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Megaport Ltd. (MGPPF)
OTHER OTC:MGPPF
Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.01Last Year’s EPS
>-0.01Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational momentum: high ARR growth (group +49% YoY), improving NRR (111%), extended customer lifetime, significant product innovation, accelerated US traction and strategic acquisitions (compute and India exchange) that materially expand TAM. Short‑term headwinds include FX volatility, acquisition integration complexity, supply‑chain constraints for Latitude compute capacity and near‑term investment‑driven margin pressure. Management provided revised guidance with sensitivities and emphasized the long‑term strategic fit and sizable AI tailwind. Overall the positives (robust growth metrics, product traction, strategic acquisitions and improved retention) materially outweigh the near‑term challenges.Company Guidance
Group ARR and Scale
Megaport Group ARR of $338M, up 49% year‑on‑year (+$112M). Group composition highlighted as Megaport Network ~$263M ARR, Latitude and Extreme acquisitions adding to group ARR.
Megaport Network ARR Growth (Constant Currency)
Megaport Network ARR $263.4M, up 19% on a constant currency basis (+$36.8M YoY); reported growth 16% due to FX headwinds.
Improving Net Revenue Retention and Customer Lifetime
Net revenue retention (NRR) rose to 111%, up 3 percentage points YoY. Customer lifetime increased from ~10 years to 13 years, driving a 57% increase in total lifetime value to $2.5B.
Strong U.S. Performance and New Logo Momentum
U.S. revenue growth at ~24%; new‑logo additions doubled (100% increase YoY), and the company recorded the largest year‑on‑year ARR increase in its history.
Product Innovation Driving Growth
30% of ARR growth attributed to new products. New platform features rolled out: IPSec, packet filtering, MVE console access, Meraki/Juniper/Anapaya images, 400G ports, and expanded 100G Internet availability (100G provisioning capability deployed widely).
Scale of Global Footprint
Network build: 51 data centers added in the half; global presence crossed 1,000 data centers (1,034 reported). Added 5 Internet Exchange locations and two new Internet markets (Italy, Sweden).
Strategic Acquisitions
Completed two acquisitions: Latitude.sh (compute / GPU and CPU‑as‑a‑service business; reported ARR in presentation ranged but cited $45M ARR as at 31 Dec 2025 and earlier references to ~$68M contribution to group ARR) and an India Internet exchange business (Extreme IX) adding ~40 data centers, ~400 customers and ~$7M ARR.
Guidance and Financial Disclosures
Megaport Network guidance revised upward (original FY '26 revenue range $260–270M; bottom end increased by $4M). Combined group FY '26 guidance provided: revenue $302–317M (assuming AUD:USD 0.70), group CapEx $90–100M. FX sensitivity: a $0.05 AUD:USD movement implies ~ $9M revenue impact.
Profitability, Cash Flow and Margin Signals
Reported H1 EBITDA margin of 26% (includes one month of Latitude); Megaport Network exit EBITDA margin ~21% (in line with guidance). Net operating cash outflow excluding capital raises and acquisitions was under $10M for the half.
Latitude Product Demonstration and Platform Capabilities
Latitude.sh integration demo showed immediate product capabilities: hourly CPU VMs (example $0.07/hr), bare‑metal deployment in seconds (~$3.52/hr example), and private model hosting/inference APIs—demonstrating a combined network+compute product offering aimed at AI and low‑latency workloads.
MGPPF Earnings History
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
MGPPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $8.25 | $8.25 | 0.00% |
Aug 20, 2025 | $9.85 | $9.25 | -6.09% |
Feb 19, 2025 | $5.32 | $7.00 | +31.65% |
Aug 22, 2024 | $7.45 | $7.45 | 0.00% |
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 Megaport Ltd. (MGPPF) report earnings?
Megaport Ltd. (MGPPF) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Megaport Ltd. (MGPPF) earnings time?
Megaport Ltd. (MGPPF) earnings time is at Aug 20, 2026, Before Open (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 MGPPF EPS forecast?
MGPPF EPS forecast for the fiscal quarter 2026 (Q4) is -0.01.