Global Edge goes global: Activeport lands Spark and ViewQwest at international launch
Activeport Group (ASX:ATV) has launched its Global Edge self-service connectivity platform internationally, signing two major carriers within launch week. The company expects the new international telco contracts to drive a step-change in recurring revenue for its Network-as-a-Service (NaaS) product.
Spark, described as New Zealand’s largest telco, and ViewQwest, one of Singapore’s leading internet service providers (ISPs), both signed contracts at launch. According to Activeport, the platform’s NaaS revenue is anticipated to deliver at least a $2 million increase in Annual Recurring Revenue (ARR) through FY27, growing past $6 million in FY28.
The platform is now live at www.globaledge.network, positioned as an on-demand pricing, ordering, provisioning and management system for automated telecommunications service delivery across Australia.
When big ASX news breaks, our subscribers know first
Two carriers signed as Global Edge becomes the “front door” to Australian connectivity
Activeport signed Spark and ViewQwest in the same week the platform went live internationally. The company frames these wins as validation of Global Edge as the front door for international telcos buying Australian connectivity.
Both signings came during launch week, with the company stating that many more carriers are expected to follow across Asia, India, Europe and the USA. These are presented as company expectations rather than confirmed agreements.
With the addition of NBN national coverage, Activeport says Global Edge is now the simplest way for international carriers to purchase Australian network services, automated, on demand, and available from anywhere in the world.
Launch-week validation points highlighted by the company include:
-
Two international carriers signed at launch (Spark and ViewQwest)
-
NBN nationwide coverage added
-
On-demand, automated and available globally
-
Pipeline expected across Asia, India, Europe and the USA
Michael Glynn, Chief Commercial & Operating Officer
“Global Edge changes the way Australian network services are bought and we’re taking it to the world. Signing two major international carriers in launch week tells us the demand is real. International telcos want a fast, fully intelligent platform not only to price but to order and manage across Australian connectivity, and Global Edge is it.”
What is Network-as-a-Service? A beginner’s guide for investors
Network-as-a-Service (NaaS) allows carriers to buy, order and manage network connectivity on demand through software, rather than relying on slow, manual processes. The model turns network provisioning into a self-service digital transaction.
Direct Internet Access (DIA), one of the services offered, is simply a service that carriers can price and order directly through the portal.
For investors, the relevance lies in the revenue structure. NaaS generates recurring revenue (ARR). This is why the projected step-change in ARR carries weight for the company’s investment case.
The revenue step-change: why this matters for ATV’s investment case
The core investment angle centres on recurring revenue growth. Each carrier signed onto the platform adds to a software-driven model supporting scalability as more carriers onboard.
The company projects NaaS ARR to increase by at least $2 million through FY27 and grow past $6 million in FY28. These figures are company projections tied to the NaaS product and are not guaranteed outcomes.
| Development | Detail | Investor Impact |
|---|---|---|
| Global Edge international launch | Platform live at globaledge.network | Opens global carrier market |
| Spark & ViewQwest signed | Two major carriers, launch week | Validates demand |
| NaaS ARR projection | +$2M through FY27, >$6M FY28 | Recurring revenue step-change |
| NBN national coverage | Nationwide Australian reach | Broadens platform appeal |
New products set to unlock further upside
Beyond the current contracts, Activeport has positioned a product roadmap as further upside. The company plans to roll out new services across the Global Edge platform, expanding the range of offerings every carrier on the platform can purchase.
Planned products expected for the remainder of the year include:
-
Cloud on-ramps
-
Datacentre connectivity
-
Managed firewalls
-
AI gateways (AI neocloud gateways)
The AI gateway launch with FirstWave Cloud Technology gives the planned AI neocloud gateway product a commercial foundation, with Activeport earning a 6% share of GPU consumption revenue plus per-port fees as AI workloads scale across enterprise and government customers.
These additions are intended to broaden the platform’s service catalogue, giving existing and future carriers more services to buy through a single automated system.
The next major ASX story will hit our subscribers first
What comes next for Activeport
The forward outlook centres on further carrier signings, which the company anticipates across Asia, India, Europe and the USA. The product roll-out is expected to continue through the remainder of the year, supporting the projected ARR growth trajectory into FY28.
Activeport describes itself as an Australian technology company delivering network automation and orchestration software to telecommunications, data centre and IT markets worldwide. Headquartered in Perth, with operations across Australia, Europe and India, the company helps organisations turn existing infrastructure into scalable, automated, revenue-generating digital platforms.
For investors, the international launch and launch-week carrier signings represent an early signal of demand, while the projected recurring revenue growth and expanding product suite frame the potential scale of the opportunity ahead.
Don’t Miss the Next ASX Tech Breakout
Big News Blast delivers FREE breaking ASX tech news directly to your inbox within minutes of release, complete with in-depth analysis already done for you. Join 20,000+ investors who stay ahead of the market the moment announcements drop. Click the “Free Alerts” button at StockWire X to start receiving alerts today.