Dubber signs agreement with leading Telco Provider
Key points
- 5-year agreement to provide Mobile Voice Recording and AI-based conversation analytics
- Initial payment of AUD$4.6m (USD$3.1m) by Q3 FY26
- Ongoing monthly subscription revenues per user
Full summary
Dubber Corporation Limited (ASX: DUB) has announced a new agreement with a Tier 1 North American telecommunications carrier to provide Mobile Voice Recording (MVR) and AI-based conversation analytics services. The agreement is for an initial period of 5 years. Under the terms of the agreement, Dubber will receive an initial payment of approximately AUD$4.6m (USD$3.1m) by the end of Q3 FY26, reflecting the charges for Dubber Cloud Recorder access including ongoing maintenance and support for the initial term. Dubber will also receive further monthly subscription revenues per user per month as end-user customers subscribe for the services during the term. Dubber CEO Matthew Bellizia commented that the agreement is a great testament to Dubber's capabilities and that the company looks forward to working closely with the telecommunications provider to maximize subscriptions and revenues over the contract term. Dubber believes that many other telecommunications providers globally will see the benefits of choosing Dubber and being able to offer their global client base the opportunity to have all their compliance and conversation AI managed centrally.
Guidance
The agreement will result in an initial payment of approximately AUD$4.6m (USD$3.1m) by the end of Q3 FY26, as well as ongoing monthly subscription revenues per user per month as end-user customers subscribe for the services during the 5-year term.
Outlook
Dubber believes that the agreement with the Tier 1 North American telecommunications carrier demonstrates the value of its solutions and that many other telecommunications providers globally will see the benefits of choosing Dubber and being able to offer their clients the opportunity to have all their compliance and conversation AI managed centrally.
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