Activeport Group Limited · ASX:ATV
Activeport — Investor Presentation (July 2026)
24 slides from Activeport's investor presentation, Jul 1, 2026
Slide 1: The Next Chapter
For personal use only The Next Chapter Activeport Group (ASX: ATV) · July 2026 Investor Briefing Confidential and proprietary information relating to an unreleased ActivePort product and details aresubject to change prior to General Release. Do not share, copy, or disclose this material to any party
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER For personal use only IMPORTANT: you must read the following before continuing. This presentation (Presentation) has been prepared by Activeport Group Ltd (ACN 636 569 634) (Company or Activeport) for the purpose of providing an overview of its current prospects and
Slide 3: Under New Management – Michael Glynn
Under New Management– Michael Glynn For personal use only Appointed Chief Operating & Commercial Officer in May 2026. Michael brings unmatched pedigree from building Asia-Pacific's most consequential network platforms. • Founding staff member of Megaport, Superloop and business owner of Console Conn
Slide 4: Top Three Priorities – Michael Glynn
Top Three Priorities- Michael Glynn For personal use only Internationalise • Drive revenue beyond Australia targeting telcos, data centres and enterprises in USA, Europe, Middle East across Africa and beyond using existing global relationships. Commercialise • Convert platform capability into contra
Slide 5: First Days – Execution Underway
First 90 Days– Execution Underway For personal use only Building the Revenue Engine Alongside cost discipline and product delivery focus, Michael is actively building a strong recurring revenue pipeline: • $1M of OPEX removed and partly reallocated to lower cost regions and more effective resources.
Slide 6: NaaS Overlay Modernised User Interface
NaaS Overlay Modernised User Interface ActivePortal & Global Edge For personal use only
Slide 7: We're enabling networks for the AI era
We’re enabling networks for the AI era For personal use only The problem • 5,000+ telcos globally still running on legacy platforms, unequipped for what comes next. The opportunity • $50B global SDN software license market by 2029, growing at ~25% CAGR The catalyst • AI traffic expected to grow 3x b
Slide 8: How Activeport makes money
For personal use only How Activeport makes money Three distinct, high-margin software revenue streams, each purpose-built for the AI, digital infrastructure era.
Slide 9: Software That Makes Complex Networks Simple
REVENUE STREAM 01 Software That Makes Complex Networks Simple For personal use only • Activeport replaces manual processes with intelligent automation that simplifies how network services are ordered, provisioned and managed. • One platform. One workflow. • Faster delivery with less operational over
Slide 10: Software Licences to Telcos & Data Centres
REVENUE STREAM 01 Software Licences to Telcos & Data Centres For personal use only Activeport software sits across traditional telco networks, transforming legacy data pipes into software driven, automated, cloud on-ramps — delivering immediate, measurable value to operators. • Typical transaction s
Slide 11: Software Licences to Telcos & Data Centres
REVENUE STREAM 01 Software Licences to Telcos & Data Centres For personal use only • Delivers common SDN features including ports, virtual cross connects, cloud routers, virtual edge, SD-WAN and more. • Enables telco and data centres to generate new revenue from their networks • Steps-up their servi
Slide 12: Software driving network needs for Cloud/AI
REVENUE STREAM 01 Software driving network needs for Cloud/AI For personal use only Our target customers operate the infrastructure powering the global digital economy, providing Activeport with a substantial opportunity to scale software licensing across multiple high-growth industry segments. Data
Slide 13: Software Licenses to GPU partners - Neoclouds
REVENUE STREAM 02 Software Licenses to GPU For personal use only partners - Neoclouds Born in cloud gaming with AMD, Activeport's GPU orchestration capability now powers the AI inference layer, a rapidly expanding and structurally important market. • Complete compute orchestration stack from bare me
Slide 14: Complete Technology Stack for GPU infrastructure
REVENUE STREAM 02 Complete Portals Customer portals · Dashboards · Service catalogue · Technology Where everyone engages No-code workspaces For personal use only Stack Marketplace Broker Monetise spare capacity Discover & forecast capacity · Dynamic pricing · Publish to VAST, RunPod, Akash or your o
Slide 15: Revenue Stream
For personal use only REVENUE STREAM 02
Slide 16: GPUaaS + NaaS - The AI Connectivity Opportunity
REVENUE STREAM 02 GPUaaS + NaaS - The AI Connectivity Opportunity For personal use only GPUaaS and Network-as-a-Service are rapidly converging, creating a new category where infrastructure orchestration and intelligent connectivity become key competitive advantages. $134B 20-30% Global NaaS GPUaaS M
Slide 17: Activeport Software: Orchestrated Last Mile Networks
REVENUE STREAM 03 Activeport Software Orchestrated Last Mile Networks For personal use only Managed Network Software platform enabling automated pricing, ordering, provisioning and management of last-mile connectivity. Enterprise Ethernet – DIA (Direct Internet Access) Carrier-grade enterprise and g
Slide 18: Global Marketing Campaign
REVENUE STREAM 03 Global Marketing Campaign For personal use only
Slide 19: Australian Retail Broadband
REVENUE STREAM 03 Australian Retail Broadband For personal use only Existing 1700 tails + growing • Retail Australian ISP to complement Global Edge’s international wholesale platform. • Same GE network for economies of scale • Focussed on higher value domestic internet services with higher margins.
Slide 20: Australian Connectivity - Sizing the Opportunity
REVENUE STREAM 03 Australian Connectivity - Sizing the Opportunity For personal use only These adjacent enterprise networking markets represent a combined addressable opportunity of approximately US$181 billion, underpinned by long-term growth in cloud, AI and digital infrastructure. $6.45B $2.0B $4
Slide 21: Three Key Markets – Three Revenue Streams
Three Key Markets – Three Revenue Streams For personal use only Pure-software model: three high-margin revenue streams → strong free cash flow as momentum builds $324B $181B $134B $8.9B Combined NaaS Overlay Software GPUaaS + NaaS GE + FBB Australian addressable TAM AI Connectivity Connectivity Serv
Slide 22: Revenue Targets – Path to Cash Flow Positive
Revenue Targets – Path to Cash Flow Positive For personal use only Activeport has set clear, milestone-driven revenue targets anchored to the commercialisation strategy now underway under Michael Glynn's leadership. • Step up in software license revenue in Q1 with Upside opportunities abound: new pr
Slide 23: The Right Platform. The Right Leader. The Right Moment.
The Right Platform. The Right Leader. The Right Moment. For personal use only Purpose-Built Platform Software architecture designed from the ground up for AI-era network orchestration — not retrofitted from legacy systems. Proven Leadership Michael Glynn: Megaport, Console Connect, Superloop - a tra
Slide 24: Q&A
For personal use only Q&A ASX: ATV · activeport.com.au · investor@activeport.com.au