Slide 1: Audinate FY26 Investor Presentation
Audinate FY26 Investor Presentation WORLD-LEADING TECHNOLOGY SUPPLIER TO PRO-AV Aidan Williams, Co-Founder and Chief Executive Officer Nick Peace, Chief Strategy Officer Chris Rollinson, Chief Financial Officer
Slide 2: Audinate's 20 Year Anniversary
This year marks twenty years since Audinate was founded with a vision to pioneer the future of AV. FY26 is a year that reflects how far we have come Audinate’s and the scale of the opportunity ahead. 20 Year Anniversary The Dante ecosystem now spans over 8 million shipped devices, 5,100+ products an
Slide 3: Highlights
01 Highlights A i d a n W i l l i a m s , Co-Founder and CEO 3 Audinate FY26 Investor Presentation 17 Aug 2026
Slide 4: FY26 Highlights: Revenue Growth, Market Leadership, Product Expansion
FY26 RESULTS FY26 Highlights: Revenue Growth, Market Leadership, Product Expansion FY26 Return to Growth Sustaining Leadership, Product & Platform Expansion Expanding the Dante Ecosystem • Delivered revenue growth in FY26 with performance • Dante remains the industry standard in digital • Broadening
Slide 5: Executing the Strategy: Leaner Cost Base, Strong Balance Sheet, Broader Platform
FY26 RESULTS Executing the Strategy: Leaner Cost Base, Strong Balance Sheet, Broader Platform Organisational Changes Robust Balance Sheet Audinate’s Strategic Evolution More Efficient A$65m+ Audio + Video Operating Model Cash & Term Deposits + Control • Workforce and operations restructured to • Str
Slide 6: FY26 Highlights: Key financial metrics
FY26 RESULTS FY26 Highlights: Key financial metrics 15% revenue and gross profit growth – at the upper end of guidance Key US$ Metrics FY25 FY26 Variance vs FY25 US$M Gross Profit US$ M US$ M $44.5 Revenue 40.0 46.0 15% $37.7 Gross Profit 32.9 37.7 15% $33.4 $32.9 Gross Margin % 82.1% 82.0% -0.1 pp
Slide 7: Product Portfolio Performance
FY26 RESULTS Product Portfolio Performance Broad-based growth across all product categories, led by new product launches Embedded Components – Strong performance in 2H FY26 Revenue by Product US$M FY25 FY26 Variance vs FY25 • Includes Chips, Cards and Modules (CCM) and embedded software; a large, st
Slide 8: Value Chain: From OEM Design Wins through to Product Launches
FY26 RESULTS Value Chain: From OEM Design Wins through to Product Launches Design Wins OEM Brands shipping and developing Dante-enabled Products Ecosystem Dante-enabled Products 771 5,158 684 4,603 621 229 4,176 538 194 3,853 506 500 513 3,610 161 138 3,123 129 103 2,738 142 137 178 126 129 114 95 5
Slide 9: Financial Performance
02 Financial Performance Chris Rollinson, Chief Financial Officer Audinate FY26 Investor Presentation 9 17 Aug 2026
Slide 10: Income Statement
FY26 FINANCIAL PERFORMANCE Income Statement (A#039;000) FY25 FY26 Change (%) • Revenue increased 9% in Australian dollar terms • Other operating expenses reflect travel, to A$67.8 million. Growth was lower than the subscriptions and professional fees required to Revenue 62,069 67,775 9% increase report
Slide 11: Cash Flow Statement
FY26 FINANCIAL PERFORMANCE Cash Flow Statement (A#039;000) FY25 FY26 FY26 Operating Cash Flow to EBITDA Bridge (A$ million) Receipts from customers * 68,204 64,737 EBITDA ($8.9) Payments to suppliers and employees * (64,743) (65,803) Reverse non-cash share-based payments $2.3 Interest received 4,705 2,
Slide 12: Balance Sheet
FY26 FINANCIAL PERFORMANCE Balance Sheet (A$’000s) FY25 FY26 • Cash & term deposits of $65.1 million at • Deferred tax asset includes $16.4 Cash 62,099 11,964 year end (FY25: $109.9 million). The million in Australian tax losses, carried Term deposits 47,800 53,155 movement of $44.8 million in FY26
Slide 13: Strategy & Outlook
03 Strategy & Outlook Aidan Williams, Co-Founder and CEO Nick Peace, Chief Strategy Officer 17 Aug 2026 13 Audinate FY26 Investor Presentation
Slide 14: Why Customers Choose Dante
