Locafy Reports Continued Commercial Growth as Localizer Adoption and Partner Results Build into CY 2026

Rhea-AI Summary

Locafy (Nasdaq: LCFY) reported continued commercial growth on Dec 17, 2025, driven by subscription momentum, expanding U.S. Localizer adoption and partner-led performance.

Key points: monthly subscription sales rose ~A$24,000 (6.3%) month-to-date vs November 2025; Localizer deployed at 145 independent State Farm agencies; partner campaigns in home services produced measurable client outcomes (one roofing client booked five jobs in the first month). Locafy expects to deploy advanced AEO reporting and analytics on its dashboard by end of 2025 while focusing on scaling recurring revenue into 2026.

Positive

• Monthly subscription sales +A$24,000 (6.3%) since Nov 2025
• Localizer adoption at 145 independent State Farm agencies
• Home services partner reported 5 booked jobs for one roofing client in month one
• AEO reporting analytics dashboard on track for deployment by end of 2025

Negative

• A$24,000 monthly increase is modest in absolute terms despite 6.3% growth

Key Figures

Increase in monthly subscription sales A$24,000 Net increase in December monthly subscription sales vs November 2025

Monthly subscription growth rate 6.3% December monthly subscription sales growth vs November 2025

Localizer State Farm agencies 145 agencies Independent State Farm agencies currently using Localizer

New roofing jobs 5 jobs Jobs booked by one roofing client in first month from SEO

Service radius expansion 25-mile radius Visibility expanded beyond prior service area for home services client

NAN Convention anniversary 20th Anniversary National Agents Network Convention sponsored by partner in February 2026

Reporting rollout target End of 2025 calendar year Planned deployment timing for advanced AEO reporting and analytics

Planning horizon 2026 calendar year Company focus on scaling SaaS platform into CY 2026

Market Reality Check

$3.12 Last Close

Volume Volume 2,548 vs 20-day average 17,156, indicating relatively light trading activity ahead of this update. low

Technical Price $3.72 is below the 200-day MA $4.76, and 73.39% below the 52-week high.

Peers on Argus

Peers in Internet Content & Information were mixed, with moves from -28.21% (GITS) to +2.42% (GIFT), suggesting company-specific rather than sector-driven dynamics for LCFY.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 12	Earnings results	Negative	-2.8%	Full-year revenue decline and wider net loss despite subscription uptick.
Nov 06	Commercial update	Positive	+0.5%	Strong Localizer momentum and rising monthly subscription sales.
Sep 25	Sales momentum	Positive	+3.1%	Rapid Localizer adoption by State Farm agencies and new MRR growth.
Sep 03	AI sales update	Positive	+38.1%	AI sales pilot delivered strong lead generation and meeting conversion.
Aug 29	Nine-month results	Negative	+0.3%	Revenue decline and higher net loss despite SaaS growth initiatives.

Pattern Detected

Stock reactions typically align with news tone: 4 aligned moves vs 1 divergence in the last five events.

Recent Company History

Over the past six months, Locafy has combined challenging financial results with growing traction for its Localizer platform. Earnings on Nov 12, 2025 showed revenue declines and a wider net loss, while multiple updates since Aug 2025 highlighted AI-driven sales efforts, U.S. agency partnerships, and rapid adoption in the insurance and home services sectors. Today’s commercial update continues this narrative of subscription and partner-led growth following earlier momentum and Localizer launches.

Market Pulse Summary

This announcement highlights incremental commercial traction, including an additional A$24,000 in monthly subscription sales and deployment across 145 independent State Farm agencies. It reinforces prior updates on Localizer adoption and partner-driven growth in insurance and home services. Investors may track whether upcoming AEO reporting features launch by the end of 2025 and how expanding U.S. partnerships translate into sustainable revenue versus earlier periods of declining overall sales.

