Spacetalk Limited · ASX:SPA
Spacetalk — Shareholder Meeting (November 2025)
26 slides from Spacetalk's shareholder meeting presentation, Nov 20, 2025
Slide 1: 2025 Annual General Meeting Addresses and Presentation
ASX Announcement | 20 November 2025 Spacetalk Ltd (ASX: SPA) 2025 ANNUAL GENERAL MEETING ADDRESSES AND PRESENTATION In accordance with the ASX Listing Rules, the Chairman’s and CEO addresses and presentations to the Annual General Meeting (“AGM”), are appended. The release of this announcement has b
Slide 2: Chair's Address
CHAIR’S ADDRESS Thank you for joining us today - we have chosen a face to face over the virtual meetings so common in the corporate landscape of Australia these days, because we want to engage with you in particular around our key achievements which our CEO Simon Crowther will outline later. Before
Slide 3: Chief Executive Officer and Managing Directors' Address
CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTORS’ ADDRESS I am delighted to host this year’s AGM in person. Today, I will provide an update on our performance over the past financial year and outline the growth opportunity ahead for Spacetalk. After two years of disciplined transformation we are in th
Slide 4: FY25 Highlights
Despite it being the final year in which we relied primarily on a single market and hardware‑driven revenue, we still achieved double‑digit growth. Revenue increased to $19.6 million, up 12% from $17.4 million. Spacetalk Mobile revenue increased 54% year‑on‑year, rising from $4.5 million to $7 milli
Slide 5: Product Progression
operational in 5 markets, launched our new Apple Watch App to extend our software and mobile offering to Apple enthusiasts – remember that market summary a few moments ago - think tweens, teens and parents new cohorts for us. How does all this translate into product outcomes that deliver our strateg
Slide 6: Products and Customer Lifetime Value
our products and ability to acquire a user and their parent at a young age and transition them to their first mobile handset extending customer lifetime value (CLTV), increasing average revenue per user (ARPU), reducing customer acquisition cost (CAC) and reducing churn is compelling. The Spacetalk
Slide 7: Annual General Meeting
Annual General Meeting November 20th 2025
Slide 8: 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 warranty, express or impli
Slide 9: CEO and Managing Director's Address
spacetalk.co CEO and Managing Director’s Address 2025 SPACETALK AGM
Slide 10: 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. The Freedom Platform Our Objective now live in more than 30+ markets and is clear: to build a cash-generative, 16 languages and beginning to connect defensible
Slide 11: Key Highlights
spacetalk.co FY25 Key Highlights January End of FY25 We re-entered international markets using a capital-light, digital-first approach. We were active By expanding our ecommerce footprint. in 15 markets! We launched Spacetalk Mobile in the UK and shortly in Germany and Sweden. Retail-driven revenue
Slide 12: Key Financial Metrics
spacetalk.co FY25 Key Financial Metrics Annual Recurring Active Mobile 12% growth in Revenue Revenue (ARR) Subscribers driven by growth in grew by 25% vs PCP increased by 51% vs PCP recurring revenue › ARR grew to $12.1m, up 25% from $9.7m › The Active Mobile Subscriber base › Overall revenue increa
Slide 13: We Have Completed the Transformation to a Software-led Growth Engine
spacetalk.co We Have Completed 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 2025 SPACETALK AGM 27
Slide 14: spacetalk.co
spacetalk.co 2025 SPACETALK AGM 28
Slide 15: 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 emergenc
Slide 16: Our ecosystem delivers safety through product
Our ecosystem delivers safety through product B2C Adventurer & Life Loop Spacetalk Content Apple & Samsung Next Kids ‘Sibyl’ Adventurer 2 (EOL) (EOL) App 2.0 Filtering Watch Apps Watch Seniors MPERS & AI Home Care B2B SCHOOLS Providers SIBYL Australian Global Global Schools Telcos ‘Sibyl’ AI SaaS Sa
Slide 17: Ecosystem Drives Growth to $20M-$25M ARR & Beyond
spacetalk.co Ecosystem Drives Growth to $20M-$25M ARR & Beyond B2C 2025 SPACETALK AGM 31
Slide 18: Initial Focus on Families With Kids 7-17
spacetalk.co Initial Focus on Families With Kids 7-17 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 2025 SPACETALK AGM 32
Slide 19: Next Focus on Products for Seniors Aging at Home
spacetalk.co Next Focus on 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 2025 SPACETALK AGM 33
Slide 20: Interconnected B2B software businesses driving ARR
Interconnected B2B software businesses driving ARR Global Telcos Global Care Provider Platform & SaaS (NOW) Platform & SaaS (2026 est.) SIBYL Next Kids Loop Apple & Samsung Watch Spacetalk Content ‘Sibyl’ Watch Apps App 2.0 Filtering Seniors MPERS & AI Sandwich Families with Grandparents and Older K
Slide 21: Spacetalk App is designed to be a growth and retention flywheel
Watch Plan Watch Kids Health and Safety Wearable Plan Wearable App Spacetalk App Older people Mobile plan is designed to Tweens be a growth and App Mobile plan Sandwich Parent Mobile plan retention App flywheel, for Mobile Spacetalk and plan Young Adults Teens Telcos App Mobile plan App
Slide 22: Uniquely Positioned to Drive Telco Customer Lifecycle Management
spacetalk.co Uniquely Positioned to Drive Telco Decrease CAC Increase ARPU Customer Lifecycle Management Maximise CLTV Strong consumer value proposition drives strong data led telco value proposition: Customer Location Carriers Data Lifecycle Management Family construct App usage and engagement Conn
Slide 23: Ecosystem Creates Multiple Revenue Opportunities
spacetalk.co Ecosystem Creates Multiple Revenue Opportunities NEW NEW NEW NEW Kids Tweens Teens Young Adults Older People Sandwich Parent Mobile / Connectivity Spacetalk App Digital Safety – Content Filtering B2B Platform and SaaS for Telcos and Care Providers Sybil – Predictive Analytics 2025 SPACE
Slide 24: 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’ App 2.0 Filtering Samsung Releases and Watch(es) Seniors Watch Apps Updates MP
Slide 25: Thank You
spacetalk.co Thank You 2025 SPACETALK AGM 39
Slide 26: spacetalk.co
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