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Xplora Technologies (XPLRA) investor relations material
Xplora Technologies ABGSC Investor Days summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business model and financial performance
Focuses on high-margin service revenue from mobile devices for kids, youth, and seniors, with NOK 1.8 billion in trailing 12-month revenue and NOK 140 million year-to-date EBITDA.
Recurring service revenue is driven by 443,000 subscriptions, all currently from the kids segment, with ambitions to reach 1 million subscriptions in 2–3 years.
Monetizes through hardware sales (targeting 30% margin) and recurring SIM/premium services (targeting up to 95% margin).
Q3 saw group revenue surpass NOK 500 million for the first time in a quarter, with recurring services at NOK 90 million and gross profit at NOK 263 million.
Acquisition of Doro added over NOK 1 billion in revenue and more than NOK 100 million in EBITDA, financed by a NOK 900 million loan.
Product development and market expansion
Initial product was a smartwatch for kids under 10, designed for safety and limited connectivity.
New products for kids 9–12 (feature phone) and 13–15 (smartphone with Guardian Control) aim to reduce churn by extending product lifecycle.
Doro acquisition enables bundling of SIM connectivity with senior phones, with a 25% conversion rate in online channels.
Rollout of Doro Connect SIM is expanding from the Nordics to France and the UK, with further retail and e-commerce expansion planned into 2026.
Youth phone segment is expected to grow significantly, driven by regulatory trends and parental demand, with new products launching from January and major impact anticipated by 2026.
Strategic outlook and growth drivers
Key growth lever is increasing SIM activation rates in Doro sales; a 10% conversion could add NOK 300 million to annual EBITDA.
Ongoing efforts to optimize pricing, bundling, and messaging to further boost conversion rates.
Plans to sell Doro subscriptions in most retail outlets, with some market-specific limitations.
Long-term ambition is to surpass 1 million subscriptions by expanding the product grid and pre-installing SIMs in more devices.
Exploring uplisting options in Oslo, Stockholm, and potentially other markets, with a decision expected within 12 months.
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