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ActivePort Group
ActivePort Group (ATV) investor relations material
ActivePort Group Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary31 Oct, 2025
Business overview and market demand
Provides network automation software for telcos and data centers, enabling customer self-service and new revenue streams.
High demand for cloud access and AI-driven connectivity is fueling growth opportunities.
Software enables global network reach, as seen in deployments with Telekom Malaysia and Reliance Jio.
GPU orchestration and edge connectivity are key differentiators, supporting AI and cloud gaming markets.
Revenue model is volume-based, scaling with network usage and customer adoption.
Q1 performance and financial update
Q1 focused on deploying major contracts signed in Q4, with most revenue impact expected in Q2 and Q3.
Software revenue remained strong, while SaaS revenue was temporarily impacted by legacy contract roll-offs.
Receivables increased by 10%, reflecting new business and upcoming invoicing.
Raised AUD 9 million in capital, achieving full funding for the first time in two years.
Targeting an exit revenue run rate of AUD 25 million and aiming for profitability in FY 2026.
Strategic milestones and project highlights
Telekom Malaysia became the first Tier 1 Asian telco to deploy the software, automating access in multiple cities.
Reliance Jio project involves one of the largest GPU clusters for cloud gaming, targeting 100 million users.
Ishan deployment in India opens opportunities to scale across hundreds of ISPs.
Network-as-a-service platform in Australia expanded with nbn integration and new high-speed intercity connections.
Engaged in a major RFP in Saudi Arabia, with potential for tens of millions in license revenue.
Competitive strategy for telco/gaming orchestration
What drives Q2/Q3 revenue acceleration?
Why focus on Malaysia, India, Middle East for growth?
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Latest summaries
- TimeTickerHeadlineOpen
- 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCWRevenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook.
- 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCWQ2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth.
- 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebISCTR
Net profit up 90% in 2025, with strong NIM, fee growth, and positive 2026 outlook. - 6 FebSCWQ2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog.
- 6 FebSCWQ1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured.
- 6 FebSCWQ3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
Next ActivePort Group earnings date
H1 202625 Feb, 2026
ActivePort Group
Next ActivePort Group earnings date
H1 202625 Feb, 2026
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