Spacetalk Limited · ASX:SPA
Spacetalk — Investor Presentation (February 2026)
38 slides from Spacetalk's investor presentation, Feb 25, 2026
Slide 1: 1HFY26 Investor Update
1HFY26 Investor Update 25 February 2026
Slide 2: Executing the Growth Agenda
spacetalk.co Executing the Growth Agenda Our Strategy Family safety at every stage of life, remains the foundation of our long - term vision. New Spacetalk App Platform Our Objective Underpinned by an entirely new tech stack is clear: to build a cash - generative, and now live in more than 30 market
Slide 3: CEO message: turning point for Spacetalk
spacetalk.co “The first half of FY26 marks a genuine turning point for Spacetalk. We are completing our transformation into a software - led business model and for the first time have the platform to drive our software subscription revenue and CLTV beyond young children and watches. As a result, we
Slide 4: Progress and Context
spacetalk.co Progress and Context 4
Slide 5: 1HFY26 Key Highlights
spacetalk.co 1HFY26 Key Highlights January’25 Today We re - entered international markets We are active using a capital - light, digital - first approach. in 15 markets with By expanding our ecommerce footprint. 5 priority countries We have Spacetalk Mobile live in three markets Revenue quality By t
Slide 6: 1H26 Key Financial Metrics
spacetalk.co 1H26 Key Financial Metrics Total income stable as Annual Recurring Active Mobile non - hardware revenue Revenue (ARR) Subscribers growth offsets reduction grew by 9% vs PCP increased by 26% vs PCP in devices revenue › Overall income was stable at $10.2m compared to $10.3m in 1H25. › ARR
Slide 7: We are Completing the Transformation to a Software-led Growth Engine
spacetalk.co We are Completing the Transformation to a Software - led Growth Engine Active Mobile Subscribers +643% Total App Users +49% Figures versus February 2023 Structures Processes People On track to deliver $20m-$25m* ARR in calendar year 2026 7
Slide 8: Pathway to $20M+ ARR
spacetalk.co Pathway to $20M+ ARR 8
Slide 9: Initial Focus on Families with Kids 7-17 and Telco platform
spacetalk.co Initial Focus on Families with Kids 7-17 and Telco platform 2023 – Present Families with Sandwich Kids 7 - 17 Generation Parent B2C Next Kids Loop Apple & Samsung Spacetalk Content Watch* Watch Apps App 2.0 Filtering *Analysis ongoing 9
Slide 10: Next Focus B2B & B2C Products for Seniors Aging at Home
spacetalk.co Next Focus B2B & B2C Products for Seniors Aging at Home 2025 – 2026 Families with Sandwich Grandparents and Kids 7 - 17 Generation Parent Older Relatives B2C SIBYL Next Kids Loop Apple & Samsung Spacetalk Content ‘Sibyl’ Watch* Watch Apps App 2.0 Filtering Seniors MPERS & AI *Analysis o
Slide 11: Multiple dimensions of safety evolve over a lifetime
spacetalk.co Multiple dimensions of safety evolve over a lifetime NEW NEW NEW NEW 7- 11 Kids Tweens Teens Young Adults Older People Sandwich Generation Parent Location Walk / bike to Route freedom Secure ride home Share with friends Location Know family school alone awareness in an locations emergen
Slide 12: What Can You Expect for Rest of the Financial Year
spacetalk.co What Can You Expect for Rest of the Financial Year B2B Germany & Australian Home Care Sweden Schools Provider MVNOs EOL Pilot Nov 2025 July 2026 B2C Spacetalk Content Apple & Ongoing Feature Next Kids ‘Sibyl’ POC App 2.0 Filtering Samsung Releases and Watch* Seniors Watch Apps Updates M
Slide 13: Telco Software Platform Focus
spacetalk.co Telco Software Platform Focus Screens and content are illustrative* 13
Slide 14: Spacetalk App Platform is designed to be a growth and retention flywheel
Spacetalk App Watch Plan Platform Kids Watch is designed to Health and Safety Wearable Plan be a growth and Wearable App retention Older people Mobile plan flywheel for App Tweens Telcos… Mobile plan Sandwich Parent Mobile plan App …and provide access to Mobile plan Young Adults Teens millions of Mo
Slide 15: Enterprise software driving ARR and value for Telcos
Enterprise software driving ARR and value for Telcos Global Telcos Global Telco & Care Provider Platform (NOW) Platform (2026 est.) SIBYL Next Kids Loop Apple & Samsung Watch Spacetalk Content ‘Sibyl’ Watch Apps Seniors MPERS & AI App 2.0 Filtering Sandwich Families with Grandparents and Older Kids
Slide 16: Value add for Telco customers
Value add for Telco customers. Purpose built to create value for Telcos. CAC | ARPU | CLTV | SUBS
Slide 17: Insight driven CLM, marketing and low CAC sales channel
Insight driven CLM, marketing and low CAC sales channel. Multiple daily brand touchpoints for your customers and prospective customers. Aligned success and shared reward.
