Dubber Corp Ltd
ASX:DUB
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Dubber Corp Ltd
Dubber Corp. Ltd. offers cloud based call recording software technology and audio asset management. The company is headquartered in Melbourne, Victoria. The company went IPO on 2000-06-30. The firm's principal activity consists of call recording and audio asset management in the cloud. The company offers unified call recording (UCR) service and voice intelligence cloud. The firm's platform provides cloud call recording as a service. The company turns voice calls into data enabling artificial intelligence (AI) service to be deployed directly from a carrier network, or from inside a solution provider's infrastructure. The company allows service providers to offer call recording for compliance, business intelligence, sentiment analysis, and AI, among others. The company offers solution in call analytics service, which includes call duration, wait time, talk time, hold time, and more. The firm also offers AI-driven notetaking and create action items on every call. The company serves various telecommunications carriers in North America, Europe and Asia Pacific. Its subsidiaries include Medulla Group Pty Ltd, Dubber Pty Ltd, Dubber Ltd, and Dubber, Inc.
Dubber Corp. Ltd. offers cloud based call recording software technology and audio asset management. The company is headquartered in Melbourne, Victoria. The company went IPO on 2000-06-30. The firm's principal activity consists of call recording and audio asset management in the cloud. The company offers unified call recording (UCR) service and voice intelligence cloud. The firm's platform provides cloud call recording as a service. The company turns voice calls into data enabling artificial intelligence (AI) service to be deployed directly from a carrier network, or from inside a solution provider's infrastructure. The company allows service providers to offer call recording for compliance, business intelligence, sentiment analysis, and AI, among others. The company offers solution in call analytics service, which includes call duration, wait time, talk time, hold time, and more. The firm also offers AI-driven notetaking and create action items on every call. The company serves various telecommunications carriers in North America, Europe and Asia Pacific. Its subsidiaries include Medulla Group Pty Ltd, Dubber Pty Ltd, Dubber Ltd, and Dubber, Inc.
Large North American Deal: Dubber signed a significant 5-year network contract with a major North American CSP, bringing in about $4.6 million in Q3 and expected to boost future subscription revenue.
Revenue & Margins: Q2 FY '26 reported revenue was $9.3 million (down 1% QoQ), with recurring revenue at $7.8 million (down from $8.2 million); gross margin improved to 70%.
Cost Reductions: Total annualized cash-based costs dropped to $38 million, reflecting ongoing efforts such as property lease exits, workforce optimization, and automation.
Cash Position: Cash outflow for the quarter normalized to near zero after adjusting for one-offs, and a strong cash inflow is expected in Q3.
AI & Product Focus: Continued heavy investment in AI R&D and a shift to proactive, value-adding AI solutions is underway, supported by a business rebrand to 'Dubber AI.'
Legal Actions: Management believes ASIC's separate action against BDO Audit supports Dubber's own $26.6 million claim related to audit failures.
