Spacetalk launches new subscription platform and mobile app

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Stock Spacetalk Ltd (SPA.ASX)
Release Time 17 Nov 2025, 9:24 a.m.
Price Sensitive Yes
 Spacetalk launches new subscription platform and mobile app
Key Points
  • Key milestone in software-led growth strategy supports ARR target of $20-25m in 2026
  • Extends offering from watches into a scalable subscription model
  • Connects families across generations in one secure online ecosystem
Full Summary

Spacetalk Ltd (ASX: SPA) has announced the launch of its new subscription-based Spacetalk App and Freedom Platform, a key milestone in the company's transformation to a software-led, hardware-enabled family safety ecosystem. The new platform underpins Spacetalk's 2026 annual recurring revenue (ARR) calendar year target of $20-25 million and extends its offering from watches into a scalable subscription model that connects families across generations. The Spacetalk Freedom Platform connects families in one secure online ecosystem through the Spacetalk App, allowing users to communicate, locate, and support loved ones simply and safely, whether they are children, teenagers, adults, or seniors. As Spacetalk transitions from a watch-led business into a subscription-based family safety platform, this new strategy will significantly increase the company's total addressable market, particularly among the growing 'sandwich generation' of adults caring for both children and aging parents. The platform offers a range of features, including Spaces for secure app-based groups, Safe Places and Routes, Map View, SOS Alerts, and School Mode on watches and Wellness Tools. Spacetalk is also introducing enhanced digital safety tools ahead of Australia's upcoming under-16's social media ban, allowing parents to control which websites and apps are blocked for mobile SIM users.

Guidance

Spacetalk is targeting annual recurring revenue (ARR) of $20-25 million in calendar year 2026.

Outlook

Spacetalk CEO Simon Crowther stated that the launch of the new Spacetalk Freedom Platform is central to delivering the company's strategy and completing the transition to become software-led and hardware-enabled, broadening its customer base and capturing new sources of recurring revenue.