Macquarie Technology

Organization

Heard in 3 episodes across 2 shows since Jul 2026

An Australian data-centre, cloud, cybersecurity, and telecommunications provider serving enterprise and government customers.

Episodes

across 2 shows

First heard

Jul 2026

Expert statements

1 positive · 3 negative

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data

4 statements · 1 positive · 3 negative

Gaurav SodhiNegativeSep 17, 2026· Stock Take
Macquarie Technology’s net profit and EPS are expected to show little growth.
“I think net profit stays exactly the same or exhibits very little growth. EPS, I don't think grows at all or exhibits very little growth.”
Listen at 16:49
Open the episode · Stock Take: Misleading Metrics
Gaurav SodhiPositiveSep 17, 2026· Stock Take
Macquarie data centers begin profitability around 30–40% utilization and perform strongly at 60–70%.
“they need sort of 30, 40% utilization before they start making money. And they start making really good money once they hit sort of 60, 70% utilization.”
Listen at 18:06
Open the episode · Stock Take: Misleading Metrics
Gaurav SodhiNegativeSep 17, 2026· Stock Take
Macquarie’s additional 200 megawatts of capacity will cost $3–4 billion.
“to build that additional 200 megawatts of capacity is going to cost between $3 and $4 billion.”
Listen at 19:27
Open the episode · Stock Take: Misleading Metrics

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

3 episodes featuring Macquarie Technology, newest first