Redeye views Xplora's Q4 2025 results positively despite a miss against its own forecasts, as the print beat consensus on both revenue and EBITDA whilst clarifying the near-term pace of Senior segment subscription conversion. Net sales of NOK606.0m beat consensus by 5% but fell 4.1% short of Redeye's NOK631.2m estimate. EBITDA of NOK100.5m came in 19.5% ahead of consensus and 16.6% below Redeye's NOK 125.0m forecast. Redeye anticipates consensus upgrades following the print and will trim its own estimates to reflect a slower Senior web shop conversion ramp; the long-term 2028/2029 subscriber trajectory remains intact.
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