Audinate Group Limited (AD8) Q2 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.617 -- 00:00:01.797 Recording in progress. 00:00:01.797 -- 00:00:06.799 My name is Aidan Williams. I'm co-founder and CEO at Ordinate. 00:00:06.799 -- 00:00:10.620 With me is Chris Rollinson, our Chief Financial Officer. 00:00:10.620 -- 00:00:14.961 In the first part of the call today, we'll be talking through the investor presentation 00:00:14.961 -- 00:00:20.462 that accompanied our financial statements, both of which were lodged with the ASX 00:00:20.462 -- 00:00:22.863 earlier today. 00:00:22.863 -- 00:00:26.964 You may ask questions at any time by typing them into the Q&A box. 00:00:26.964 -- 00:00:30.718 Hopefully you can see that in your Zoom application. 00:00:30.718 -- 00:00:36.001 At the end of the presentation we'll collate your questions and answer as many as possible 00:00:36.001 -- 00:00:39.722 in the time we have available. 00:00:40.403 -- 00:00:45.566 I'd like to start by recapping Audinate's first half highlights before 00:00:45.566 -- 00:00:50.709 we move on to covering key operational and financial metrics and then look ahead 00:00:50.709 -- 00:00:56.311 for the remainder of the financial year. Later in the presentation, I'll be briefly covering 00:00:56.311 -- 00:01:01.351 the relationship between AI, Ordnance Products and Technology, and the 00:01:01.351 -- 00:01:05.292 broader AV industry as a whole. 00:01:05.592 -- 00:01:10.653 Turning to slide three, it's pleasing to see 12% growth in US 00:01:10.653 -- 00:01:14.074 and Australian dollar revenue over the prior period. 00:01:14.074 -- 00:01:18.915 We've seen strong bookings in the first half, supporting achievement of our full year 00:01:18.915 -- 00:01:21.335 FY26 outlook. 00:01:21.462 -- 00:01:27.485 We've also continued to maintain strong gross margin percentage of 82.6% 00:0...