Dubber Corp Ltd (DUBRF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the Dubba Corporation Quarter 2 FY264C presentation. The presentation will be done by today myself, Matthew Belizia, the CEO of Dubba, as well as Prasad Kazi, the Acting CFO of Dubba. Prasad, please move forward to the key messages if you can. So obviously following the loss last year that we've talked enough about, we're targeting back to run rate break even in FY26. So we're making progress back towards that as you'll see through the financial slides. We're continuing a big investment in our AI R&D. That is going to be the future of the business. We're continually building out our call recording customer base, and that's a massive asset in that we have call recordings all over the world. But to really capitalize on that asset... is to build really smart AI solutions and more and more AI solutions across the top that don't just do AI for AI's sake, but actually help end customers improve, increase revenue, reduce costs or improve compliance. And I continue to talk about that. I see one of our shareholders on today, Chris Fellers, who gave us a very good idea a few months ago, which we've also got into R&D at the moment. So that's going to... We're really starting to work into really practical solutions for the end marketplace to capitalize on the asset we have, which is call recordings all over the world. We announced just prior to Christmas a large North America CSP signing. This is significant, and they'll be paying us, subject to exchange rate, close to $4.6 million in this quarter, which will boost it. It's a five-year network connection fee, and following that we'll have subscriptions, which I'll talk to on the next slide. The reason we haven't named that partner as yet is it's up to them to come up with a press announcement, which t...