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Strong Q4 Capped Off Impressive Year for 8COMMON

8COMMON Ltd (ASX:8CO) has reported stellar results for the fourth quarter of fiscal year 2025, capping off a transformative year for the company. The standout performance was driven by record transaction and SaaS revenue of $1.36 million, up 32% compared to the prior corresponding period.

Operational efficiencies were also on full display, with gross margins improving to 76.5% thanks to major infrastructure, billing, and technology upgrades completed over the past nine months. These enhancements not only boosted margins but also resulted in the company achieving an unaudited EBITDA positive position for the quarter.

Looking at the full fiscal year, 8COMMON delivered net operating cash inflows of $140,000 and maintained an annualized recurring revenue base of around $5.4 million. The company also managed to reduce total costs by 38%, including a 45% decrease in administrative and corporate expenses.

Underpinning this strong financial performance were several high-profile client wins, including the Net Zero Economy Authority, the National Anti-Corruption Commission, and the Australian Institute of Marine Science. These new partnerships, combined with the company's renewed operational efficiencies, have 8COMMON well-positioned to capitalize on the surge in business enquiries following the recent federal election.

Pro Medicus Backs 4DMedical's Growth Ambitions

In a strategic move, global medical imaging leader Pro Medicus (ASX:PME) has invested $10 million into 4DMedical, a pioneer in respiratory imaging technology. This hybrid debt and equity deal will provide 4DMedical with the growth capital it needs to accelerate its commercial pipeline and advance its innovative CT:VQ™ product towards regulatory clearance in the United States.

Pro Medicus, with its extensive experience and trusted relationships in the healthcare technology space, is an ideal partner to help 4DMedical realize the full potential of its cutting-edge solutions. The two companies will work closely together to drive innovation and expand the reach of 4DMedical's offerings, which include lung function imaging and analysis tools.

This strategic investment underscores Pro Medicus' confidence in 4DMedical's technology and the significant market opportunity that lies ahead. For 4DMedical, the funding and expertise from Pro Medicus will be instrumental in navigating the path to regulatory approval and commercial success in the lucrative U.S. market.

Matrix Secures Another Major Subsea Contract

Matrix Composites & Engineering (ASX:MCE) has continued its strong run of new business, securing a $10 million contract for the supply and manufacture of subsea buoyancy equipment for a project in the Gulf of Mexico. This latest award follows the company's recent $35 million contract announcement, bringing the total new work won this fiscal year to over $45 million.

Production on the new project is expected to commence in the fourth quarter of 2025 and be completed by the end of fiscal year 2026. The equipment will be manufactured at Matrix's advanced composites facility in Henderson, Western Australia, further leveraging the company's world-class capabilities in this space.

Matrix CEO Aaron Begley highlighted that this latest contract, the company's first major award for its Distributed Buoyancy product line in the Gulf of Mexico, demonstrates the growing demand for its solutions in the international subsea market. With a robust pipeline of new opportunities, Matrix is well-positioned to continue its momentum and build on its credible track record in the global SURF (subsea, umbilicals, risers and flowlines) industry.

Knosys Maintains Impressive ARR, Expands ANZ Bank Partnership

Knowledge management software provider Knosys Ltd (ASX:KNO) has reported a solid set of results for the fourth quarter of fiscal year 2025, maintaining its impressive Annual Recurring Revenue (ARR) of $9.8 million.

Despite lower quarterly cash receipts due to the timing of a $1.2 million annual license fee, Knosys' strong client retention, including a contract extension with ANZ Bank, underpinned the company's ability to sustain its record-high ARR. The ANZ Bank deal is an interim agreement as the two parties negotiate the terms of a new three-year contract, which is expected to include the bank migrating to Knosys' cloud-based KnowledgeIQ solution.

Looking ahead, Knosys will continue to invest in the development of its next-generation Libero X product, which will feature market-leading AI capabilities. The company plans to commence marketing these advanced solutions to existing geographic markets and explore new international opportunities, with a focus on English-speaking countries.

While fiscal year 2026 will be an investment year, Knosys is excited about the revenue contribution potential as its product development program transitions into the commercial roll-out phase later in the year, setting the stage for global market expansion in fiscal year 2027.

Botanix Sofdra Launch Gaining Momentum

Botanix Pharmaceuticals Ltd (ASX:BOT) has provided an update on the successful launch of its product Sofdra, reporting strong financial and operational performance since the start of 2025.

The company has achieved gross sales of approximately $25 million AUD since January, with consistent month-over-month increases. Total prescriptions have also grown steadily, reaching over 16,000 across 6,700 patients by the end of June 2025.

Notably, patients enrolled in Botanix's auto-refill program have demonstrated a remarkable 95% adherence rate, a testament to the product's efficacy and patient satisfaction. The overall adherence rate amongst all Sofdra patients stands at a robust 79%.

These impressive results underscore the market's enthusiastic reception of Sofdra and Botanix's ability to execute a successful product launch. As the company continues to build on this momentum, investors can look forward to Sofdra's continued growth and Botanix's position as a rising star in the pharmaceutical industry.