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Ai-Media Technologies Ltd ASX:AIM

0 opened or increased4 held3 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 10 managers in total.

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20252026

28 Feb 2024 to today

Commentary Showing 2 of 35

DateManagerActionSummary

31 Mar 2026Oracle Advisory GroupExitOracle Advisory Group exited its position in Ai-Media Technologies Ltd because software companies broadly sold off heavily in 2026 on concerns about the threat of AI disrupting their business models, and the fund concluded that uncertainty around future valuations for these technology companies warranted an exit.

Quarterly Report, price recorded $0.22

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10 Mar 2026Salter BrothersHeldThe manager continues to hold Ai-Media because the global provider of AI-driven captioning, transcription and language technology solutions has successfully transitioned from a labour-intensive services model to a scalable technology-led platform over the past 3.5 years. The business is forecast to reach $36m ARR in FY26 with revenue increasingly driven by high-margin technology products. The shift has materially improved economics with gross margins expanding from 52.1% in FY22 to 69.5% in 1H26, forecast to exceed 75% by FY27. The company maintains a clean balance sheet with no debt or capitalised development expenses. On FY27 forecasts, the company trades on a single digit EV/EBITDA multiple and below 1x revenue, despite improving margins and growth trending toward the Rule of 40 profile typical of high-quality SaaS businesses.

Enterprise SaaSPresentation, price recorded $0.26

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First mention by manager

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Articles

About Ai-Media Technologies Ltd

Information Technology, Software

Ai-Media Technologies (ASX:AIM) is a captioning and language technology company whose transition to AI-driven products has unsettled investors. In March 2026, Salter Brothers described Ai-Media as a global provider of AI captioning, transcription and translation for broadcasters, enterprises and governments, shifting away from labour-intensive services. Cyan reported a 43% share price fall in February on mixed results, with annual recurring revenue up 80% to $30 million but revenue and earnings disappointing, and Tamim called it one of its portfolio's worst updates. Oracle sold out amid software sector uncertainty about AI. Ai-Media operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 35 comments from 10 fund managers, including Salter Brothers, Cyan, Tamim, Oracle and Merewether. Founded in 2006 and headquartered in Melbourne, Ai-Media provides live and recorded captioning, transcription, subtitling and translation using its LEXI AI platform and encoder hardware.

Market cap: $47m
Price to earnings: Loss-making
Return on equity: -5.8%
Dividend yield: 0.0%
Price to book: 0.80x
Net margin: -7.0%
52-week range: $0.19 to $0.95

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Ai-Media Technologies Ltd (ASX:AIM)?

Fund managers including Mereweather Capital, Salter Brothers, Jencay Capital, Oracle Advisory Group, Endeavor Asset Management, Wilson Asset Management, Cyan Investment Management, Tamim Funds Management, Merewether Capital and NorthStar Impact Funds have invested in Ai-Media Technologies Ltd (ASX:AIM).

What opportunities or catalysts do fund managers highlight for Ai-Media Technologies Ltd?

Salter Brothers and Cyan highlight Ai-Media's transition to higher-margin AI-driven captioning technology, with annual recurring revenue growing around 80% to $30 million as customers adopt its LEXI platform.

What are the key risks to the Ai-Media Technologies Ltd investment thesis, according to fund managers?

Cyan and Tamim note a sharp share price fall after the company reported an EBITDA loss as it invested in its pivot, while Oracle exited amid uncertainty over how AI will affect software valuations. Merewether observed the shares fell almost 40% on results day.

What does Ai-Media Technologies Ltd (ASX:AIM) do?

Ai-Media Technologies Ltd. is a Melbourne-based cloud technology company founded in 2006. The firm provides live and recorded captioning, transcription, subtitles, translation, and speech analytics. It operates through four business segments: Corporate, Sales and Marketing, Product and Technology, and Delivery and Service. The company maintains three core product lines: Live Enterprise, Live Broadcast, and Recorded services. Ai-Media technologies facilitate accessible communication solutions for global markets, driven by its integrated technology platform.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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