Dubber Corporation Limited · ASX:DUB
Dubber — Shareholder Meeting (November 2021)
17 slides from Dubber's shareholder meeting presentation, Nov 24, 2021
Slide 1: Annual General Meeting 2021 Investor Update
For personal use only Annual General Meeting 2021 Investor Update Nov 2021 | 1
Slide 2: Disclaimer
Disclaimer This document is a written presentation that has been prepared by Dubber Corporation Limited (“Dubber” or “Company”. The material contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that
Slide 3: The Dubber Vision
For personal use only 1 The Dubber Vision Nov 2021 | 3
Slide 4: End not knowing
For personal use only 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 200+ HQ Native & Cloud 2011
Slide 5: For personal use only
For personal use only Nov 2021 | 5
Slide 6: Our Purpose, Mission, Vision and Focus
For personal use only 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 voice data for of Voice data as a and connects service in the world – Government, Service & Service voice, video, c
Slide 7: It Starts With Native Cloud Recording
It Starts With Native Cloud Recording Enabling service & solution providers to monetise voice connections For personal use only Capture & Convert from Simple & Easy Provisioning Voice converging on one Rich and flexible features Subscription services & any end-point or service on the Network platfor
Slide 8: Native to the world's leading networks and solutions
Native to the world’s leading For personal use only networks and solutions 160+ networks and solution partners globally Zero hardware, network native, Cloud-first Simple and easy deployment Nov 2021 | 8
Slide 9: ARR Growth Drivers
ARR Growth Drivers For personal use only Sticky product offering, enhanced by Dubber 1 Foundation Partner Program Increasing customer demand for conversation recording, driven by 2 compliance, customer experience and AI-enriched data insights Dubber continues to drive industry- leading growth placin
Slide 10: Foundation Partner Program
Foundation Partner Program For personal use only The Dubber Foundation Partner Program is a first of its Dubber Foundation Partner Flow kind program, enabling service providers (SPs) to cost effectively deploy Dubber as a key differentiator Dubber deployed on SP network embedded within their service
Slide 11: M&A Strategy
M&A Strategy For personal use only Targeted M&A accelerates pathway to ARR growth …executed with focus on key criteria and global expansion Active opportunities in M&A expected to drive to conclusion adding: Capability | People, IP & Service Footprint Immediately expands Combination of the 1 Like fo
Slide 12: Building on FY 2021
For personal use only 2 Building on FY 2021 Nov 2021 | 12
Slide 13: Building on FY 2021: A Year of Expansive Growth
Building on FY 2021 A YEAR OF EXPANSIVE GROWTH For personal use only • Exceeded Growth v Internal Targets by 25%+ The Company’s primary ambition was to double the size of its business in terms of ARR, subscriptions and revenue generating resources ARR – Annualised Recurring Revenue SERVICE PROVIDERS
Slide 14: Building on FY 2021 - Key Growth Metrics
Building on FY 2021 - Key Growth Metrics Subscribers | FY21 Revenue | Q4 FY21 For personal use only 420,000+ 400,000 $7.4m $7,000,000 118% on PCP 350,000 189% on PCP $6,000,000 300,000 $5,000,000 250,000 $4,000,000 200,000 $3,000,000 150,000 $2,000,000 100,000 50,000 $1,000,000 0 $0 FY17 FY18 FY19 F
Slide 15: Q1 FY 2022
Q1 FY 2022 For personal use only ARR – Annualised Recurring Revenue SERVICE PROVIDERS & SOLUTIONS WHAT’S NEXT $43.5m Contracted Billing • Continued Growth of ARR +140% PCP 165 108 The Company has established an underlying quarterly revenue growth ‘run rate’ augmented by M&A activity and Foundation P
Slide 16: Outlook: Accelerating Our Revenue Momentum
Outlook: Accelerating Our Revenue Momentum For personal use only 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 ser
Slide 17: Thank you
For personal use only Thank you Melbourne Atlanta Level 5, 2 Russell Street, Melbourne, 3280 Peachtree Rd NE Floor 6, 3000, Australia Atlanta, GA 30305, USA Dallas Sydney Level 12, Suite 1200, 2828 N Harwood 5 Martin Place, Sydney, 2000, St, Dallas, TX 75201, USA Australia London 8 Devonshire Square