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Dubber Corporation Limited (AU:DUB)
ASX:DUB

Dubber Corporation Limited (DUB) AI Stock Analysis

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AU:DUB

Dubber Corporation Limited

(Sydney:DUB)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
AU$0.01
â–¼(-35.00% Downside)
Action:ReiteratedDate:02/04/26
The score is primarily held back by weak financial performance—ongoing losses, deteriorating margins, and negative operating/free cash flow—plus higher leverage risk. Technicals are only moderately supportive (neutral RSI and positive MACD) but are undermined by the price trading below major moving averages. Valuation provides little cushion given the negative P/E and no dividend yield data.
Positive Factors
Recurring SaaS revenue model
A subscription-based SaaS model generates predictable, recurring revenue and supports customer lifetime value economics. Over months this stabilizes revenue streams, enables upsell to higher tiers, and improves planning for capacity and R&D versus one‑off sales.
Embedded telco and UC partnerships
Deep integration with carriers and UC vendors creates durable distribution, lower customer acquisition costs and potential embedded billing. These partnerships can scale activations and provide stickiness because the service is sold through established provider relationships.
Compliance and voice-intelligence differentiation
Offering compliance-grade recording plus voice analytics is a structural differentiator: regulatory and governance needs create sticky demand, justify premium tiers and retention, and allow cross-sell of analytics features that sustain revenue per customer over time.
Negative Factors
Negative operating and free cash flow
Sustained negative operating and free cash flows erode financial flexibility and require external funding or cost cuts. Over the medium term this can limit product investment, slow partner integration efforts, and increase dilution or refinancing risk if cash generation doesn't improve.
Loss-making with margin deterioration
Negative net/EBIT margins and falling gross margin signal weakening unit economics. If core margins remain compressed, scaling revenue may not translate to profitable growth, forcing restructuring, higher prices that risk churn, or unsustainable margin-dependent strategies.
Rising leverage and negative ROE
An increased debt load and negative ROE reduce balance-sheet resilience and raise financing costs. Over months this limits strategic optionality, elevates default or covenant risk in downturns, and may constrain ability to invest in growth or sustain partner commitments.

Dubber Corporation Limited (DUB) vs. iShares MSCI Australia ETF (EWA)

Dubber Corporation Limited Business Overview & Revenue Model

Company DescriptionDubber Corporation Limited (DUB) is a technology company specializing in cloud-based call recording and voice AI solutions. Operating primarily in the telecommunications and software sectors, Dubber offers its innovative products and services to businesses and service providers, enabling them to capture, store, and analyze voice communications securely. The company's core offerings include its Dubber Voice Intelligence platform, which enhances the value of voice data through features such as transcription, sentiment analysis, and compliance management.
How the Company Makes MoneyDubber generates revenue primarily through a subscription-based model, where customers pay for access to its voice recording and analytics services. This recurring revenue stream is bolstered by various pricing tiers that cater to different business needs, allowing for scalability as customers grow. Additionally, Dubber partners with telecommunications companies and service providers, integrating its solutions into their offerings, which not only expands its market reach but also provides additional revenue through licensing agreements. The company's focus on continuous innovation and enhancements to its platform, along with strategic partnerships, contributes to its ability to attract and retain customers, further solidifying its revenue base.

