What Did Aura (ASX:AXQ) Show in Its Q3 2026 Investor Presentation?

Sonal Goyal

12 November 2026 11:33 AM AEDT

What Did Aura (ASX:AXQ) Show in Its Q3 2026 Investor Presentation?

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Key Highlights

Aura reported pro forma ARR growth of 24 percent year on year for the quarter ending 30 September 2026.
The presentation reaffirms full-year 2026 guidance of 20 percent-plus ARR growth and positive adjusted free cash flow.
The Qoria Acquisition closed on 17 July 2026, so the quarter reflects Qoria only from that date on a statutory basis.
Q3 ARR was revised to $355.0 million from the previously reported $357.4 million after a partner reporting update.

Aura Consolidated Group, Inc. (ASX:AXQ) has released its third-quarter 2026 Earnings presentation, which is published alongside its quarterly results on 11 November 2026 US time, or 12 November in Australia. The presentation covers the first quarter since completing the acquisition of Qoria on 17 July 2026. The company describes itself as a global leader in online safety and wellbeing, and the presentation is framed around pro forma results that include Qoria for the full periods presented.

Pro forma growth and cash flow

On a pro forma basis, the company reported third-quarter Revenue of $87.9 million, up 24 percent year on year, and annual Recurring Revenue of $355.0 million, also up 24 percent. Adjusted free Cash Flow was positive at $12.4 million, a $15.5 million improvement on the prior year. The company reaffirmed its full-year 2026 guidance for 20 percent-plus ARR growth and positive adjusted free cash flow from the transaction close through year-end.

The company also revised its Q3 ARR. The earlier figure of $357.4 million was adjusted to $355.0 million after a partner provided updated reporting following the quarter end, and an auditor's review identified the reclassification of $200,000 of September revenue. The revision is small, but it shows the company's reliance on partner data for reconciliation.

Statutory presentation and non-GAAP measures

Because the Qoria acquisition completed mid-quarter, statutory results include Qoria only from 17 July, while the pro forma figures include it for the full periods. The presentation uses non-GAAP measures including adjusted EBITDA, adjusted free cash flow and adjusted general and administrative expense, which exclude items such as IPO readiness and acquisition-related costs. Investors will need to reconcile these measures to statutory accounts.

Final Word

Aura's presentation shows steady pro forma growth and a positive cash flow contribution, while the guidance for the full year remains unchanged. The acquisition of Qoria changes the company's scale, so the comparison between statutory and pro forma figures will be important in the coming periods. The revised ARR figure and the reliance on non-GAAP measures are points that shareholders will want to monitor as the company reports its full-year results.

FAQs

Q: What was Aura's pro forma Q3 revenue?

A: Pro forma Q3 revenue was $87.9 million, up 24 percent year on year.

Q: Has Aura changed its full-year guidance?

A: No. The company reaffirmed guidance for 20 percent-plus ARR growth and positive adjusted free cash flow from transaction close to year-end.

Q: Why was Q3 ARR revised?

A: The ARR was revised from $357.4 million to $355.0 million after a partner provided updated reporting and an auditor review reclassified $200,000 of September revenue.

Q: When did the Qoria acquisition complete?

A: The acquisition closed on 17 July 2026.

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