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An announcement from SPACETALK Limited ( (AU:SPA) ) is now available.
Spacetalk reported a transformative December 2025 quarter marked by the completion of the initial phase of a major re-platforming project and a strategic shift from a hardware-led to a software-led, SaaS-focused business model. The new platform, which incorporates Customer Value Management tools, is designed to enhance subscriber engagement, reduce churn and improve average revenue per user, and has opened up new enterprise software sales opportunities that were previously inaccessible, positioning the company for improved scalability, higher margins and stronger cash generation. Operationally, global active mobile subscribers rose 26% year-on-year to 57,400, while annual recurring revenue grew 9% to $12.0 million, driven by a 20% increase in Spacetalk Mobile ARR, which now accounts for 42% of customer revenue. Despite a 19% drop in device revenue and a $0.6 million decline in quarterly revenue to $5.6 million due to lower retail channel sell-in, total first-half income remained broadly flat at $10.1 million as recurring subscription revenue climbed 30%, underlining the company’s progress toward a more resilient, subscription-driven revenue base. Management reiterated guidance for annual recurring revenue of $20–$25 million in calendar 2026, signalling confidence that the new platform and telco partnerships will underpin future growth and enhance long-term value for stakeholders.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.09 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
More about SPACETALK Limited
Spacetalk Ltd is an ASX-listed company operating in the mobile communications and software sector, historically focused on hardware devices but now pivoting toward a software-as-a-service (SaaS) model. Its core offerings centre on mobile services and subscription-based platforms, with a growing emphasis on recurring revenue streams and partnerships with telecommunications operators to drive scalable, higher-margin growth.
Average Trading Volume: 87,501
Technical Sentiment Signal: Sell
Current Market Cap: A$10.47M
Learn more about SPA stock on TipRanks’ Stock Analysis page.