Dubber Corp Ltd (DUBRF) Q3 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Dubber Corporation Limited.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.551 Can you see them now? Yes, I can. 00:00:03.872 -- 00:00:06.072 Good morning, everyone. 00:00:06.072 -- 00:00:12.034 Welcome to Dubber Corporation's Quarter 3 quarterly update. 00:00:12.034 -- 00:00:17.495 It'll be delivered by myself, Matthew Belizzi, a CEO, and Prasad Kazi, 00:00:17.495 -- 00:00:20.615 Acting CFO of the company. 00:00:22.776 -- 00:00:26.077 The key messages going into this quarterly update. 00:00:26.077 -- 00:00:29.277 Next slide, if I can, please, Prasad. 00:00:30.118 -- 00:00:35.221 Our underlying operating cash flows run rate turned positive for the entire quarter. 00:00:35.221 -- 00:00:41.085 So it's the first full quarter in Dubber's history where we've had underlying 00:00:41.085 -- 00:00:45.206 cash flow run rate positive for the entire quarter. 00:00:45.388 -- 00:00:50.551 We continue to heavily invest in AI and R&D in order to continue to bring 00:00:50.551 -- 00:00:55.014 forward the products and we're getting really purposeful about what we build in R&D and 00:00:55.014 -- 00:00:59.596 what we're going to deliver and I'll talk more about that in later slides. 00:01:00.220 -- 00:01:06.002 We advised last quarter that we'd signed a Tier 1 North American CSP 00:01:06.002 -- 00:01:11.263 who made an initial payment of USD just over $3 million. 00:01:12.104 -- 00:01:15.585 That is for a five-year connection fee to the network. 00:01:15.585 -- 00:01:20.586 The network's currently in place. The contract goes from 1 January 00:01:20.586 -- 00:01:25.868 2026 for five years, 60 months, and will be accounted for equally 00:01:25.868 -- 00:01:29.869 over that 60 months at USD $48,000 a month. 00:01:30.386 -- 00:01:35.848 The subscription revenue will commence on that network shortly. 00:01:35.848 -- 00:01:38.409 It...