euronext Growth under the ticker symbol XPLRA.

Kilde

[OpenMindInvestor]

Viaero Wireless in the US has started selling the Xplora X6Play:

Viaero Wireless launches Xplora's award-winning kids' smartwatch for B

Gro Dyrnes, Vice President Xplora North America, published a post about it on linkedin. In the comments section, Luke Dillie, Vice President of Sales at Viaero Wirelessm, writes as follows:

“I am so excited to share Xplora with our customers and our communities! We have stores that sold out in the first hour we were open!”

LinkedIn Login, Sign in | LinkedIn

[Foso]

Basert på google trends, så ser det lovende ut mtp. subscriber-vekst for august. UK og Tyskland er vel litt senere mtp. back-to-school, så forventer at denne effekten slår til i september. For US er det vel for tidlig til å konkludere.