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Megaport (MP1) investor relations material
Megaport H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary21 Aug, 2025
Executive summary
Annual recurring revenue reached $243.8M, up 20% year-over-year, with the Americas contributing 57% of total ARR and net revenue retention stabilizing at 107% for 18 months.
Large customer base (billing over $100K ARR) grew 18% to 629, and 236 net new logos were added, a 157% increase year-over-year, reflecting investments in go-to-market, new products, and locations.
Expansion included 115 new data centers (up 105% YoY), now totaling over 1,000 globally, with significant growth in the US market driven by AI and cloud demand.
Product innovation and engineering investment led to over 25% of ARR growth from new products, with a 150% YoY growth in new product innovation and offerings such as MVE, NAT Gateway, and expanded cloud connectivity.
Customer lifetime value increased by 50% year-over-year.
Financial highlights
FY25 revenue was $227.1M (reported), exceeding guidance, with EBITDA at $62.3M (reported) and adjusted EBITDA of $59.2M (26% margin) after lease adjustments.
CapEx was $34.6M, mainly for new data centers, compute platform deployment, and product innovation; maintenance CapEx was less than 3% of revenue.
Gross margin remained stable at 70–71% after normalizing for IFRS 16 adjustments.
Cash at bank exceeded $100M as of June, rising 41% to $102.1M, with net cash flow remaining strong.
Employee costs increased 29% year-over-year, reflecting strategic hiring in GTM and R&D, with R&D headcount up 37%.
Outlook and guidance
FY26 revenue guidance is $260–$270M, representing 15–19% growth; EBITDA margin expected at 18–20% of revenue, reflecting continued investment in go-to-market and network expansion.
CapEx is forecast at 18–20% of revenue, with maintenance CapEx under 3%.
Free cash flow breakeven will be maintained despite increased investment, with accelerated revenue growth expected in FY27 and beyond.
Strategic focus on doubling down in the US and leveraging AI-driven market dynamics.
Target LTV-to-CAC ratio post FY26 investment?
What new product categories will expand TAM?
How are high-yield data centers identified?
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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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