Dubber Corporation Limited Earnings Call Summary

Earnings Call Date:Mar 04, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Aug 27, 2026
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.
Q2-2026 Updates
Positive Updates
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.
Negative Updates
Recurring Revenue Decline
Recurring revenue declined to AUD 7.8M from AUD 8.2M in the prior quarter (≈ -4.9%), attributed mainly to residual Cisco invoicing changes and the after-effects of prior contract losses.
Receipts and Timing Headwinds
Quarter receipts were AUD 8.6M (slightly below Q1) due to holiday/timing differences; total cash outflow for the quarter was AUD 2.6M, though management notes this normalizes to near zero after removing one-offs and timing items.
Revenue Shock and Customer Roll-Offs
Lingering effects from prior-year events remain: VMO2 revenues are still rolling off and Cisco’s product entry and other past losses continue to impact near-term revenue stability; management declined to quantify remaining roll-off exposure.
Legal and Recovery Uncertainty
Ongoing ASIC investigation and legal actions (including a AUD 26.6M claim against BDO and other recovery efforts) create material uncertainty; management notes recoveries remain highly uncertain despite ASIC actions potentially validating aspects of Dubber's claims.
Channel Pipeline Qualification Issues
Management highlighted that the indirect channel pipeline is large but poorly qualified, limiting visibility into conversion and near-term revenue certainty from partner-led opportunities.
Reputation/Legacy Overhang
Management acknowledged residual reputational/tarnish effects from events in prior years and the need to rebrand and 'divorce' the business from past issues, indicating investor/customer perception remains a concern.
Company Guidance
Management guided toward underlying cash‑flow breakeven in FY‑26, noting Q2 reported revenue of $9.3m and recurring revenue of $7.8m (from $8.2m), receipts of $8.6m, a Q2 operating cash‑based cost of $9.5m (down 12% QoQ) and annualized cash‑based costs of $38m, with annualized operating costs at $26.8m (Q2 run‑rate, down 15% vs Q1); gross margin improved to 70% (+1% QoQ). They expect a near‑term AUD 4.6m payment from a Tier‑1 North American CSP in Q3 (5‑year network connection fee) that should drive a record cash quarter, have an undrawn $5m loan facility and raised $765k from directors in Q2; after normalizing one‑offs (~$1.0m) and working‑capital timing (~$1.6m) Q2 cash outflow was roughly nil. Guidance also expects gross margins to stay in the 70s, no planned further capital raises if cash inflows materialize, marketing to drive ~50% of channel leads, mid‑year platform consolidation to cut costs, and AI‑led product and ARPU uplift to drive growth.

Dubber Corporation Limited Financial Statement Overview

Summary
Financials show meaningful strain: modest revenue growth (+4.3%) is outweighed by negative profitability (negative net and EBIT margins) and weakening gross margin. Cash flow is particularly weak with negative operating and free cash flow, and balance sheet risk has risen as debt-to-equity increased alongside negative ROE.
Income Statement
35
Negative
Dubber Corporation Limited has shown some revenue growth, with a 4.3% increase in the latest year. However, the company is struggling with profitability, as indicated by negative net profit margins and EBIT margins. The gross profit margin has significantly decreased from the previous year, indicating increased cost pressures or reduced pricing power.
Balance Sheet
40
Negative
The company's debt-to-equity ratio has increased, indicating a higher reliance on debt financing, which could pose a risk if not managed properly. The return on equity is negative, reflecting ongoing losses. However, the equity ratio remains relatively stable, suggesting some balance sheet strength.
Cash Flow
30
Negative
Dubber Corporation Limited's cash flow situation is concerning, with negative operating and free cash flows. The free cash flow growth rate is negative, indicating deteriorating cash generation capability. The operating cash flow to net income ratio is negative, suggesting inefficiencies in converting income into cash.
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue40.37M42.19M38.66M30.03M16.32M20.34M
Gross Profit4.52M4.95M24.55M-50.87M-62.62M-15.20M
EBITDA-7.61M-12.28M-29.06M-60.79M-75.67M-29.29M
Net Income-25.50M-33.31M-40.72M-69.20M-84.11M-31.70M
Balance Sheet
Total Assets26.96M37.13M54.29M89.98M149.48M100.33M
Cash, Cash Equivalents and Short-Term Investments7.34M10.86M10.65M2.86M54.38M32.04M
Total Debt4.23M7.88M7.40M9.37M11.28M2.60M
Total Liabilities15.78M23.21M36.81M36.77M34.24M41.38M
Stockholders Equity11.18M13.92M17.49M53.21M115.25M58.96M
Cash Flow
Free Cash Flow-9.54M-21.76M-22.83M-50.92M-45.30M-17.70M
Operating Cash Flow-12.89M-21.76M-22.83M-50.18M-42.21M-17.45M
Investing Cash Flow741.11K488.68K2.42M1.30M-40.22M-12.58M
Financing Cash Flow-1.02M21.09M29.04M-1.93M105.01M43.65M

Dubber Corporation Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.02
Price Trends
50DMA
0.02
Negative
100DMA
0.02
Negative
200DMA
0.02
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
42.53
Neutral
STOCH
-150.00
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:DUB, the sentiment is Negative. The current price of 0.02 is above the 20-day moving average (MA) of 0.01, above the 50-day MA of 0.02, and above the 200-day MA of 0.02, indicating a bearish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 42.53 is Neutral, neither overbought nor oversold. The STOCH value of -150.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:DUB.

