Highlights

  • Spacetalk reported 61,400 active mobile subscribers in September 2026, an increase of 20% year on year.
  • The company executed two agreements with TPG Telecom during the quarter as part of its software-led strategy.
  • Spacetalk signed a UK telecommunications memorandum of understanding, with future commercial terms still to be settled.
  • Quarterly Revenue was approximately AUD 3.1 mn and closing cash was AUD 5.2 mn.

Spacetalk Limited (ASX:SPA) is developing a software-led family safety proposition, supported by subscriber growth and new telecommunications agreements during the September quarter.

Subscribers Grow Across the Mobile Base

Spacetalk reported approximately 61,400 active mobile subscribers for the September 2026 quarter, up 20% from the comparable period. The figure measures its active mobile base and should not be presented as annual revenue growth.

The Business combines communications and digital safety tools focused on families. Its strategy emphasises a software-led service model alongside connected devices and mobile connectivity.

TPG Agreements Add a Telecom Partner

During the September quarter Spacetalk executed two agreements with TPG Telecom, first announced in July. The company described the agreements as an important step in the development of its family safety offering.

Execution of an agreement is distinct from a fully operational launch. Subsequent commercial milestones, service delivery and subscriber conversion will determine the extent of the partnership’s contribution.

UK MOU Broadens the Potential Reach

Spacetalk also reported a memorandum of understanding with a UK telecommunications company. An MOU can create a framework for discussions without being equivalent to a completed commercial rollout.

The opportunity is consistent with the company’s aim to pursue partnerships beyond its existing market, while future contractual terms and timing remain to be confirmed.

Financial Metrics Frame the Next Quarter

Quarterly revenue reached approximately AUD 3.1 mn, while the company reported a closing cash balance of AUD 5.2 mn. Spacetalk also reported completing an AUD 10.0 mn Placement during the period.

For the next phase, management is focused on commercial execution, integrating its telecom arrangements and developing services aimed at family safety. The key measurable milestones will be future subscriber figures, revenue and delivery under signed agreements.

Spacetalk shares traded at AUD 0.077 on 11 November 2026, unchanged, with a Market Capitalisation of approximately AUD 31.01 mn.