Absolutely no way DUB is set to rake in $85m revenue in FY25 and be cashflow positive. Someone’s been drinking too much cool-aide or been reading the quarterly reports and believing the numbers.
I don't think Cisco, Vodafone, Telstra, or Optus care about DUB at all because they are just another partner with another offering that has the potential to offer something to someone that doesn’t cost them anything.
Needing a few months to play out? These guys have been talking up the cloud-based product and a minimal cost offering that’s disrupting the call recording (as per 2011 through 2023, but now find and replace with AI for 2024 onwards) industry for 13 years now and the only disruption has been to the investment portfolios of many sad investors.
The news just posted by EsAsher about Self McGovern just confirms this business is run by a bunch of Muppets using shareholder funds as fun coupons to finance junkets and personal lifestyles. How are the Directors and Founders still involved in this business while they rattle the capital raise can? Stunned.
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