• Q3'26 sales of $6.6m, down 3% on pcp
• Q3'26 EBITDA of $0.1m, marking three consecutive EBITDA positive quarters
• New $10m CBA Business Finance Facility executed, Monreii facility repriced from 20% to 13% per annum

Atomos Ltd released its Q3 FY26 Quarterly Activities Report, highlighting a 3% decline in sales to $6.6m, which was affected by distributor and reseller de-stocking, weaker discretionary end-customer demand, and production timing on Shogun AV-19. However, the company reported its third consecutive quarter of positive EBITDA at $0.1m, with lower revenue partly offset by contribution margin uplift and cost discipline. Q3 cash receipts were $10.2m, up 27% on pcp, with the variance to Q3 revenue reflecting collection of receivables from the stronger Q2 trading period. Q3 cash expenses were $9.4m, lower than the prior period, reflecting reduced product and operating costs. The company released Shogun AV-19 and Ninja RAW in late Q3, completed the Flanders Scientific acquisition in April, and unveiled Sumo PRO 19 and a broader product and accessory lineup at NAB 2026. Atomos also secured a new $10m, 3-year Business Finance Facility with Commonwealth Bank of Australia, and concurrently repriced the Monreii facility from 20% to 13% per annum, delivering approximately $0.7m of annual interest savings. Trading conditions through Q3 were softer than expected, driven by weaker discretionary spend reflecting global macroeconomic conditions, continuing distributor and reseller de-stocking, and production timing on Shogun AV-19. Atomos is not revising guidance at this point but notes a prolonged closure of the Strait of Hormuz and continuation of regional hostilities will likely sustain pressure on consumer and business confidence and make Q4 trading targets more difficult to achieve.

Atomos is not revising guidance at this point but notes a prolonged closure of the Strait of Hormuz and continuation of regional hostilities will likely sustain pressure on consumer and business confidence and make Q4 trading targets more difficult to achieve.

In order to deal with the external shocks, Atomos continues to manage costs and does expect a pick-up in sales in Q4 from the recently launched Shogun AV-19, Sumo PRO 19 along with new initiatives such as the Ninja series monitor trade-up program.