Half Year 2026 Audinate Group Ltd Earnings Call Transcript

Feb 15, 2026 / 10:30 PM GMT

Transcript

Key Points

Positve

Audinate Group Ltd (AUDGF) reported a 12% growth in revenue in both US and Australian dollars over the prior period.
The company maintained a strong gross margin percentage of 82.6%, driven by a favorable product mix shift towards high-margin software products.
The Dante product ecosystem expanded with 344 new products, bringing the total to nearly 5,000 Dante-enabled products from over 516 manufacturers.
The acquisition of Iris and its commercial launch in December 2025 is expected to expand Audinate's ecosystem with advanced camera control functionality.
Audinate continues to train 4,000 AV professionals per month, with a total of over 300,000 trained and Dante certified globally, supporting increased usage of Dante networking.

Negative

Operating expenses increased by 26% to $28.8 million, reflecting ongoing investment in core capabilities and product innovation.
The company reported an underlying earnings before interest and tax loss of $2.3 million, compared to a gain of $0.8 million in the prior period.
Cash on hand decreased from $109.9 million to $70.9 million due to the investment in Iris.
The revenue from chips, cards, and modules decreased by 4% due to lower demand and a transition to embedded software implementations.
Audinate experienced a negative operating cash flow of $0.4 million, compared to a positive cash inflow of $1.1 million in the prior period.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AD8.AX - Audinate Group Ltd
Half Year 2026 Audinate Group Ltd Earnings Call
Feb 15, 2026 / 10:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone.

Thank you for joining our call today. My name is Aidan Williams, I'm co-founder and CEO at Ordinate. With me is Chris Rowlinson, our Chief Financial Officer. In the first part of the call today, we'll be talking through the investor presentation that accompanied our financial statements, both of which were lodged with the ASX earlier today.

You may ask questions at any time by typing them into the Q&A box. Hopefully you can see that in your Zoom application. At the end of the presentation, we'll collate your questions and answer as many as possible in the time we have available.

I'd like to start by recapping ordinate's first half highlights, before we move on to covering key

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