That is by far the most comprehensive presentation - covered off a number of key items:
1) finally they addressed the question of competitors in the cloud call recording space - the answer is massive - DUB are totally different to the others - truly enterprise scale, fully native, single integration into Broadsoft, instant plug and play with entire telco customer base....super fast turn on time...
2) the business model - Broadsoft into telcos onto clients - absolutely fantastic go-to-market - this is the whopper - DUB will literally be walked straight into the customers business - estimated 5% of telco customers need the solution - the global numbers are going to be staggeringly large
3) more clarity over the AT&T relationship - AT&T spent 14 months testing DUB - now they have approved DUB the issue of due diligence is largely complete for all telcos - this will greatly accelerate roll-out
4) IBM have massive incentive to push DUB - this is going to be a big win for them too - as they get to run Watson over mind boggling quantities of call recordings - IBM are pushing Watson from SME's to Enterprise - DUB will be right in there for their sales pitch
5) DUB has $multi-billion MC all over it
DUB Price at posting:
90.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)