Slide 1: Positioned for Scale: Executing Spacetalk's Software-Led Growth Strategy
For personal use only Positioned for Scale Executing Spacetalk’s Software-Led Growth Strategy Spacetalk Ltd (ASX: SPA) Investor Presentation 28 August 2026 spacetalk.co
Slide 2: Executing the Growth Agenda
spacetalk.co Executing the Growth Agenda For personal use only Our Vision Family safety at every stage of life, remains the foundation of our long - term vision. Our O bjective One Spacetalk App Platform is clear: to build a cash - generative, defensible niche within the global One unified platform
Slide 3: CEO message: FY26 reset and transformation
spacetalk.co FY26 was a necessary reset and a critical step in Spacetalk’s transformation. We now have a modern, scalable architecture that enables new products and data capabilities, supporting our evolution from a hardware - led business into a software - led, hardware - enabled global family safe
Slide 4: Foundations for Monetisation & Growth
For personal use only spacetalk.co Foundations for Monetisation & Growth
Slide 5: Spacetalk's strategy is entering its monetisation phase
spacetalk.co Spacetalk’s strategy is entering its monetisation phase The transformation of the business has established the operating and technology foundations required to accelerate commercialisation and support anticipated growth For personal use only Since outlining the strategy, the management
Slide 6: FY26 built the foundations for scalable growth
spacetalk.co FY26 built the foundations for scalable growth For personal use only Spacetalk Mobile Retail Retail remains an important Represents 50% of total revenue, acquisition channel, with supporting a higher quality, more additional channels secured predictable revenue mix. during FY26. MOUs an
Slide 7: FY27 Brings the Platform to Market at Scale
spacetalk.co FY26 Built the Foundation FY27 Brings the Platform to Market at S cale For personal use only 1HFY27 2HFY27 Software Sales Software Sales • Complete: Spacetalk signs Vodafone Co-Branded App Deal, for family safety • In- Progress: Spacetalk and Vodafone Co-Branded App Deal live. app, crea
Slide 8: Monetisation means an entirely new business
spacetalk.co Monetisation means an entirely new business Spacetalk’s unique value proposition has secured Vodafone as the first telco customer for its new app. Management is actively perusing enterprise software sales to large overseas telcos. For personal use only The strategy has repositioned Spac
Slide 9: A new business means a new revenue model
spacetalk.co A new business means a new revenue model Spacetalk’s whole of company and technology transformation has enabled entirely new revenue streams that span hardware sales, connectivity, B2B software sales and upcoming seniors software and services. For personal use only Spacetalk’s revenue m
Slide 10: B2B telco app deals create new revenue streams
spacetalk.co B2B telco app deals create new revenue streams Spacetalk benefits from one and recurring revenue and from access to new users and customers with zero cost of acquisition. For personal use only The B2B telco model changes Spacetalk from selling primarily to individual families and househ
Slide 11: Spacetalk creates a multi-sided monetisation opportunity
spacetalk.co Spacetalk creates a multi - sided monetisation opportunity A B2C and B2B value proposition creates a unique monetisation opportunity with telco partners. Telco distribution gives Spacetalk access to large installed customer bases at low incremental acquisition cost, while For personal u
Slide 12: TPG strengthens the existing recurring revenue engine
spacetalk.co TPG strengthens the existing recurring revenue engine Moving Spacetalk Mobile to TPG is an economic upgrade to an established recurring business that strengthens the growth potential of Spacetalk Mobile. For personal use only The TPG partnership is more than a network migration, it stre
Slide 13: Financial Highlights
For personal use only spacetalk.co Screens and content are illustrative* Financial Highlights 19
Slide 14: Financial Performance Highlights
spacetalk.co Financial Performance Highlights Spacetalk Mobile Drives Growth in Recurring R evenue For personal use only FY26 FY25 Change Total income ($m) 17.2 20.1 (14%) Revenue from continuing operations ($m) 16.2 19.6 (17%) Gross Profit from continuing operations ($m) 7.5 9.7 (23%) GP margin (%)
Slide 15: Revenue from operating segments
spacetalk.co Revenue from operating segments Mobile revenue ‘000 FY26 FY25 % For personal use only Mobile revenue increased by 16% to $8.1m in FY26 (FY25: $7.0m), in line with the increase in subscriber numbers. Spacetalk mobile revenue 8,070 6,957 16% The Company remains focused on scaling mobile r
Slide 16: Profit and Loss
spacetalk.co Profit and Loss Recurring revenue resilience as Company transitions to S oftware - led Model For personal use only Revenue from customers Summary Income Statement ($’000) FY26 FY25 % Revenue decreased by 17% to $16.2M in FY26 (FY25: $19.6M), primarily due to a decline in non - recurring
Slide 17: Cash flow
spacetalk.co Cash flow Targeted Investments to Support S trategic G rowth For personal use only Summary Cashflow Statement ($’000) FY26 FY25 % Receipts from Customers Receipts decreased by 6% to $17.6M in FY26 (FY25: $18.8M), consistent with lower Receipts from customers 17,596 18,764 (6%) revenue d
Slide 18: Balance Sheet
spacetalk.co Balance Sheet Investments into platform supports scalability For personal use only Balance sheet Jun - 26 Jun - 25 Intangible Assets Cash and cash equivalents 878 1,149 The increase in intangible assets to $4.3M (Jun - 25: $2.6 M) due to capitalisation of eligible costs associated with
Slide 19: Appendices
For personal use only spacetalk.co Screens and content are illustrative* Appendices 31
Slide 20: Adjusted EBITDA reconciliation
spacetalk.co Adjusted EBITDA reconciliation For personal use only FY26 FY25 Change Loss from continuing operations before income tax (17,153) (4,544) 277% Depreciation and amortisation expense 2,338 1,442 62% Finance costs 3,214 865 272% Share based payments 281 361 (22%) Write - off of non - financ
Slide 21: Important Legal Information
spacetalk.co Important Legal Information This presentation has been prepared by Spacetalk Ltd. (“Spacetalk,” or “Company,” or “SPA”). This presentation: For personal use only • has been prepared in good faith and with reasonable care. Neither SPA nor any other person makes any representation or warr
Slide 22: For personal use only
For personal use only spacetalk.co