Macquarie Technology
Organization
An Australian data-centre, cloud, cybersecurity, and telecommunications provider serving enterprise and government customers.
What experts have said about Macquarie Technology
4 statements · 1 positive · 3 negative
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.”
Open the episode · Stock Take: Misleading MetricsListen at 16:49
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.”
Open the episode · Stock Take: Misleading MetricsListen at 18:06
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.”
Open the episode · Stock Take: Misleading MetricsListen at 19:27
Macquarie Technology’s historical per-share compounding may deteriorate.
“I'm concerned that that may change in the future.”
Open the episode · Stock Take: Misleading MetricsListen at 19:58
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.
2 episodes featuring Macquarie Technology
Stock Take
Management metrics can hide the real cost of growth
Investors can misread a business when adjusted measures obscure amortization, depreciation, debt, and the capital required to sustain operations.
Sep 17, 2026 · 30 min
Stock Take
An unconventional builder meets an uncertain AI boom
The episode tests whether durable business culture can outweigh a weak conventional moat, then asks how investors should act before AI winners emerge.
Jul 23, 2026 · 36 min