FY26 Full Year Investor Presentation

• Megaport achieved a 103% YoY increase in incremental ARR.
• Network ARR increased by 24% YoY on a Constant Currency basis.
• Compute ARR increased by 114% YoY, reaching $105.6M.
• Megaport expanded its data center footprint by adding 155 new DCs in FY26.
• The company secured a new $825M debt facility.

Megaport Ltd presented its FY26 full-year results, highlighting significant growth across various metrics. The company reported a 103% YoY increase in incremental Annual Recurring Revenue (ARR), reaching $290 million. Network ARR increased by 24% YoY on a Constant Currency basis, and Compute ARR grew by 114% YoY to $105.6 million. Megaport expanded its data center footprint by adding 155 new data centers (DCs) in FY26, with each new DC landing with higher first-year ARR. The company also secured a new $825 million debt facility to support future growth. Megaport's strategic initiatives, including the acquisition of Latitude.sh and Extreme IX, contributed to the strong financial performance.

FY27 Group Revenue: $620M - $730M; Network Revenue: $315M - $325M; Compute Revenue: $305M - $405M; CAPEX: $1.28B - $1.38B; EBITDA (% of Revenue): 38% - 40%

Megaport is focused on accelerating core Network revenue and expanding its Compute revenue stream. The company plans to continue investing in data center expansion, product innovation, and strategic acquisitions to drive future growth and profitability.