Core Insights - Locafy Limited reported financial results for the fiscal fourth quarter and full year ended June 30, 2025, focusing on its transition to a partner-based sales model and the launch of its Localizer product in the U.S. market [1][10][12]. Financial Performance - Total operating revenue decreased by 31.2% to A$829,000 from A$1.2 million in the comparable year-ago period, primarily due to a 99.3% decline in service-related revenues [12][11]. - Subscription revenues increased by 9.7% to A$801,000 from A$731,000 in the comparable year-ago period, with expectations for strong growth following the launch of Localizer [12][11]. - The net loss for the year was A$4.3 million, or A$2.63 per diluted share, compared to a net loss of A$1.9 million, or A$1.49 per diluted share, in the prior year [18][24]. Strategic Initiatives - The company transitioned to a partner-centric go-to-market model, allowing Locafy to maintain direct billing relationships with end customers, which enhances cash-flow predictability and aligns sales incentives with performance [5][12]. - Locafy launched Localizer in the U.S. market, generating over A$156,000 in new monthly subscriptions within two months, equating to approximately A$1.9 million in annualized recurring revenue [7][12]. - The introduction of Localizer SAB, aimed at enhancing Google Business Profile rankings for Service Area Businesses, has already seen early adoption among home-services contractors [8][12]. Operational Highlights - A strategic partnership was executed in June 2025 with a leading U.S. reputation and review-management platform, expanding Locafy's addressable market in North America [9]. - The company streamlined its core product offering to focus on local SEO and AI Engine Optimization solutions, enhancing automation and scalability for local businesses [4][12]. - Monthly recurring revenue (MRR) for the fiscal fourth quarter was A$267,000, reflecting a 4.2% increase from the comparable year-ago period [19].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

Core Insights - Locafy Limited has reported strong sales growth, particularly in the U.S. market, with an increase of A$156,000 in monthly subscription sales over the past two months [1][6] - The company is set to launch its Advanced AEO analytics solution by the end of calendar year 2025, which is expected to enhance its product offerings [1][2] - The Localizer product suite is gaining traction, with clients experiencing significant visibility in AI search results, which is driving further adoption [2][6] Commercial Highlights - Locafy has achieved approximately 150 subscriptions for its Localizer product, primarily driven by the U.S. market and the addition of over 50 independent State Farm agencies [6] - The Localizer Service Area Business (SAB) has been soft-launched, with initial sales completed in the U.S. market, priced at US$4,000 for implementation and a monthly subscription of US$2,000 [6] - Client success stories, such as a roofing contractor generating US$300,000 in sales in the first month of using Localizer, highlight the effectiveness of the product [5][6] Client Testimonials - Partners have reported exceptional results, including a tripling of call volume for a pool manufacturing client after using Localizer [4] - The positive outcomes from clients are contributing to increased demand and word-of-mouth referrals, indicating a scalable business model [5][6] Future Outlook - The company anticipates continued momentum through the holiday season and into 2026, supported by growing U.S. adoption and product innovation [2][5] - Locafy aims to provide comprehensive reporting and analytics to clients by the end of 2025, further demonstrating the effectiveness of its solutions [2][6]

Core Insights - Locafy Limited has launched a new AI-driven marketing platform through LoHi Digital, targeting U.S. insurance brokers, leveraging its advanced technology suite [1][2][3] Company Overview - Locafy is a global software-as-a-service technology company specializing in location-based digital marketing solutions, including AI-powered search engine optimization [1][12] - The company's flagship product, Localizer, is designed to help businesses achieve top visibility in local search results, particularly in competitive sectors like insurance, home services, and healthcare [2][4] Product Adoption and Revenue - Within the first week of adoption, 50 State Farm agencies have adopted the Localizer platform, with total participation reaching 74 agencies, generating over US$51,000 in monthly recurring revenue (MRR) [3][10] - The company anticipates that every 120 Localizer sales will add approximately US$1 million in annual recurring revenue (ARR) [6] Market Opportunity - The U.S. insurance market presents significant opportunities, with over 880,000 licensed insurance agents and brokers, including more than 19,000 State Farm agents [7] - Locafy aims to penetrate various local services industries, including healthcare and home improvement, which have millions of small businesses reliant on local visibility [7] Strategic Partnerships and Growth - Locafy has signed new partner agreements with leading agencies in the U.S. and Australia, generating initial sales for the Localizer product [8] - The company has launched an AI sales team in the U.S. targeting the roofing and home services markets, indicating a strategic expansion of its service offerings [8]

