Motio Ltd Outlines Scalable Growth After Record May and June Revenue
Motio outlines record trading and next growth phase in July 2026 investor presentation
Motio told investors it recorded record revenue in May and June 2026, with June the highest revenue month in the company’s history, in its July 2026 investor presentation.
Management used the update to outline the business built over the past six years, why its out-of-home advertising model differs from conventional outdoor media, and how trading is tracking 10 weeks on. The central theme: a platform assembled through disciplined execution is now generating operating leverage, positioning the company for scalable growth.
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A record 10 weeks: what the trading update revealed
The presentation detailed a strong recent trading period, anchored by the record May and June revenue figures. Management confirmed June was the highest revenue month Motio has recorded to date.
Beyond headline revenue, the update noted that Health continues to meet its expansion targets, while Motio Drive is on track to reach 100 ‘tops’ by 22 July 2026. Management also pointed to strong network reliability and uptime, alongside a growing Health network presence.
The Motio Drive digital taxitop network originated from a $300,000 equity investment in Lorikeet Corporation announced in early 2025, with a performance-linked pathway to full ownership tied to a $600,000 quarterly revenue threshold.
Revenue mix across the network
Motio presented a breakdown of its revenue base across the network:
- National: 77%
- Local: 10%
- Programmatic: 8%
- Other – Media: 4%
- Other – Non-Media: 1%
The mix shows a diversified revenue base that remains anchored by National demand, with local, programmatic and other channels providing supporting contributions.
Growth on a like-for-like basis
The presentation emphasised a strong year-on-year comparative, with management attributing the uplift to increasing revenue from like-for-like inventory and improving revenue productivity. Charts covering FY24, FY25 and FY26 illustrated a continued upward trend, though the presentation did not label specific dollar values on these bars.
Management flagged an important caveat: Motio Go, the representation of the Ampol Digital Display network, ceased representation on 30 June 2025. Prior comparative period figures therefore exclude Go, meaning the year-on-year growth reflects the underlying business rather than the discontinued arrangement.
On a quarterly basis, the presentation highlighted record Q4 FY26 performance, with management noting that both volume and yield increased during the quarter.
Forward revenue points to continued momentum
Management highlighted forward bookings as a positive near-term signal, pointing to growth across both the coming quarter and the first half.
Motio’s record forward revenue result reported in May 2026 showed $3.181M across the combined Q4, Q1 and Q2 window, up 13% year-on-year excluding the discontinued Motio Go network, providing an earlier benchmark for the acceleration now reflected in the July update.
Key figures detailed in the presentation include:
- Q1 FY27 forward bookings up 20.3%
- First-half forward revenue up 8.7%
- Forward revenue into FY26 (Q1): $1.134M
- Forward revenue into FY27 (Q1): $1.364M
The presentation also noted diversified demand across the Pharmaceutical, Government and Community sectors.
| Metric | FY26 | FY27 | Change |
|---|---|---|---|
| Q1 forward revenue | $1.134M | $1.364M | +20.3% |
| First-half forward revenue | — | — | +8.7% |
For investors, the growth in forward bookings helps de-risk the near-term revenue outlook, providing visibility on demand across multiple industry categories.
Understanding Motio’s “communication before advertising” model
Motio’s differentiated approach in the out-of-home advertising sector centres on building communication platforms for trusted, high-trust and high-dwell environments, such as healthcare settings. In these locations, management explained that communication enhances the audience experience rather than interrupting it.
This contrasts with everyday outdoor advertising. The presentation framed the philosophy as “communication comes before advertising,” an approach management said creates better places, stronger customer experiences and stronger commercial outcomes.
The capability is founder-led. According to management, Motio’s leadership includes a founder with 35 years in media, the last 26 in Out-Of-Home, with a foundational oOh! media sales director background and a history of pioneering digital-place-based media environments.
Why does this matter to investors? Management described the result as a repeatable, scalable platform, built with modest capital across 4 national audience environments. That combination points to a model designed to extend into new opportunities without proportionate increases in capital intensity.
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The next phase: operating leverage and disciplined capital
Management outlined five pillars framing Motio’s next phase of development:
- Platform built and continues to evolve, drawing on six years of capability, systems and partnerships.
- Operating leverage emerging, with revenue growth increasingly driving earnings and cash flow.
- Growth becoming more scalable, leveraging the established platform across new opportunities.
- Capital remaining disciplined, investing where capability creates long-term value, both organically and through selective acquisitions.
- Positioned for the future, supported by a strengthening balance sheet, a proven platform and significant runway.
The investment case management outlined rests on operating leverage converting revenue growth into earnings without a proportionate rise in costs.
Key message from the presentation
The platform has been built with capability before scale, balancing growth with profitability and strengthening the operating foundation before accelerating expansion.
With the platform now built, the presentation positioned Motio as focused on profitable, scalable growth, leveraging six years of investment in systems, technology and leadership to pursue further opportunities across its national audience environments.
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