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Visual21 Nov 2025
Data center suppliers
ikeGPS Group (IKE) investor relations material
ikeGPS Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary27 Oct, 2025
Executive summary
Achieved 47% YoY growth in platform subscription revenue exit run rate, with recognized subscription revenue up 35% to NZ$8.8m and total revenue up 5% to NZ$12.8m for 1H FY26.
Recurring and re-occurring sources accounted for approximately 90% of total revenue, with gross margin improving to 75% and cash operating expenses remaining flat.
Completed an oversubscribed capital raise of NZ$26m (A$24m), resulting in a strong cash position of NZ$34m and no debt.
Elevated to the ASX All Ordinaries Index, reflecting increased market capitalization.
Launched AI-driven automation tools, including PolePilot™ and enhancements to IKE Office Pro, to drive productivity and ARPU uplift.
Financial highlights
Platform subscription revenue grew 35% YoY to NZ$8.8m, with seat licenses up 55% and total revenue at NZ$12.8m (+5% YoY).
Gross margin rose to 75% (NZ$9.6m), up from 67% YoY, and platform subscription gross margin reached 93%.
Platform transaction revenue declined 32% to NZ$2.7m due to U.S. fiber sector volatility; hardware and other revenue fell 25% to NZ$1.3m.
Recurring subscription and transaction revenues now comprise up to 90% of total revenue.
Three-year CAGR for subscription revenue is approximately 30%.
Outlook and guidance
FY26 guidance reiterated for 35% or greater growth in platform subscription revenue and EBITDA breakeven on a run-rate basis in 2H FY26.
Continued investment in new product modules, with much of the spend being capitalizable.
PolePilot ARPU uplift potential?
Transactions revenue rebound timeline?
Strategy for 80% existing customer penetration?
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Frequently asked questions
ikeGPS Group Limited, known as IKE, is a platform technology company that specializes in the management of power and telecommunications assets. Operating primarily from the United States with a significant presence in New Zealand, IKE offers innovative solutions for measuring, modeling, and managing utilities and communication networks. The company's product suite includes tools for accurate data acquisition and structural analysis, notably for utility poles, facilitating efficient grid infrastructure management. IKE's solutions serve a critical role in ensuring the safe, efficient, and reliable operation of power and telecommunications networks, catering to utility companies, engineering firms, and communications providers. These offerings are designed to deliver cost savings, enhance productivity, and ensure safety while providing access to cutting-edge technology and innovation in pole projects and grid infrastructure management. The company is headquartered in Broomfield, Colorado, United States, and its shares are listed on the NZX.
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