Megaport Limited (MP1) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

The Megaport Chief Financial Officer, Michael Reed. I've been promoted to the CFO folks. I'm also sitting as the CEO and I have delegated my CFO responsibility to Tish just to let you all know. And welcome to the FY26 full year results for Megaport. This is our investor presentation. You'll see all of this is lodged from the ASX. I think there's a number of lodgements out there, so we're going to walk through a few of those today. But let's kick it off. First and foremost, we aren't a gaming company, as many of you will probably notice from this, but this does represent our business. We are connecting from the networks to the clouds. We are compute, network, and storage, and we're on fire. Let's get through it. So what you'll see is, as you know, folks, we've acquired a compute... and Storage Company, which is we've launched storage in that period of time. So we're going to break up the business between Megaport Group, which is going to be at the top right of each screen, you'll see this particular logo. That represents that the revenue and anything we're talking about in that slide is the entire group made up of both the computer network business. If you see this at the top right is compute and this is network. So that's just a bit of a slide key to break it down so that we can share how each business is performing. Today we'll be going through company highlights, financial results, strategic update, and then a guidance update. Let's just pause for a second and look back. I think it's over the past 10 months from today. In November, we actually couldn't fit enough on the slide for what we did throughout the year, otherwise it would be too big. So on 26th of November, we announced the acquisition of Latitude.sh. That was our entrance into CPU and now GPU as a service...