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Technology

TechnologyOne (ASX:TNE): What Do H1 FY26 Results Reveal About SaaS+ Growth and Profit Margins?

TechnologyOne (ASX:TNE) provides cloud enterprise resource planning (ERP) systems covering financial management, payroll, budgeting, assets, property and other administrative functions. Its software serves local government, government agencies, education institutions, health and community-service organisations, financial services and asset-intensive industries. Customers generally subscribe to software delivered …

Aditi Sarkar | 27 October 2026

Codan Limited (ASX:CDA): What Do FY26 Results and the FY27 Trading Update Reveal?

Codan Limited (ASX:CDA) has two segments: Communications and Metal Detection. Communications includes DTC tactical radio and unmanned-system technologies, and Zetron mission-critical communications and control systems. Its customers include defence and emergency-service organisations across international markets.

Aditi Sarkar | 27 October 2026

NEXTDC Limited (ASX:NXT): What Does the FY26 Contracted Capacity Expansion Mean for Data Centre Delivery?

NEXTDC Limited (ASX:NXT) operates carrier-neutral data centres and associated connectivity infrastructure. Customers use its facilities for computing equipment, power, cooling and interconnection rather than constructing all necessary infrastructure themselves.

Aditi Sarkar | 27 October 2026

Megaport Limited (ASX:MP1): What Do FY26 Results and New AI Infrastructure Contracts Mean for Its Operations?

Megaport Limited (ASX:MP1) operates an automated infrastructure platform that connects businesses to cloud, data centre and compute services. Its FY26 results reflected growth in its networking operation and the contribution of newly acquired compute infrastructure. In late September 2026, Megaport also announced additional AI …

Aditi Sarkar | 27 October 2026

Life360 Inc (ASX:360): What Do Q2 2026 Results Show About Subscribers and Advertising?

Life360 Inc (ASX:360) offers location sharing, arrival notifications, driving-related safety features and other services intended to help household members coordinate and stay connected. Its subscription model includes a free application tier alongside paid plans that add functionality. The company also markets Tile tracking devices …

Aditi Sarkar | 27 October 2026

Dicker Data Limited (ASX:DDR): What Do H1 FY26 Earnings and the Sektor Acquisition Mean for Its Operations?

Dicker Data Limited (ASX:DDR) operates a business-to-business technology distribution model, supplying products and services to reseller and service-provider partners rather than primarily selling directly to end users. Its portfolio covers end-user computing, enterprise infrastructure, networking, cybersecurity, software and cloud-related technologies. Sales activity reflects purchasing …

Aditi Sarkar | 27 October 2026

Data#3 Limited (ASX:DTL): What Does the FY27 Trading Update Signal After FY26 Earnings Growth?

Data#3 Limited (ASX:DTL) operates across Infrastructure Solutions, Software Solutions and Services. Infrastructure covers end-user devices, networking, data-centre products and related technology deployments. Software includes cloud subscriptions, security and other enterprise licensing arrangements. Services combines advisory work, projects, support, maintenance, managed services and staffing. Headquartered …

Aditi Sarkar | 27 October 2026

Bravura Solutions (ASX:BVS): What Do FY26 Earnings and Wealth Technology Updates Show?

Bravura Solutions (ASX:BVS) provides technology used by financial institutions to administer investment accounts, retirement products, unit registries and associated transactions. Its solutions serve wealth platforms, pension and superannuation providers, asset managers, custodians and funds administrators. Product offerings include Sonata for wealth and pension administration, …

Aditi Sarkar | 27 October 2026

Macquarie Technology Group (ASX:MAQ): How Are FY26 Earnings and Data Centre Investments Developing?

Macquarie Technology Group (ASX:MAQ) reports three operating segments: Cloud Services & Government, Data Centres and Telecom. Cloud Services & Government supplies managed cloud, hosting, cyber security and associated services, including solutions for public-sector customers. Data Centres provides colocation and infrastructure capacity for enterprise, government …

Aditi Sarkar | 27 October 2026

Iress Limited (ASX:IRE): What Do H1 FY26 Earnings Reveal About Its Software Restructuring?

Iress Limited (ASX:IRE) operates across the Asia-Pacific region, the United Kingdom, South Africa and Canada. Its financial advice software supports client and practice management, portfolio administration, modelling, compliance, reporting and automated data exchange. Xplan is a principal product within its advice offering, serving advisers …

Aditi Sarkar | 27 October 2026
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