Quick notes from the call. Apologies if it doesn't make sense....Multi-tasking at my desk....
- Underlying results revenue, ARR, Subscriptions & billing without "disclosing specific %'s & $'s" increased along the same upward trend line as the previous quarter.
- Quarterly includes a "very small" proportion of the the Speik results as they are not the same i.e. ARR, Subscriptions & Billings
- Increase in operating costs "relates to one off" costs related to the transaction
- Increased manufacturing costs "relates to Speik business" - key merger opportunity is improve Speiks "operational leverage" and reduce the "cost per client".
- Acquisition opens up growth channel through PCI compliance i.e. banks which will be reported as a single line item in the up coming quarterly.
- Reporting policy: "Speik is not yet merged" if we had reported the numbers of the two merged groups growth would have been "off the charts". This is not an effective reporting policy and we continue to report very conservatively.
- Overall Dub has performed very well over the past quarter. We are particularly excited about the PCI compliance & other services that Speik has added to our service suite
- The upcoming quarterly will report the two businesses fully merged.
- Acknowledged that investors likely have questions around the underlying results and concluded that "that the growth trend continues"
- Expect further updates prior to the upcoming quarterly on key initiates
My conclusion is that the underlying business continues to grow (organic growth tick) and their acquisition of Speik is, 1:Cheap & 2: provides significant growth through PCI compliance.
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- Ann: Dubber Investor Update - January 2021
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