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Technology

How Codan Limited (ASX:CDA) Sustains Tactical Communications Growth Across the S&P/ASX 200

Codan Limited (ASX:CDA), a premier technology constituent of the benchmark S&P/ASX 200 index, delivered an outstanding operating and financial performance in its audited results for the twelve months ended 30 June 2026, driven by accelerating global demand for tactical defence communications and gold exploration …

Sonal Goyal | 17 October 2026

Digital Turbine (APPS): Can Faster Platform Growth Narrow the Earnings Gap?

Based on the reported figures, On Device Solutions made up about 66 per cent of first-quarter revenue and the App Growth Platform about 34 per cent, so the faster-growing unit is still the smaller one. The first-quarter revenue of $166.0 million is about 25 …

Aditi Sarkar | 16 October 2026

Arm Holdings (ARM): What Does the Qualcomm Jury Verdict Mean for Investors?

Those two characterisations are not necessarily inconsistent, since a jury can decide different claims in different directions, but the available information do not set out the verdict form, any damages or the next procedural steps. Until the court record or the companies' filings are …

Aditi Sarkar | 16 October 2026

Asure Software (ASUR): Can Revenue Growth Keep Pace With Its Expanding Payroll Services?

On 29 September it launched AsureCentral to its reseller network, on 15 September it expanded its 2026 conference presence to target a $1.7 billion enterprise payroll tax opportunity, and on 9 September it released its 2026 HR Benchmark Report. Earlier, on 1 September, Asure …

Aditi Sarkar | 16 October 2026

Amtech Systems (ASYS): Can AI-Related Orders Sustain a Recovery?

Amtech closed at $13.45 on Thursday 15 October 2026, down 3.93%, In the reported figures with a market capitalisation of about $235 million. The 52-week range was $6.75 to $25.71, so the close was about 48% below the high and roughly double the low …

Aditi Sarkar | 16 October 2026

A10 Networks (ATEN): What Is Behind the Raised 2026 Outlook?

Chief executive Dhrupad Trivedi said the company had delivered another quarter of double-digit revenue growth and sustained cash generation, and that the higher outlook reflected first-half performance.

Aditi Sarkar | 16 October 2026

Atomera (ATOM): How Long Can Its Semiconductor Licensing Model Develop?

Those figures describe a company whose spending is far larger than its sales, which is why its funding position and the pace of customer adoption matter more to many investors than the income statement alone.

Aditi Sarkar | 16 October 2026

AvePoint (AVPT): Can SaaS Growth Support Its Higher Annual Outlook?

The data-security and governance software group provides tools that help organisations manage and protect information in cloud and collaboration platforms. It describes its pitch as helping customers prepare data for artificial intelligence, and chief executive Dr Tianyi Jiang attributed the quarter to "the growing …

Aditi Sarkar | 16 October 2026

AXT (AXTI): How Does the Lumentum Agreement Change Its Outlook?

Under the Lumentum agreement, AXT will reserve a minimum annual InP volume from signing through 31 December 2031 and support any additional capacity Lumentum requires. Lumentum will pay an initial deposit of $43.5 million within 30 business days of signing, with a further $43.5 …

Aditi Sarkar | 16 October 2026

Bandwidth (BAND): Can Cloud Communications Growth Support Raised Guidance?

On 20 August it also announced ISO/IEC 42001 certification for its AI management system. These are modest operating announcements and were not accompanied by financial figures, so the most recent hard numbers remain the second-quarter results. Bandwidth describes itself as the "first and only …

Aditi Sarkar | 16 October 2026
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