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
• 💡 Top stock ideas for 2026: Objective Corp, Gentrack, Hansen Technologies, Vista Group & Chrysos
• 🌏 Whether Australia has another WiseTech-style global champion in the making

This episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector.

👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via info@cftgroup.com.au or cftgroup@shawandpartners.com.au.

Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode:

• Life360 – 360.ASX
• Technology One – TNE.ASX
• WiseTech Global – WTC.ASX
• Nuix – NXL.ASX
• Hansen Technologies – HSN.ASX
• Objective Corporation – OCL.ASX
• Gentrack Group – GTK.ASX
• Vista Group – VGL.ASX
• Chrysos Corporation – C79.ASX

This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional.

The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048.

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