THE DANTE PLATFORM – AUDIO, VIDEO & CONTROL Why Customers Choose Dante Dante replaces traditional audio and video cabling by distributing high-quality, low-latency digital signals over standard IP networks — increasing flexibility while significantly reducing cabling and labour costs. It’s the de fa
Slide 15: Path to Creating Sustained Value
THE DANTE PLATFORM – AUDIO, VIDEO & CONTROL Path to Creating Sustained Value Professional AV is moving from analogue, hardware-defined systems to networked, software-defined and cloud-enabled workflows. Dante is positioned to be the platform layer that connects, controls and powers this next generat
Slide 16: FY27 Strategic Priorities
THE DANTE PLATFORM – AUDIO, VIDEO & CONTROL FY27 Strategic Priorities 01 Component Business 02 Installed Products 03 AV System Software & Services Create the Network Foundation Expand the Network Monetise the Network • Grow adoption - OEM partners, products • Grow AVIO revenue through new product •
Slide 17: AI, Audinate & the AV Industry
STRATEGY & OUTLOOK AI, Audinate & the AV Industry Audinate is well positioned to provide networking and control technologies that support AI-enabled workflows in professional AV. Dante – Value & Revenue Model AV Industry – Live, Broadcast & Installed Revenue is linked to hardware devices The profess
Slide 18: Executing Growth Strategy
FY27 OUTLOOK Executing Growth Strategy Audinate enters FY27 with sustained revenue momentum, strong gross margins and a leaner cost base. Sustained Market Leadership 14x 5,100+ 542 375,000+ Nearest competitor’s on-market products Dante-enabled products in market OEMs shipping Dante products Dante-tr
Slide 19: Why Audinate?
Why Audinate? A global AV networking platform with high-margin IP, expanding software capability and operating leverage. Core investment thesis 01 Platform Leadership With Network Effects 02 Expanding Beyond Audio 03 High-Margin, Operating- Leverage Model De-facto standard in professional audio netw
Slide 20: Audinate Pty Ltd contact details
Audinate Pty Ltd Level 7, 64 Kippax Street +61 2 8090 1000 ABN 41 120 828 006 Surry Hills NSW 2010 www.audinate.com
Slide 21: Appendix
Appendix 21 Audinate FY26 Investor Presentation 17 Aug 2026
Slide 22: Dante Value Chain: One protocol, many markets
THE DANTE PLATFORM Dante Value Chain: One protocol, many markets End-user demand drives Dante adoption. Growth initiatives span products, markets, channels and geographies Audinate products Professional AV products Go-to-market channels End-to-end market demand Geographic markets Embedded components
Slide 23: OEM Design Wins Drive Future Revenue Growth
OEM Design Wins Drive Future Revenue Growth 01 02 03 04 05 06 Pre-sales Design win OEM Buy Release Once a new Dante-enabled product is released the OEM keeps product prototype new buying more Dante units as long as they keep selling their product. Dante units may be in the form of chips, cards, modu
Slide 24: Component Business
THE DANTE PLATFORM Product Portfolio Performance Category Description Audinate Products Sales Channel Revenue Model Component Business Hardware products embedded into AV devices to enable transport of AV Embedded – CCM Brooklyn, Ultimo, Broadway, Pro S1 OEM Unit price, Subscription signals Software-
Slide 25: R&D Costs
R&D Costs Development Costs (A#039;000) FY25 FY26 Driver of future revenue growth Development Costs (capitalised) 12,084 12,660 Research Costs (expensed) 3,261 4,651 Capitalised development costs Development costs comprise The increase in deliver new products and internal employee costs and development
Slide 26: Important Notice and Disclaimer
Important Notice and Disclaimer Disclaimer Past performance Market share information To the maximum extent permitted by law, neither Past performance information, including past share All market share information in this presentation is Audinate Group Limited nor any of its subsidiaries or price inf
Slide 27: Audinate Pty Ltd contact details
Audinate Pty Ltd Level 7, 64 Kippax Street +61 2 8090 1000 ABN 41 120 828 006 Surry Hills NSW 2010 www.audinate.com