Daily Roundup

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Activeport and Clarity Global Target USD 60B Workflow Market

Activeport Group Ltd (ASX: ATV) has announced a strategic partnership with Clarity Global Pty Ltd, a leader in Unified Operational Support (OSS) and Business Support (BSS) systems. The two companies will integrate Clarity's proven inventory, fulfillment, and assurance applications directly into Activeport's network orchestration platform.

This integration will equip telcos and data centres with AI-powered automation, cloud-native features, and open APIs to accelerate service deployment and reduce operational costs. The combined solution also unlocks new revenue streams for customers through dynamic network monetisation and partner ecosystem integration.

Partnering with Clarity will help Activeport expand its reach, exposing the Activeport Network Orchestration Platform to Clarity's extensive customer base of over 20 Tier 1 operators. Together, the companies aim to reshape the future of cloud-enabled networks, capitalising on the projected USD $60 billion global OSS/BSS telco software market.

Westpac Reports Solid 2025 Financial Results

Westpac Banking Corporation (ASX: WBC) has delivered a solid 2025 financial performance, reporting a net profit ex Notable Items of $7.0 billion, up 2% on the prior year. The bank's return on tangible equity ex Notable Items was 11.0%, up 24 basis points, while the cost to income ratio ex Notable Items improved 3 percentage points to 53.0%.

Westpac achieved strong deposit growth of 7% to $723 billion and loan growth of 6% to $856 billion. The company continued to support its communities, investing $199 million and volunteering 65,538 hours.

Looking ahead, Westpac expects to invest $850 million to $950 million in its UNITE transformation program in FY26, with around 75% of the spend to be expensed. The company remains focused on improving its performance relative to peers, delivering a better customer experience, and transforming the business through UNITE.

Westpac Sells RAMS Mortgage Portfolio

Westpac has entered into an agreement to sell its $21.4 billion RAMS mortgage portfolio to a consortium including Pepper Money, KKR and PIMCO. The sale is expected to simplify Westpac's operations and provide strategic flexibility.

Following the completion of the transaction, Westpac's common equity Tier 1 capital ratio is estimated to increase by approximately 20 basis points. RAMS customers will continue to manage their loans through the RAMS app, website, and call centre, with no immediate changes required.

Aquirian Partners with Hongda for Electronic Detonator Facility

Aquirian Limited (ASX: AQN) has completed a strategic review of its Wubin Energetics Precinct and signed a non-binding framework agreement with Hongda Civil Blasting Group to establish a 50:50 joint venture for an electronic detonator manufacturing facility.

The proposed facility is intended to have the capacity to produce up to 10 million electronic detonators per annum, strengthening Australia's domestic supply of critical blasting components. The joint venture would leverage Hongda's expertise in innovation and manufacturing to support the development of local capabilities.

Subject to regulatory approvals and final binding agreements, the facility could be constructed and commissioned within two years. Aquirian has also received indicative secured debt financing from National Australia Bank to support its capital contribution to the joint venture.

Findi Sees Strong Growth in White Label ATMs and Digital Payments

Digital payments provider Findi Limited (ASX: FND) has reported significant progress in its White Label ATM franchise sales and the performance of its Bankit digital platform.

Findi's White Label ATM franchise sales reached 1,123 as of 31 October 2025, with all newly contracted ATMs expected to be cash-live within the next 90 days. The company is also working with large-scale channel partners in India to rapidly scale the franchisee program.

Findi's Bankit digital platform achieved a new record in transaction volumes, with a Gross Transaction Value run-rate of A$5.26 billion in October 2025, the highest level recorded to date. The number of KYC-registered merchants on the platform also increased by 2,244 during the month.

ResMed Reports Solid Q1 2026 Results

Medical device company ResMed Inc. (ASX: RMD) has reported its financial results for the first quarter of fiscal year 2026, delivering strong performance across its business segments.

Devices revenue grew 8.7% and Masks & Other revenue increased 10.7% year-over-year. Residential Care Software revenue also rose 6.0% compared to the prior year period. Total revenue for the quarter was $1.34 billion, a 9.0% increase from the same period last year, while net income increased 11.9% to $348.5 million.

Looking ahead, ResMed expects revenue growth in the range of 8-10% and net income growth of 10-12% for fiscal year 2026. The company remains focused on driving innovation in its Sleep and Breathing Health and Residential Care Software businesses to meet growing demand.