Summary of Lokify (LCFY) 2025 Conference Call Company Overview - Lokify Limited (LCFY) is a software as a service (SaaS) company specializing in location-based digital marketing, listed on NASDAQ [2][3] - Founded in February 2009, headquartered in Subiaco, Australia, with key markets in the U.S., Australia, and Canada [2][3] - The company has over 600 paying customers and more than 20 global publishing partners [3] Financial Performance - Revenues for FY 2024 were $4.15 million, with $2.9 million reported for the nine months ending March 2025 [4] Market Opportunity - The global market for visibility-related services is projected to reach GBP £790 billion in 2025, potentially growing to $1 trillion in the near future [7] - Lokify aims to capture a significant share of this market by providing cost-effective solutions for small to mid-sized businesses [7][30] Unique Selling Proposition - Lokify's services can achieve SEO results within 30 to 60 days, significantly faster than the industry standard of 12 months to 3 years [6][40] - The company focuses on local SEO, which is more scalable and deployable compared to national or e-commerce SEO solutions [35] Technology and Innovation - Lokify utilizes AI technology to enhance its services, including an AI sales team that has shown promising results in lead generation [21][22] - The company has developed a system that boosts local business visibility in both organic and AI search results [11][13] Customer Engagement and Sales Strategy - Lokify's product is priced at $690 per month, which is considered cost-effective compared to traditional SEO services that can range from $1,500 to $2,000 per month [25][41] - The company has built a large database of business listings (40 million) and claim listings (11.4 million), allowing for targeted marketing [20] Recent Developments - A notable client acquisition includes State Farm Insurance, which has the potential to significantly enhance Lokify's market presence [18][48] - The company is actively pursuing partnerships to distribute its technology in Australia and leverage existing relationships for mutual benefit [50] Future Outlook - Lokify is focused on executing its go-to-market strategy effectively, with a strong emphasis on leveraging its existing database and technology [52] - The management expresses confidence in scaling the business to a $1 billion valuation through strategic partnerships and innovative solutions [28][30] Key Challenges - The competitive landscape in digital marketing and SEO requires Lokify to continuously innovate and adapt to changing market conditions [40][51] - Maintaining consistent performance and delivering on promises to clients is crucial for long-term success [48][52]

Core Insights - Locafy Limited has launched an AI Sales Team, achieving promising initial results in partner acquisition and customer engagement [1][4]. Group 1: AI Sales Team Performance - The pilot campaign resulted in 18 meetings, 130 warm leads, and several proof-of-concept deployments, demonstrating the effectiveness of Locafy's AI-driven strategy [2]. - The campaign, conducted over four days, utilized AI-generated SMS communications to reach 900 digital marketing agencies, achieving 100% attendance at AI-generated meetings and conversion rates exceeding 50% [3]. - The secured opportunities include a national home services franchise with over 700 franchisees and a large digital agency with 450 clients, among others [3]. Group 2: Strategic Vision - The CEO of Locafy emphasized the scalability of their go-to-market strategy, which focuses on using AI to generate high-quality leads and connect them with partners [4]. - The company believes that leveraging its extensive U.S. agency database can significantly drive growth for both Locafy and its partners [4]. Group 3: Company Background - Locafy, founded in 2009, specializes in enhancing visibility for businesses through advanced SEO techniques and AI-driven automation [5].

