Education
About Us
Working with TipRanks
Follow Us
Dubber Corporation Limited (AU:DUB)
ASX:DUB
Earnings Data
Report Date
Aug 27, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q2 2026
Earnings Call Date:Mar 04, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed cautious optimism: tangible progress on cost reduction (12–15% improvements), gross margin expansion to ~70%, and a material North American CSP contract (close to AUD 4.6M) provide clear near-term cash and validation upside. Offsetting these positives are a slight decline in recurring revenue (≈4.9% QoQ), ongoing roll-offs from prior contract losses (e.g., VMO2), timing-related receipts weakness, and legal/recovery uncertainty that could be material. Management is focused on a FY'26 run-rate breakeven, heavy AI R&D investment, product consolidation and rebranding to drive future growth. Overall the balance of strong cost discipline, a major contract and path to breakeven versus still-present revenue and legal risks leads to a cautiously positive tone.Company Guidance
Major North American CSP Contract and Near-Term Cash Inflow
Announced a large North American CSP connection contract (5-year network connectivity fee) that will deliver close to AUD 4.6M in cash; partner is already in production on their mobile network and is expected to launch a product that will drive additional subscription/recurring revenue upside.
Reported Revenue Broadly Stable
Reported revenue for Q2 FY'26 was AUD 9.3M, broadly stable and down only ~1% versus the prior quarter.
Progress on Cost Reduction
Total cash-based (operating) costs reduced by 12% quarter-on-quarter; operating cash-based cost for Q2 was AUD 9.5M and total annualized cash-based costs are AUD 38M (noted as ~AUD 5M of savings).
Operating Costs and Cash Outflow Improving
Operating costs (total less direct costs) showed improvement: quarterly operating cost reduced from ~AUD 7.9M in Q1 to ~AUD 6.7M in Q2 (≈15% reduction). Total operating cash outflow for the quarter was AUD 11.2M (down from AUD 13.1M in Q1, a 15% improvement).
Gross Margin Expansion
Gross margin improved to ~70%, a 1 percentage-point increase versus Q1, driven by lower platform costs (AWS/Azure) and reduced cloud/AI consumption costs.
Strategic Product and GTM Moves
Investing heavily in AI R&D and rebranding to 'Dubber AI' to broaden positioning beyond call recording; migrating acquired products to a single platform (expected mid-year), migrating Vodafone customers to Dubber, hiring a new Head of Marketing and focusing on vertical go-to-market and proactive AI-driven reporting to increase ARPU and upsell.
Balance Sheet and Liquidity Supports
Directors’ capital raise of ~AUD 765K in the quarter, an undrawn AUD 5M loan facility available, and management states the forthcoming AUD 4.6M payment should materially strengthen cash in Q3.
AU:DUB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:DUB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 28, 2025 | AU$0.02 | AU$0.02 | +5.00% |
Feb 26, 2025 | AU$0.04 | AU$0.04 | -2.56% |
Aug 29, 2024 | AU$0.02 | AU$0.03 | +13.64% |
Apr 10, 2024 | AU$0.10 | AU$0.10 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dubber Corporation Limited (AU:DUB) report earnings?
Dubber Corporation Limited (AU:DUB) is schdueled to report earning on Aug 27, 2026, TBA (Confirmed).
What is Dubber Corporation Limited (AU:DUB) earnings time?
Dubber Corporation Limited (AU:DUB) earnings time is at Aug 27, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Dubber Corporation Limited stock?
The P/E ratio of Dubber Corporation Limited is N/A.
What is AU:DUB EPS forecast?
Currently, no data Available