Highlights

  • RocketBoots issued a €84,445 invoice, about A$138,000, covering US cloud activation and first store installations.
  • One of Mexico's largest retail banks confirmed a successful branch trial, prompting early talks on a wider deployment.
  • A major New Zealand retail bank renewed its software agreement for 12 months, extending the relationship to four years.
  • RocketBoots arranged an undrawn invoice financing Facility of up to A$5 million to fund the retailer rollout.

Installation work has started in the United States for RocketBoots (ASX:ROC), marking the move from preparation to deployment on its largest retail contract. On 6 October 2026, the Sydney-based artificial intelligence software company confirmed that integration with a tier-one multinational retailer's self-checkout systems was complete and that the first US stores were being fitted with its loss-prevention platform.

The unnamed retailer plans to deploy the technology initially across about 40% of its global store network, with its own schedule targeting completion within 24 months. To fund the rollout, RocketBoots has since arranged an invoice financing facility of up to A$5 million.

From Signed Contracts to Live Stores

The rollout rests on two agreements announced earlier. A software-as-a-service agreement disclosed in December 2025 is expected to deliver about A$9.1 million in annual Recurring Revenue once fully rolled out, on a five-year term with automatic one-year extensions. An activation contract announced in March 2026 adds about A$3.3 million in non-recurring revenue, recognised progressively as stores are deployed.

RocketBoots has invoiced €84,445 for activating the US cloud infrastructure and installing the first stores. The platform operates as a component of self-checkout, integrated with the customer's cameras, hardware and point-of-sale systems, and deployment is fully cloud-based. The first US stores will allow the retailer to refine its processes before phased expansion across its wider network.

Banking Customers Extend the Platform's Reach

Banking provided further progress in September 2026. One of Mexico's largest retail banks, which operates more than 1,200 branches, confirmed a successful trial across selected branches, and RocketBoots invoiced about A$131,000. Rollout discussions have begun, although no rollout contract or scale has been agreed.

Separately, a major New Zealand retail bank that first engaged the company in 2019 renewed its software agreement for 12 months, taking the enterprise agreement's total term to four years. The value of the renewal was not disclosed.

Invoice Financing Supports a Tight Cash Position

The facility, announced on 29 October 2026 with an unnamed Australian invoice financing provider, allows RocketBoots to draw against invoices raised under the retailer contracts at its discretion. The provider charges a 3% finance fee for 60 days on 85% of each invoice's value, with no establishment fee and no share or option issues. Nothing had been drawn at announcement.

In the September 2026 quarter, customer receipts were A$138,000 and net operating cash outflow was A$1.75 million, leaving cash of A$1.78 million at 30 September, equal to about one quarter of funding. The retailer's first payment arrived in October, and the company expects about A$296,000 in receivables plus its 2026 R&D tax refund to reduce December quarter outflows.

The advanced pipeline exceeds 17,000 sites across more than ten customers. The AGM is scheduled for 26 November 2026. Shares were unchanged at A$0.20 on 2 November 2026, with a Market Capitalisation of A$41.09 million and a 53.85% rise over 12 months.