Top IT Companies in Melbourne (261)

Strong Revenue Growth: Operating revenue rose 31% year over year to about NZ$2.75 billion in FY26, with AMRR up 37% and multi‑year double‑digit increases across FY24–FY26 indicating durable momentum. Customer additions of roughly 506,000 in FY26 further reinforce top‑line expansion.

Market Expansion: International revenue grew 47% headline (42% in constant currency) with strong performance in the UK and accelerating growth in the US, including ~110,000 new US customers and ~30% organic US revenue growth. ANZ also expanded, contributing to a broader geographic growth base.

Healthy Cash Flow: Free cash flow increased to about NZ$554 million in FY26, alongside a Rule of 40 outcome of roughly 48.5%. These signals point to solid cash generation while scaling operations.

Profitability: Full-year 2026 guidance was raised again after Q2, with higher adjusted EBIT and EPS ranges and results beating expectations, signaling stronger-than-planned earnings. Resilient U.S. demand and strong pricing in pickups and SUVs are cited as key profit engines supporting this momentum.

Diversified Revenue Streams: Growing subscription businesses such as OnStar and Super Cruise and rising deferred revenue from connected services are contributing higher-margin, recurring growth. Management highlights these services as additive to the core vehicle economics.

Strong Market Position & Advantage: U.S. market leadership in 2025, including dominance in full-size pickups and SUVs, reinforced scale and pricing benefits heading into 2026. This positioning helps underpin profitability even as unit trends fluctuate.

Strong Revenue Growth: Revenue increased sharply in 2025 and again in early 2026, supported by higher commercial deliveries, including the strongest annual total since 2018 and continued momentum into Q1 2026. This pattern indicates top-line recovery as production cadence improves.

Resilient & Sustainable Growth: A record total company backlog—about $695 billion with 6,100+ commercial airplanes—provides multi-year visibility across Commercial, Defense, and Services. Demand is not the constraint; output quality, supply chain health, and certifications are the gating factors.

Diversified Revenue Streams: Multiple segments are contributing, with Defense, Space & Security growing in Q1 2026 and Global Services posting a record backlog, complementing Commercial’s delivery rebound. This diversification supports stability while core airplane programs ramp.

Strong Revenue Growth: Recent results highlight accelerating momentum with Q1 2026 revenue up 15% year over year and full‑year 2025 revenue up 8%, with guidance calling for 2026 revenue growth of 6–9%. This trajectory is supported by double‑digit growth in gross bookings and sustained increases in room nights.

Profitability: Adjusted EBITDA rose 83% in Q1 2026 with clear margin expansion, and management reiterated plans for further adjusted EBITDA margin expansion for full‑year 2026. This indicates improving conversion of top‑line gains into earnings through marketing and tech spend discipline.

Investor Backing & Capital Strength: A new $5B share repurchase authorization and a declared $0.48 quarterly dividend alongside Q1 2026 results point to confidence in cash generation and balance‑sheet capacity. Prior-year free cash flow improvements further reinforce financial flexibility.

Strategic Partnerships: Partnerships with AWS on a 10‑year, $1B cloud and AI collaboration and a new three‑year agreement with Esri indicate long‑horizon demand and expansion into enterprise analytics. These alliances point to deeper integration in software‑defined vehicles and diversification beyond core automotive workflows.

Strong Market Position & Advantage: Independent analyst Omdia’s 2025 Location Platform Index ranked the company #1, reinforcing competitive strength and vendor selection momentum. Customer materials emphasize penetration across nearly every global automaker, with visible traction in SDV, ADAS/HD mapping, and new AI navigation experiences.

Investor Backing & Capital Strength: A shareholder base including major automakers and tier‑one suppliers alongside Intel, Mitsubishi, and NTT signals stable, strategic capital. This ownership profile supports multi‑year product roadmaps and resilience through investment cycles.

Strong Revenue Growth: Revenues and subscription recurring metrics have risen sharply across recent quarters and fiscal years, with management raising full‑year guidance following better‑than‑expected results. Growth is supported by expanding large‑customer counts and continued demand for cyber resilience offerings.

Healthy Cash Flow: Free cash flow has turned positive and improved, including a strong margin in the latest quarter, indicating better operating leverage as scale increases. Cash generation has strengthened even while the company continues to invest for growth.

Strong Market Position & Advantage: The company is repeatedly recognized as a category Leader by major analyst firms and reports share gains in its core segment. Leadership messaging around security and AI operations, plus high enterprise adoption, reinforces competitive positioning.

