$41,000,000.00 (41 Million) Ann since 1st July 24.

FY25 Announced Deal Total (as at 7 July 2025):
Approx. $41.94 million in new contracts since 1 July 2024.

Big Picture: What’s it all telling us?

• Diversified clients: Projects cover education, defence, healthcare, industry, and more. No single sector dominates.
• Going global: They’ve scored deals across Europe, Asia, North America and Latin America. Big step for a microcap.
• SaaS & multi-year contracts: Several of these are locked in over years or have recurring revenue. That’s good for predictability.
• Defence growth: Over $10M in defence revenue locked in already, with another ~$21M flagged for FY26–30. That vertical’s clearly gaining traction.
• Platform strength: Products like Algho AI and 3DFrame are getting embedded into client workflows, which makes them harder to rip out later. That’s great for retention.

Smaller deals with room to grow:

Importantly, there are plenty of deals they’ve announced thatcould scale hard if they work:

• Area 12 Consulting (SAFE-XR): $2.6M to start, but could grow in the European safety compliance space.
• Laerdal Healthcare: $1.7M now, but they operate in 26 countries. Could snowball.
• Algho AI Sign Language: $500K with early wins in airports and cities in Italy. Might spread across Europe.
• AWS Marketplace exposure: Low initial value but opens the door to a whole new customer base.

These ones show the product-market fit is there. There’s clearroom for cross-sells and scale. And I stress, this is just noting a few.

Investor takeaway: De-riskingunderway!

This volume of deals helps tick off a few investor concerns:

• Less reliance on one-off clients.
• Clear signal of execution capability.
• Validates their tech as being scalable and enterprise-grade.
• Deepening ties with major partners like Dell, AWS and Xerox.
• They’re shifting from being a project vendor to a platform provider.

All this gives investors:

• Better revenue visibility
• A globally validated product
• Growing recurring income streams

Which means less risk on both the revenue model and valuationfront.

Is VR1 worth a look now?

• Share price is sitting at 4 cents
• Market cap is around $60–65 million

So, if you compare that to the ~$42M already announced in FY25contracts (a good chunk of which is multi-year), plus the flagged pipeline,plus global client traction and new recurring revenue, then yeah – you couldmake a decent case this is a deep-value growth opportunity.

Not advice – just my take – but I reckon this might be one ofthose microcaps that people look back on later and go “ah yep, I should’ve paidmore attention to the deal flow.”

Quick Company Snapshot (July 2025):

• Vection Technologies (ASX:VR1) – Global software company fusing AI and XR through their INTEGRATEDXR® platform.
• Sectors: Defence, healthcare, education, industrial compliance, telco, etc.
• Strategic partners: Dell (Titanium), AWS, CareAR (Xerox), DigiLens.
• Total announced deals FY25 so far: ~$41.94M
• Recurring revenue footprint: Growing (SaaS, licenses, multi-year contracts)

Final Word:

At 4 cents, with this kind of deal flow and clear global traction,VR1 looks like it’s flying under the radar. If they keep converting pipelineinto contracts and scaling their platform footprint, it’s not hard to imaginethe market catching up.

Just my thoughts. Always DYOR.