Zimi Limited has reported a striking 300% year-on-year revenue surge alongside the industrialisation of its next-generation Senoa Matter smart home range, signalling a pivotal moment in its growth and market positioning.
- 300% year-on-year revenue growth to $590,000
- Industrialisation phase commenced for Senoa Matter product range
- Expansion of digital sales channels including Amazon marketplace and AI agent
- Strategic CEO visit to China strengthens manufacturing partnerships
- Appointment of manufacturing expert Todd Milliner to the Board
Strong Commercial Momentum
Zimi Limited (ASX – ZMM), an Australian innovator in smart home IoT technology, has delivered a robust quarterly performance with invoiced revenue reaching $590,000 for the December 2025 quarter. This marks an impressive 300% increase compared to the same period last year, underpinned by a 39% rise in customer receipts to $822,000 from the previous quarter. The company attributes this growth to the successful normalisation of its manufacturing operations and sustained market demand.
Advancing the Matter Standard
A key highlight is the commencement of industrialisation for Zimi’s next-generation Senoa Matter product range. Matter, the emerging global standard for smart home interoperability backed by tech giants like Google, Apple, Samsung, and Amazon, promises seamless device compatibility and simplified user experience. Zimi’s early adoption and development of native Matter devices position it advantageously in a market undergoing fundamental transformation. The industrialisation phase prepares the product for certification, aiming to deliver improved margins and a superior smart home experience compared to existing Bluetooth-based offerings.
Digital Sales and AI Innovation
On the sales front, Zimi is expanding its digital footprint by developing a presence on the Amazon marketplace, one of Australia’s largest e-commerce platforms. Complementing this is the rollout of 'Ask Zimi', a conversational AI agent designed to educate and assist consumers, electricians, and retailers in adopting smart home technology more easily. This AI tool underwent training and testing during the quarter, reflecting Zimi’s commitment to leveraging technology to enhance customer engagement and accelerate product adoption.
Strengthening Manufacturing and Governance
CEO Jordan Tentori’s strategic visit to China further solidified manufacturing partnerships, including engagement with the contract manufacturer at the Senoa production facility in Dongguan. The trip also explored potential collaborations with leading smart home companies, aligning with Zimi’s Matter specialisation. Additionally, the appointment of Todd Milliner, a seasoned manufacturing executive based in China, to the Board enhances the company’s expertise in supply chain optimisation and design-for-manufacturing initiatives, critical for margin improvement and operational efficiency.
Financial Position and Related Party Transactions
Zimi’s cash flow remained positive with $584,000 in cash and cash equivalents at quarter-end. The company reported ongoing related party transactions under approved agreements, primarily involving manufacturing and distribution partners. These transactions are conducted within established pricing frameworks and are integral to maintaining supply chain stability and market reach.
Overall, Zimi’s December quarter results reflect a company transitioning from recovery to growth, leveraging technological innovation and strategic partnerships to capture emerging opportunities in the smart home sector.
Bottom Line?
Zimi’s next steps in certification and market expansion will be critical to sustaining its momentum in the evolving smart home landscape.
Questions in the middle?
- How will the Senoa Matter range perform once certified and commercially launched?
- What impact will the AI-driven 'Ask Zimi' agent have on customer acquisition and retention?
- Can the strengthened China manufacturing ties translate into improved margins and supply chain resilience?