2025 Q4-rapport
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Data hentes fra FactSet, Quartr| Kommende | |
|---|---|
2026 Q1-rapport 12. mai | 1 dag |
| Historisk | ||
|---|---|---|
2025 Q4-rapport 12. feb. | ||
2025 Q3-rapport 5. nov. 2025 | ||
2025 Q2-rapport 20. aug. 2025 | ||
2025 Q1-rapport 14. mai 2025 | ||
2024 Q4-rapport 13. feb. 2025 |
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for 2 t sidenfor 2 t sidenBra omsetning i dag. Virker som markedet har forventninger om en ok Q1 presentasjon i morgen 🤞
for 3 t sidenfor 3 t sidenRef tidligere innlegg om potensiell fusjon med Bird og LINK, interessant oppdatering fra Bird gründer og CEO Robert Vis nå med 20% nedbemanning i Europa. Ingenting er sikkert, men det er mange signaler nå på at noe er i ferd med å utspille seg strategisk! Lenke til innlegget her: https://www.linkedin.com/posts/robertvis_this-is-a-note-i-sent-earlier-today-to-all-share-7459557337901645826-VIus?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAYkVuoBFcYyNFnvMopF1JqR0FCo-5P3QKw&utm_campaign=copy_linknmi- for 9 t sidenfor 9 t sidenFra Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Nyheter
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
2025 Q4-rapport
88 dager siden
‧1t 0min
Nyheter
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Forum
Bli med i samtalen på Nordnet Social
Logg inn
- for 2 t sidenfor 2 t sidenBra omsetning i dag. Virker som markedet har forventninger om en ok Q1 presentasjon i morgen 🤞
- for 3 t sidenfor 3 t sidenRef tidligere innlegg om potensiell fusjon med Bird og LINK, interessant oppdatering fra Bird gründer og CEO Robert Vis nå med 20% nedbemanning i Europa. Ingenting er sikkert, men det er mange signaler nå på at noe er i ferd med å utspille seg strategisk! Lenke til innlegget her: https://www.linkedin.com/posts/robertvis_this-is-a-note-i-sent-earlier-today-to-all-share-7459557337901645826-VIus?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAYkVuoBFcYyNFnvMopF1JqR0FCo-5P3QKw&utm_campaign=copy_linknmi
- for 9 t sidenfor 9 t sidenFra Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Ordredybde
Oslo Børs
Antall
Kjøp
-
Selg
Antall
-
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| 418 | - | - | ||
| 1 236 | - | - | ||
| 780 | - | - | ||
| 1 426 | - | - | ||
| 326 | - | - |
Meglerstatistikk
Fant ingen data
Kunder besøkte også
Selskapshendelser
Data hentes fra FactSet, Quartr| Kommende | |
|---|---|
2026 Q1-rapport 12. mai | 1 dag |
| Historisk | ||
|---|---|---|
2025 Q4-rapport 12. feb. | ||
2025 Q3-rapport 5. nov. 2025 | ||
2025 Q2-rapport 20. aug. 2025 | ||
2025 Q1-rapport 14. mai 2025 | ||
2024 Q4-rapport 13. feb. 2025 |
2025 Q4-rapport
88 dager siden
‧1t 0min
Nyheter
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Selskapshendelser
Data hentes fra FactSet, Quartr| Kommende | |
|---|---|
2026 Q1-rapport 12. mai | 1 dag |
| Historisk | ||
|---|---|---|
2025 Q4-rapport 12. feb. | ||
2025 Q3-rapport 5. nov. 2025 | ||
2025 Q2-rapport 20. aug. 2025 | ||
2025 Q1-rapport 14. mai 2025 | ||
2024 Q4-rapport 13. feb. 2025 |
Forum
Bli med i samtalen på Nordnet Social
Logg inn
- for 2 t sidenfor 2 t sidenBra omsetning i dag. Virker som markedet har forventninger om en ok Q1 presentasjon i morgen 🤞
- for 3 t sidenfor 3 t sidenRef tidligere innlegg om potensiell fusjon med Bird og LINK, interessant oppdatering fra Bird gründer og CEO Robert Vis nå med 20% nedbemanning i Europa. Ingenting er sikkert, men det er mange signaler nå på at noe er i ferd med å utspille seg strategisk! Lenke til innlegget her: https://www.linkedin.com/posts/robertvis_this-is-a-note-i-sent-earlier-today-to-all-share-7459557337901645826-VIus?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAYkVuoBFcYyNFnvMopF1JqR0FCo-5P3QKw&utm_campaign=copy_linknmi
- for 9 t sidenfor 9 t sidenFra Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Ordredybde
Oslo Børs
Antall
Kjøp
-
Selg
Antall
-
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| 418 | - | - | ||
| 1 236 | - | - | ||
| 780 | - | - | ||
| 1 426 | - | - | ||
| 326 | - | - |
Meglerstatistikk
Fant ingen data