Megaport

MP1.ASX

Information Technology

Information Technology

Market Data

Price

$15.520

+0.1%
Market Cap

$2.8B

P/E Ratio

-100000.0x

EPS

$-0.127

Div. Yield

0.00%

52-Week Change

+0.3%

Latest Earnings

H1 FY26 Half Year Results Announcement

20 February 2026

Revenue
$134.90
+26.0% YoY

Megaport delivered record H1 FY26 performance with revenue up 26% to $134.9M, driven by strong organic growth (19% constant currency ARR growth) and two strategic acquisitions (Latitude.sh and Extreme IX). The company raised the lower end of its core network business guidance and completed a successful $218.2M capital raise, positioning for accelerated growth across Network, Compute, and AI segments. Key points: Record Group ARR increased 49% YoY to $338M including acquisitions; Core Megaport Network ARR grew 19% in constant currency to $263.4M; Net Revenue Retention improved to 111% (up 3pp YoY)

Recent Announcements

18 May 2026 Sph Neutral

Ceasing to be a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust ceased to be a substantial holder.

21 Apr 2026 Sph Neutral

Becoming a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust became a substantial holder (5.048%).

9 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

The Capital Group Companies, Inc. (”CGC”), ceased to be a substantial holder.

1 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust ceased to be a substantial holder.

26 Mar 2026 Sph Neutral

Becoming a substantial holder

Australian Retirement Trust Pty LTD ATF Australian Retirement Trust became a substantial holder (5.108%).

20 Feb 2026 Actual Results Positive

H1 FY26 Half Year Results Announcement

Megaport delivered record H1 FY26 performance with revenue up 26% to $134.9M, driven by strong organic growth (19% constant currency ARR growth) and two strategic acquisitions (Latitude.sh and Extreme IX). The company raised the lower end of its core network business guidance and completed a successful $218.2M capital raise, positioning for accelerated growth across Network, Compute, and AI segments. Key points: Record Group ARR increased 49% YoY to $338M including acquisitions; Core Megaport Network ARR grew 19% in constant currency to $263.4M; Net Revenue Retention improved to 111% (up 3pp YoY)

20 Feb 2026 Supplementary Positive

H1 FY26 Half Year Results Investor Presentation

Megaport Group reported strong H1 FY26 results with consolidated revenue up 26% to $134.9M and EBITDA up 28% to $35.3M. The company completed strategic acquisitions of Latitude.sh (compute services) and Extreme IX (India expansion), boosting group ARR to $338M with 49% growth. Management raised FY26 revenue guidance for the combined group to $302-317M, reflecting strong momentum and successful expansion into new markets. Key points: Group ARR reached $338M, up 49% YoY driven by acquisitions and organic growth; Megaport Network ARR grew 16% to $263.4M with strong Net Revenue Retention of 111%; Successfully acquired Latitude.sh ($68M ARR) and Extreme IX ($7M ARR) expanding into compute and India markets

7 Feb 2026 Date Announcement Neutral

Earnings Release - 20 February 2026

Upcoming earnings release expected 20 February 2026 (from Yahoo Finance (confirmed))

21 Aug 2025 Actual Results Positive

FY25 Full Year Results Announcement

Megaport delivered record FY25 results with Annual Recurring Revenue (ARR) growing 20% to $243.8M and total revenue increasing 16% to $227.1M, driven by strong GTM investments, product innovation, and 18% growth in large customers. EBITDA of $62.3M grew 9% while the company built net cash to $87.8M (up 43%), positioning itself for continued acceleration with FY26 revenue guidance of $260-270M. Key points: Record ARR of $243.8M, up 20% YoY, with strong ARR per customer growth of 10%; Stable Net Revenue Retention of 107%, demonstrating strong customer retention and expansion; 18% increase in large customers (those with $100K+ ARR) to 629, reflecting successful enterprise market penetration

21 Aug 2025 Actual Results Positive

Appendix 4E and FY25 Annual Report

Megaport delivered strong FY25 results with revenue growth of 16% to $227.1M and ARR acceleration of 20% to $243.8M, demonstrating successful execution of its Build, Innovate, Invest strategy. The company achieved record profitability metrics with EBITDA of $62.3M (+9% YoY) and improved net cash position to $87.8M (+43% YoY), while significantly expanding its global footprint to 983 enabled data centres across 26 countries. Management provided FY26 revenue guidance of $260-270M, signaling confidence in continued momentum driven by AI/multicloud adoption and sustained GTM investments. Key points: ARR reaccelerated to $243.8M (+20% YoY) with incremental ARR up 58%, demonstrating strong market traction and product-market fit; Most ambitious network expansion in company history: added 115 new data centres (105% YoY growth), extended 400G backbone to 29 metros, and launched operations in Brazil and Italy (26 countries total); Gross margin improved to 71% (vs 70% PCP) despite significant investments, with gross profit up 18% to $162.0M, reflecting strong operational leverage

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