Slide 18: Uniquely Positioned to Drive Telco
spacetalk.co Uniquely Positioned to Drive Telco Decrease CAC Grow Subscribers Customer Lifecycle Management Increase ARPU Maximise CLTV Strong consumer value Eng on ag enti em proposition drives strong data et en R t led telco value proposition: Customer Location Carriers Data Lifecycle Acquis ss Ma
Slide 19: Tiered membership as a premium add on
Tiered membership as a premium add on Features scale with tier Unique value adding service New predictable recurring revenue stream Increased ARPU
Slide 20: Mobile plan and hardware sales
Mobile plan and hardware sales Engagement, upsell and cross - sell Sliding scale of integration from simple to comprehensive for Telco products Potential for whole of family mobile plans in one place Seamless links to Telco eCommerce, or in-app purchase
Slide 21: Peace of mind in the digital world
Peace of mind in the digital world Daily protection, not just screen time limits Simple, powerful online safety features for parents One of the biggest sources of parental anxiety Daily safety-use experience that drives engagement and loyalty All of the benefits of a phone with non of the risks
Slide 22: Spacetalk on leading smartwatches
Spacetalk on leading smartwatches Turn a smartwatch into a safety device Brings the Spacetalk Platform experience to Apple and Samsung smartwatches Provides a stepping stone to a first phone, or add-on product offer Drives smartwatch hardware sales, plan uptake and family retention
Slide 23: Financial Highlights
spacetalk.co Screens and content are illustrative* Financial Highlights 23
Slide 24: Financial Performance Highlights
spacetalk.co Financial Performance Highlights Spacetalk Mobile Drives Growth in Recurring R evenue 1H26 1H25 Change Total income ($m) 10.2 10.3 (1%) Revenue from continuing operations ($m) 9.3 9.8 (5%) Gross Profit from continuing operations ($m) 4.6 4.8 (4%) GP margin (%) 50% 49% 1ppts Annual Recur
Slide 25: Mobile Revenue
spacetalk.co Mobile Revenue Strong S ubscriber G rowth and R evenue Expansion Subscriber Growth Revenue Increase ‘000 1H26 1H25 % The number of paying mobile Spacetalk mobile revenue saw subscribers grew by 26% from a 29% increase, rising from $3.0m in Active mobile subscribers 57.4 45.6 26% 45.6K i
Slide 26: Device Revenue
spacetalk.co Device Revenue Device Sales continue to Drive E cosystem entry despite timing effects Device Unit Sales # ‘000 1H26 1H25 % • Device unit sales declined primarily due to timing impacts, as retail partners drew down on existing inventory, resulting in reduced reorder activity. #Device sal
Slide 27: App Revenue
spacetalk.co App Revenue App 2.0 Establishes Foundation for Scalable Monetisation App 2.0 Launch • The launch of App 2.0 represents a significant evolution of the Company’s ‘000 1H26 1H25 % software platform. • The App provides a more flexible foundation for introducing premium features, #Total App
Slide 28: New App Flywheel Effect to further Drive Mobile Growth
spacetalk.co New App Flywheel Effect to further Drive Mobile Growth Enhancing Customer V alue and Ecosystem Integration Active App Active mobile Users - AU subscribers The success of Spacetalk Mobile… • Historically, ARR growth has been primarily driven by expansion in the mobile 86.4 86.9 subscribe
Slide 29: School Revenue
spacetalk.co School Revenue Stable Gross Margins 1H26 1H25 % Number of Schools School Revenue The number of schools utilising Revenue decreased by 38% due to the Spacetalk services declined by to 274 decline in the number of school Schools (#) 274 1,018 (73%) at the end of 1H26 (1H25: 1,118), as sub
Slide 30: Recurring Revenue Streams
spacetalk.co Recurring Revenue Streams Focus on building a Strong R ecurring R evenue Model Recurring App revenue Subscriptions: $2.3M streams • The app enhances device functionality, driving user engagement and increasing recurring subscription revenue. ARR (Sm) • The launch of App 2.0 has further
Slide 31: Profit and Loss
spacetalk.co Profit and Loss Product mix provides resilience as Company transitions to S oftware - led Model Revenue from continuing Gross profit from continuing Summary Income Statement ($’000) 1H26 1H25 % operations operations Revenue decreased by 6% from Gross profit decreased by 4% from Revenue
Slide 32: Cash flow
spacetalk.co Cash flow Targeted Investments to Support S trategic G rowth Summary Cashflow Statement ($’000) 1H26 1H25 % Receipts from Customers Cash flow before Financing Receipts increased by 28% from Activities Receipts from customers 10,154 7,957 28% $8.0M in 1H25 to $10.2M in 1H26. The Cashflow
Slide 33: Balance Sheet
spacetalk.co Balance Sheet Successful Refinancing and Extending Borrowing Balance sheet Dec - 25 Jun - 25 Inventory Management Receivables Management Cash and cash equivalents 1,538 1,149 Inventory increased to $2.2M Trade and other receivables (Jun - 25: $1.7M), to support increased to $2.0M (Jun -
Slide 34: Successful Refinancing
spacetalk.co Successful Refinancing Our Lender Supporting our Growth Plans Debt Facility at Debt Facility at Debt Facility from 31 Dec ‘24 Feb’25 Jul’25 $5M 9.5% $5M 9.5% $3.6M* 9.5% Loan amount Interest rate stability Loan amount Rate remained Loan amount Rate remained unchanged unchanged Repayment
Slide 35: Appendices
spacetalk.co Screens and content are illustrative* Appendices 35
Slide 36: Adjusted EBITDA reconciliation
spacetalk.co Adjusted EBITDA reconciliation 1H26 1H25 Change Loss from continuing operations before income tax (5,507) (991) 456% Depreciation and amortisation expense 1,132 639 77% Interest expense 1,080 235 360% Loss / (gain) on fair value of derivatives (1,209) (114) 961% Share based payments 256
Slide 37: Important Legal Information
spacetalk.co Important Legal Information This presentation has been prepared by Spacetalk Ltd. (“Spacetalk,” or “Company,” or “SPA”). This presentation: • has been prepared in good faith and with reasonable care. Neither SPA nor any other person makes any representation or warran ty, express or impl
Slide 38: spacetalk.co
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