Audinate Group (ASX:AD8) Builds Out Dante Video Offering Through Iris Launch

Aditi Sarkar

12 November 2026 08:50 PM AEDT

Audinate Group (ASX:AD8) Builds Out Dante Video Offering Through Iris Launch

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Highlights

Audinate reported first-half FY26 Revenue of USD 21.1 mn, compared with USD 18.9 mn previously.
Its Dante network included 516 equipment makers with products in market at the half-year reporting date.
Audinate launched Iris camera-control subscriptions in December 2025 with ten camera manufacturers participating.
The company reported 66 equipment-maker design wins in H1 FY26, against 61 a year earlier.

Audinate is developing its professional audio-video platform with new subscription services and broader equipment-maker participation. Audinate Group (ASX:AD8) has drawn attention to specific product, client and reporting developments during 2026, with the latest disclosed milestones shaping the company’s operating agenda.

Revenue Returns to Growth

Audinate’s February 2026 release reported USD 21.1 mn in H1 FY26 revenue, compared with USD 18.9 mn a year earlier. Gross Profit was USD 17.4 mn and the gross Margin reached 82.6%, up from 82.2%.

The results describe the six months ended December 2025 and therefore should not be treated as full-year earnings. Underlying EBITDA was negative AUD 2.3 mn for the period, compared with positive AUD 0.8 mn in H1 FY25.

An Expanding Equipment Ecosystem

The company reported 516 original equipment manufacturers with Dante products already in the market. Another 207 were developing Dante-enabled products. During the half-year, it secured 66 design wins, compared with 61 in the previous corresponding period.

The ecosystem matters because Dante is used to connect audio and video equipment over networks. Design wins indicate manufacturer decisions to incorporate the technology; they are not identical to shipments or recognised revenue.

Iris Adds Camera Control

Audinate launched Iris, a usage-based subscription product for camera control, in December 2025. Ten camera manufacturers participated at launch. The company positioned the service within video production and AV control workflows, complementing its existing Dante networking technology.

The new offering adds a subscription element to its product development. Its reported financial contribution remains a separate question that must be supported by subsequent company results.

Product Investment Continues

Audinate’s public materials show ongoing investment in product development and market expansion. Its financial reporting includes full-year FY26 results released in August 2026, following the earlier half-year update.

The outlook centres on continued product adoption, manufacturer engagement and new network-based video capabilities. These activities remain distinct from any undisclosed financial targets or assumptions about the speed of customer uptake.

Audinate Group shares closed at AUD 2.20 on 12 November 2026, a change of 0.92% for the session. The stock traded between AUD 2.17 and AUD 2.25, with 101,864 shares changing hands.

FAQs

Q: What is the main 2026 development?

A: Audinate reported first-half FY26 revenue of USD 21.1 mn, compared with USD 18.9 mn previously.

Q: Which company activity matters for the next reporting period?

A: Audinate launched Iris camera-control subscriptions in December 2025 with ten camera manufacturers participating.

Q: Where does the share price stand?

A: The shares closed at AUD 2.20 on 12 November 2026, with a daily move of 0.92%.

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