• Megaport secures four new AI contracts with a combined TCV of A$458.9M
• Establishing a GPU Pool with A$350M investment
• Launching an entitlement offer to raise A$827.3M for funding
• Pro forma ARR increases to A$662.9M
• FY26 Revenue Guidance range tightened to A$307M - A$315M

Megaport Limited, a leading global automated infrastructure platform, announced the creation of an on-demand GPU Pool and the execution of four new AI infrastructure contracts with a combined Total Contract Value (TCV) of A$458.9M. The contracts, expected to commence in H1 FY27, require approximately A$369.5M in capital expenditure for high-performance GPUs, network, and storage infrastructure. To fund these contracts and the GPU Pool, Megaport is undertaking a fully underwritten 1 for 3.08 pro rata accelerated non-renounceable entitlement offer to raise A$827.3M. The GPU Pool, supported by A$350M of investment, will provide enterprise customers with access to AI infrastructure through both contracted and consumption-based commercial models. The contracts and GPU Pool form the foundation of Megaport's strategy to establish a Globally-Distributed AI Inference Cloud leveraging its footprint of more than 1,100 connected data centers across 31 countries. The Compute division's pro forma ARR increases to A$385.2M, with Strategic Contracts contributing A$747.8M of TCV and A$301.3M of ARR. Combined Group pro forma ARR increases to A$662.9M. Network ARR (Apr-26) increased 25% year-on-year on a constant currency basis to A$277.7M, and Network Net Revenue Retention increased to 113%. FY26 Revenue Guidance range is tightened to between A$307M and A$315M. FY26 EBITDA and FY26 Group Capex Guidance remain unchanged.

FY26 Revenue Guidance range tightened to between A$307M and A$315M

Megaport expects continued investment in storage, network, and CPUs to expand its distributed footprint and support the capacity build-out associated with recent announcements.