ATOMOS LIMITED — Earnings Release 2025

Nov 9, 2025

ASX Announcement ATOMOS LIMITED (ASX:AMS)

10 November 2025

Earnings Guidance – H1 & FY26

Melbourne, Australia - Atomos Limited (‘ASX:AMS’, ‘Atomos’ or the ‘Company’) today releases a financial trading update and guidance for FY26.

Highlights:

Following a strong Q1’26 result, sales momentum has continued into Q2’26 and subsequently Atomos supplies the following Guidance:

• H1’26 sales expected in the range of $23m - $25m (H1’25: $18.6m) and EBITDA[1] in the range of $1.5m - $2.0m (H1’25: loss of ($5.6m))

• H2’26 sales and EBITDA expected to be inline or exceed forecast H1’26 results

• The material improvement in the actual and forecast financial performance is driven by:

• Continued strong demand for the updated flagship Shinobi and Ninja product ranges as positive market feedback is leading to greater customer usage and awareness

• Omni-channel and modernised Go-To-Market strategy (including digital marketing, D2C, and retail media) resonating well in key markets with greater direct customer engagement

• Roadmap of new products targeted for release in Q3’26 & Q4’26

• Stablished fixed cost base with ability to deliver operating leverage as sales increase

Commenting on the Trading Update, Atomos Managing Director and CEO, Peter Barber, said, “The sales and earnings momentum we saw in Q1 has continued to build into Q2. Pleasingly, this momentum is not only being driven by new product launches but a progressive increase in sales across many of our flagship products, such as the Shinobi II, which has now been in market for 12+ months. The introduction of D2C in key markets, combined with new digital marketing and retail media capabilities, as part of a broader omni-channel sales strategy is also delivering tangible benefits and playing a key role in improved product access, sales process and end-user engagement experience.”

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Sales (A$000) Guidance
Mid-point
14,000
13,000
12,000
11,000
10,000
9,000
8,000
7,000
6,000
Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26F
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1. EBITDA is unaudited and based on Atomos management accounts and assumes no further changes to USA Tariffs

“As a result of our performance this year todate, stabilisation of the US tariff situation, coupled with forward orders we have received in November, we are confident in our first half guidance and believe a strong foundation has been built to further expand upon in the second half of FY26. And importantly, through the tireless work of the team, we have a tight handle on our fixed cost base, which is approximately $1.1m per month, and confidence in our ability to deliver operating earnings leverage over time as our sales improve.”

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EBITDA (A$000) Guidance
Mid-point
2,000
-
(2,000)
(4,000)
(6,000)
(8,000)
(10,000)
Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26F
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For further information on business and growth strategy, Atomos’ Managing Director and CEO, Peter Barber, has recorded a video which can be viewed on the Atomos’ Investor Hub website, refer below:

Click link here: https://investors.atomos.com/link/PKa29e

This announcement has been authorised for lodgement with ASX by the Board of Directors.

--ENDS—

For further information, please contact:

Peter Barber Managing Director and CEO peter@atomos.com

Atomos’ Interactive Investor Hub

Our investor hub is an interactive location to engage with the Atomos team on our announcements and updates.

Please go to the Atomos Investor Hub for all market announcements & other news https://investors.atomos.com

About Atomos

ATOMOS designs pioneering products that transform the way film and video content is made around the world. From our range of hardware devices for monitoring and recording, easy-to-use software tools, and intelligent cloud services, we engineer best-in-class technologies and create products for the next generation of filmmakers.

Through relentless innovation, we simplify your workflow. Whether you record cinema-quality footage, monitor a scene with crystal clear colour accuracy, switch between multiple cameras, or stream a live event with a portable studio, ATOMOS empowers anyone to realize the best possible version of their creative potential.

ATOMOS is based in Melbourne, Australia, with a distributed worldwide team and offices in the USA, Japan, China, UK, and Germany and has a worldwide distribution partner network.

For more information, please visit www.atomos.com

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AUSTRALIA – USA – UK – GERMANY – CHINA – JAPAN [| PG 3]
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