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SPACETALK Limited
(Sydney:SPA)
SPACETALK Limited (SPA) vs. iShares MSCI Australia ETF (EWA)
SPACETALK Limited Business Overview & Revenue Model
SPACETALK Limited Financial Statement Overview
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 18.57M | 19.61M | 17.50M | 13.42M | 14.88M | 15.11M |
| Gross Profit | 3.31M | 9.70M | 8.64M | -757.26K | -1.43M | 9.35M |
| EBITDA | -8.76M | -4.53M | -4.21M | -8.42M | -925.01K | 730.40K |
| Net Income | -9.01M | -4.54M | -6.24M | -14.68M | -6.30M | -1.78M |
Balance Sheet | ||||||
| Total Assets | 11.48M | 8.60M | 7.86M | 10.97M | 22.19M | 16.01M |
| Cash, Cash Equivalents and Short-Term Investments | 1.54M | 1.15M | 1.77M | 3.03M | 5.58M | 4.19M |
| Total Debt | 8.11M | 4.72M | 5.21M | 5.33M | 3.19M | 1.83M |
| Total Liabilities | 17.84M | 12.86M | 11.72M | 12.08M | 9.70M | 6.66M |
| Stockholders Equity | -6.36M | -4.26M | -3.86M | -1.11M | 12.49M | 9.35M |
Cash Flow | ||||||
| Free Cash Flow | -4.86M | -2.71M | -2.90M | -5.12M | -8.91M | -4.23M |
| Operating Cash Flow | -4.83M | -2.68M | -2.87M | -3.46M | -5.57M | -1.18M |
| Investing Cash Flow | -2.31M | -1.66M | -1.43M | -1.67M | -3.35M | -3.05M |
| Financing Cash Flow | 3.95M | 3.71M | 3.05M | 2.50M | 10.58M | 5.26M |
SPACETALK Limited Technical Analysis
SPACETALK Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
52 Neutral | AU$12.56M | -4.26 | -18.92% | ― | 8.20% | 37.20% | |
46 Neutral | AU$7.92M | -8.24 | ― | ― | 66.48% | 77.19% | |
44 Neutral | AU$34.88M | 23.00 | -166.02% | ― | -11.11% | -71.43% | |
42 Neutral | AU$10.86M | -17.50 | -11.62% | ― | -9.44% | 83.16% | |
41 Neutral | AU$8.59M | -0.71 | ― | ― | 12.24% | 55.89% |
SPACETALK Limited Corporate Events
SPACETALK Limited has launched a new version of its app platform built on an entirely new technology stack, now live in over 30 markets and available in 16 languages, aiming to connect users at different stages of their lives. The company frames this platform upgrade as central to its strategy of establishing a cash-generative, defensible niche in the global family safety market, signaling an effort to strengthen its competitive positioning and scale its user base internationally.
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.
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.
Spacetalk Limited reported a 6% decline in revenue to $9.26 million for the half year ended 31 December 2025, compared with the prior corresponding period, and a sharp deterioration in profitability, with net loss attributable to owners widening to $5.51 million. The company did not declare or pay any dividends for the current or prior half year, but maintained its net tangible assets per share at a negative level, while confirming there were no changes in control of entities, no associate or joint venture interests, and no audit qualifications to its interim financial statements.
The group continues to operate internationally through subsidiaries in the U.S., U.K. and New Zealand, with its financials prepared under Australian Accounting Standards aligned with IFRS, suggesting consistent reporting across jurisdictions. The deepened loss, alongside the absence of dividends and persistently negative net tangible assets per share, underscores ongoing financial pressure on shareholders and may raise questions about the company’s path to restoring profitability and balance sheet strength.
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.
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.
Spacetalk Ltd has announced the cessation of 113,216 incentive rights (SPAAR), which have lapsed because the conditions attached to these conditional rights were not met or could no longer be satisfied as of 22 January 2026. The lapse of these incentive rights slightly reduces the company’s pool of potential equity-based remuneration and may marginally lessen prospective dilution for existing shareholders, but it does not affect currently issued shares or indicate any change to the company’s core operations.
The most recent analyst rating on (AU:SPA) stock is a Hold with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Ltd has applied to the ASX for quotation of 96,989 new fully paid ordinary shares under its existing SPA ticker. The modest increase in quoted securities, issued on 22 December 2025 following the exercise or conversion of options or other convertible instruments, marginally expands the company’s free float and may provide additional liquidity for shareholders without materially altering its capital structure.
The most recent analyst rating on (AU:SPA) stock is a Hold with a A$0.12 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Hon Michael David Rann acquiring 20,000 converting notes valued at $20,000. This transaction reflects a subscription to converting notes, indicating a potential strategic financial move by the director, which may influence the company’s financial structure and investor confidence.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Director John Bird acquiring 20,000 converting notes valued at $20,000, which are set to convert on July 31, 2026. This acquisition reflects a personal investment in the company, potentially indicating confidence in its future performance and stability, which could positively impact stakeholder perception and market positioning.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Simon Crowther acquiring 170,000 converting notes valued at $170,000, which will convert on July 31, 2026. This acquisition reflects a strategic financial move for the company, potentially impacting its market positioning and signaling confidence in its future growth prospects.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Georg Johann Chmiel acquiring additional ordinary shares and converting notes while exercising performance rights. This adjustment in the director’s holdings reflects a strategic move that could influence investor confidence and impact the company’s market perception.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited has announced a new issuance of 652,230 ordinary fully paid securities, which will be quoted on the Australian Securities Exchange (ASX) under the code SPA. This move is part of the company’s strategic financial operations, potentially impacting its market positioning and offering new opportunities for stakeholders.
The most recent analyst rating on (AU:SPA) stock is a Sell with a A$0.10 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited has announced the issuance of 550,000 unquoted convertible notes as part of a transaction previously disclosed to the market. This move signifies a strategic financial decision by SPACETALK to potentially enhance its capital structure, which may impact its financial flexibility and stakeholder interests.
The most recent analyst rating on (AU:SPA) stock is a Hold with a A$0.12 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Georg Johann Chmiel acquiring 169,730 performance rights, as approved at the 2025 Annual General Meeting. This change reflects a strategic move to align the director’s interests with the company’s performance, potentially impacting stakeholder confidence and the company’s market positioning.
The most recent analyst rating on (AU:SPA) stock is a Hold with a A$0.12 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.
SPACETALK Limited announced a change in the director’s interest, with Michael Rann acquiring an additional 96,989 performance rights, bringing his total to 185,233 performance rights. This change, approved at the 2025 Annual General Meeting, reflects the company’s commitment to aligning leadership incentives with its strategic goals, potentially impacting its market positioning and stakeholder confidence.
The most recent analyst rating on (AU:SPA) stock is a Hold with a A$0.12 price target. To see the full list of analyst forecasts on SPACETALK Limited stock, see the AU:SPA Stock Forecast page.