"not sure what people were expecting here"
Stezza what people are expecting is for the business to get out of first gear.
DUB has had 87 telcos in billing mode for 3 + years.
Clearly each telco is only yielding micro-income.
This rate of revenue growth is so slow that it will take 2 lifetimes to be worth anything...unless...
...something dramatic changes!
Q after Q passes and no sign of that dramatic uplift. Its just an incremental grind.
That is a massive red flag.
Telcos aren't deploying DUB - they are basically parking it on the their servers.
The key question then is 'what does it take for them to switch DUB on???
We have no clues as to that.
Check out CCR - they increased revenue by 40% last quarter. That's a dramatic uplift!!! The lift has taken them to profitability and nearly $40 mill ARR!!!
DUB should be doing that with all their relationships - but alas no
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-37
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