Strong Revenue Growth: Revenue is growing at a mid-20s clip, with Q3 FY2026 up 25% to $850.5 million and full-year guidance raised to about $3.33 billion. ARR in the mid-$3 billion range and RPO around $6.5 billion (up roughly 30% year over year) support visibility into future revenue.

Profitability: Non-GAAP profitability improved year over year, with Q3 delivering a record 23% non-GAAP operating margin. Management also increased non-GAAP operating income and EPS guidance alongside the raised revenue outlook.

Healthy Cash Flow: Free cash flow was $136 million in Q3 (about 16% of revenue), and deferred revenue rose 25% year over year to $2.48 billion. Full-year free-cash-flow margin is still guided to the low-20s despite higher capex.

Strong Revenue Growth: Recent credit analysis highlights low-teen percentage growth in ARR and ACV since 2022, with projections for continued top-line expansion. Healthcare cybersecurity tailwinds and ongoing adoption on platforms like Azure support this momentum.

Healthy Cash Flow: An S&P upgrade in late 2025 cites improving cash flow with leverage expected to trend down through 2026. This points to stronger cash generation underpinning measured growth investments.

Product Line Growth: The October 2025 Verosint acquisition added AI-powered identity threat detection and risk signaling to the platform, broadening use cases. Continued Azure-aligned releases and clinical workflow enhancements indicate an expanding solution suite.

Strong Revenue Growth: Revenue and ARR are expanding at a mid‑ to high‑teens clip, with FY26 revenue up 19% and ARR up 18%, and FY27 guidance calling for continued mid‑teens growth. Record large deals over $1M ACV in Q4 FY26 and consistent ARR momentum underpin this trajectory.

Profitability: Operating performance indicates disciplined scale, with FY26 GAAP operating margin at 12% and non‑GAAP at 29%. Management described results as balanced growth with profitability.

Product Line Growth: Log management consumption grew more than 100% year over year in Q4 FY26, and acquisitions such as DevCycle and Bindplane broaden the platform’s capabilities. This momentum supports larger, multi‑product platform adoption.

Strong Revenue Growth: Subscription revenue is expanding at a double‑digit pace (Q2 2026 +24.5% YoY; cRPO +21%) with the full‑year subscription‑revenue outlook raised to ~$15.76–$15.78B. Q3 guidance implies roughly 20.5% subscription‑revenue growth, reinforcing momentum across the first half.

Innovation-Driven Growth: AI offerings are fueling outperformance in net new ACV, with continued traction for the AI Control Tower and related products and references to an AI business surpassing $1B in ACV. Adoption signals include more customers running AI agents in production and larger deals bundling multiple AI products.

Strategic Partnerships: Partnerships with NVIDIA, Microsoft, AWS, and Accenture are described as expanding the platform’s reach and accelerating AI‑driven demand. Ecosystem motions, including hyperscaler channels, are cited alongside co‑innovation that broadens distribution and use cases.

Profitability: Profitability is improving, with Q1 2026 showing positive GAAP net income and about $24M in non‑GAAP operating income, and full‑year 2026 guidance calling for continued non‑GAAP profitability. Margin focus and sustained earnings point to better unit economics even as growth slows.

Healthy Cash Flow: Cash generation is strong, with roughly $33M in free cash flow in Q1 2026 and guidance of $125–$135M for FY2026. These levels indicate solid cash conversion despite muted top‑line trends.

Future-Ready Strategy: Portfolio moves such as AI‑ and MDR‑centric offerings and the Kenzo Security acquisition are aimed at strengthening the platform and cross‑sell potential. Execution on AI/MDR and cross‑sell into a base of over 11,500 customers is positioned as a lever to re‑accelerate growth.

Strong Revenue Growth: Public filings report FY2022 revenue of $1.46B up 36% year over year and Q1 2023 up 22% year over year. A 2025 company update added that the business was “heading toward $2 billion in revenue.”

Market Expansion: The May 18, 2026 completion of the $6.75B Press Ganey Forsta acquisition broadens reach in healthcare and research and creates cross‑sell opportunities. Company commentary frames the integration as fusing experience and operational data to expand footprint.

Innovation-Driven Growth: AI capabilities are being emphasized, with statements that more than one‑third of customers upgraded and that monthly active use of AI solutions increased sharply year over year. Materials also highlight analyzing 3.5B+ conversations annually, indicating expanding product adoption.