Activeport Group (ASX:ATV) Announces Nine New Channel Partners to Expand Global Edge Network

In a recent ASX announcement, Activeport Group Ltd (ASX:ATV) has confirmed the signing of nine new Activeport Global Edge Channel Partners during the first half of FY26, marking a significant expansion of its Network-as-a-Service (NaaS) distribution network. The signings position the company to capitalise on major disruption in Australia’s enterprise connectivity market, where the merger of two dominant incumbents and the emergence of modern infrastructure providers have created opportunities for software-led challengers.

These new channel partners include managed service providers (MSPs) and internet service providers (ISPs) that use the platform to provision and operate networks for their enterprise customers. This model creates a revenue multiplier effect—each partner brings multiple customers to the platform whilst Activeport avoids proportional increases in customer acquisition costs.

The update comes as Australia’s data communications industry experiences what Chairman and CEO Peter Christie describes as “its most significant disruption in decades.” The merger of Vocus and TPG in July 2025, combined with the emergence of new infrastructure providers such as FibreconX, has fundamentally altered competitive dynamics in the enterprise connectivity market.

Global Edge delivers instant network provisioning measured in minutes rather than weeks, alongside pay-as-you-grow consumption pricing and direct cloud and security integration through a self-service portal. These capabilities contrast sharply with legacy providers’ typical weeks-long provisioning processes and inflexible fixed-term contracts.

CEO Peter Christie stated: “The merger of Vocus and TPG in July, combined with the emergence of new high-quality infrastructure players like FibreconX, has created the perfect opportunity for Activeport. Our software overlay is ideally positioned to unlock the full potential of these modern networks, delivering automation, flexibility and cloud-native integration that legacy systems can’t provide.”

How Does the Activeport Global Edge Platform Generate Revenue Through Channel Partners?

Network-as-a-Service represents a fundamental shift from traditional telecommunications infrastructure ownership to software-based network orchestration. Activeport’s business model generates recurring revenue through its position as a software overlay between physical infrastructure providers and end customers.

NaaS (Network-as-a-Service): Cloud-based network provisioning and management paid on a consumption basis rather than requiring large upfront capital expenditure for physical infrastructure.

The company’s Global Edge platform allows its channel partners to provision data network services for their enterprise clients, adding value-added features including cloud access and cybersecurity capabilities. Partners order and manage these services through a self-service portal, with Activeport generating revenue from the underlying network services and additional features.

Each MSP or ISP partner brings an existing portfolio of enterprise customers plus ongoing new customer acquisition capacity. Partners use Global Edge to provision networks for these clients, paying Activeport for the network services whilst marking up prices to their end customers.

This creates recurring monthly revenue streams for Activeport based on consumption, providing predictable cash flows without the company needing to directly acquire or support individual enterprise customers. Furthermore, the platform’s scalability means that as more partners join and provision services, the company’s revenue grows whilst operational costs increase more slowly.

The platform’s value-added features—including cloud on-ramp integration and cybersecurity capabilities—generate additional margin on top of base connectivity services. According to the company, these features “add to gross margins,” emphasising the high-margin nature of software-based revenue compared to infrastructure-heavy business models.

Software Overlay: A platform that sits atop physical infrastructure, adding automation and features without requiring ownership of the underlying networks.

The software-led approach means Activeport can scale revenue without proportional infrastructure investment. As more partners join the platform and provision services for their customers, the company’s revenue grows whilst operational costs increase more slowly.

Traditional enterprise connectivity typically requires multi-year fixed contracts with inflexible capacity allocations. In contrast, Activeport’s pay-as-you-grow model allows customers to scale network capacity up or down based on actual usage, paying only for what they consume. For investors, this consumption-based pricing creates more predictable recurring revenue streams whilst making the platform more attractive to enterprise customers seeking flexibility.

Why Are Channel Partners Choosing the Activeport Platform Over Legacy Providers?

The company’s channel partner momentum reflects competitive advantages in provisioning speed, infrastructure access, and economic benefits for MSPs and ISPs operating in the Australian enterprise connectivity market.

Legacy incumbent providers including TPG and Vocus have dominated the enterprise local-loop connectivity segment for years. However, Activeport positions itself as an “agile new challenger” with a software-led overlay solution that delivers capabilities these traditional players struggle to match.

What Speed Advantages Does Global Edge Offer Channel Partners?

Global Edge provisions network services in minutes compared to the weeks-long processes typical of legacy providers. This speed differential comes from the platform’s self-service portal and automated provisioning capabilities, which eliminate manual processes and back-and-forth communications between partners and network operators.

The platform provides full end-to-end visibility through an intuitive interface, allowing partners to manage services for multiple enterprise customers without proportional increases in operational staff. For instance, MSPs and ISPs can onboard new enterprise customers and activate services rapidly, improving customer satisfaction whilst reducing their own operational costs.

This automation allows these partners to scale their business more efficiently. Moreover, faster provisioning creates a competitive advantage when competing for enterprise customers against legacy providers still reliant on manual processes.

How Does Modern Infrastructure Access Benefit Partners?

Activeport has integrated access to FibreconX, a new high-quality fibre infrastructure provider entering the Australian market. The company has also added NBN connectivity, expanding the addressable market for its channel partners.

The platform additionally provides integration to Activeport’s Network-to-Network Interface (NNI) gateway in Singapore, which connects Asia-Pacific telecommunications providers to Australian networks. This positions partners to offer cross-border connectivity services without requiring their own infrastructure investments in multiple markets.

Channel Partner: An intermediary (MSP or ISP) that resells Activeport’s services to end customers, handling customer acquisition and support whilst paying Activeport for the underlying network services.

According to CEO Peter Christie, channel partners are “attracted by the higher margins available on newer fibre infrastructure and by the competitive edge our NaaS platform gives them.” Modern fibre networks typically offer better economics than legacy copper or older infrastructure, whilst the software-based approach allows partners to add value-added services that increase their own margins.

How Does Market Disruption Create Competitive Positioning Advantages?

The Vocus-TPG merger in July 2025 created Australia’s largest fixed-line provider but also introduced integration challenges typical of major corporate combinations. Partners seeking alternatives to avoid dependency on a single large incumbent now have options through the Global Edge platform.

Christie stated: “Every new partner accelerates our revenue growth and further entrenches Global Edge as the go-to orchestration layer for next-generation enterprise networking in Australia.”

Once Activeport Global Edge Channel Partners integrate Global Edge into their operations, high switching costs emerge. Partners invest time and resources learning the platform, integrating it with their own systems, and training staff on its use. This creates barriers to changing platforms, supporting customer retention as the partner base grows.

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