Firstwave Cloud Technology Ltd. · ASX:FCT
Firstwave Cloud Technology — Q3 FY26 Earnings Presentation
23 slides from Firstwave Cloud Technology's earnings presentation, May 2026
Slide 1: Q3 at a Glance - Shareholder Update
Q3 AT A GLANCE - SHAREHOLDER UPDATE - MAY 2026 Q3 FY26 quarter ended 31 March 2026 rsonal use only Q3 FY26 RESULTS KEY HIGHLIGHTS Net operating cash inflow Net operating cash inflow: $1.40m $1.40m Banobras win Customer receipts Customer receipts: $2.01m (+125% QoQ) $2.01m (+125% QoQ) ~A$350k (US$250
Slide 2: Today's Presenters
TODAY’S PRESENTERS rsonal use only ROGER BUCKERIDGE DANNY MAHER SHARON HUNNEYBELL Chair Managing Director VP o f P r o d u c t s 2
Slide 3: Agenda
AGENDA rsonal use only 1. Introduction – Roger Buckeridge 2. CEO Update and Financials – Danny Maher 3. Product Update – Sharon Hunneybell 4. Outlook and Q&A
Slide 4: CEO Update
CEO UPDATE rsonal use only Danny Maher – Managing Director and CEO
Slide 5: Q3 Results Summary
Q3 RESULTS SUMMARY • Cash-flow positive quarter — net operating cash inflow of $1.40m; customer receipts of rsonal use only $2.01m, up 125% quarter-on-quarter • Open-AudIT 6 momentum — 5,991 downloads since launch, 6.09% commercial trial conversion rate (and 194 active sales leads) • CSIRO and UniSC
Slide 6: Events Subsequent to the End of Quarter
EVENTS SUBSEQUENT TO THE END OF QUARTER • Banobras win — ~$350k (US$250k) two-year AI-powered compliance management rsonal use only agreement with one of Mexico’s leading banks • Services Australia win — $1.85m agreement for AI-powered compliance management; • We have now received payment for: • Ban
Slide 7: Product Update
PRODUCT UPDATE rsonal use only Sharon Hunneybell– VP Products
Slide 8: Product Update: Visibility, Everything Everywhere
PRODUCT UPDATE VISIBILITY, EVERY THING EVERYWHERE. rsonal use only Sharon Hunneybell · VP of Product NASA · Artemis II · Earthrise, Day 6
Slide 9: What I Will Share Today
WHAT I WILL SHARE TODAY rsonal use only 01 02 03 Open-AudIT momentum Two landmark customer wins The 18-month product horizon Now anchoring our compliance suite - and Banobras in Mexico and Services Australia Two themes - explored in some depth - converting free users into enterprise - landmark deals
Slide 10: Product Momentum
PRODUCT MOMENTUM Open-AudIT is the front 01 rsonal use only Bundled into our two biggest deals Both Banobras and Services Australia licensed Open-AudIT as door to our compliance part of broader multi-product packages. suite. 02 Free-to-paid pipeline strengthens A targeted release this week sharpens
Slide 11: Case Study: Banobras, Mexico
CASE STUDY · MEXICO · BANOBRAS rsonal use only Banobras CHANNEL · OMNIPRINTER / GRUPO SALINAS 01 · THE PROBLEM 02 · OUR SOLUTION 03 · THE OUTCOME Confidence that nothing changes without The full FirstWave compliance suite, on a two- A landmark deal - and our first channel-led them knowing. year subs
Slide 12: Case Study: Services Australia
CASE STUDY · AUSTRALIA · SERVICES AUSTRALIA rsonal use only PERPETUAL LICENCE + RECURRING SUPPORT Services Australia $1.85M PLUS PROFESSIONAL SERVICES & ANNUITY 01 · THE PROBLEM 02 · OUR SOLUTION 03 · THE OUTCOME One view of a vast estate - compliance critical A perpetual licence to the FirstWave co
Slide 13: Our Differentiator
OUR DIFFERENTIATOR AI driven network rsonal use only compliance Compliance FirstWave DORA CPS 230 NIS2 APRA compliance and resilience Resilience Higher stakes Banobras Services Australia Table stakes → Every theme on the roadmap ahead extends across all three: performance, resilience, and compliance
Slide 14: Roadmap: NMIS - AI-ready operations
ROADMAP · NMIS AI-ready operations. DELIVERY WINDOW H1 2026 → 2027 rsonal use only Networks that anticipate problems before they cause outages - built on a modern data foundation and machine learning trained on real telemetry. W H AT W E ' R E B U I L D I N G Q2-Q4 2026 Machine-learning prediction &
Slide 15: Roadmap: NMIS & Open-AudIT - Safe AI in the enterprise
ROADMAP · NMIS & OPEN-AUDIT DELIVERY WINDOW Safe AI in the enterprise. H1 2026 → H2 2026 rsonal use only Governance and identity for an AI-operated estate - letting organisations bring AI agents into their operations without losing oversight. W H AT W E ' R E B U I L D I N G Q3 – Q4 2026 Active Dire
Slide 16: What This Means for Shareholders
WHAT THIS MEANS FOR SHAREHOLDERS Four outcomes - every initiative ties to one. rsonal use only 01 · PRICING POWER 02 · DEAL EXPANSION Premium pricing through AI-led differentiation. Larger contracts as scope expands. From network monitoring into application intelligence, Predictive operations and sa
Slide 17: Summary and Outlook
SUMMARY AND OUTLOOK rsonal use only
Slide 18: Summary and Outlook
SUMMARY AND OUTLOOK rsonal use only Things are looking much better – this is fact within the forecast: • We already know revenues for this quarter and customer receipts are higher – (that is not a forecast, this is now disclosed in this update) • Revenues from 1 April to 25 May 2026 are circa $2.7m
Slide 19: Q&A
Q&A FirstWave UOSIJ9
Slide 20: About FirstWave: Company Snapshot
ABOUT FIRSTWAVE Company snapshot rsonal use only Legal name Legal name: FirstWave Cloud Technology Limited FirstWave Cloud Technology Limited ASX code ASX code: FCT FCT Sector Sector: Software / Cybersecurity / Network Management Software / Cybersecurity / Network Management Headquarters Headquarter
Slide 21: Q3 FY26 Results - Structured Data
Q3 FY26 Results - Structured Data Period: Q3 FY26 quarter ended 31 March 2026. Headline financials: rsonal use only Net operating cash inflow: AUD 1.40 million. Customer receipts: AUD 2.01 million (up 125 percent quarter on quarter). R&D tax refund received: approximately AUD 1.20 million. Closing c
Slide 22: Post Quarter Events - Structured Data
Post Quarter Events - Structured Data Events subsequent to the end of Q3 FY26 (period: 1 April 2026 to 25 May 2026). Customer contracts won: rsonal use only Banobras (Mexico): Counterparty: Banco Nacional de Obras y Servicios Publicos (state-owned development bank). Contract value: approximately USD
Slide 23: Company Snapshot - Structured Data
Company Snapshot - Structured Data Company snapshot. Legal name: FirstWave Cloud Technology Limited. rsonal use only ASX code: FCT. Sector: Software / Cybersecurity / Network Management. Headquarters: Surfers Paradise, Queensland, Australia. Reporting currency: AUD. Products: NMIS, Open-AudIT, Cyber
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