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IKE 1Q FY27 Performance Update

20:30 Tue 28th July 2026
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Subscription Revenue Exit Run Rate growth of 31% vs pcp FY27 Guidance maintained for ~35% ARR growth New products forecasted to be in market in 2H, expected to drive further ARR expansion IKE (ikeGPS Group Limited) (NZX: IKE | ASX: IKE) is pleased to provide an update for the three month period to 30 June 2026. All figures in NZD unless stated, rounded to the nearest decimal. Summary: • Annualized Exit Run Rate (ERR) of subscription revenue to ~$22M, +31%vs prior calendar period (pcp) • Platform Subscription Revenue for the quarter of ~$5.3M, +27% vs pcp • Gross Margin up to 82%, from 75% vs pcp • Total Revenue for the quarter ~$6.4M, this is flat vs pcp reflecting some interim softness in one-off and lower margin services revenue • Subscription enterprise customers up to 476, from 441 vs pcp • Cash and net receivable position of ~$33.8M For more detail please see the attached release and join our CEO Glenn Milnes for our webinar at 11:00am AEDT/1:00pm NZDT. Registration for the investor webinar is available via the link below: https://us02web.zoom.us/webinar/register/WN_MHeoR_-8QOOfn_nNeSwIzQ 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. ENDS

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Announcement ID: 476880IKE: Company Announcements