Key Highlights

  • SiteMinder (ASX:SDR) lifted FY26 adjusted EBITDA 96.5% to $28.1 million as ARR grew 24.1% to $313.7 million on a constant-currency and organic basis.
  • Nuix (ASX:NXL) reported FY26 Revenue up 18.8% to $263.2 million, with its Nuix Neo platform's Annualised Contract Value growing 179% to $78.5 million.
  • Weebit Nano (ASX:WBT) upgraded FY26 revenue guidance to at least A$13.5 million after three customers successfully taped out chip designs embedded with its ReRAM technology.
  • All three companies strengthened their balance sheets during the period, with Weebit Nano alone holding a cash balance of A$167 million as at 30 June 2026.

A cluster of ASX-listed technology companies has drawn renewed investor attention following a run of full-year and quarterly disclosures detailing Margin expansion, platform migration progress and Capital raising activity. SiteMinder (ASX:SDR), Nuix (ASX:NXL) and Weebit Nano (ASX:WBT) each released updates covering the period to 30 June 2026, spanning hotel commerce software, investigative data analytics, and semiconductor intellectual property licensing. Together, the three results illustrate a common theme across parts of the local technology sector: businesses converting earlier-stage platform Investment into improving profitability and cash generation.

SiteMinder (ASX:SDR): Adjusted EBITDA Nearly Doubles

SiteMinder (ASX:SDR) reported FY26 adjusted EBITDA of $28.1 million, an increase of 96.5% on the prior year, with the adjusted EBITDA margin expanding 419 basis points to 10.6%. Annualised Recurring Revenue increased 24.1% to $313.7 million on a constant-currency and organic basis, while revenue grew 22.0% to $266.1 million on the same basis, with Smart Platform-driven transaction revenue up 34%. This performance was delivered amid heightened geopolitical and global travel uncertainty, and against a strengthening Australian dollar that adversely affected reported figures.

Reported net loss narrowed to $11.3 million from $24.5 million in FY25, while adjusted free Cash Flow more than doubled to $10.5 million. Momentum across the company's Smart Platform accelerated during the year, with Dynamic Revenue Plus now supporting more than 50,000 rooms, more than double the level six months earlier, and Channels Plus growing to almost 10,000 hotels. For FY27, SiteMinder expects its adjusted EBITDA margin to expand meaningfully, with ARR growth continuing in the 20s on a constant-currency and organic basis, and has set a longer-term target of a mid-20s EBITDA margin by FY30.

Nuix (ASX:NXL): Nuix Neo Drives Platform Migration

Nuix (ASX:NXL) reported FY26 revenue increasing 18.8% to $263.2 million, with Total Annualised Contract Value up 13.9% to $260.0 million, within the company's previously guided range. The standout contributor was the Nuix Neo platform, where ACV grew 179% to $78.5 million across 135 customers, lifting Nuix Neo's share of total ACV to 30%, more than double the proportion recorded twelve months earlier. Net Dollar Retention improved to 105.2% at year end, up from 101.0% at the half.

Adjusted Management EBITDA rose 60.4% to $59.8 million, with margin expanding to 22.7% from 16.8%, meeting the company's strategic objective to grow revenue faster than operating costs. Statutory NPAT swung to a $16.4 million profit from a $9.2 million loss in the prior year, while Underlying Cash Flow increased 154% to $51.0 million. The company's April 2026 Acquisition of Linkurious, a data visualisation Business intended to complement Nuix Neo's data processing capabilities, is progressing integration to plan, with early cross-sell wins already secured.

Weebit Nano (ASX:WBT): Customer Tape-Outs Validate ReRAM

Weebit Nano (ASX:WBT) achieved a key milestone during its June 2026 quarter, with three product customers successfully taping out chip designs embedded with its ReRAM technology, one of which already has functional prototype chips back from the fab running software. Applications for these designs include smart battery management systems and cybersecurity, with further testing and qualification expected to take 12-18 months ahead of mass production.

The company upgraded its FY26 revenue guidance to at least A$13.5 million, supported by expanded licensing agreements with existing customers and continued technology transfer progress to Texas Instruments and onsemi. Weebit Nano raised A$15 million during the quarter via a Share Purchase Plan, bringing total funds raised to A$102 million, and reported a cash balance of A$167 million as at 30 June 2026, positioning the company to fund continued scale-up as semiconductor industry Demand for ReRAM intellectual property grows.

A Common Thread Across the Sector

Across SiteMinder, Nuix and Weebit Nano, a recurring pattern emerges: each company is at a different stage of converting platform or technology investment into commercial traction. SiteMinder's Smart Platform and Nuix's Neo migration both illustrate mature SaaS businesses translating product adoption into margin expansion, while Weebit Nano's customer tape-outs represent an earlier-stage validation milestone on the path toward recurring licensing revenue. For investors monitoring the broader ASX technology sector, these three names offer contrasting risk and Maturity profiles within a shared narrative of platform-driven growth.

Key Takeaways

Taken together, the FY26 and Q4 FY26 disclosures from SiteMinder (ASX:SDR), Nuix (ASX:NXL) and Weebit Nano (ASX:WBT) point to a period in which platform and technology investment across the ASX technology sector began translating more visibly into profitability and cash generation. SiteMinder's near-doubling of adjusted EBITDA and Nuix's swing to statutory profit both reflect maturing SaaS businesses benefiting from operating leverage, while Weebit Nano's customer tape-out milestone marks an earlier but no less significant step in its commercialisation pathway. Each company's guidance for the year ahead points to continued momentum, making all three names ones that investors following the sector are likely to keep watching.