Highlights

  • 3D point cloud data management platform expanding to US electric utility and infrastructure customers
  • Enterprise SaaS contracts growing as utilities seek digital intelligence for asset management
  • LiDAR and photogrammetry data volumes increasing with drone and aerial survey adoption
  • Platform processes billions of 3D data points enabling AI-driven infrastructure analysis

Pointerra Limited (ASX:3DP), trading at A$0.029 as at 30 October 2026, is an Australian technology company providing a cloud-based 3D point cloud data management and intelligence platform that is gaining traction with US electric utility and infrastructure customers seeking digital solutions for the management, analysis, and intelligent use of the large volumes of 3D spatial data generated by LiDAR, photogrammetry, and drone survey programs for infrastructure asset monitoring and maintenance planning.

3D Point Cloud Intelligence: The Platform

Pointerra's platform is designed to ingest, store, process, and extract intelligence from 3D point cloud datasets – the dense collections of spatial data points generated by LiDAR sensors mounted on aircraft, drones, vehicles, and terrestrial scanners. Point cloud datasets are among the largest and most computationally challenging data types in geospatial computing, with a single LiDAR survey of a power transmission network potentially generating hundreds of billions of data points representing the precise three-dimensional location of towers, conductors, trees, terrain, and other features within the survey area. Pointerra's cloud platform is built to handle these massive datasets efficiently, allowing users to navigate, query, measure, and extract information from the 3D model of their infrastructure without the need for expensive specialist hardware or software.

US Utilities: The Target Market

US electric utilities are among the most compelling target customers for Pointerra's platform, given the massive scale of their transmission and distribution infrastructure, the growing regulatory requirement to manage vegetation encroachment and conductor clearances for wildfire risk reduction, and the increasing adoption of LiDAR and drone surveys as the primary tool for infrastructure inspection and condition assessment. US utilities operate tens of thousands of kilometres of transmission lines, millions of distribution poles, and billions of dollars of substation and switching infrastructure, all of which require periodic inspection and maintenance. Pointerra's platform enables utilities to turn their LiDAR survey data into actionable intelligence for maintenance prioritisation, regulatory compliance reporting, and capital investment planning.

Enterprise SaaS Growth and Revenue Model

Pointerra generates revenue through enterprise SaaS contracts with utility, government, surveying, and infrastructure management customers who pay subscription or volume-based fees for access to the platform and its intelligence capabilities. Larger enterprise contracts with US utilities are the primary revenue growth driver, with the Company able to command higher contract values from customers with large, complex infrastructure portfolios and significant data management challenges. The SaaS revenue model provides recurring, predictable income and improves as customer data volumes grow and platform usage deepens within large enterprise accounts.

AI and Machine Learning: Intelligent Data Extraction

A key component of Pointerra's platform value proposition is the application of artificial intelligence and machine learning to extract structured intelligence from raw point cloud data. AI algorithms can automatically identify and classify objects within a point cloud – separating tower structures from conductors, vegetation from terrain, and buildings from roads – and perform measurements and compliance checks that would require significant manual effort from human interpreters. Automated vegetation encroachment analysis, for example, can identify every location where a tree or branch is within a defined clearance distance of a transmission conductor across hundreds of kilometres of powerline, which is not practically achievable through manual inspection at the frequency utilities require.