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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 is a key differentiator, supporting large-scale cloud gaming and AI infrastructure.
Product is considered essential and sticky, driving recurring and scalable revenue.
Q1 operational and financial update
Q1 focused on deploying major contracts won in Q4, with most deployments completed late in the quarter.
Revenue remained flat as new deployments will generate revenue starting Q2; software revenue was strong, SaaS revenue saw legacy contract roll-offs.
Receivables increased 10%, reflecting new business activity and upcoming invoicing.
Cash usage was stable, with funding secured through a successful AUD 9 million capital raise.
Key project milestones and strategic wins
Telekom Malaysia became the first Tier 1 Asian telco to deploy the software, automating access in five cities with plans for more.
Revenue from Telekom Malaysia is volume-based and expected to scale with network traffic.
Ishan, a major Indian ISP, was onboarded, with plans to replicate the solution across India's large ISP market.
Reliance Jio GPU project is building one of the world’s largest cloud gaming clusters, with software managing provisioning, user connection, and streaming optimization.
Network-as-a-service business in Australia launched, integrating nbn for comprehensive national coverage.
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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Next ActivePort Group earnings date
H1 202625 Feb, 2026
Next ActivePort Group earnings date
H1 202625 Feb, 2026
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