Xplora (XPLRA) Investor presentation summary

Market opportunity and positioning

• No Nordic D2C tech unicorns exist, presenting a unique opportunity for first-mover advantage in the region.

• Positioned as a category leader in kids and senior markets, with a new entry into the youth segment.

• Total addressable markets: 47m children, 36m youth, and 119m seniors across 9 core markets.

Product portfolio and services

• Offers mobile devices and IoT solutions for kids, youth, and seniors, supported by a global IoT platform and Guardian app.

• Kids products feature safe zones, messaging, step-counter, and parental controls, priced from €149.

• Youth products introduce app restrictions and parental controls, targeting churn reduction and longer customer lifetime value.

• Senior products (Doro) include feature phones, smartphones, health tech, and unique safety features, now with SIM and VAS.

Monetization and business model

• Revenue streams include hardware sales, SIM connectivity, and premium services, with margins of 30%, 80%, and 95% respectively.

• Over 1.5 million kids smartwatches sold and 2.5 million guardian accounts on the IoT platform.

• 1 million+ senior phones sold annually, with new opportunities for SIM and service revenue.