Key highlights

  • Aura shares closed at $3.07 on 12 November 2026, down 18.35%, while the S&P/ASX 200 eased 0.07%.
  • Q3 2026 Revenue grew 24% to US$87.9 million, and annual Recurring Revenue of US$355.0 million was also up 24% year on year on a pro forma basis.
  • Aura reaffirmed its full-year 2026 outlook for 20%+ ARR growth and positive Adjusted FCF from transaction close through year-end.

Shares in Aura Consolidated Group, Inc. (ASX:AXQ) closed at $3.07 on 12 November 2026, down 18.35% on the session. The S&P/ASX 200 closed at 9,146.80, down 0.07%. Aura describes itself as a global leader in online safety and wellbeing. Its most recent update was its third quarter 2026 results, released on 11 November 2026, the first quarter since completing its Acquisition of Qoria on 17 July 2026.

Revenue and recurring revenue growth

On a pro forma basis, Aura reported third quarter revenue of US$87.9 million, up 24% year on year, with annual recurring revenue of US$355.0 million, also up 24%. The company restated its ARR from the previously reported US$357.4 million after an auditor review identified about US$200,000 of September revenue that should be classified as non-recurring.

Cash flow and cost reduction

Adjusted free Cash Flow was US$12.4 million, an improvement of US$15.5 million on the prior year, while Adjusted EBITDA was negative US$14.9 million, a 45% year-on-year improvement. Net Debt stood at US$2.6 million at 30 September 2026. Aura said it is ahead of plan on a US$55 million cost-out program, with year-to-date and planned fourth-quarter actions representing about US$66 million in total savings. Direct-to-consumer Marketing spend is expected to fall by US$24 million in 2026 compared with 2025.

Solstice AI and the new Aura experience

Aura introduced Solstice, an in-house AI engine intended to sit beneath every Aura product, and unveiled a new Aura experience built on it. The new Aura replaces alerts and to-do lists with a safety system that uses specialised AI agents, and is in limited Beta with broader availability expected in early 2027. The company also launched Trusted Family Access, a consent-based offering for aging parents and adult loved ones, and said its data removal coverage has surpassed 500 data brokers.

Qoria integration and channel performance

Aura has begun integrating Qoria, a deal that the company says unites protection across home, school and work. Direct-to-consumer subscribers rose 13% year on year to 1.1 million, with ARPU up 11% and marketing spend down 18%. The enterprise channel reached about 2,300 employers, up 31%, and about 7,000 K-12 districts, up 5%, with net revenue retention of 103%.

Possible US listing

Aura said it is evaluating a potential dual listing on a U.S. stock exchange alongside its ASX listing. Management believes a dual listing could broaden the investor base and improve trading liquidity, but any such move remains subject to board approval and regulatory processes.

Sector context

Aura operates in online safety, a market the company says is being reshaped by generative AI-enabled scams and new risks to children online. Management has positioned its platform across the home, school and workplace, with its Enterprise and direct-to-consumer channels both contributing to growth. The broader ASX 200 was little changed on 12 November, which places the move in Aura shares within a stock-specific context.

Risks and limitations

Many of Aura's headline measures are non-GAAP. The statutory loss before income taxes was US$66.3 million for the quarter, compared with US$40.5 million a year earlier, reflecting US$29.8 million of acquisition-related costs and a US$6.3 million mark-to-market loss. The company has revised its Adjusted FCF definition, and some legacy Qoria operating data have not yet been fully integrated and may be revised. The new Aura experience is in beta, and the dual listing remains under evaluation. Forward-looking statements are subject to risks the company says may cause actual results to differ materially.

What to watch ahead

Investors will track delivery against the reaffirmed 2026 targets, including 20%+ ARR growth and positive Adjusted FCF through year-end, progress on the US$55 million cost-out program and the broader rollout of Solstice and the new Aura experience in early 2027. Any formal decision on a U.S. dual listing will also draw attention.

Closing thoughts

Aura shares finished the session at $3.07, down 18.35%. The third quarter report showed growth in revenue, recurring revenue and free cash flow, reduced costs and a reaffirmed outlook, alongside a statutory loss and integration work that is still under way.