Activeport Group (ASX: ATV): Could Network Automation Put Activeport Group on the AI-Infrastructure Map?

Aditi Sarkar

08 September 2026 08:05 PM AEST

Activeport Group (ASX: ATV): Could Network Automation Put Activeport Group on the AI-Infrastructure Map?

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Key Highlights

Activeport automates network provisioning across carriers and data centres.
AI infrastructure growth increases Demand for scalable network orchestration.
International partnerships could broaden commercial distribution.
Small scale, cash requirements and partner dependence remain risks.

Activeport Group Limited (ASX: ATV) is a Perth-based nanocap software company that has spent 2026 quietly signing telecommunications and data-centre partnerships as global demand for AI infrastructure drives Investment into automated, software-defined network provisioning. New leadership, an expanding international footprint and fresh commercial deals have given the stock a modest lift off multi-year lows.

What Has Happened?

Through 2026, Activeport has expanded its commercial footprint on several fronts. The company signed new telecommunications contracts, reported at a combined value of around AUD 6 million, extending its network-connectivity and API portal capability to international telecommunications carriers. It also moved into the Middle East, launching an NNI (network-to-network interface) exchange in the region, and signed a software-delivery contract with Telekom Malaysia.

Understanding the Business

Activeport listed on the ASX in October 2021 and is headquartered in Perth, Western Australia, with international operations spanning telecommunications, data-centre and IT markets across multiple continents. The group operates through four divisions: Activeport, its core network-automation and orchestration software; Global Edge, focused on digital infrastructure and connectivity; Future Broadband, a connectivity services business; and Starboard IT, a managed IT services operation.

Financial and Operational Picture

Activeport remains a loss-making, early-stage business, with trailing Earnings Per Share of around negative 3.4 cents and a Book Value per share of roughly 1 cent, underscoring its status as a small, cash-constrained company rather than an established, profitable software business.

Why This Matters

The global build-out of AI and hyperscale data-centre capacity is creating strong demand for software that can automate the provisioning, pricing and management of network capacity — precisely the category Activeport's orchestration platform targets. Because software businesses of this kind tend to have largely Fixed Cost bases, even a modest expansion of Activeport's small Revenue base could, in principle, scale disproportionately if the company wins a critical mass of telecommunications and data-centre operator customers.

Industry Opportunity

Hyperscale and colocation data-centre capacity is expanding rapidly worldwide to support AI workloads, and operators are under growing pressure to provision and monetise network capacity through automated, self-service tools rather than manual processes — the core problem Activeport's software is designed to solve. The Middle East and parts of Asia, reflected in Activeport's NNI Exchange launch and Telekom Malaysia contract, are among the fastest-growing regions globally for new data-centre and digital-infrastructure investment.

Potential Catalysts

The clearest near-term catalyst is conversion of the recently announced international telecommunications contracts, reported at around AUD 6 million in combined value, into recurring, billed revenue. Further data-centre operator or telecommunications carrier partnerships in the Middle East and Asia-Pacific, building on the Telekom Malaysia agreement and the new NNI Exchange, would also support the growth narrative.

Risks Investors Should Consider

Activeport remains loss-making and cash-constrained, and further Capital raisings to fund growth cannot be ruled out, which would risk diluting existing shareholders. The network-automation and orchestration category is competitive, with larger and better-funded rivals that could out-invest Activeport in product development and sales capacity.

What to Watch Next

Investors should watch for further contract announcements and, more importantly, evidence that previously announced deals are converting into recurring, recognised revenue. Progress on the Middle East and Asia-Pacific expansion, upcoming quarterly cash-flow and balance-sheet updates, and any additional commentary from new Chief Operating and Commercial Officer Michael Glynn on the pace of commercial execution will all help clarify whether Activeport's network-automation platform can capture a meaningful share of the broader data-centre investment boom.

FAQs

Q: What does Activeport Group do?

A: Activeport Group operates in the technology sector, with its investment case centred on network orchestration, telecommunications and data-centre automation.

Q: What could drive the next phase for Activeport Group (ASX: ATV)?

A: Revenue conversion, customer growth and delivery against operational milestones could influence the next stage.

Q: What are the main risks for Activeport Group?

A: Competition, execution, funding and company-specific operating conditions remain important considerations.

Q: What should investors watch next?

A: Investors should monitor official results, cash generation, customer activity and progress against stated objectives.

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