• Q2'26 revenue of $13.4m, up 44% on prior comparative period
• Q2'26 EBITDA of $1.65m, second consecutive EBITDA positive quarter
• Net operating cash outflow of ($0.6m) in Q2'26

Atomos Limited (ASX:AMS) today releases its Appendix 4C and Quarterly Activities Report for the three-month period ended 31 December 2025 (Q2'26). Key highlights include Q2'26 revenue of $13.4m, up 44% on the prior comparative period, and Q2'26 EBITDA of $1.65m, up from $0.25m in Q1'26, marking the second consecutive EBITDA positive quarter for the company. The net operating cash outflow in Q2'26 was ($0.6m), reflecting higher cash receipts of $12.2m, partly offset by increased inventory investment to support new product releases. For the first half of FY26, the company reported $23.7m in revenue, up 28% on the prior comparative period, and $1.9m in EBITDA, a significant improvement from the $5.6m loss in the prior comparative period. The company is anticipating 2H'26 revenue and EBITDA to exceed the 1H'26 results, as well as positive operating cashflows in the second half. Operationally, the company made progress on its product roadmap, including the launch of the Ninja TX GO and firmware updates for the Ninja TX series, expanding camera control functionality and ProRes RAW support. The company also continues to invest in its modernised go-to-market strategy, with a focus on digital marketing, marketplace presence, and growing direct-to-consumer sales.

The company is anticipating: 2H'26 revenue to exceed 1H'26 ($23.7m); 2H'26 EBITDA to exceed 1H'26 ($1.9m); and H2'26 positive operating cashflows.

Atomos has a detailed product roadmap with several new releases expected over the course of H2'26 which along with the current flagship Ninja and Shinobi ranges are expected to continue driving sales momentum. The company is also actively exploring opportunities for white label partnerships or accretive product-focused acquisitions to further expand the product and technology ecosystem.