Dubber Corporation Limited · ASX:DUB
Dubber — Investor Presentation (July 2021)
25 slides from Dubber's investor presentation, Jul 26, 2021
Slide 1: Investor Update
July 2021 Investor Update Commercial in Confidence | July 2021 | 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Dubber Corporation Limited (“Dubber” or “Company”) in relation to Dubber’s Past and future performance placement over two tranches (“Placement”) of new fully paid ordinary shares in Dubber (“New Shares”) to certain Past performance of the Company, in
Slide 3: Agenda
Agenda 1 The Dubber vision 2 Market update 3 Capital raising 4 Appendices Commercial in Confidence | July 2021 | 3
Slide 4: The Dubber Vision
1 The Dubber Vision Commercial in Confidence | July 2021 | 4
Slide 5: End not knowing
End not knowing We create cloud services inside the leading communications networks and unified communication solutions globally - enabling any business to unlock the potential of every conversation through AI-enriched conversational data Founded ASX 175 HQ Native & Cloud 2011 Listed Employees Melbo
Slide 6: It Starts With Native Cloud Recording
It Starts With Native Cloud Recording Enabling service & solution providers to monetise voice connections Capture & Convert from Simple & Easy Provisioning Voice converging on one Rich and flexible features Subscription services & any end-point or service on the Network platform. Enriched by AI and
Slide 7: Our Purpose, Mission, Vision and Focus
Our Purpose: Our Mission: Our Vision: Our Focus: To improve the way the Dub every To unlock the power of Realising the potential world communicates communications service voice data for of Voice data as a and connects in the world – voice, Government, Service & Service video, chat and more Platform
Slide 8: Market Update
2 Market Update Commercial in Confidence | July 2021 | 8
Slide 9: Company Update
Company Update ARR – Annualised Recurring Revenue SERVICE PROVIDERS HIGHLIGHTS FROM CURRENT QUARTER Contracted Billing $39m 160 105 • Cisco announced as Dubber’s first Foundation Partner- major expansion of our partnership embedding Dubber in every Webex Calling and UCM +142% PCP +16% PCP +27% PCP C
Slide 10: Key Growth Metrics
Key Growth Metrics Subscriptions | Q4 FY21 Revenue | Q4 FY21 420, 000 420,000+ 400 ,00 0 380, 000 $7.4m $7, 500, 000 $7, 000, 00 0 118% on PCP 189% on PCP 360, 000 $6, 500, 000 340, 000 320, 000 $6, 000, 000 300 ,00 0 $5,50 0,0 00 280, 000 260, 000 $5,0 00, 000 240, 000 $4,50 0,0 00 220, 000 200, 00
Slide 11: ARR Growth Drivers
ARR Growth Drivers Sticky product offering, enhanced by 1 Dubber Foundation Partner Program Increasing customer demand for conversation recording, 2 driven by compliance, customer experience and AI-enriched Dubber continues to drive industry- data insights leading growth placing it as one of Austral
Slide 12: #1 native platform to the world's leading networks and solutions
#1 native platform to the world’s leading networks and solutions 160+ networks and solution partners globally Zero hardware or pro- services to implement Simple and easy deployment Commercial in Confidence | July 2021 | 12
Slide 13: Foundation Partner Program
Foundation Partner Program The Dubber Foundation Partner Program is a first of Dubber Foundation Partner Flow its kind program, enabling service providers to cost effectively deploy Dubber as a key differentiator Dubber deployed on SP network embedded within their services. $ Platform subscription D
Slide 14: M&A Strategy
M&A Strategy M&A accelerates pathway to $100m ARR … executed with focus on key criteria and global expansion Active opportunities in M&A expected to drive to conclusion in coming two quarters adding: Capability | People, IP & Service Footprint Immediately expands Combination of the 1 Like for like r
Slide 15: Outlook: Accelerating Our Path to $100m
Outlook: Accelerating Our Path to $100m Dubber has built a 4-layered network effect. The larger the company gets, the faster it grows Strategic & accretive M&A Immediate opportunity to broaden distribution footprint and accelerate new product development attracting more service providers and subscri
Slide 16: Capital Raising
3 Capital Raising Commercial in Confidence | July 2021 | 16
Slide 17: Use of Proceeds: Responding to the Opportunity
Use of Proceeds: Responding to the Opportunity A unique opportunity exists for Dubber to capitalise on its leading market position via an acceleration of product innovation, distribution capabilities and M&A. Proceeds from funds raised will be used to fuel: 1 M&A: Opportunity to broaden distribution
Slide 18: Offer Details
Offer Details • Fully underwritten institutional placement to raise approximately A$110m (the Offer) Offer structure & • Approximately 37.3 new shares to be issued, equivalent to 14.5% of Dubber’s current shares on issue (New size Shares) • Proceeds from the Offer will be used to fund M&A opportunit
Slide 19: Offer Timetable
Offer Timetable Key Dates Trading halt and announcement of the Placement Monday, 26 July 2021 Placement bookbuild Monday, 26 July 2021 Announcement of the outcome of the Placement Tuesday, 27 July 2021 Trading halt lifted – trading resumes on ASX Tuesday, 27 July 2021 Settlement of New Shares issued
Slide 20: Appendices
4 Appendices Commercial in Confidence | July 2021 | 20
Slide 21: Appendix 1: Key Risks
Appendix 1: Key Risks An investment in shares (“New Shares”) in Dubber Corporation Limited (“Dubber” or “Company”) Continued and uninterrupted provision of products and services involves various risks. This section sets out some of the key risks associated with an investment in New The Company emplo
Slide 22: Appendix 1: Key Risks (cont.)
Appendix 1: Key Risks (cont.) Data loss, theft or corruption Potential future funding issues The Company stores data with a variety of third party service providers and cloud computing service Dubber’s ability to effectively implement its business strategy over time may also depend in part on its pr
Slide 23: Appendix 2: Foreign Selling Restrictions
Appendix 2: Foreign Selling Restrictions This document does not constitute an offer of new ordinary shares ("New Shares") of the Company in Hong Kong any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any WARNING: This document has not been, and wi
Slide 24: Appendix 3: Key Terms of Placement Agreement
Appendix 3: Key Terms of Placement Agreement The Company has entered into a placement agreement with the JLMs, which includes, among other The ability of the JLMs to terminate the placement agreement in respect of some events (including things, a commitment to fully underwrite the Placement jointly
Slide 25: Thank you
Thank you Dallas Atlanta Level 12, Suite 1200, 2828 N Harwood St, 3280 Peachtree Rd NE Floor 6, Atlanta, Dallas, TX 75201, USA GA 30305, USA Melbourne Sydney Level 5, 2 Russell Street, Melbourne, 3000, 5 Martin Place, Sydney, 2000, Australia Australia London 41 Corsham Street, London, N1 6DR, UK Com