• MOU to distribute Spacetalk's Family Safety software to Vodafone Australia's postpaid customers
• Accelerates Spacetalk's transition to a software-led business
• Positions Spacetalk as a software and data partner to global telcos

Spacetalk Ltd (ASX: SPA) has announced the execution of a non-binding Memorandum of Understanding (MOU) with TPG Telecom Limited (ASX: TPG) to collaborate on the distribution of Spacetalk's Family Safety software platform to millions of Vodafone Australia's postpaid mobile customers for an initial 12-month period. This MOU represents a material milestone in Spacetalk's strategic transition from a predominantly hardware-led business to a software-led, and increasingly device-agnostic platform embedded within telco customer ecosystems. The updated Spacetalk App, launched on a new technology stack, is designed to drive frequent and ongoing user engagement through features such as family location sharing, digital safety tools, and mobile plan and connected device management. The platform positions Spacetalk as a software and data partner to global telecommunications operators, supporting customer engagement, retention, ARPU uplift and lifecycle management. The commercial model provides flexibility for operators, including the ability to fund the Family Safety App subscription as a value-added service for customers and/or share revenue from premium app subscriptions. Spacetalk is actively progressing discussions with telco operators across APAC, Europe and North America, building on the partnership framework established under the TPG Telecom (Vodafone Australia) MOU.

Spacetalk has guided $20-25 million ARR in CY2026, underpinned by the commercialisation of its new software platform launched in November 2025.

Spacetalk is actively progressing discussions with telco operators across APAC, Europe and North America, building on the partnership framework established under the TPG Telecom (Vodafone Australia) MOU. Platform-led commercial agreements may also enable additional Spacetalk hardware distribution channels that were not accessible prior to the launch of the new software platform.