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Edge28 Nov 2025
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Megaport (MP1) investor relations material
Megaport AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary26 Nov, 2025
Opening remarks and agenda
Meeting opened with acknowledgment of traditional land custodians and introduction of board members and key executives.
Outlined meeting agenda: Chair and CEO addresses, consideration of resolutions, and voting procedures.
Financial performance review
Annual recurring revenue grew 20% to AUD 243.8 million; revenue up 16% to AUD 271.1 million.
Net cash increased by AUD 26.6 million to AUD 87.8 million; EBITDA reached AUD 62.3 million.
Customer lifetime value rose 50% to AUD 2.1 billion; 18% increase in large customers.
Net revenue retention held steady at 107%, improving to 109% by October.
Board and executive committee updates
Welcomed Grant Dempsey and Mohit Lad to the board, bringing global networking and digital transformation expertise.
Board renewal program to continue in FY 2026, with search for new Remuneration and Nomination Committee Chair.
CEO remuneration structure refined for global competitiveness and alignment with governance standards.
Latitude.sh's long-term value beyond AI
Capital allocation strategy for future growth
Rationale for CEO remuneration structure
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H1 202619 Feb, 2026
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Megaport combines local access with leading-edge technologies for highly sophisticated, low-latency services. This internet exchange point (IXP) enables its customers to quickly deploy customized, advanced networks with choice of vendor, cloud, and business model. Megaport's flexible infrastructure allows producers and consumers of IT to trade bandwidth by binding bandwidth requirements to physical resources. The company was founded in 2013 and is headquartered in Fortitude Valley, Australia.
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