Core Insights - Locafy Limited has expanded its U.S. presence through strategic partnerships and enterprise wins, focusing on AI-powered product innovations to drive market adoption [1][3] - The company has established a partner-led go-to-market model that is expected to accelerate growth [1][5] Strategic Partnerships & Market Expansion - Signed multi-year, high-value partnerships in the U.S. and APAC with significant deployment potential [6] - Entered a strategic agreement with a U.S.-based online reputation platform, expanding Locafy's U.S. listings footprint by approximately 10,000 end users [7] - Launched an AI-powered SEO product suite, including Localizer, aimed at multi-location businesses [6][7] - Secured large agency and enterprise clients, representing thousands of potential locations for imminent revenue generation [6] Product Innovations - Localizer is gaining traction with large agencies and high-volume partners, positioned as a key growth driver [4] - The AI-driven SEO product suite aims to enhance local and national search visibility with minimal human intervention [7][14] - Developed an integrated Article Accelerator for in-house article creation and publishing, compliant with Google's SEO policies [14] Financial Performance - Total operating revenue for the nine-month period ended March 31, 2025, was AUD $2.4 million, down from AUD $2.9 million in the same period of 2024 [12][14] - Subscription revenue was AUD $2.2 million, compared to AUD $2.6 million in the prior year [14] - Net loss totaled AUD $3.5 million, or AUD $2.19 per share, compared to a net loss of AUD $2.1 million, or AUD $1.63 per share, in the previous year [15] Key Performance Indicators - Monthly recurring revenue (MRR) for the fiscal third quarter was AUD $261,000, reflecting a 1% sequential increase but a 2% year-over-year decrease [16]

Core Insights - Locafy Limited is participating in the 2025 Gateway Conference on September 3-4, 2025, in San Francisco, CA [1] - CEO Gavin Burnett will present on September 3 at 9:00 am PT and will also hold one-on-one meetings with investors and analysts [2] - The presentation will highlight Locafy's recent momentum, including AI-powered product launches and strategic partnerships, aimed at creating a scalable growth model [3] Company Overview - Founded in 2009, Locafy aims to revolutionize the US$700 billion SEO sector by helping businesses enhance their search engine relevance through an automated approach [4]

Core Viewpoint - Meme stocks, which gained notoriety during the 2021 GameStop saga, are experiencing a resurgence, with significant price movements in stocks like Kohl's and Opendoor Technologies driven by social media activity [1][4]. Group 1: Meme Stock Activity - Shares of Kohl's and Opendoor Technologies have surged following posts on Reddit and X, aimed at boosting heavily shorted shares [3][5]. - Opendoor Technologies saw its stock price increase by 144%, rising from approximately $1 per share [5]. - Kohl's shares also experienced a notable rise, attributed to a post from a user on a subreddit forum [5]. Group 2: Locafy Limited Overview - Locafy Limited, a SaaS company focused on proximity-based search engine optimization, has seen its shares decline by 91% since going public in March 2022 [6]. - The company reported a 28% revenue decline to $518,000 for the quarter ending September 2024, alongside a loss of $36,000 [6]. - Locafy has a significant short interest of nearly 60%, indicating potential for meme stock behavior [4][7]. Group 3: Potential for Growth - The global SEO software market is projected to grow at a compound annual growth rate of 13.5%, from $74.6 billion in 2024 to $154.6 billion by 2030 [12]. - Locafy could benefit from local search demand, as 46% of Google searches have local intent, and 76% of consumers visit a business within a day of a local search [12]. - Recent strategic partnerships have the potential to expand Locafy's reach to approximately 10,000 end users, generating over $35,000 in new monthly recurring revenue [12]. Group 4: Challenges and Risks - Locafy faces liquidity concerns, with a current ratio of 0.92, indicating potential difficulties in meeting short-term obligations [12]. - The company is also dealing with intense competition from larger SEO software firms, which may hinder its growth prospects [12]. - High volatility is evident in Locafy's stock, with a beta of 1.82, making it 82% more volatile than the S&P 500 [12].

Core Insights - Experience.com has partnered with Locafy Limited to enhance local marketing solutions in the APAC region, combining review management with AI-driven local search optimization [1][2][6] - The partnership aims to provide an all-in-one platform for professionals and tradespeople to improve their online presence and consumer engagement [3][5] - Locafy's technology, including its patented Local Boost, will facilitate the automation of landing pages and management of local business listings, leveraging a database of over 1.2 million businesses in Australia [4][9] Company Overview - Experience.com is recognized as a leader in customer experience and reputation management, catering to a diverse market including local professionals and multi-location brands [7][8] - Locafy, a SaaS company founded in 2009, focuses on local search engine marketing and aims to transform the $700 billion SEO sector through enhanced visibility and search relevance [9]