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Spacetalk boosts recurring revenue as software-led strategy gains traction

Story Highlights
  • Spacetalk grew recurring revenue and subscribers despite softer device sales, highlighting momentum in its subscription-based family safety services.
  • A new cloud platform, the Spacetalk 2.0 app, and a TPG Vodafone deal position the company for scalable software expansion and international growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Spacetalk boosts recurring revenue as software-led strategy gains traction

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SPACETALK Limited ( (AU:SPA) ) has shared an update.

Spacetalk reported half-year 2026 results that underscore its shift toward recurring software and subscription revenue, with annual recurring revenue up 9% to $12 million and active mobile subscribers rising 26% to 57,600, even as revenue from continuing operations slipped 6% to $9.3 million due to weaker device sales. The company completed a major platform upgrade and launched the Spacetalk 2.0 app on scalable cloud architecture, increased operating expenses to support its software-led strategy, and progressed international expansion, including a key agreement with TPG to deploy its app to millions of Vodafone customers, laying the groundwork for broader telco partnerships and entry into new segments such as seniors.

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 Australia-based technology company focused on family safety solutions that combine wearable devices with a subscription-based mobile service. Its core offerings include the Spacetalk app and connected hardware, targeting parents and families, with a growing emphasis on a software-led, cloud-based platform that can be distributed through telecommunications partners and digital channels.

Average Trading Volume: 158,528

Technical Sentiment Signal: Sell

Current Market Cap: A$10.47M

Learn more about SPA stock on TipRanks’ Stock Analysis page.

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