Xplora Technologies

* 300k phones sold annually with +30% GM * Same playbook as Doro: add subscriptions * Price not disclosed, but financed with cash at hand Aquires Emporia Group for an undisclosed price This morning, Xplora announced that it has agreed on key terms for...

Xplora has acquired Emporia, the leading provider of senior mobile phones in the DACH region, enhancing its established presence in the Nordics, UK, and France following its previous acquisition of Doro. Emporia sells over 300,000 devices annually, representin...

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...