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Audinate Group (AD8) Share Price & Analysis
AD8 Stock Chart & Stats
- Day’s Range
- AUD 2.00 - AUD 2.09
- 52-Week Range
- AUD 1.71 - AUD 4.86
- Previous Close
- AUD 2.02
- Volume
- N/A
- Average Volume (3M)
- 229.77K
- Market Cap
- AUD 170.83M
- Enterprise Value
- AUD 141.35M
- Total Cash (Recent Filing)
- AUD 65.12M
- Total Debt (Recent Filing)
- AUD 3.63M
- Price to Earnings (P/E)
- ―
- Beta
- 1.27
- Next Earnings
- N/A
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Dante Ecosystem Scale
The large installed base, broad brand support, and extensive product availability indicate meaningful ecosystem effects around Dante. A widely adopted standard can encourage further OEM integration, reinforce customer familiarity, and support durable demand for related software, modules, and management tools.
High Gross Margins
A gross margin near 82% demonstrates strong pricing and product-mix economics despite ongoing investment and cost pressures. Maintaining this level gives Audinate scope to fund research, platform expansion, and ecosystem development while retaining the potential for operating leverage as revenue grows.
Strong Balance Sheet
Substantial liquidity and no external debt provide financial flexibility while Audinate invests in Dante expansion and integrates Iris. The limited leverage reduces interest and refinancing pressure, allowing management to pursue strategic initiatives without relying heavily on additional borrowing.
Bears Say
Profitability Reset
The recent deterioration in revenue and profitability indicates that prior earnings power has not yet been restored. Negative gross profit and a deeply negative EBIT margin can constrain reinvestment capacity, weaken returns on capital, and require sustained execution before operating leverage becomes dependable.
Weak Cash-flow Outlook
The sharp reduction in operating cash flow and delayed free-cash-flow breakeven show that growth investments are currently absorbing much of the company’s cash generation. Continued funding needs could limit flexibility and make the timing of improved profitability dependent on successful execution.
Iris Execution Risk
Iris was acquired to broaden Audinate into video, control, and wider AV workflows, but its early revenue contribution is limited and the earn-out target is off track. This raises uncertainty around the acquisition’s strategic payoff and increases the execution burden of integration and commercialization.
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Audinate Group Stock Smart Score
Company Description
Audinate Group
Audinate Group Limited is an Australia-based global provider of digital audio-visual (AV) networking solutions. The company's core offering is Dante, a proprietary technology platform that facilitates the transmission of digital audio and video signals over standard computer networks, primarily for original equipment manufacturers. Its extensive product range includes software such as Dante Controller for real-time network monitoring, Dante Virtual Soundcard for accessing various audio devices on a network, Dante Via for multi-channel audio routing from computers, Dante Studio, and Dante Domain Manager, as well as the Dante AVIO adapter. Furthermore, Audinate provides products already integrated with Dante technology and a comprehensive set of development tools—including chips, modules, IP Core, a Dante application library, and reference designs—to aid in the creation of networked AV products. Audinate Group Limited, founded in 2003, is headquartered in Surry Hills, Australia.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- Aidan Williams
- Employees
- 235
- Website
- www.audinate.com
- Address
- 64 Kippax Street, Surry Hills, NSW, 2010, AU
Audinate Group (AD8) Earnings & Revenues
AD8 Company Deck
AD8 Earnings Call
Earnings Call SentimentNeutral
The call presented a mix of positive operational momentum and strategic progress alongside meaningful short‑term costs and execution risks. Positive indicators include a return to revenue growth (USD +~15%), high gross margins (~82%), record product launches (555 new products), strong leading indicators (137 design wins, 771 OEMs) and a robust cash balance (USD 65M). Offsetting these are an underlying EBITDA loss (USD 3.6M), a large net cash outflow (USD 44.8M) driven by the Iris acquisition and investment, Iris generating only USD 200k in FY '26 with the earn‑out currently not on track, and elevated employee and operating costs. Management expects FY '27 to show improved operating leverage, flat operating costs, maintained margins and progress toward positive free cash flow by FY '28. Overall, the call reads as a company investing heavily to broaden its platform and future recurring revenue streams while accepting near‑term profitability and cash generation pressure.
View all AU:AD8 earnings summariesAD8 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 3 | 5 | 14 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 0 | 0 | 12 |
