Motio Eyes Record Q4 as Forward Revenue Climbs 13% Into FY27
In its May 2026 investor presentation, Motio Limited (ASX: MXO) outlined a trading update showing forward revenue of $3.181M, up 13% on the same period last year (excluding Motio Go), with Q4 FY26 tracking to exceed the prior record quarter of Q4 FY25. Management framed the update around two central themes: sustained operational momentum and the company’s transition into an earnings-growth phase, anchored by a maiden NPAT achieved in H1 FY26.
From zero to scaled: how Motio built its media platform
A deliberate build from overlooked assets
Founded six years ago during the global pandemic, Motio was built around a deliberate strategy of identifying, acquiring, and transforming underutilised or undervalued media assets into commercially productive networks. The founding team assembled four key channels, each integrated and commercialised by the existing team without shortcuts or external operational reliance.
Central to Motio’s model is an “audience-first” philosophy. Rather than competing in traditional roadside outdoor advertising, the company focused on Digital Place-Based environments where audiences are actively present and engaged, creating what management describes as real communication platforms that improve the customer experience.
The leadership behind the growth
Two senior hires in late 2025 signal the company’s entry into a scaling phase. Justin Kingston joined as Chief Operating Officer in October 2025, having been poached from oOh! media, while Christian Tyson was appointed National Sales Director in November 2025, having previously held a senior role at JCDecaux.
Ownership alignment is also notable, with insiders and institutions holding the majority of the register:
- Board & Management: 28%
- Institutional: 24%
- HNW: 22%
- Other: 26%
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10-week trading update: record sales activity and strengthening forward book
Revenue momentum accelerating into Q4
The 10-week trading update presented in May 2026 showed broad-based commercial strength across the business. Key highlights include:
- Sales activity at record highs
- Closed-won activity at record highs
- Forward revenue up 13% on the same period last year (excluding Motio Go)
- Q4 FY26 tracking to exceed the prior record quarter (Q4 FY25)
- Revenue Per Location (RPL) at $8,159
- National brands contributing 76% of all revenue year-to-date
- Programmatic revenue moderated slightly
- Strong investment from Pharmaceutical, Banking and Government categories
Motio Go, which represented the Ampol Digital Display network, ceased on 30 June 2025. All comparative figures exclude Motio Go to provide a like-for-like view of underlying performance.
Forward revenue table
The presentation disclosed the following forward revenue comparison, covering the combined Q4, Q1, and Q2 period:
| Period | FY25 Forwards | FY26 Forwards | Change |
|---|---|---|---|
| Q4 + Q1 + Q2 Combined | $2.817M | $3.181M | +13% |
Note: The source discloses combined totals only. Individual quarter splits were not provided in the presentation.
Health network rollout on track
The Health network expansion is progressing in line with targets, with revenue from new locations expected to flow into FY27. Location growth is tracking as follows:
- Dec-25: 954 base locations
- Apr-26: 997 locations
- Jun-26 (forecast): 1,057 locations (including 38 forecast additions)
Early traction with new locations has been noted, and the network remains on track against its stated targets.
What is Digital Place-Based media and why does it matter for investors?
Digital Place-Based media refers to digital screens embedded in environments where audiences are actively present and engaged, such as healthcare clinics, retail settings, and transit hubs. This contrasts with traditional roadside outdoor advertising, where audiences are typically transient and context is less defined.
For advertisers, the model offers captive, contextually relevant audiences. For investors in Motio, the structure creates high operating leverage: the company has invested in systems and infrastructure that allow materially greater revenue and profitability potential without a proportional increase in the cost base. Combined with recurring national brand contracts and growing programmatic capability, this positions the business for scalable margin expansion as revenue grows.
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The transition into operational leverage: what’s next for MXO
The presentation positioned Motio as entering a new phase, shifting from platform-building to operational leverage and scalable growth. Management outlined four forward priorities:
- Scaling earnings growth — building on the maiden NPAT achieved in H1 FY26
- Network and acquisition opportunities — capital-disciplined, leveraging the established platform
- New product launches — Motio Drive prelaunch cited as an additional revenue layer in the near term
- FY27 revenue visibility — forward revenue already pacing strongly into Q1 FY27
Motio May 2026 Investor Presentation
“Record forward revenue at substantial margins… launch of new products and expanded networks continuing growth to FY27.”
The investment thesis the presentation puts forward is that of a scaled media platform with growing revenue visibility, fresh institutional interest, and a balance sheet positioned for continued growth into FY27 and beyond.
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