tiprankstipranks
Trending News
More News >
Audinate Group Ltd. (AU:AD8)
ASX:AD8
Australian Market

Audinate Group (AD8) Earnings Dates, Call Summary & Reports

Compare
91 Followers

Earnings Data

Report Date
Aug 24, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
-0.1
Last Year’s EPS
-0.04
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 15, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents solid commercial momentum: double-digit revenue growth (+12%), very high gross margins (~82.5%), expanding design wins and a growing product ecosystem and installed base. Management is actively executing a platform strategy (Iris acquisition, Dante Director) and has revised FY26 OpEx guidance downward to reflect cost actions. Offsetting these positives are meaningful near-term cost and cash impacts: operating expenses and employment costs rose sharply, underlying EBIT swung to a loss, free cash flow is negative and Iris currently contributes minimal revenue while absorbing investment. Given the company’s strong revenue/margin performance, strategic positioning and forward bookings together with visible cost management steps, the highlights modestly outweigh the lowlights.
Company Guidance
Audinate guided to continued profitable growth while tightening investment: U.S. dollar gross profit is expected to grow 13–15% in FY26 (about 2–3x industry), operating costs are now guided to increase ~20% over FY25 (previously 25%), and capitalized intangibles for the full year are expected to be roughly AUD 13–14m. Management pointed to strong H1 momentum (H1 revenue +12% to USD 21.1m / AUD 32.2m, gross margin ~82.6%), healthy bookings and ~3–4 months of pipeline visibility, and balance sheet headroom of ~AUD 70.9m post‑Iris. H1 operating expense was AUD 28.8m (up 26%), employment costs AUD 21.5m (up 29%), underlying EBIT was a loss of AUD 2.3m, free cash flow was negative AUD 8.1m (operating cash outflow AUD 0.4m), Iris contributed USD 0.1m revenue and ~AUD 0.8–0.9m costs in H1 with headcount expected to rise from 10 to ~15, and key operating KPIs remain strong (66 design wins, +8%; 344 new Dante products in H1 bringing the total to ~4,947; 723 manufacturers signed; 516 shipping; ~4,000 trainees/month; >300,000 certified).
Revenue Growth and Strong Gross Margin
Revenue for H1 was USD 21.1m (AUD 32.2m), up 12% year-over-year. Gross margin remained high at ~82.5–82.6%, driven by a favorable mix shift toward higher-margin software products.
Product Portfolio Momentum — Adapters and Software
Adapters revenue increased 51% supported by new Dante AVIO Pro S1-based adapters. Embedded software grew 17% and platform software grew 9%, reflecting higher OEM adoption and uptake of DVS Pro and early Dante Director wins.
Design Wins and Ecosystem Expansion
Design wins rose 8% to 66 in the half. An additional 344 Dante-enabled products came to market, bringing the total to 4,947 products from 516 manufacturers shipping today and 723 manufacturers signed up — strengthening network effects.
Large Installed Base and Training Footprint
Dante is reported in ~7 million installed devices. Training continues at scale with ~4,000 AV professionals certified monthly and more than 300,000 trained and Dante-certified globally.
Strategic Acquisition and Product Launch — Iris
Iris acquisition completed and commercially launched in Dec 2025 as a cloud-first camera control platform. Iris expands video/control capabilities and complements Dante; first-half revenue contribution was USD 100k, enabling cross-sell and platform roadmap acceleration.
Strong Forward Bookings and Pipeline Visibility
Company reported strong bookings in H1 that support FY26 outlook and cited roughly 3–4 months of sales pipeline visibility, providing confidence for H2 revenue conversion.
Prudent Balance Sheet and Investment Capacity
Cash on hand of AUD 70.9m after the Iris acquisition (down from AUD 109.9m at 30 June 2025) and intangible assets increased to AUD 68.7m. Management states cash position enables prudent investment in platform strategy.
FY26 Gross Profit Growth Guidance
Management expects U.S. dollar gross profit growth of 13%–15% for FY26 (around 2–3x industry growth), indicating continued profitable revenue expansion.
Operational Cost Discipline Update
Following organizational changes, operating cost growth guidance for FY26 was revised down from an expected 25% to 20% over FY25, signaling cost-control actions after an investment phase.

Audinate Group (AU:AD8) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AU:AD8 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 24, 2026
2026 (Q4)
-0.10 / -
-0.037
Feb 15, 2026
2026 (Q2)
-0.05 / -0.13
-0.026-388.46% (-0.10)
Aug 17, 2025
2025 (Q4)
-0.04 / -0.04
0.072-151.39% (-0.11)
Feb 16, 2025
2025 (Q2)
-0.12 / -0.03
0.059-144.07% (-0.08)
Oct 21, 2024
2025 (Q1)
- / -
0.049
Aug 18, 2024
2024 (Q4)
0.06 / 0.07
0.04946.94% (+0.02)
Feb 11, 2024
2024 (Q2)
0.03 / 0.06
-0.0051280.00% (+0.06)
Aug 20, 2023
2023 (Q4)
-0.01 / 0.05
-0.022322.73% (+0.07)
Feb 12, 2023
2023 (Q2)
- / >-0.01
-0.02882.14% (+0.02)
Aug 21, 2022
2022 (Q4)
- / -0.02
-0.02924.14% (<+0.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AU:AD8 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 21, 2024
AU$9.54AU$8.96-6.08%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Audinate Group Ltd. (AU:AD8) report earnings?
Audinate Group Ltd. (AU:AD8) is schdueled to report earning on Aug 24, 2026, TBA (Confirmed).
    What is Audinate Group Ltd. (AU:AD8) earnings time?
    Audinate Group Ltd. (AU:AD8) earnings time is at Aug 24, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Audinate Group Ltd. stock?
          The P/E ratio of Audinate Group is N/A.
            What is AU:AD8 EPS forecast?
            AU:AD8 EPS forecast for the fiscal quarter 2026 (Q4) is -0.1.