Full Year 2025 Etherstack PLC Earnings Call Transcript

Feb 23, 2026 / 10:30 PM GMT

Transcript

Key Points

Positve

Etherstack PLC (ASX:ESK) reported a 70% increase in total revenue for FY25, marking a record year with over $10 million in revenue.
The company secured two major contracts: a $20 million deal with AT&T FirstNet in the US and a £14 million contract with the UK Home Office, both of which are strategically significant.
Etherstack PLC (ASX:ESK) has expanded its global workforce from 48 to 64 employees, indicating growth and increased operational capacity.
The company has a strong partnership with Samsung, contributing to its strategic positioning in the mission-critical communications market.
Etherstack PLC (ASX:ESK) achieved positive operating cash flow for the eighth consecutive year, demonstrating financial stability and effective cash management.

Negative

Despite the revenue growth, Etherstack PLC (ASX:ESK) reported a modest loss of $700,000 for the year.
The company experienced a weak FY24, which impacted its financial performance in the previous year.
There are significant costs associated with scaling operations, including the establishment of new security and support centers in the UK and US.
The exclusivity terms with Samsung have fallen away, which may impact future contract negotiations.
Etherstack PLC (ASX:ESK) currently has negative retained earnings, delaying potential dividend payouts to shareholders.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ESK.AX - Etherstack PLC
Full Year 2025 Etherstack PLC Earnings Call
Feb 23, 2026 / 10:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Ethersack's full year FY25 results webinar for the period ending 31 December 2025. Presenting today is EtherStack CEO David Deakin and CFO Adam Hoey, and corporate and the legal Martin Duff. Today's format will begin with a run-through of the results presentation, followed by a Q&A session whereby attendees can submit questions via the Q&A function at the bottom of the screen. I'll now pass it to David.

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Unidentified_2 [2]
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Thank you very much. Good morning and, welcome to, the 25 full year results. It has been absolutely,

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