Tech,
Very valid points. I was a bit worried up until now but first point is even when a tier 1 telco goes live - it could be a year until some momentum.
Also waiting for big corporates to come to the end of capex cycles and switch to cloud.
Now you have all forces conspiring for success - broad cloud / Cisco pushing and then IBM. So many people endorsing and value adding to call recording.
I think by year end its possible to have 100 telcos and by end of 2020 even if each one had an average of 10,000 customers we have a $1b business.
I am looking forward to an ender user case - for example CBA or Bank of America have chosen to incorporate dubber and associated AI - this may be an IBM thing.
Main thing is they hit management incentive targets of $1m rev for May and June and then it can't hep but be a bumper 2nd half of year.
Good to have NWR representing DUBBER again - they were heavily involved with the promotion of Updater and that exited the ASX with a $750m market cap.
Great time ahead - finishing last week with 78 cents - presume the technicals are looking great. Tight register and an abundance of news flow to come.
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