Dubber Corporation Limited · ASX:DUB
Dubber — Q2 FY2021 Earnings Presentation
17 slides from Dubber's earnings presentation, Jan 29, 2021
Slide 1: Q2 FY21 Investor Update
January 29, 2021 SEE OUR Q2 UPDATE VIDEO www.dubber.net/q2-investor-update-video Q2 FY21 Investor Update | 29/01/2021 /1
Slide 2: Disclaimer
This presentation is given in January 2021 on behalf of Dubber Corporation Limited (ASX: DUB) (ACN: 089 145 424) This document has been prepared by Dubber Corporation Limited (Dubber) for information purposes about Dubber and its subsidiary companies (Dubber Group). It has been prepared for use in c
Slide 3: Four strategic priorities: win the network, win the world
#1 #2 #3 #4 (W)in the network – thezzz only (W)in the world’s Unlock network network- first solution leading uc & technology Harness our technology to effects with every drive efficient scaling through user added through Always on and in solutions – preferred operational and technology the platform
Slide 4: Ensuring the safety and wellbeing of customers and employees
Ensuring the safety & Assisting customers New business continuity & wellbeing of customers and partners globally compliance requirements & employees • Voice intelligence provides • Compliance continues as a • Demand for insights and real-time insights & accelerates major priority as “hall-passes” da
Slide 5: Sustained subscription growth, network and solution yield
GROW ARR THROUGH SUSTAINED DRIVE NETWORK & IMPROVING OPERATING NEW USE CASES & SUBSCRIPTION GROWTH SOLUTION YIELD LEVERAGE FUNCTIONALITY Q2 FY21 Investor Update | 29/01/2021 /5
Slide 6: Q2 FY21 key metrics versus prior corresponding period
REVENUE: Q2 FY21 ANNUALISED RECURRING REVENUE (ARR) CASH ON HAND +78% PCP +168% PCP SUBSCRIBERS SERVICE PROVIDERS & SOLUTIONS CASH RECEIPTS: Q2 FY21 +145% PCP +22% PCP +45% PCP +244% PCP PCP: Prior Corresponding Period *Some of the Speik revenues are yet to be determined as ARR, and as such do not c
Slide 7: Subscribers, revenue, ARR and service providers
Subscribers | Q2 FY21 Revenue | Q2 FY21 32 0,000 300,000+ 300,000 280,000 $4.28m $4,500,000 $4,000,000 145% on PCP 260,000 240,000 78% on PCP $3,500,000 22 0,000 200,000 $3,000,000 180,000 $2,500,000 160,000 140,000 $2,000,000 120,000 100,000 $1,500,000 80,000 $1,000,000 60,000 40,000 $500,000 20,00
Slide 8: Our Mission, Vision and Focus
Our Mission: Our Vision: Our Focus: To Dub every To unlock the Realizing the potential communications of Voice data as a power of voice data Service service in the world: for Government, voice, video, chat Service & Platform DUBBER ON EVERY NETWORK AND 1 and more COMMUNICATIONS SOLUTION Providers, a
Slide 9: Over 150 networks and solution partners globally
Over 150 networks and solution partners globally MOMENTUM WITH MAJOR SERVICE & SOLUTION PARTNERS THIS QUARTER WITH MORE COMING & GROWING TIER ONE DISTRIBUTION! Cloud Work Q2 FY21 Investor Update | 29/01/2021 /9
Slide 10: New and improved integrations
NEW & IMPROVED INTERGRATIONS Cloud Work RICHER FUNCTIONALITY POWERING COMPLIANCE & CX AI Speaker Detection AI Question Detection Legal Hold within a recording, enhancing within transcriptions, adding allowing compliance focused teams to the resulting transcription to be question marks to improve pro
Slide 11: Speik acquisition overview
• Speik are the leading UK provider of mobile call recording and PCI payments solutions • Speik has the most core telco network integrations in the UK for recording and Founded 38 HQ Hosted & payments 2019 Employees Oxfordshire, UK cloud • Profitable & growing • Powers Telefonica’s UK O2 mobile call
Slide 12: Speik acquisition rationale and terms
Increases Dubber’s UK footprint. Validates Dubber’s business model of “sticky” Speik supports O2’s mobile recording service network centric services. Enriches Dubber’s solution portfolio as leader in Unified Call Recording, Speik provides PCI Compliance solutions with UK Carriers: Compliance, secure
Slide 13: Speik call recording, call archive and PCI payments
Call Recording Call Archive PCI DSS Compliant Phone Payments Cloud call recording supplier with We enable organizations to achieve PCI DSS multiple leading UK network relationships and GDPR compliance with centralized search PCI DSS is a global standard that all merchants and storage by migrating cu
Slide 14: Starting point, present and future
OUR STARTING POINT PRESENT à FUTURE • Call Recording • Unified Call Recording • Voice • Voice, Video, Chat • Record • AI enriched voice data • <100 service & solution • >200 service & solution providers providers - Ubiquitous • Good subscription yield • Growing subscription yield (ARR and S&SP penet
Slide 15: New starters
New starters The team members below have joined the Dubber team this quarter! New Starters Clint Wilson Customer Support Specialist Solutions - USA Dawn Collett DevOps Dev Team Sarah McLennan ANZ Marketing & Growth Programs Lead Marketing Donald Gordon Senior Account Director Sales - USA Jason Ryan
Slide 16: Team anniversaries
Team Anniversaries The team members below are celebrating their Dubber anniversary this quarter! Years of Service 8 1 Murali Krishna Dev Team Adam Freeman Sales - EMEA Michael Marini Dev Team Reuben Tellis Dev Team Sreekanth Sreevalsam Solutions 5 Simon Raynor Solutions William Sandy Marketing EMEA
Slide 17: Thank you
Thank you SEE OUR Q2 UPDATE VIDEO www.dubber.net/q2-investor-update-video Dallas Atlanta 1920 McKinney Ave, Dallas, TX 3280 Peachtree Rd NE Floor 6, Atlanta, 75201, USA GA 30305, USA Melbourne Sydney Level 5, 2 Russell Street, Melbourne, 5 Martin Place, Sydney, 2000, 3000, Australia Australia London