Australia · Delayed Price · Currency is AUD Data#3 Earnings Call Transcripts
Fiscal Year 2026
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Record H1 FY 2026 sales and profit growth were achieved despite margin pressure from Microsoft incentive changes. Infrastructure and managed services outperformed, while software is set to recover in H2. Cost control and automation drove improved operating leverage.
Fiscal Year 2025
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Record sales and profit growth were achieved, supported by board renewal and strategic focus on AI, security, and operational excellence. Shareholders engaged on guidance, dividends, and governance, with all board-recommended resolutions supported and a continued commitment to sustainable growth.
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Record FY 2025 results with $3B gross sales (up 9%) and 11% EPS growth, driven by strong managed services, infrastructure, and software. Recurring revenue rose to 69%, and the company expects software headwinds in early FY 2026 but continued growth in infrastructure and services.
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Record H1 FY25 sales and profit growth were driven by strong services and software, offset by infrastructure delays. Recurring revenue rose to 70%, and the outlook is positive with mitigation plans for Microsoft incentive changes and anticipated demand for AI-enabled devices.
Fiscal Year 2024
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Record sales and profit growth were achieved despite economic challenges, with a strong focus on digital transformation, security, and AI. Board succession and governance enhancements were highlighted, and all resolutions were supported, including a new auditor appointment.
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Record gross sales and profit growth were achieved despite economic headwinds, with strong performance in software and managed services, stable margins, and a robust cash position. The outlook is positive for services and AI-driven growth, though infrastructure faces ongoing decision delays.