WiseTech Global (ASX:WTC) has reaffirmed FY26 guidance following a strong first half result, highlighting AI integration and progress on its e2open acquisition. The result reinforces WiseTech’s transition to a more automated, AI-enabled global logistics platform while retaining strong underlying profitability.

📦 Revenue increased following the intergration of e2open, while the core CargoWise platform continued to grow due to improved engagement with existing global freight customers.
🚢 CargoWise remains the main driver of the business, with most customers now operating under the new transaction-based business model.
⚙️ Profitability remained resilient despite integration costs, with strong cash generation supporting continued investment in AI.
🤖 AI is increasingly utilized across the platform, improving automation, customer value and internal efficiency.

WiseTech Chief Executive Officer Zubin Appoo commented:

“This half has been about disciplined delivery, positioning the business for the next phase of growth and doing the work that matters most - executing on our commercial model, integration of e2open and AI transformations while maintaining a focus on long-term customer and shareholder value.”

Macallum New Energy has listed on the ASX with a ticker code of MNE. The Perth based oil and gas exploration company is focused on the exploration and development of its exploration permits in the onshore Northern Perth Basin in Western Australia. Macallum New Energy is the sole owner of EP-494 and EP-511 in the onshore Perth Basin where it has undertaken 2D seismic surveys and identified one prospect and three leads within EP 494.

What happens to your wealth if your plan isn’t clear? Despite high levels of wealth, many Australians remain underprepared when it comes to estate planning. Chubb’s Wealth Report reveals a significant “legacy gap”, with a large proportion of HNWIs lacking a formal estate plan or clear strategy for passing on valuable collections and personal assets. Younger generations are particularly exposed, with many unsure who will inherit items of emotional and financial significance. Without clear planning, families risk disputes, loss of value, and unintended outcomes. Effective estate planning today goes beyond wills, it requires coordination between legal, financial, and protection strategies to ensure wealth and legacy are preserved.

Southern Cross Media Group (ASX:SXL) has continued to deliver against its transformation strategy, growing audio earnings and completing its merger with Seven West Media Limited (ASX:SWM). The result reinforces a transition toward a scaled, multi-platform media group with greater operating leverage and long-term earnings potential.

🎬 The completed merger establishes a national content and distribution ecosystem across audio, television, streaming and publishing. Targeted cost synergies of at least $30 million by FY27, supporting margin improvement.
📺 Seven’s television and digital platforms strengthened audience and revenue share, with 7plus driving significant growth in streaming engagement. The now combined media portfolio enhances cross-platform reach and advertising.
📻 Growth in Audio EBITDA was supported by revenue share gains, disciplined cost management and continued expansion of the digital platform’s audience, with Audio delivering 28% EBITDA growth.

Southern Cross Media Chairman Heith Mackay-Cruise commented:
“Our assets grew both their absolute audiences and share of revenue in the first half, and we continued to pursue cost initiatives to address challenging advertising markets. These outcomes position the merged business for ongoing integration, transformation and growth.”

Spacetalk Ltd (ASX:SPA) has entered into a non-binding Memorandum of Understanding (MOU) with TPG Telecom Limited (ASX:TPG) to distribute Spacetalk’s Family Safety software platform across Vodafone Australia’s postpaid customer base. The agreement represents a milestone in SPA’s software-led, scalable recurring revenue model for telecommunications ecosystems.

📱 Exclusive distribution to millions of Vodafone Australia’s postpaid customers materially expands SPA’s addressable market and reduces reliance on hardware-driven sales.
📡 The partnership accelerates the shift toward higher quality, subscription-based recurring revenue, improving earnings visibility and operating leverage.
🔐 Embedding Family Safety services within a tier-one telco ecosystem strengthens long-term customer engagement, retention pathways and scalable growth potential.

Spacetalk Chief Executive Officer Simon Crowther commented:

“This MOU with Vodafone marks a pivotal moment in Spacetalk’s evolution. It validates our strategy to become a software-led partner to telecommunications operators, embedding family safety, engagement and insight directly into the telco customer experience.”

Axel REE Limited (ASX:AXL) is advancing its 100%-owned rare earth projects in Minas Gerais in Brazil, led by the district-scale Caladão Project. Recent testwork confirmed very high rare earth recoveries, while ongoing drilling has rapidly grown the project’s resource base, including significant gallium credits. With two potential in-situ recovery (ISR) areas emerging and pilot-scale work planned, Axel REE is now moving from exploration toward a clear development pathway. Non-Executive Chairman Paul Dickson joins The Stock Network’s Lel Smits to discuss the latest results and what’s ahead.

⚒️ Significance of strong recovery results
🪓 Low-cost in-situ recovery strategy
📈 Rapid resource growth and next steps

Aerometrex (ASX:AMX) has delivered record revenue and EBITDA in 1H26, with the company highlighting a clear operational inflection as MetroMap subscription growth accelerates and LiDAR project revenue recovered. The result reflects stronger sales execution, improved aviation efficiency and disciplined cost control following last year’s strategic review.

🗺️ MetroMap continued its strong growth trajectory by expanding geographic coverage, enhancing product features and rising subscription momentum. This is driving recurring revenue quality and platform competitiveness.
✈️ LiDAR project revenue recovered strongly due to improved aircraft utilisation and renewed sales activity. Which is reinforcing the value of Aerometrex’s integrated capture capability.
🛫 EBITDA growth over 1H26 has strengthened AMX’s financial resilience as the company moves towards sustainable profitability.

Aerometrex Chief Executive Officer Rob Veitch commented:

“This a really strong result for the business across all our key financial metrics. We delivered record first-half revenue and EBITDA, saw excellent growth in MetroMap ACV, and, importantly, have now maintained a stable cash balance for three consecutive quarters.”

Telix Pharmaceuticals (ASX:TLX, NASDAQ:TLX) has delivered a strong FY 2025 performance, underpinned by commercial growth and disciplined investment in its Precision Medicine pipeline, positioning the company for sustainable long-term value creation.

⛏️ TLX achieved 56% YoY revenue growth and positive operating cash flow, highlighting the commercial strength of the company’s Precision Medicine business. This growth was driven by continued uptake of Illuccix® and the successful U.S. launch of Gozellix®.
🪨 Strategic reinvestment in R&D and commercial infrastructure supports the advancement of late-stage therapeutic assets and potentially bring new treatments for prostate, kidney, and brain cancers to market.
🌍 TLX’s strong balance sheet, which included US$141.9 million in cash as at the year end, provides opportunities for targeted acquisitions, investments to accelerate pipeline development, and global product launches.

Telix Managing Director and Group CEO, Dr. Christian Behrenbruch, commented:
“Our strong commercial performance in 2025 provides a platform for continued growth across Telix’s global Precision Medicine franchise. The revenue guidance we are issuing today reflects our confidence in sustaining the momentum of our core cash generative business.”