DUB 2.22% 4.4¢ dubber corporation limited

Ann: Dubber Moves to General Availability on Telstra, page-28

  1. 445 Posts.
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    Regarding the COVID sales and momentum, the webinar clearly explains the 2/3 monthly sales cycle.

    It was clearly stated that the 40,000 odd users added, almost none were from the Cisco Webex pipeline.

    CISCO, are also on record stating that they are taking up to 6 months moving clients from call manager to Webex calling,
    This is not a click button excercise.

    Furthermore, even though the service is SAAS, the revenues are wholesale through international companies such as the telcos.
    You wouldn't expect any payments related to covid as yet, which was also clearly explained in the webinar.

    Again, until they write these outstanding debts off as bad debts, i'm not in the slightest worried.

    Plenty in the bank and plenty of upside here.

    GLTAH
 
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