Highlights

  • Yojee announced the commercial launch of MOSAIC on 8 July 2026 after an earlier customer Beta programme.
  • In February 2026, Yojee signed a TCMS contract with HAVI Freight Management.
  • Yojee announced an oversubscribed Capital raising in August to support growth, followed by a share purchase plan that raised AUD 3.5.
  • The company’s stated priorities revolve around rolling out MOSAIC, supporting customers and converting product interest into sustained commercial activity.

Commercial deployment has moved to the centre of Yojee Limited (ASX:YOJ)’s story following the launch of its MOSAIC platform and the signing of early customers. Its October quarterly update provides the latest checkpoint for the freight-software business.

MOSAIC Moves Beyond Beta

Yojee announced the commercial launch of MOSAIC on 8 July 2026 after an earlier customer beta programme. It reported the first commercial MOSAIC customers in the same release. In June, the company had announced a second MOSAIC customer ahead of the commercial launch. These milestones mark stages of product rollout, not proof of a particular annual Revenue level. The platform targets freight-forwarding and customs activities, where customers need to coordinate complex shipments and documentation.

Earlier Contract Adds a Separate Product Line

In February 2026, Yojee signed a TCMS contract with HAVI Freight Management. That transaction concerns its transport and cargo management offering rather than the new MOSAIC launch. The distinction matters because a company can develop more than one product without each new contract belonging to the same platform. Yojee’s investor updates also cover expansion of its commercial team, including a chief growth officer appointment and a chief technology officer appointment in February.

Funding and Activity Shape the Rollout

Yojee announced an oversubscribed capital raising in August to support growth, followed by a share purchase plan that raised AUD 3.5 mn later in the month. The capital-market activity and early customer signings set the context for the 26 October quarterly activities report. New funding supports planned operations, but it is not equivalent to customer revenue. The latest report and the September 2026 Annual Report remain the appropriate places to evaluate actual Cash Flow and operating progress.

Next Step Is Commercial Conversion

The company’s stated priorities revolve around rolling out MOSAIC, supporting customers and converting product interest into sustained commercial activity. Its announced customer wins establish the beginning of that process. Subsequent disclosures will determine adoption levels and the financial contribution of the offering. The next stage is therefore measured by actual deployment and reported contracts, not by treating the July launch as completed scale-up.

Yojee shares closed at AUD 0.205 on 12 November 2026 and rose 2.50%. The daily high was AUD 0.205, the low AUD 0.205, and trading Volume was 86,126 shares.