Urbanise.com Limited (UBN) Earnings Call Transcripts

Urbanise.com Limited's Latest Earnings Call - June 9, 2026

In the earnings call for Urbanise.com Limited (UBN:AU) held on June 9, 2026, management outlined a significant shift in their business model, focusing on the strata management segment. The company reported an annual recurring revenue (ARR) of $13.2 million, with the strata segment contributing $7.9 million. Management provided a new total addressable market (TAM) estimate of $70 million to $100 million, indicating a substantial growth opportunity as they prepare to launch a pilot program for their new integrated platform in July 2026. The company is targeting a return to positive operating cash flow in FY '27, after continued investments in FY '26.

Reported metrics

Guidance from management

Management is targeting a return to positive operating cash flow in FY '27, following continued investments in FY '26 to support the rollout of the new platform capabilities.

What management said

Good morning, everyone, and welcome to the Urbanise Strata Platform Webinar. [Audio Gap] Executive Chairman; Simon Lee, Chief Officer; and Brent Henley, Chief Financial Officer. [Operator Instructions] I will now hand over to Darc.

Thanks, Brent. We have received a few questions in advance by e-mail. So I'm going to start with those first. And the first couple will come from [ Matt Walker ], a retail shareholder. His first question is, at the first half FY '26 results, you talked about a strata market opportunity of $30 million to $54 million. Is that still accurate? And how does it relate to today's $70 million to $100 million TAM?

What analysts pressed on

Analysts expressed concerns about the execution risk associated with the new platform rollout and the competitive landscape, particularly regarding how legacy competitors might respond to Urbanise's new offerings. There is also caution about the timeline for converting the pipeline into annual recurring revenue (ARR).

Main topics on the call

• New Total Addressable Market Estimate — Urbanise has revised its total addressable market to between $70 million and $100 million, which combines strata management software and banking integration license fees. Management stated, "we've taken a holistic view o...
• Strata Segment Growth Potential — The strata segment currently has an ARR of $7.9 million, with management indicating a potential path to approximately $16 million through existing customer expansion and a further opportunity to reach $24 million by targ...
• Pilot Program Launch — Urbanise is set to launch a pilot program for its new integrated platform in July 2026, which includes banking integration and an owners portal. This pilot is crucial for validating the revenue model and demonstrating th...
• Operational Cash Flow Outlook — Management expects continued investment in operating cash outflows through FY '26 but is targeting a return to positive operating cash flow in FY '27. "We are targeting a return to positive operating cash flow in FY '27 ...

Read the full Urbanise.com Limited transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 15 Urbanise.com Limited earnings call transcripts on record, spanning February 20, 2020 to June 9, 2026. Based on this history, Urbanise.com Limited reports semi-annually. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

UBN

Exchange

ASX

Country

AU

Sector

Information Technology

Industry

Software

Calls on record

15

First call

February 20, 2020

Most recent

June 9, 2026

Reporting cadence

semi-annually