)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Aussie Broadband
Aussie Broadband (ABB) investor relations material
Aussie Broadband M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A announcement summary11 Feb, 2026
Deal rationale and strategic fit
Acquisition of AGL Telco and associated customer assets, including AGL and Southern Phone brands, adds 350,000 broadband and mobile connections plus 46,000 voice services, aligning with the Lofty28 strategy for significant growth in residential connectivity.
The deal provides access to AGL's 4.5 million customer base, offering a new growth channel and expanding presence in the MVNO mobile segment.
Multi-channel approach now includes energy, banking, and real estate partnerships, diversifying market reach and reducing reliance on direct NBN channels.
Long-term exclusive partnership leverages network infrastructure and customer service with AGL's brand and customer base.
Expected to become the third largest NBN provider with over 1.25 million broadband connections post-migration.
Financial terms and conditions
Consideration is AUD 115 million in equity (22 million shares, ~7.5% of issued capital), with shares subject to standstill and disposal restrictions.
AGL may receive up to AUD 10 million in additional shares, contingent on net connection growth milestones.
Transaction expected to deliver AUD 235 million in revenue and AUD 21 million underlying EBITDA in the first year post-migration, with an acquisition multiple of approximately 5.5x estimated underlying EBITDA.
Excludes one-off transaction, migration, and service establishment costs, as well as contract incentive amortization.
Shares issued make AGL a substantial shareholder.
Synergies and expected cost savings
Network upgrades underway to accommodate new connections, with anticipated improvement in unit cost metrics as capacity is utilized.
Productivity gains expected from integrating customer service operations, leveraging omnichannel solutions, and deploying self-service and AI tools.
Scale benefits and efficiency gains from network synergies anticipated to drive significant earnings upside.
Economies of scale and efficiency initiatives projected to support margin improvement from current low levels toward a 12.5% EBITDA margin target.
Detail specific synergy benefits from AGL partnership
How does AGL Telco's 12.5% EBITDA target compare?
Explain AGL's right to buy back customer contracts
AGL Telco skews to lower-speed plans. How will ABB grow this segment?
What are key drivers to lift AGL Telco's low gross margin?
How will ABB balance AGL growth incentives with pricing control?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Aussie Broadband earnings date
H1 202622 Feb, 2026
Aussie Broadband
Next Aussie Broadband earnings date
H1 202622 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Aussie Broadband Limited is an Australian telecommunications and technology company, established through the amalgamation of Wideband Networks and Westvic Broadband in 2008. It has grown to become a significant provider of internet services in Australia, offering a broad range of solutions to residential, business, enterprise, and government customers. The company's offerings include fixed broadband, telephony, mobile services, and entertainment bundles, alongside wholesale access to other telcos and managed service providers. Aussie Broadband operates across four main segments: Residential, Business, Wholesale, and Enterprise & Government, providing comprehensive telecommunications services to a diverse customer base. The company is headquartered in Morwell, Victoria, and its shares are listed on the Australian Securities Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage