Information Technology

Qoria Limited (QOR)

Qoria Limited is a global technology company focused on child digital safety and wellbeing. It provides a suite of software tools for both schools (K-12) and parents, operating under key brands like Linewize for education and Qustodio for consumers. The company's platform offers services including web filtering, classroom management, student risk monitoring, and parental controls across Australia, New Zealand, the US, and Europe.

Market Cap

A$589M

Shares on Issue

N/A

Company WebsiteAI coverage updated hourlyData from ASX filings

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AI Analysis

Qoria is a Software-as-a-Service (SaaS) company that has grown rapidly through a 'buy-and-build' strategy, acquiring complementary businesses like Smoothwall and Qustodio to create a comprehensive digital safety ecosystem. Recent performance is measured by its growth in Annualized Recurring Revenue (ARR) and customer retention, with a strong focus on achieving sustainable positive operating cash flow and EBITDA profitability. As a growth-stage company, it has historically invested heavily in sales, marketing, and product integration, leading to net losses, but is now focused on demonstrating a clear path to profitability to the market.

The company's future growth outlook is centered on three key pillars: expanding its footprint in the large and under-penetrated US education market, cross-selling its broader product suite to existing school and parent customers, and innovating in high-demand areas like AI-driven student wellbeing analytics. Upcoming catalysts include major school district contract wins, quarterly cash flow (4C) reports demonstrating progress towards profitability, and the successful integration of its various platforms into a single, cohesive user experience. The overarching strategic direction is to transition from a pure growth story to one of profitable, sustainable growth.

Bull Case

  • Strong structural tailwinds from increasing global focus on child online safety and mental health, creating a large and growing addressable market.
  • Sticky, high-margin SaaS recurring revenue model, with products deeply embedded in school IT infrastructure, leading to high customer retention rates.
  • Significant cross-sell and up-sell opportunities by offering a comprehensive, integrated suite of tools to its large existing base of school and parent customers.

Bear Case

  • A history of unprofitability and cash burn, with continued execution risk in achieving and sustaining positive free cash flow.
  • Intense competition from large technology platforms (Google, Apple, Microsoft) offering built-in controls and from other specialized EdTech and cybersafety vendors.
  • Integration risk associated with combining multiple acquired companies and technologies, which can lead to technical challenges and slower-than-expected synergy realization.

Recent Announcements

Change in substantial holding

4 Feb 2026Substantial Holder

Webinar Announcement - Merger of Aura and Qoria

2 Feb 2026M&A

Investor Presentation - Merger of Aura and Qoria

🚨 Price Sensitive
2 Feb 2026M&A

QOR (ASX) announces a merger with Aura, as detailed in their investor presentation.

ASX Announcement - Merger of Aura and Qoria -2 February 2026

🚨 Price Sensitive
2 Feb 2026M&A

The ASX announced a merger between companies Aura and Qoria, effective from 2 February 2026. Investors are advised to review their portfolios as the merged entity will have new equity opportunities under ticker symbol 'QOR'.

Trading Halt

🚨 Price Sensitive
1 Feb 2026Trading Halt

QOR's trading is halted on the Australian Securities Exchange (ASX) as per an official announcement, prompting investors to review their positions and await further updates.

FAQs

What does QOR do?

Qoria provides digital safety and student wellbeing software for schools (K-12) and parents. Its key product, Linewize, offers web filtering, classroom management, and student risk detection for schools, while its consumer apps like Qustodio provide parental controls for families.

Is QOR a good investment?

Qoria is considered a high-growth, speculative investment. The potential upside is linked to its large addressable market and recurring revenue model, but this is balanced by risks including its history of unprofitability, intense competition, and the challenges of integrating multiple acquired businesses.

What drives QOR's share price?

The share price is primarily driven by growth in its Annualized Recurring Revenue (ARR), progress towards achieving sustained positive cash flow and EBITDA profitability, major contract wins with school districts, and successful M&A activity. Market sentiment towards growth-stage technology stocks also plays a significant role.