Highlights

  • Audinate (ASX:AD8) closed at AUD 1.98 on 10 August 2026, down 3.41% or AUD 0.070 during the session.
  • The company is scheduled to release FY2026 results on 17 August 2026.
  • H1 FY2026 Revenue increased to US$21.1 million from US$18.9 million in the prior corresponding period.
  • Audinate continues expanding its Dante ecosystem across professional audio and video applications.

Audinate (ASX:AD8) is focused on advancing its Dante audio-visual networking technology platform across professional audio, broadcast, conferencing and installation markets.

The company develops software, hardware and licensing solutions that allow digital audio and video signals to be transmitted over standard networks.

Audinate closed at AUD 1.98 on 10 August 2026, down 3.41% or AUD 0.070 during the session. The company’s upcoming FY2026 results will provide further visibility on revenue trends, cost management and Demand conditions.

FY2026 Results to Provide Business Update

Audinate is scheduled to release its FY2026 financial results on 17 August 2026.

The company’s previous half-year update showed a return to revenue growth following a challenging FY2025 period affected by inventory adjustments across the professional audio sector.

Management has focused on improving operating efficiency, managing costs and supporting growth across its software and licensing portfolio.

The FY2026 results will provide further detail on second-half demand trends, Gross Profit performance and progress across Dante-enabled products.

Dante Ecosystem Remains Central Growth Driver

Audinate’s core Dante platform remains the foundation of its business strategy.

The technology is used by professional audio manufacturers and end users across live events, commercial installations, broadcast and conferencing environments.

The company has continued expanding adoption of Dante Video, with 60 original equipment manufacturer brands licensed for Dante Video by the end of FY2025, compared with 50 previously.

The company also reported 116 Dante Video products launched by FY2025, with additional design wins identified during the first half of FY2026.

Software Mix Supports Margin Profile

Audinate (ASX:AD8) has increasingly focused on software-related revenue streams within its broader product portfolio.

For H1 FY2026, the company reported revenue of US$21.1 million, compared with US$18.9 million in the prior corresponding period.

Gross profit increased to US$17.4 million from US$15.5 million, while gross margin was 82.6%.

Revenue contribution included embedded components, software licensing, adaptors and other products.

The company’s software-weighted model has supported gross margin levels, although revenue growth remains linked to professional AV market conditions and customer demand.

FY2025 Reset and Cost Management Initiatives

Audinate’s FY2025 performance reflected challenges from inventory destocking across the professional audio market.

Revenue declined to US$40.0 million from US$60.0 million in FY2024, while gross profit declined to US$32.9 million from US$44.5 million.

The company reported statutory net loss of AUD 6.4 million compared with a AUD 10.2 million profit in the prior year.

Underlying Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) declined to AUD 0.7 million from AUD 20.3 million.

Following this period, the company implemented cost management initiatives, including workforce adjustments and Investment prioritisation.

Professional AV Market Remains Key Consideration

Audinate operates within the professional audio-visual technology sector, where demand is influenced by venue investment, broadcasting requirements, conferencing infrastructure and commercial installations.

The company’s Dante technology benefits from adoption across a broad ecosystem of manufacturers.

However, the transition from hardware-linked revenue towards software-based solutions creates both opportunities and near-term revenue considerations.

Future growth will depend on continued ecosystem adoption, customer demand and conversion of product design wins into commercial sales.

Outlook

Audinate’s near-term focus remains on FY2026 results, revenue recovery, Dante Video adoption and management of operating costs. Key areas to monitor include gross profit growth, second-half demand trends, free Cash Flow performance and FY2027 expectations. The company continues investing in its software and licensing ecosystem while navigating changes in professional AV demand patterns. Future performance will depend on converting technology adoption into sustainable revenue growth.