Oneview Healthcare PLC · ASX:ONE
Oneview Healthcare — FY2025 Earnings Presentation
38 slides from Oneview Healthcare's earnings presentation, Feb 12, 2026
Slide 1: Full Year Results 2025
Full Year Results 2025 12 February 2026
Slide 2: Legal disclaimer
Legal disclaimer This presentation contains general information about the activities of Oneview Healthcare PLC (ABRN 610 611 768) (Oneview or Company) which is current as at 12 February 2026. It is in summary form and does not purport to be complete. It presents financial information on a statutory
Slide 3: Legal disclaimer cont.
Legal disclaimer cont. This presentation is not intended to and does not constitute, form part of or contain an offer or invitation to issue or sell , or solicitation of an offer to buy, any securities or other financial products in any jurisdiction. The distribution of this presentation outside Aus
Slide 4: Speakers
Speakers James Fitter Darragh Lyons Niall O’Neill Chief Executive Officer Chief Financial Officer Chief Product Officer 4
Slide 5: Agenda
Agenda 1) FY 2025 in 2) FY 2025 3) Commercial & 4) Innovation Review Financial Results Sales Updates Overview 5) AI: An Enabler, 6) Outlook 7) Q&A Not a Competitor 5
Slide 6: Oneview Healthcare plc (ASX: ONE) A global leader in connected care
Oneview Healthcare plc (ASX: ONE) A global leader in connected care experience solutions. Commercial success Proudly partnered with 3 of on four continents the Top 25 US Hospitals* 6 * US Hospital Rankings from Newsweek's worlds best hospitals review 2025
Slide 7: How we create value for our customers
How we create value for our customers 01 02 03 04 Enhance Enhance Improve Optimize Patient Care Team Safety and Operational Experience Experience Outcomes Efficiency • Give patients control • Provide contextual • Intelligent sensing • Orchestrate people • Provide personalized information • Anticipat
Slide 8: FY 2025 in Review
)s ONEVIEW / atcnessicss FY 2025 in Review
Slide 9: FY 2025 Results
FY 2025 Results FY2025 As at 31 December 2025 Revenue Cash €12.0m €4.6m (A$21.0m) Up 21% (A$8.1m) (31 Dec 2024: €13.8m) Recurring Revenue 4 new customer €7.7m logos added (A$13.3m) Up 7% Gross Margin Live Endpoints 64% 14,880 ONE’s new user interface (2024: 67%) Down 3% 31 Dec 2024: 13,397) Up 11% O
Slide 10: Highlights: Business & innovation
Highlights: Business & innovation “Next Generation” Sector Expertise Experience AI-Powered Michael Dowling, who was Personalized, intuitive, and Leveraging AI to deepen president and CEO of Northwell designed to drive higher patient empowerment and Health for 23 years, joined the utilization and val
Slide 11: FY 2025 Financial Results
VIEW the connected care experience company FY 2025 Financial Results
Slide 12: FY2025 Financial performance
FY2025 Financial performance Year ended 31 Year ended 31 Year ended 31 Year ended 31 December 2025 December 2024 Variance December 2025 December 2024 Variance €’m €’m % €’m €’m % Recurring revenue 7.7 7.2 7% Loss after tax (12.6) (10.8) (16%) Non-recurring revenue 4.3 2.7 60% Addbacks: Total Revenue
Slide 13: Financial position at 31 December 2025
Financial position at 31 December 2025 As at As at As at As at 31 December 31 December 31 December 31 December Balance Sheet Position 2025 2024 Variance Cash Flow Statement Summary 2025 2024 Variance €’m €’m % €’m €’m % Cash and cash equivalents 4.6 13.8 (67%) Net cash used in operating activities (
Slide 14: Live endpoints as at December 2025
Live endpoints as at 31 December 2025 16,000 15,000 1,340 14,880 14,000 897 13,411 1,023 13,540 31% acceleration in deployment activity in H2 v s H1 13,000 12,514 (894) 12,000 Note: 894 endpoints decommissioned in 11,000 June 2025 with Australian customer due to budgetary 10,000 constraints offset b
Slide 15: Deployments: Outlook
Deployments: Outlook Our Path to More Efficient Deployments continues Live Endpoints Investing in 17,850 configuration 18,000 tooling 16,000 14,000 12,000 10,000 8,000 14,880 Infrastructure 6,000 Targeting 90-day deployments 2025 automation and AI Agents 4,000 2,000 0 Live endpoints Live endpoints 3
Slide 16: Commercial & Sales Updates
ONeVIEW / .tecoretsces Commercial & Sales Updates
Slide 17: Customer acquisition timeline
Customer acquisition timeline Founded in Dublin, Ireland Oneview goes 2008 2015 public on ASX 2018 2020 2023 2025 2014 2016 2019 2021 2024 2026 GPO of Top 10 US Health System What is a Group Purchasing Organization (“GPO”)? GPOs aggregate hospitals’ buying power to streamline procurement. Being adde
Slide 18: Commercial strategy
Commercial strategy ▪ Securing new customer logos remains our primary commercial priority ▪ 18 New logos added in the last 3 years ▪ Once new customers are “landed”: ▪ We demonstrate our products’ value and scalability in the customer’s production environment ▪ Expand across the enterprise and upsel
Slide 19: The logic of land and expand in healthcare
