Firstwave Cloud Technology Ltd. · ASX:FCT
Firstwave Cloud Technology — Q4 FY25 Earnings Presentation
15 slides from Firstwave Cloud Technology's earnings presentation, Aug 6, 2025
Slide 1: Q4 FY25 Shareholder Update
Q4 FY25 Shareholder Update 6 August 2025
Slide 2: Agenda
Agenda 1. Introduction – Danny Maher 2. CFO Update 3. CEO Update 4. Q&A 2
Slide 3: Today's Presenters
Today’s Presenters ROGER BUCKERIDGE DA N N Y M A H E R IAIN BA R T R A M S H A RO N H U N N E Y B E L L Chair Managing Director and C F O and VP of Products CEO C o m p a ny Secretary 3
Slide 4: Introducing Roger Buckeridge
Introducing Roger Buckeridge • John Grant retires after six years, backing Roger to lead next chapter. • Roger Buckeridge appointed as Director on 14 July and became Chairman on 18 July. • Roger co-founded pioneering private equity business Allen & Buckeridge, investing $280M in 60+ tech startups. •
Slide 5: CFO Update
CFO Update Iain Bartram – Chief Financial Officer 5
Slide 6: Q4 Financial Performance - Revenue and Gross Profit
Q4 Financial Performance - Revenue and Gross Profit (A$m) Q3 FY25 Q4 FY25 △% ARR 8.03 7.87 -2% - CyberCision 2.91 2.86 -2% - Network Management 5.12 5.01 -2% Revenue 2.14 2.08 -3% - CyberCision 0.77 0.72 -6% - Network Management 1.37 1.36 -1% Gross Profit 1.94 1.92 -1% - CyberCision 0.57 0.56 -2% -
Slide 7: Q4 Financial Performance – Cash
Q4 Financial Performance – Cash Normalised* Cash Usage (AUD$000's) 700 • Q4 closing cash position $0.27m (FY25 Q3: $0.55m) 600 • Over $2m in renewals and sales invoiced in 60 days 500 • Normalised* monthly cash usage $195k 400 • Cash usage before any new sales • Does not include non-recurring revenu
Slide 8: CEO Update
CEO Update Danny Maher – Managing Director and CEO 8
Slide 9: Recent Highlights
Recent Highlights • Major client contracts renewed with uplift • Claro DR • Solarus • Services Australia • Macquarie Cloud • Extension of Telstra ISM- compliant email security agreement • SIG Agreement extended for one-year • PSA no longer required • Strategic Partnership secured with Amazon to laun
Slide 10: More than $2m invoiced in June and July
More than $2m invoiced in June and July $530k (so far) $580k $385k $600k • Agreement includes a potential 18% uplift • 18-month renewal with changes to • Claro will license FirstWave’s NMIS 9 • ISM compliant Secure Internet from the previous agreement and product mix. software suite for USD $250,000
Slide 11: Product Update
Product Update Sharon Hunneybell– VP Products 11
Slide 12: Product Update
Product Update Open-AudIT NMIS CyberCision STM Compliance • Security Dashboards • MCP Server for agent • Custom Reporting • Improved interface for driven reporting and classification features alerts and rules Automation & AI • Vulnerability Detection • Root Cause Analysis • SaaS Onboarding with • PO
Slide 13: Outlook
Outlook Q1 Cash Inflows • Recent positive renewal and uplift announcements, and other orders received in the last 60 days, are due to generate over $2m of cash inflows in August. Operational Efficiencies • Normalised cash usage continues to improve and we will continue to look for further operationa
Slide 14: Q&A
Q&A 14
Slide 15: Thank you
Thank you
FirstWave Cloud Technology — Q4 FY25 Earnings Presentation on 6ix