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ikeGPS Group 3Q FY26 Performance Update

29/01/2026, 09:13 NZDT, MKTUPDTE

Further growth & customer acquisition (+35% Exit Run Rate of subscription revenue vs pcp). FY26 guidance reiterated for ~35% or greater growth in platform subscription revenue. New product initiatives tracking to plan ikeGPS Group Limited (IKE) (NZX: IKE / ASX: IKE) is pleased to provide a performance update for the nine months to 31 December 2025. All figures are in NZD, rounded to the nearest decimal. Highlights include: • Exit Run Rate (ERR) of platform subscription revenue ~NZ$21.1m annualized (+35% vs pcp). • Strong growth of recognized platform subscription revenue in the nine-month period to 31 December 2025 of ~NZ$14.1m (+38% vs pcp). • Total revenue of ~NZ$19.8m (+7% vs pcp). • Reiteration of FY26 guidance for ~35% or greater growth in platform subscription revenue and EBITDA breakeven on a monthly run-rate basis by the end of FY26. • Gross margin percentage increased to ~79% (up from pcp of 68%). • Total cash of NZ$32.3m as at 31 December 2025, net receivables of NZ$2.9m, with no debt. This puts IKE in a strong financial position to execute its product roadmap and market development. For further detail and commentary please review the attached update and join us for our webinar with CEO Glenn Milnes and CFO Paul Cardosi at 9:00am AEDT/11:00am NZDT today – Thursday, 29 January 2026. Registration for the investor webinar is available via the link below: https://us02web.zoom.us/webinar/register/WN_ezicgChNRiy8-11Cpbqppw Questions can be pre-submitted to simon@nwrcommunications.com.au or asked via the Q&A function during the webinar. After registering, you will receive a confirmation email containing information about joining the webinar.