From development to delivery, the December quarter marked a shift for several ASX tech names.
- Deals signed and platforms deployed as ASX tech shifts into execution mode
- Balance sheets strengthened to support delivery, scale and recurring revenue
- Focus moves from development toward commercial rollout and growth
Deals were signed, platforms went live, balance sheets were strengthened and the focus moved firmly toward execution and revenue.
- DAI now fully owns Decidr and has acquired US-based Sugarwork, strengthening its agentic AI platform and US expansion
- DecidrOS is gaining early traction, lifting Decidr’s annualised revenue exit rate to $4m, up 60% since September.
- A $21.3m cash balance supports growth and recurring revenue into FY26
Decidr AI Industries used the December 2025 quarter to lock in its foundations.
The company completed the acquisition of the remaining 49% of Decidr, taking full ownership, and also acquired Sugarwork, a US-based AI knowledge transfer and collaboration platform.
Together, these moves strengthen the company’s enterprise capabilities and presence in the US.
Momentum continued with the rollout of DecidrOS, which entered beta in October. The platform is designed to solve a core enterprise problem by allowing AI agents to operate in governed, repeatable and auditable workflows.
Customer onboarding progressed across real B2B use cases, particularly in CRM and revenue operations.
This activity drove a sharp lift in momentum, with Decidr exiting December at an annualised invoiced revenue run-rate of about $4m, representing 60% growth since September.
Partnerships, meanwhile, remained a key driver.
The CareerOne partnership, via Nine, continued to generate revenue from live recruitment applications. Decidr’s agentic Sales and Marketing Assistant was also approved for the Shopify marketplace, and is now live with customers.
Outside the core platform, Edible Beauty delivered a second straight profitable quarter. Sales held at $0.3m, online revenue rose sharply, and gross margins improved to 60%.
The company ended the quarter with $21.3m in cash, supported by $1.2m raised from option conversions.
DAI enters FY26 focused on scaling embedded partnerships, growing SME adoption, and converting early momentum into recurring revenue.
- Aurora secured its first propulsion order, entering defence propulsion with SPS and MBDA engagement
- Additive manufacturing momentum continued, supported by facility upgrades and AS9100D progress.
- A $5.5m raise and board reset position the company for near-term delivery and defence growth
Aurora Labs used the December 2025 quarter to move from development toward early commercial execution, particularly in defence propulsion.
The company formally entered the defence propulsion market through its collaboration with Sovereign Propulsion Systems, and secured its first purchase order for 20 micro gas turbine engines worth $250k.
This marks Aurora’s first commercial supply of complete propulsion systems, and provides validation of its technology after an extended testing phase, with delivery expected by the end of the March quarter.
Alongside this, Aurora deepened its defence relationships by signing MOUs with Ares Armaments and MBDA, one of the world’s leading missile and weapons system groups. The MBDA agreement represents a significant external validation of its capabilities.
Operationally, the company continued extensive testing of its micro gas turbine engines, and progressed customer demonstrations.
It also completed upgrades to its Canning Vale facility, with new CNC machinery now integrated into production workflows.
Progress toward AS9100D certification also remained on track, with Phase 1 successfully completed and Phase 2 scheduled for mid-2026.
On the corporate side, Aurora completed a $5.5m placement, cornerstoned by SPS. A board restructure was also completed.
The company ended the quarter with $3.6m in cash, and said it remains focused on executing propulsion deliveries.
- RocketBoots signed a transformational ~$9.1m ARR contract with a tier-one global retailer, covering about 40% of its store network
- A $7m placement strengthened the balance sheet to fund rollout and international expansion
- The sales pipeline continues to build, with multiple large enterprise opportunities progressing
RocketBoots delivered a breakout December quarter after securing a transformational contract with a tier-one multinational retailer to deploy its AI-driven loss prevention software across roughly 40% of the retailer’s global store network.
The five-year agreement, with automatic extensions, is expected to generate around $9.1m in annual recurring revenue once fully rolled out. Deployment is scheduled to begin in late Q1 CY26, following a competitive global tender process.
Momentum also continued in financial services, with a retail banking customer converting a trial into a staged rollout of RocketBoots’ AI workforce and customer experience software.
While initial revenue is modest, the rollout covers only a small portion of the bank’s network and leaves room for broader expansion over time.
To support execution, RocketBoots completed a well-supported $7.025m placement, with $1m received in December and the balance in January.
With global retailers facing ongoing cost pressure and more than US$100bn a year lost to shrinkage, RocketBoots continues to see strong interest across its pipeline.
Management says advanced opportunities now include customers operating thousands of stores globally, leaving the company well positioned for sustained revenue growth.
- Shareholders approved the acquisition of QuantumAI Secure, with completion expected shortly
- Revenue grew 22% period-on-period, while cash management continued to improve through Q4
- Codeifai is pivoting toward quantum-secure payments, file transfer and communications at scale
Codeifai spent the December 2025 quarter focused squarely on completing its pivot toward quantum-secure AI solutions.
Shareholders approved the acquisition of the QuantumAI Secure platform at the December 8 EGM, clearing the final hurdle ahead of completion, which is expected early in Q1 2026.
Financially, revenue for the quarter came in at $138k, up 22% on the pcp, though down 17% from Q3.
Importantly, revenue for the year to Q4 was 28% higher than the same period last year, while net cash used in operating activities fell 19% quarter-on-quarter.
The company ended December with $995k in cash, and also secured $1.1m in equity commitments, settled in January.
The QuantumAI Secure platform, developed by Canada-listed Credissential, is designed to deliver quantum-resistant payments, file transfer and encrypted communications using post-quantum cryptography aligned with NIST standards.
The platform is built as a self-service SaaS product and is intended to integrate easily with existing financial, BNPL and digital payment infrastructure.
The company is also exploring adjacent AI applications in areas such as geospatial and subsurface intelligence, leveraging its existing AI and data capabilities.
A strategic review of the material science division remains ongoing and is expected to conclude in the first half of 2026.
At Stockhead we tell it like it is. While Decidr AI Industries, Aurora Labs, RocketBoots, and Codefai are Stockhead advertisers at the time of publishing, they did not sponsor this article.
This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.
Originally published as ASX Quarterly Tech Wrap: From promise to proof as deals start landing
