Decidr AI’s Rapid Expansion Raises Questions on Integration and Revenue Timing

Strategic Acquisitions Strengthen Platform

Decidr AI Industries Ltd (ASX, DAI) has taken significant strides in its agentic AI ambitions by completing two major acquisitions during the December 2025 quarter. The company secured 100% ownership of Decidr.ai Pty Ltd, consolidating its core agentic AI technology under one roof. This move is expected to streamline product development and accelerate global expansion efforts.

In addition, Decidr acquired Sugarwork, Inc., a US-based AI knowledge transfer and enterprise collaboration platform. This acquisition not only broadens Decidr’s capabilities in organisational intelligence but also strengthens its foothold in the lucrative US market. Sugarwork’s founder and CEO, Vanessa Liu, remains at the helm, ensuring continuity as integration plans progress.

DecidrOS Beta Launch Drives Revenue Growth

October 2025 saw the launch of DecidrOS, the company’s unified agentic AI platform designed to enable governed, repeatable, and auditable AI workflows in enterprise settings. The Beta program has attracted strong early demand, with onboarding of paying customers across diverse B2B use cases, particularly in customer relationship management and revenue operations.

This traction translated into a December annualised revenue exit rate of $4.0 million, marking a 60% increase from the previous quarter. The growth underscores the platform’s product-market fit and the effectiveness of Decidr’s agentic approach to AI deployment.

Partnerships and Market Expansion

Decidr’s embedded partnership strategy continues to gain momentum. Notable collaborations include a commercial partnership with CareerOne, delivering agentic recruitment applications, and a global systems integrator. The company also advanced its relationship with Amazon Web Services, with an internal AWS case study underway, and secured approval for its Sales and Marketing Assistant within the Shopify marketplace, now live with customers.

While some partnerships like Go1 and ELMO Software experienced delays in revenue recognition due to engineering and alignment challenges, these remain active and are expected to contribute to growth later in FY26. The company is also progressing commercial rollouts in hospitality through its Agentic Procurement App, securing commitments across over 100 venues nationally.

Edible Beauty Performance and Financial Health

Decidr’s consumer-facing brand, Edible Beauty, reported stable quarterly sales of $0.3 million, consistent with the prior year, despite a challenging retail environment. Gross margins improved by 10 percentage points to 60%, supported by cost efficiencies in logistics and supplier pricing. The brand is focused on rebuilding customer acquisition and strengthening retail partnerships.

Financially, Decidr AI Industries ended the quarter with a strong cash balance of $21.3 million, bolstered by $1.2 million from option conversions. Operating expenditures aligned with budget expectations, reflecting ongoing investments in R&D, marketing, and staff to support DecidrOS commercialisation and acquisitions.

Looking Ahead

With a clear strategy centred on scaling agentic AI deployments, expanding its partner ecosystem, and growing recurring revenues, Decidr AI Industries is well positioned for continued growth in FY26. The company’s focus on international expansion, particularly in the US and Asia-Pacific, alongside its platform enhancements, signals a promising trajectory in the emerging agentic economy.