The logic of land and expand in healthcare 18 new logos added in the last 3 years that manage 11,631 licensed beds ▪ United States 10,901 ▪ Ireland 547 ▪ Australia 183 Providing an equitable patient experience Large complex Provide consistent Use data and Bring digital tools, systems (our target acc
Slide 20: The addressable market of our new logos
The addressable market of our new logos ▪ 18 new logos added in the last 3 years that manage 11,631 licensed beds * ▪ These equate to POTENTIAL to add 46,524 endpoints – four per bed (TV, Tablet, Whiteboard, Door Sign per bed) . At current average endpoint pricing this equates to a * Licensed beds:
Slide 21: Endpoint potential of new logos
Endpoint potential of new logos * Endpoint Potential of 18 New Logos Logo 18 (25 licensed beds) Logo 17 (25 licensed beds) Logo 16 (60 licensed beds) Logo 15 (70 licensed beds) Logo 14 (123 licensed beds) Logo 13 (124 licensed beds) Logo 12 (177 licensed beds) Logo 11 (325 licensed beds) Logo 10 (43
Slide 22: Smart patient room touchpoints
Smart patient room touchpoints Precision Patient Camera & Locating Tablet Computer Vision Voice Patient Assistant TV Digital Digital Door Sign Whiteboard Smart Nurse Beds Call
Slide 23: Baxter partnership delivering
Baxter partnership delivering Customer Logos Won To Date Innovation • Voalte Nurse Call integration delivered • Active engagement on co-innovation pipeline GPO of Top 10 • Niall O’Neill will be presenting at 2026 Baxter US Health National Sales Conference next week System Sales Pipeline Baxter demoi
Slide 24: Innovation
1s ONeVIEW / secnetes Innovation
Slide 25: AI software development life cycle (SDLC)
AI software development life cycle (SDLC) Continued iterative improvement of the AI SDLC 3rd iteration of requirements Continued evolution of AI tools Maturity framework with targets generation, using multi-agent and models is increasing defined for each stage of the workflow effectiveness process A
Slide 26: The new user interface facilitating Ovie
The new user interface facilitating Ovie
Slide 27: Meet Ovie!
Meet Ovie! A digital Care Assistant that helps patients help themselves – and lets care teams focus on what matters. Ovie runs on the patient TV, tablet, and clinician devices to support patients, manage non- clinical needs, and give staff real-time visibility.
Slide 28: Who Ovie serves
Who Ovie serves Patients & Nursing Operations Leaders / PX Families • Request meals & services • Monitor patient experience • Receive & manage requests • Perform guided, context-aware rounding • Control room & system • Track non-clinical requests • Focus support on activation • Receive personalized
Slide 29: The Ovie ecosystem
The Ovie ecosystem Ovie Engage Ovie Console Context-aware patient Real-time operational prompts visibility Launching at ViVE Pilot in 2026 Ovie Voice Ovie Rounds Natural-language Guided experience interaction rounding Pilot in 2026 Future product 29
Slide 30: How Ovie turns signals into action
How Ovie turns signals into action Patient Interactions Staff Tools Voice questions, service requests, meal orders, Real-time visibility of patient experience, action management, feedback surveys, and more… and pro-active rounding Clinical & Operational Systems Uni- and bi-directional integrations f
Slide 31: AI: An Enabler, Not a Competitor
AI: An Enabler, Not a Competitor
Slide 32: AI: An enabler, not a competitor
AI: An enabler, not a competitor ONE’s Connected Care Experience ONE is leveraging AI across is a deeply entrenched vertical its business: platform in a tightly regulated ▪ Accelerating product development enabling hospital environment. faster delivery of high-impact features to customers. ▪ Embedde
Slide 33: Simplicity on the surface, power beneath
Simplicity on the surface, power beneath A seamless experience requires a robust, secure, and integrated platform Reliability & Security • Device and system security What users see… Visible • Device management and monitoring • Consistent user experience • TV infrastructure • Guest and personalized •
Slide 34: Outlook
)s ONEVIEW / atcnessicss Outlook
Slide 35: P&L Outlook: Progressing towards breakeven
P&L Outlook: Progressing towards breakeven Revenue Costs Revenue Growth of 21% in FY2025 over FY 2024 Peak Innovation: Significant product development over the past ~3 H1 and H2 have grown year-on-year over the past 3 years years (Digital Whiteboard, Digital Door Sign, MyStay Mobile, a new front end
Slide 36: The path to breakeven
The path to breakeven Ovie ecosystem will drive fresh AI enhancing the value adding velocity and pricing power World class quality of our account software and management shortening Material revenue deployment growth prioritising value and governance timelines Unparalleled opportunities access to US
Slide 37: ONE outlook
ONE outlook Performance Commercial Products Productiv ity R isk Factors ▪ 21% increase in ▪ 4 new logos ▪ New user ▪ Leveraging AI to ▪ Regulatory uncertainty Total Revenue added in 2025 experience will be deliver enhanced under current regime during 2025 delivered in H2 quality and may delay capita
Slide 38: ONeVIEW / .tecouetesces
ONeVIEW / .tecouetesces