Pointerra Limited reported a 30% increase in customer receipts to A$2.6 million and positive operating cashflows in Q2 FY26, driven by major contracts including a US$2 million DOE grant with Georgia Power. The company’s digital twin SaaS platform continues to expand across key sectors, positioning it for sustained growth.
- 30% increase in customer receipts to A$2.6 million in Q2 FY26
- Positive operating cashflow of A$0.47 million, reversing prior quarter losses
- Secured US$2 million DOE GRACI contract with Georgia Power
- Launched consumption-based pricing model for analytics suite
- Expanded enterprise customer base across energy, mining, AECO, transport, and government sectors
Strong Financial Momentum
Pointerra Limited has delivered a robust performance in the December quarter of FY26, reporting a 30% increase in customer receipts to A$2.6 million and achieving positive operating cashflows of A$0.47 million. This marks a significant turnaround from the previous quarter’s operating cash outflows, reflecting growing commercial traction and disciplined cost management. The company’s cash position improved to nearly A$2 million, supported by a strong pipeline of contracted work and receivables.
Key Contract Wins and Sector Expansion
A highlight of the quarter was securing a US$2 million contract under the US Department of Energy’s GRACI program with Georgia Power Company, a major US energy utility. This engagement not only provides material revenue throughout 2026 but also establishes a strategic partnership with Baringa, a global consultancy specialising in energy resilience. Pointerra also expanded its footprint with new Tier 1 customers in the US energy utilities sector and made inroads in mining, AECO (architecture, engineering, construction, and operations), transport, and government markets.
Innovative Commercial Model and Product Enhancements
During the quarter, Pointerra launched a new consumption-based commercial model for its analytics suite, allowing customers to purchase processing units that scale with usage. This approach aligns with SaaS best practices and is expected to drive deeper platform penetration and recurring revenue growth. The company also delivered significant platform enhancements, including improved project navigation, expanded metadata tagging, 360-degree video support, and AI-assisted in-app help, all designed to support increasingly complex digital twin projects.
Sector-Specific Progress
In mining and energy, Pointerra advanced paid pilots with Tier 1 operators, demonstrating automation of inspection workflows and hazard management solutions. The AECO sector saw the successful completion of Amazon’s yard mapping pilot, paving the way for enterprise-wide deployment across multiple regions. Transport sector engagements grew with new contracts in the US and Australia, including expanded use by Transport for NSW and a major US metropolitan transit authority. Government and defense markets also showed momentum, with multiple US state agencies trialling the platform and ongoing collaboration with defense contractors.
Outlook and Strategic Focus
Pointerra remains focused on scaling its sticky, high-margin SaaS revenue streams while leveraging operational leverage to drive sustainable profitability. The company’s strategy to disrupt traditional desktop digital twin workflows with cloud-native solutions is gaining traction across multiple large addressable markets, estimated at US$44 billion globally. With a disciplined approach to cost management and a growing customer base, Pointerra is well positioned to accelerate momentum through FY26.
Bottom Line?
Pointerra’s Q2 momentum sets the stage for accelerated growth and deeper market penetration in FY26.
Questions in the middle?
- How will the new consumption-based pricing model impact long-term revenue visibility?
- What are the prospects for converting current pilots into large-scale enterprise contracts?
- How might upcoming contract awards, such as the Australian electric utility RFP, influence Pointerra’s growth trajectory?