Latest Commercial Modelling News

Spacetalk Ltd has signed a non-binding MOU with Vodafone Australia to distribute its Family Safety software platform, marking a strategic shift towards a software-led business model and aiming for significant recurring revenue growth.

Cyclopharm Limited is rapidly scaling its US presence for Technegas®, securing new contracts across federal institutions and major health networks in four key regions. The company aims for up to 300 installations by late 2026, boosting recurring revenue streams.

AVITA Medical closed 2025 with steady revenue growth and over 80% gross margin, setting the stage for a confident revenue forecast of up to US$85 million in 2026. The company also secured a new debt facility with improved terms, underpinning its growth ambitions.

ION Video Ltd has strengthened its board with the return of its original inventor, Finbar O’Hanlon, alongside CEO Anthony Baker, as the company pivots to become foundational infrastructure for Video Superintelligence.

Aspermont Limited reported a $1.49 million net cash outflow in Q1 FY26 but maintains its forecast to become cash generative by Q3, supported by strong trading performance and strategic progress.

Adherium Limited has exceeded its 2025 shipment goals for its Hailie Smartinhaler devices, driven by rapid growth in remote patient monitoring activations and improved US Medicare reimbursement policies.

Following its December 2025 ASX debut and a successful IPO, Saluda Medical reports robust global revenue growth and expands its US sales force, prompting an upward revision of its FY26 revenue guidance.

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.

Mandrake Resources has inked a binding agreement with DISA Technologies to recover uranium and critical minerals from abandoned mine waste across its expansive Utah Project, tapping into a growing US government-backed market.

BetMakers Technology Group has inked a pivotal five-year exclusive agreement with Betfair Australia to provide the full wagering technology stack for CrownBet's launch, marking a major milestone for its Apollo platform.

Axel REE Limited reveals a substantial inferred resource at its Caladão Project, advancing plans for in situ recovery trial mining in 2026 to produce rare earth and gallium products. The company’s low-cost, environmentally conscious approach positions it well within Brazil’s Lithium Valley mining hub.

HeraMED has secured a pilot agreement with Lee Health, a leading US non-profit health system, to trial its HeraCARE digital maternity platform, aiming to transform prenatal and postpartum care through remote monitoring and virtual engagement.