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Megaport
Megaport (MP1) investor relations material
Megaport H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary20 Feb, 2026
Executive summary
Annual recurring revenue (ARR) reached AUD 338 million (or $338M), up 49% year-over-year, driven by strong organic growth, product innovation, and acquisitions of Latitude.sh and Extreme IX in India.
Latitude.sh adds compute and GPU-as-a-service capabilities, while Extreme IX expands presence in India with 40 data centers and 400 customers.
U.S. market and Americas region are key growth drivers, with 24% ARR growth in the Americas and significant AI-driven demand.
Net new logo growth doubled year-over-year, reflecting successful go-to-market investments and product innovation.
Product innovation contributed over 30% of ARR growth in H1 FY26, highlighting ongoing investment in engineering and new services.
Financial highlights
H1 FY26 revenue was $134.9M, up 26% year-over-year; gross profit rose 31% to $97.6M, with gross margin improving to 72%.
EBITDA increased 28% to $35.3M, with a stable EBITDA margin of 26%; net loss of $19.1M due to $15.8M in acquisition-related costs.
Megaport standalone ARR reached AUD 263.4 million (or $263.4M), up 19% in constant currency, with a 6% increase in ARR per customer.
Operating cash inflow was $36.0M, up 14% year-over-year; closing cash balance at $206.3M, up 130%.
Net cash outflow (excluding capital raising/acquisitions) was under AUD 10 million, reflecting planned expansion and CapEx.
Outlook and guidance
FY26 combined group revenue guidance raised to $302M–$317M; EBITDA margin expected at 21–24%.
CapEx guidance for FY26 is $90M–$100M, including $8–10M for India expansion.
Latitude.sh revenue guidance reaffirmed; Extreme IX expected to contribute AUD 3–4 million in revenue.
FX sensitivity: a AUD 0.05 movement in AUD/USD impacts revenue by AUD 9 million.
Continued investment in go-to-market, product innovation, and network expansion, especially in the Americas and India.
What is the path to net profit after tax?
Latitude.sh contingent consideration risks
Drivers of intangible asset growth
What drives the NRR increase to 111%?
How does AI benefit Megaport's business model?
How will Latitude sales leverage Megaport's base?
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Next Megaport earnings date
H2 202620 Aug, 2026
Megaport
Next Megaport earnings date
H2 202620 Aug, 2026
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Frequently asked questions
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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