Highlights

• Decidr AI Industries was accepted into the AWS ISV Accelerate Program on 2 July 2026, providing access to AWS Marketplace and global co-selling opportunities.

• The company reported a June 2026 annualised exit revenue rate of A$13.6 million, compared with A$8.06 million at the March 2026 exit rate.

• March 2026 quarterly customer receipts were A$985,000, with net operating cash outflow of A$3.3 million and quarter-end cash of A$17.2 million.

• Decidr completed the acquisition of Rumi.ai while expanding its DecidrOS, Sugarwork and enterprise AI software offerings.

• Decidr AI Industries shares traded at A$0.40, rising 3.85% (+A$0.015) on 28 July 2026 as investors assessed the company’s AI growth strategy and revenue conversion.

Decidr AI Industries Ltd (ASX:DAI) continues its transition from a traditional consumer-focused business into an enterprise artificial intelligence company, with AWS partnership access becoming the latest milestone in its commercial expansion.

The company’s inclusion in the AWS ISV Accelerate Program strengthens its distribution capabilities, but the key investment question remains whether additional channel access can translate into contracted revenue, stronger cash receipts and improved financial sustainability.

AWS Partnership Expands Enterprise Distribution Opportunity

Decidr announced its acceptance into the AWS ISV Accelerate Program on 2 July 2026.

The program provides software companies with access to AWS Marketplace distribution and opportunities to collaborate with AWS sales teams on customer opportunities.

DecidrOS, the company’s AI operating platform, is now available through AWS Marketplace, allowing enterprise customers to access the platform through existing cloud procurement channels.

The partnership could reduce friction in enterprise software sales cycles, particularly for organisations already committed to AWS infrastructure.

However, Decidr has stated that it cannot estimate the immediate financial impact of the program, and the partnership itself does not guarantee customer contracts, minimum revenue commitments or sales volumes.

Revenue Growth Accelerates but Cash Conversion Remains Key

Decidr reported an annualised exit revenue rate of A$13.6 million for June 2026, representing growth from the March 2026 exit rate of A$8.06 million.

The company attributed revenue growth across several channels, including direct enterprise contracts, DecidrOS foundation customers and partner-driven opportunities.

The growth trajectory reflects increasing commercial adoption of the company’s AI software products.

However, annualised exit revenue is a run-rate measure rather than reported revenue, meaning it does not represent audited annual sales or confirmed future cash receipts.

The difference between revenue momentum and actual collections remains a key focus for investors.

DecidrOS and AI Platform Strategy

Decidr’s primary technology platform is DecidrOS, an enterprise AI operating system designed to connect organisational data, workflows and AI models.

The company positions the platform around “agentic AI”, where AI systems can perform connected tasks across business processes rather than operating as standalone tools.

The platform aims to help enterprises automate workflows, improve decision-making and integrate artificial intelligence into operational systems.

The company has expanded its ecosystem through acquisitions and partnerships, including Sugarwork and Rumi.ai.

Sugarwork focuses on knowledge capture and workflow automation, while Rumi.ai extends capabilities around capturing and transferring organisational knowledge.

Acquisition Strategy Expands US Market Presence

Decidr completed the acquisition of Rumi.ai as part of its broader AI expansion strategy.

The acquisition provides additional technology capabilities and strengthens Decidr’s presence in the US market.

Sugarwork has also become an important component of the company’s enterprise strategy, providing access to workflow automation and knowledge management applications.

The combination of DecidrOS, Sugarwork and Rumi.ai creates a broader enterprise AI offering.

However, integrating multiple businesses while scaling revenue remains a key execution challenge.

Financial Position Shows Continued Investment Phase

Decidr remains in a high-growth investment phase with significant spending directed towards product development, acquisitions and expansion.

For the half year ended 31 December 2025, revenue was A$1.82 million, while the company reported a net loss after tax of A$17.2 million.

The result reflected the costs associated with transforming the business and building its AI platform.

During the March 2026 quarter, customer receipts totalled A$985,000, while net operating cash outflow was A$3.3 million.

Cash at the end of the quarter stood at A$17.2 million.

The company completed a A$15 million placement in May 2026, strengthening its balance sheet and supporting future growth initiatives.

Why the Development Matters

The AWS relationship is strategically important because enterprise software adoption often depends heavily on distribution channels.

Being available through AWS Marketplace may simplify procurement for potential customers and allow Decidr to access a broader enterprise audience.

The partnership also complements the company’s existing partner-led growth strategy.

However, AWS ecosystem access alone does not determine commercial success. The key measure will be whether the partnership generates meaningful customer wins and recurring revenue.

For investors, the upcoming quarterly cash flow data will provide a clearer view of whether reported growth is translating into collected revenue.

Growth Catalysts to Watch

Potential catalysts for Decidr AI Industries include:

• Conversion of AWS Marketplace access into enterprise contracts.

• Growth in DecidrOS adoption among large organisations.

• Expansion of Sugarwork and Rumi.ai contributions.

• Further growth in partner-driven revenue channels.

• FY26 results providing audited visibility into revenue and cash performance.

Risks and Challenges

Cash consumption remains a major risk for Decidr.

The company continues investing heavily in product development and expansion, meaning additional funding may be required if revenue growth does not accelerate sufficiently.

The company has completed multiple capital raisings during its transformation period, creating dilution considerations for existing shareholders.

Integration risk is also important following acquisitions, as combining technology platforms and commercial teams requires effective execution.

The enterprise AI market is highly competitive, with large technology companies and well-funded startups competing for similar customers.

Decidr must demonstrate that its technology can generate recurring commercial value despite intense competition.

What Investors Should Watch Next

The next quarterly report will provide important evidence on whether Decidr’s growth strategy is translating into financial performance.

Key areas to monitor include:

• Customer receipts compared with reported revenue run-rate.

• Operating cash outflow and remaining funding runway.

• AWS-related customer wins and contract announcements.

• Growth contribution from Sugarwork and Rumi.ai.

• Progress towards sustainable recurring revenue.

Conclusion

Decidr AI Industries has continued building its enterprise AI strategy through technology development, acquisitions and ecosystem partnerships.

The AWS ISV Accelerate Program provides an additional distribution channel and strengthens Decidr’s position within enterprise cloud environments.

However, the company’s next phase depends on converting strategic partnerships into measurable revenue growth and improving cash efficiency.

With shares trading at A$0.40, up 3.85% (+A$0.015), investors are focused on whether Decidr can transform its AI platform momentum into sustainable commercial performance.