Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Amrita Blickstead was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Feb 02
Audinate Group Limited to Report First Half, 2026 Results on Feb 16, 2026 Audinate Group Limited announced that they will report first half, 2026 results on Feb 16, 2026 Duyuru • Sep 20
Audinate Group Limited, Annual General Meeting, Oct 21, 2025 Audinate Group Limited, Annual General Meeting, Oct 21, 2025. Location: at riley room, rydges sydney central, 28 albion street, surry hills, nsw 2010, Australia Recent Insider Transactions • Aug 23
Independent Non-Executive Chairman recently bought AU$99k worth of stock On the 22nd of August, Alison Ledger bought around 20k shares on-market at roughly AU$4.93 per share. This transaction increased Alison's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Alison's only on-market trade for the last 12 months. Reported Earnings • Aug 19
Full year 2025 earnings released: AU$0.077 loss per share (vs AU$0.13 profit in FY 2024) Full year 2025 results: AU$0.077 loss per share (down from AU$0.13 profit in FY 2024). Revenue: AU$62.1m (down 32% from FY 2024). Net loss: AU$6.38m (down 162% from profit in FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Australia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Board Change • Aug 18
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Amrita Blickstead was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Jul 31
Audinate Group Limited to Report Fiscal Year 2025 Results on Aug 18, 2025 Audinate Group Limited announced that they will report fiscal year 2025 results on Aug 18, 2025 Duyuru • Jul 21
Audinate Group Limited (ASX:AD8) completed the acquisition of Iris Studio Inc. Audinate Group Limited (ASX:AD8) entered into a binding agreement and plan of merger to acquire Iris Studio Inc. for $28 million on June 25, 2025. A cash consideration of $20 million will be paid by Audinate Group Limited. Audinate Group Limited will pay $4 million cash, subject to achieving revenue-based performance conditions, payable after 3 years and of $4 million common equity. subject to achieving service-based conditions over a 3-year period. The transaction will be funded from existing cash reserves and issuance of Audinate shares.
Following the acquisition, current employees of Iris Studio will join Audinate.
The transaction is subject to standard corporate closing conditions including approval by target shareholders. The transaction is expected to close in mid-July 2025.
Audinate Group Limited (ASX:AD8) completed the acquisition of Iris Studio Inc. on July 21, 2025. Duyuru • Jun 25
Audinate Group Limited (ASX:AD8) entered into a binding agreement and plan of merger to acquire Iris Studio Inc. for $28 million. Audinate Group Limited (ASX:AD8) entered into a binding agreement and plan of merger to acquire Iris Studio Inc. for $28 million on June 25, 2025. A cash consideration of $20 million will be paid by Audinate Group Limited. Audinate Group Limited will pay $4 million cash, subject to achieving revenue-based performance conditions, payable after 3 years and of $4 million common equity. subject to achieving service-based conditions over a 3-year period. The transaction will be funded from existing cash reserves and issuance of Audinate shares.
Following the acquisition, current employees of Iris Studio will join Audinate.