Key Terms

software-as-a-service technical

"a global software-as-a-service technology company specializing in location-based"

Software-as-a-service is software that users access online through a web browser or app while the provider hosts and maintains the program and data, typically for a recurring fee. Investors care because it creates steady, predictable revenue and often high customer retention — like renting a utility rather than buying a machine — which helps forecast cash flow and values a company more consistently over time.

ai-powered search engine optimization technical

"solutions, including AI-powered search engine optimization (AI SEO), today provided"

Using artificial intelligence tools to plan, create and adjust a website’s content and technical setup so it appears higher and more often in online search results. Think of it as a smart assistant that tests which headlines, keywords and page layouts attract customers and continuously tweaks them; for investors, this can lower marketing costs, increase organic traffic and sales, and create a measurable edge in customer acquisition and revenue growth.

ai seo technical

"solutions, including AI-powered search engine optimization (AI SEO), today provided"

AI SEO is the use of artificial intelligence tools to plan, create and optimize online content so it ranks higher in search results and attracts more visitors. For investors, it matters because better search visibility can drive traffic, customer interest and sales at lower cost, while misuse or poor-quality AI content can harm a company’s reputation, search rankings or invite regulatory scrutiny — like a gardener using a smart tool that can help growth but also over-prune.

seo technical

"roofing client booked five new jobs directly attributable to SEO within the first"

Search engine optimization (SEO) is the set of practices used to make online content show up higher in search results, like tuning a store’s sign and product displays so more people find it when they walk by. For investors, SEO matters because better visibility typically drives more traffic, customers and sales while reducing the cost of paid marketing, which can affect revenue growth, profitability and perceived market reach.

recurring revenue financial

"while scaling recurring revenue through a growing partner ecosystem."

Revenue that a company expects to receive on a regular, predictable basis from ongoing sources such as subscriptions, service contracts, or repeat customer purchases. It matters to investors because it provides steadier cash flow and makes future earnings easier to forecast—like a landlord collecting monthly rent instead of one-off sales—supporting higher valuations and lower risk when those payments are reliable and customers tend to stay.

lead-tracking software technical

"as tracked through our lead-tracking software. Early campaigns have also"

Lead-tracking software is a tool that records and follows potential customers’ interactions across channels so a company can see who is interested, how they found the business, and what next steps convert interest into sales. For investors, it matters because the software can improve sales efficiency and forecasting—think of it as a GPS and logbook for a company’s future revenue, helping management lower acquisition costs and scale growth predictably.

AI-generated analysis. Not financial advice.

• An approximately $24,000 net increase in monthly subscription sales to date since November 2025
  
  
• Localizer adoption expands to 145 independent State Farm agencies, with additional sales growth outside State Farm agents
  
  
• Partner campaigns are also now delivering measurable results in the home services sector, driving further sales growth
  
  

PERTH, Australia, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Locafy Limited (Nasdaq: LCFY, LCFYW) (“Locafy” or the “Company”), a global software-as-a-service technology company specializing in location-based digital marketing solutions, including AI-powered search engine optimization (AI SEO), today provided a commercial update highlighting continued subscription growth, expanding U.S. adoption of its Localizer™ platform, and accelerating partner-led performance following its November 2025 momentum update.

“Since our November commercial update, we’ve continued to see steady growth in subscription revenue and strong demand for Localizer and Localizer SAB across the U.S. market,” said Gavin Burnett, CEO of Locafy. “Our focus currently remains on delivering measurable outcomes for customers while scaling recurring revenue through a growing partner ecosystem."     
    
“Subscription revenue growth month-to-date has been strong, and with more than a week remaining before the Christmas break, we are currently pushing to close additional opportunities while maintaining a strong focus on client performance and outcomes.”         

