Australian Tech Sector📱2025 : Reporting Season Wrap & Emerging Opportunities with Jules Cooper
The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech.
We cover:
📈 Key earnings highlights from Life360, Technology One, WiseTech and Nuix
⚠️ Misses and risks investors should keep front of mind
🧮 Jules’ research framework and “Cash EBITDA” lens
🤖 Enterprise AI adoption and the $400B+ AI data centre arms race
💡…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.