Audinate (ASX:AD8) H1 FY26 Results Analysis

A multi-year transition

Disclaimer: The information contained within this website and article is not financial advice and reflects my opinion in a strictly personal capacity. I am an engineer by training and profession; I do not possess formal qualifications in finance or investment. I may hold positions in the stocks mentioned and hence may be biased. This website and article aren’t written to give you advice. I am just using it as my online journal to share knowledge and insights and to get feedback - I can’t guarantee the complete accuracy of all content, so don’t rely on it. Please conduct your research or consult a professional financial advisor - I am not the one.

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I’ve put together my views on Audinate (ASX: AD8) after 1H FY26 result for  A Rich Life.

You can access the article using the link below.

https://arichlife.com.au/audinate-asx-ad8-h1-fy-2026-results-analysis/

PS: It has been a while since I have written anything, as I have been busy with my day-to-day work and moving house. I moved recently and am still settling into the new place. I expect to be writing more in the coming months, though I have had my hands full with all the news coming out of reporting season and trying to understand AI and the way it affects the companies I follow.

I was relatively lucky to sell a few of my winners mid-last year to purchase my new home, but that hasn’t shielded me from market drawdowns. I have been taking the blow on the chin since November, but I remain optimistic about some of the companies I hold. A few of my theses were broken as well, forcing me to exit positions at a loss.

At this stage, I am taking it slow. I have quite a few companies on my radar, but understanding how AI plays out isn’t yet certain or clear in my mind. In an extreme case, a “non-moaty” SaaS company will fold; at the other extreme, a “moaty” SaaS company will flourish. The basic question I am pondering right now is: which moats will remain after the AI shift?

All that said, I think management will play an even more crucial role in the coming years. Leaders with foresight and a clear direction for innovation will pivot quickly, positioning their companies to benefit. Therefore, I am watching for pivots that tackle AI threats or explore new opportunities. My guess is that those who ignore this shift will likely suffer.

Anyway, good luck!