The transaction is subject to standard corporate closing conditions including approval by target shareholders. The transaction is expected to close in mid-July 2025. New Risk • Feb 17
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.5% Last year net profit margin: 18% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company. Board Change • Feb 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Amrita Blickstead was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Jan 31
Audinate Group Limited to Report First Half, 2025 Results on Feb 17, 2025 Audinate Group Limited announced that they will report first half, 2025 results on Feb 17, 2025 Board Change • Dec 24
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Amrita Blickstead was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to AU$8.94, the stock trades at a forward P/E ratio of 208x. Average forward P/E is 19x in the Electronic industry in Australia. Total returns to shareholders of 3.2% over the past three years. Duyuru • Sep 20
Audinate Group Limited, Annual General Meeting, Oct 22, 2024 Audinate Group Limited, Annual General Meeting, Oct 22, 2024. Location: rydges sydney central, 28 albion street surry hills, nsw 2010, Australia Reported Earnings • Aug 20
Full year 2024 earnings released Full year 2024 results: Revenue: AU$91.5m (up 31% from FY 2023). Net income: AU$10.2m (down 3.8% from FY 2023). Profit margin: 11% (down from 15% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Australia. New Risk • Aug 15
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (7.3% increase in shares outstanding). Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 40% After last week's 40% share price decline to AU$8.56, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 18x in the Electronic industry in Australia. Total loss to shareholders of 15% over the past three years. Duyuru • Jul 24
Audinate Group Limited to Report Fiscal Year 2024 Results on Aug 19, 2024 Audinate Group Limited announced that they will report fiscal year 2024 results on Aug 19, 2024 Buy Or Sell Opportunity • Jul 19
Now 23% overvalued Over the last 90 days, the stock has fallen 15% to AU$15.60. The fair value is estimated to be AU$12.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 29% per annum over the same time period. Recent Insider Transactions • Mar 30
Independent Non-Executive Chairman recently sold AU$2.1m worth of stock On the 27th of March, David Krall sold around 100k shares on-market at roughly AU$21.01 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Recent Insider Transactions • Mar 09
Co-Founder recently sold AU$1.1m worth of stock On the 7th of March, Aidan Williams sold around 50k shares on-market at roughly AU$21.57 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aidan has been a net seller over the last 12 months, reducing personal holdings by AU$1.8m. Recent Insider Transactions • Feb 17
Independent Non-Executive Director recently sold AU$585k worth of stock On the 14th of February, Tim Finlayson sold around 30k shares on-market at roughly AU$19.51 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$1.2m more than they bought in the last 12 months. Reported Earnings • Feb 13
First half 2024 earnings released: EPS: AU$0.059 (vs AU$0.005 loss in 1H 2023) First half 2024 results: EPS: AU$0.059 (up from AU$0.005 loss in 1H 2023). Revenue: AU$46.6m (up 51% from 1H 2023). Net income: AU$4.75m (up AU$5.13m from 1H 2023). Profit margin: 10% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Australia. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Duyuru • Jan 16
Audinate Group Limited to Report First Half, 2024 Results on Feb 12, 2024 Audinate Group Limited announced that they will report first half, 2024 results on Feb 12, 2024 Duyuru • Sep 22
Audinate Group Limited, Annual General Meeting, Oct 24, 2023 Audinate Group Limited, Annual General Meeting, Oct 24, 2023, at 09:30 AUS Eastern Standard Time. Location: Rydges Sydney Central, 28 Albion Street, Surry Hills NSW 2010 Surry Hills New South Wales Australia Agenda: To receive and consider the Financial Report, the Directors' Report, and the Independent Auditor's Report of the Company for the financial year ended 30 June 2023 (2023 Annual Report); to consider Election of Director Amrita Blickstead; to consider Re-election of Director David Krall; to consider Re-election of Director Alison Ledger; to consider Remuneration Report; and to transact such other business matters. New Risk • Sep 12
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.3% increase in shares outstanding). Significant insider selling over the past 3 months (AU$706k sold). Reported Earnings • Aug 23
Full year 2023 earnings released: EPS: AU$0.14 (vs AU$0.058 loss in FY 2022) Full year 2023 results: EPS: AU$0.14 (up from AU$0.058 loss in FY 2022). Revenue: AU$69.7m (up 51% from FY 2022). Net income: AU$10.6m (up AU$15.1m from FY 2022). Profit margin: 15% (up from net loss in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Australia. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Duyuru • Jul 31
Audinate Group Limited to Report Fiscal Year 2023 Results on Aug 21, 2023 Audinate Group Limited announced that they will report fiscal year 2023 results on Aug 21, 2023 Recent Insider Transactions • Feb 25
Independent Non-Executive Director recently bought AU$108k worth of stock On the 24th of February, Amrita Blickstead bought around 13k shares on-market at roughly AU$8.34 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold AU$1.3m more in shares than they bought in the last 12 months. Recent Insider Transactions • Feb 18
Co-Founder recently sold AU$1.0m worth of stock On the 14th of February, Aidan Williams sold around 130k shares on-market at roughly AU$7.96 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Aidan has been a net seller over the last 12 months, reducing personal holdings by AU$1.6m. Reported Earnings • Feb 13
First half 2023 earnings released: AU$0.005 loss per share (vs AU$0.028 loss in 1H 2022) First half 2023 results: AU$0.005 loss per share (improved from AU$0.028 loss in 1H 2022). Revenue: AU$30.8m (up 53% from 1H 2022). Net loss: AU$381.0k (loss narrowed 82% from 1H 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in Australia. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year. Duyuru • Jan 23
Audinate Group Limited to Report First Half, 2023 Results on Feb 13, 2023 Audinate Group Limited announced that they will report first half, 2023 results on Feb 13, 2023 Board Change • Nov 17
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Co-Founder, CEO & Director Aidan Williams was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Co-Founder, CEO & Director Aidan Williams was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Co-Founder, CEO & Director Aidan Williams was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 24
Full year 2022 earnings released: AU$0.058 loss per share (vs AU$0.046 loss in FY 2021) Full year 2022 results: AU$0.058 loss per share (down from AU$0.046 loss in FY 2021). Revenue: AU$46.3m (up 39% from FY 2021). Net loss: AU$4.46m (loss widened 30% from FY 2021). Over the next year, revenue is forecast to grow 29%, compared to a 36% growth forecast for the Electronic industry in Australia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Recent Insider Transactions • Jun 05
Independent Non-Executive Chairman recently bought AU$135k worth of stock On the 1st of June, David Krall bought around 20k shares on-market at roughly AU$6.73 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Recent Insider Transactions • Mar 04
Co-Founder recently sold AU$527k worth of stock On the 28th of February, Aidan Williams sold around 70k shares on-market at roughly AU$7.53 per share. This was the largest sale by an insider in the last 3 months. This was Aidan's only on-market trade for the last 12 months. Reported Earnings • Feb 17
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: AU$0.028 loss per share (down from AU$0.016 loss in 1H 2021). Revenue: AU$20.2m (up 32% from 1H 2021). Net loss: AU$2.15m (loss widened 78% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 25
Full year 2021 earnings released: AU$0.046 loss per share (vs AU$0.062 loss in FY 2020) The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: AU$33.4m (up 10% from FY 2020). Net loss: AU$3.44m (loss narrowed 17% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 147 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 23
First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.005 profit in 1H 2020) The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$15.4m (down 4.8% from 1H 2020). Net loss: AU$1.21m (down 455% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 11
New 90-day high: AU$8.75 The company is up 13% from its price of AU$7.74 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.84 per share. Duyuru • Jan 13
Audinate Group Limited to Report First Half, 2021 Results on Feb 22, 2021 Audinate Group Limited announced that they will report first half, 2021 results on Feb 22, 2021 Is New 90 Day High Low • Jan 04
New 90-day high: AU$8.29 The company is up 37% from its price of AU$6.06 on 07 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$5.69 per share. Is New 90 Day High Low • Dec 16
New 90-day high: AU$8.18 The company is up 36% from its price of AU$6.03 on 18 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$5.71 per share. Is New 90 Day High Low • Nov 11
New 90-day high: AU$7.86 The company is up 49% from its price of AU$5.26 on 13 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.98 per share. Is New 90 Day High Low • Oct 07
New 90-day high: AU$6.27 The company is up 15% from its price of AU$5.45 on 09 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$5.14 per share. Is New 90 Day High Low • Sep 20
New 90-day high: AU$6.03 The company is up 1.0% from its price of AU$5.98 on 22 June 2020. The Australian market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.68 per share. Duyuru • Aug 13
Audinate Group Limited to Report Fiscal Year 2020 Results on Aug 20, 2020 Audinate Group Limited announced that they will report fiscal year 2020 results at 9:19 PM, GMT Standard Time on Aug 20, 2020 Duyuru • Jul 23
Audinate Group Limited announced that it expects to receive AUD 28.000004 million in funding Audinate Group Limited (ASX:AD8) announced private placement of 5,436,894 shares at a price of AUD 5.15 per share for gross proceeds of AUD 28,000,004 on July 22, 2020. The transaction was oversubscribed and included participation from existing and new institutional investors. The transaction has been approved by the board of directors of the company. The transaction is expected to close on July 28, 2020. Duyuru • Jun 22
Audinate Group Limited(ASX:AD8) dropped from S&P/ASX Emerging Companies Index Audinate Group Limited(ASX:AD8) dropped from S&P/ASX Emerging Companies Index