Fosters comment out today :
Dubber (DUB, $0.715, diluted mkt cap $74M) Next generation, cloud-based, call recording Telephone call recording has seen tremendous growth in recent years on the back of requirements around quality control, compliance, record keeping etc. DUB provides subscription-based (SaaS) call recording, recording management, access and advanced functionality around recorded calls in the cloud from anywhere in the world. The main difference with other solutions is the speed of deployment, accessibility of records and the asset-light nature of DUB’s solution. Dubber can be implemented in a matter of hours compared to weeks and months for competing products. Also, retrieving calls can be done in seconds rather than hours or days. Furthermore, DUB hosts its services in the cloud with no capex requirements for the customer. On top of that, DUB’s pricing structure implies an approximate 90% cost saving for customers compared to other offerings in the market. Overall, we believe DUB’s customer proposition is very compelling. Additionally, the recent deal with a US Telco operator opens up white-labeling opportunities, i.e. DUB backbone for Telco’s call recording offering. DUB would effectively be agreeing reseller agreements with individual Telco’s, driving growth exponentially. We currently have no formal coverage of DUB, but regard the shares as highly attractive.
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