Transformational A$9.1m ARR Global Contract Win
| Stock | Rocketboots Ltd (ROC.ASX) |
|---|---|
| Release Time | 18 Dec 2025, 10 a.m. |
| Price Sensitive | Yes |
Rocketboots Wins Transformational A$9.1m ARR Global Contract
- Contract for approximately A$9.1 million of Annual Recurring Revenue (ARR)
- 5-year contract with automatic 1-year extensions
- More than a 10X increase to today's ARR once rolled out
RocketBoots Limited (ASX: ROC) has executed a transformational agreement with a tier-one multinational retailer to deploy its proprietary AI-driven loss prevention platform initially across approximately 40% of the Customer's global store network. The contract is for approximately A$9.1 million of Annual Recurring Revenue (ARR) with a 5-year term and automatic 1-year extensions. This agreement marks a major milestone in RocketBoots' international expansion strategy and company maturity, and demonstrates a meaningful commercial and strategic validation of the company's technology and global operating model. The contract was awarded following a competitive tender process, with RocketBoots' solution selected due to superior computer vision performance, ability to customise customer experience, and the high confidence in the RocketBoots team after a successful trial. The agreement establishes RocketBoots as a global enterprise supplier to one of the world's largest retailers, providing a material uplift in ARR and solidifying the company's ability to deliver and support complex, multi-region AI projects remotely and at massive scale. This contract win has converted less than 10% of RocketBoots' former total pipeline into contracted ARR, leaving an advanced-stage pipeline of approximately 17,000 sites and early-stage pipeline of approximately 32,000 sites, providing a solid foundation for further conversions.
This contract represents a more than 10X increase to RocketBoots' current ARR once fully rolled out across approximately 40% of the Customer's global store network.
RocketBoots is positioned at the intersection of two expanding global spend categories: AI-driven loss prevention and AI-enabled labour optimisation. The company remains focused on disciplined execution across deployments and on advancing opportunities through its growing pipeline, driven by increasing global demand for AI-powered retail loss-prevention and productivity automation solutions.