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Audinate Group
Audinate Group (AD8) investor relations material
Audinate Group AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary20 Oct, 2025
FY25 performance and transition
Manufacturing customers worked through excess inventory, delaying new orders but setting up for renewed growth in FY26.
Second-half FY25 saw a 12% increase in US dollar gross profit compared to the first half, signaling recovery.
Embedded software revenue rose 15%, indicating underlying demand beyond inventory effects.
129 design wins (up 12%) and 427 new AV products launched, expanding market presence.
48,472 professionals trained and certified in FY25, reinforcing industry engagement.
Strategic initiatives and product innovation
Launched Dante Director (cloud-based management), Device Link (centralized control), and modernized Dante Controller UI.
Introduced Dante AVIO for Installation and Virtual Soundcard Pro, broadening software adoption.
Acquired Iris Studio Inc. to strengthen AI-driven video capabilities and advance unified AV-over-IP control.
Iris platform to launch publicly in 1H FY26, with investment in go-to-market and product development.
Ongoing investment in innovation and platform expansion to maintain market leadership.
Financial position and outlook
Ended FY25 with A$109.9 million in cash; pro forma A$72.8 million post-Iris acquisition.
Strong balance sheet enables continued investment without compromising stability.
FY26 gross profit expected to grow 13–15% over FY25, outpacing industry growth.
Operating costs in FY26 projected to rise 25% due to strategic investments, with negative free cash flow anticipated.
Investments in Iris, Dante Director, and platform expected to drive future revenue and reinforce leadership.
Iris's expected impact on video segment growth
Justify 25% op cost increase for FY26
Hardware revenue growth post-inventory rebalance?
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Q4 2025 earnings hit $2.9B, with record refining yields and strong portfolio transformation. - ARCC
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Record underwriting profit, strong ROE, and over $700M returned to shareholders in 2025.
Next Audinate Group earnings date
H1 202615 Feb, 2026
Audinate Group
Next Audinate Group earnings date
H1 202615 Feb, 2026
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Frequently asked questions
Audinate Group Ltd is an Australian technology company specializing in professional audio-visual networking solutions. The company’s flagship platform, Dante, allows audio, video, and control data to be distributed over standard IP networks. It serves manufacturers and system integrators in the broadcast, live sound, and corporate AV sectors. Audinate Group Ltd is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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