Commercial Highlights

• Continued subscription growth: Monthly subscription sales in December to date increased by approximately A$24,000 or 6.3% since November 2025.
• Localizer adoption in insurance through U.S. partner, Lohi Digital: Localizer is currently deployed by 145 independent State Farm agencies, reflecting continued adoption among U.S. insurance professionals. Additional Localizer sales outside of State Farm have also contributed to overall growth.
• Performance-led demand in home services through U.S. partner Growth Pro Agency: Strong client outcomes and partner execution continue to drive new deployments, particularly in highly competitive local search categories.
• Product roadmap execution: Locafy currently remains on track to deploy its advanced AEO reporting and analytics capabilities on its dashboard by the end of the 2025 calendar year.

Partner Testimonials
Danielle DeFrances, CEO of Lohi Digital, commented, “We are very supportive of the Locafy partnership and to demonstrate our confidence, we have taken the major sponsorship position for the upcoming National Agents Network (NAN) 20^th Anniversary Convention in February 2026. We will be able to showcase the Localizer product to a large number of top-performing independent State Farm agents.”

Jason Jackson, CEO of Growth Pro Agency, a U.S. Locafy partner focused on the Home Services sector, added, “Locafy’s solution is generating tangible results for our clients. One roofing client booked five new jobs directly attributable to SEO within the first month, as tracked through our lead-tracking software. Early campaigns have also expanded visibility beyond a 25-mile service radius, which is a meaningful driver of lead generation in local home services markets.”

Operational Progress
Locafy believes its growing subscription base, expanding U.S. adoption, and partner-led execution are contributing to improving unit economics and operating efficiency. The Company remains focused on disciplined growth as it continues to scale its SaaS platform and recurring revenue model heading into the 2026 calendar year.

About Locafy
Founded in 2009, Locafy's (Nasdaq: LCFY, LCFYW) mission is to accelerate visibility and prominence for local, national, and brand-focused businesses in both online and AI search engines using proprietary SEO techniques, technologies, and AI-driven automation. For more information, please visit www.locafy.com.

Forward-Looking Statements
This press release contains "forward-looking statements" that are subject to substantial risks and uncertainties. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as "subject to", "believe," "anticipate," "plan," "expect," "intend," "estimate," "project," "may," "will," "should," "would," "could," "can," the negatives thereof, variations thereon and similar expressions, or by discussions of strategy, although not all forward-looking statements contain these words and include, but are not limited to the use and adoption of Locafy's products and solutions by partners and parties, the continued adoption of Locafy's solutions in the US and other industries, continued revenue growth, and potential revenues generated from the adoption of Locafy's solutions. Although the Company believes that the expectations reflected in such forward-looking statements are reasonable, they do involve assumptions, risks, and uncertainties, and these expectations may prove to be incorrect. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. The Company's actual results could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors, including those discussed in the Company's filings with the Securities and Exchange Commission (the "SEC"), including the Company's Annual Report on Form 20-F, filed with the SEC on November 12, 2024, as amended and restated, and available on its website (www.sec.gov). All forward-looking statements attributable to the Company or persons acting on its behalf are expressly qualified in their entirety by these factors. Other than as required under the securities laws, the Company does not assume a duty to update these forward-looking statements.

Investor Relations Contact
Matt Glover
Gateway Investor Relations
(949) 574-3860
LCFY@gateway-grp.com

FAQ

What commercial growth did Locafy (LCFY) report on Dec 17, 2025?

Locafy reported continued subscription growth with monthly subscription sales up approximately A$24,000 (6.3%) month-to-date vs November 2025.

How many State Farm agencies are using Locafy Localizer as of Dec 17, 2025?

Localizer is deployed by 145 independent State Farm agencies in the U.S.

What partner results did Locafy cite for home services in Dec 2025?

A U.S. partner reported a roofing client booked five new jobs attributable to SEO within the first month.

When will Locafy (LCFY) roll out advanced AEO reporting and analytics?

Locafy said its advanced AEO reporting and analytics will be deployed on its dashboard by the end of 2025.

Does the Dec 17, 2025 update indicate recurring revenue scaling for Locafy (LCFY)?

Yes; the company highlighted scaling of its SaaS recurring revenue model and partner ecosystem heading into 2026.