Dubber Corporation Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
48
Neutral
AU$30.75M-173.03-3.14%―2.98%93.55%
48
Neutral
AU$30.40M-3.90-31.01%―-3.43%-40.65%
44
Neutral
AU$35.12M-2.96-212.09%―9.14%65.30%
43
Neutral
AU$19.81M-13.76――7.32%67.11%
42
Neutral
AU$37.67M-1.84-64.13%―-38.03%-11.27%
39
Underperform
AU$7.38M-0.46-133.07%―-4.90%-52.78%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:DUB
Dubber Corporation Limited
0.01
-0.03
-65.79%
AU:AR9
archTIS Ltd.
0.08
<0.01
11.43%
AU:PRO
Prophecy International Holdings Ltd
0.09
-0.36
-79.56%
AU:VIG
Victor Group Holdings Ltd
0.04
-0.01
-25.45%
AU:AMX
Aerometrex Ltd.
0.32
0.07
25.49%
AU:XF1
Xref Ltd
0.09
-0.04
-30.77%

Dubber Corporation Limited Corporate Events

Dubber Sets VWAP-Based Share Price for Director Salary Sacrifice Plan
Mar 4, 2026

Dubber Corporation has detailed the pricing for its previously announced director and CEO salary sacrifice scheme, setting the issue price for shares at a VWAP of $0.017292 over the three-month period to 26 February 2026. Under the arrangement, several non-executive directors and CEO and managing director Matthew Bellizia will receive all or part of their base fees and salary in equity instead of cash for 2025–26, subject to shareholder approval at the 2026 AGM.

If shareholders do not ratify the equity-based remuneration, the affected directors will revert to receiving their contracted cash payments, leaving the company’s cost structure unchanged but reducing the alignment between board, management and shareholders. The share-based structure underscores Dubber’s effort to conserve cash and signal confidence in its long-term prospects at a time when its share price remains low, with millions of new shares to be issued to leadership if the plan is approved.

The most recent analyst rating on (AU:DUB) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Narrows Half-Year Loss Despite Revenue Decline
Feb 26, 2026

Dubber Corporation Limited reported interim results for the half year ended 31 December 2025 showing revenue from continuing operations of $18.7 million, a 9% decline compared with the prior corresponding period. The company recorded a net loss attributable to members of $4.2 million, representing a 65% reduction in losses year on year and indicating progress in cost control or operational efficiency.

No interim or final dividends were declared for the period, underscoring an ongoing focus on funding operations and growth rather than returning capital to shareholders. The combination of lower revenue but significantly narrowed losses suggests Dubber is prioritising profitability and cash management, a dynamic that will be closely watched by investors assessing the sustainability of its business model in a competitive technology sector.

The most recent analyst rating on (AU:DUB) stock is a Hold with a A$0.01 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Issues Q2 FY26 Activities Update with Strong Investor Cautions
Jan 27, 2026

Dubber Corporation Limited has released its Q2 FY26 Quarterly Activities Report and Appendix 4C, providing investors with an update on the company’s operations and financial position. The document, approved by the board for ASX release, is positioned as an informational summary to be read alongside Dubber’s FY25 Annual Report and other market disclosures, and it emphasises that certain figures may be non‑GAAP and unaudited. The company reiterates that the material is not investment advice, highlights limitations and risks around the accuracy and completeness of the information, and cautions investors regarding the use of any past performance data or forward‑looking commentary, underlining the need for independent financial advice and careful consideration of regulatory constraints, particularly in relation to any potential securities offerings.

The most recent analyst rating on (AU:DUB) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Sets Investor Webinar to Discuss Q2 FY26 Performance
Jan 13, 2026

Dubber Corporation will host an investor webinar on 28 January 2026, led by Managing Director and CEO Matthew Bellizia and Acting CFO Prasad Kasi, to discuss its Q2 FY26 cash flow and quarterly activities. The session underscores the company’s efforts to maintain transparent engagement with shareholders as it advances its position as a leading conversation intelligence platform within global communications networks.

The most recent analyst rating on (AU:DUB) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Seeks ASX Quotation for 3.45 Million Newly Issued Shares
Jan 7, 2026

Dubber Corporation Limited has applied for quotation on the ASX of 3,453,993 fully paid ordinary shares, issued on 18 December 2025 following the exercise or conversion of existing options or other convertible securities. The move expands the company’s quoted share capital and reflects the take-up of equity-linked instruments, which may modestly enhance liquidity in Dubber’s stock and slightly dilute existing shareholders while converting prior potential obligations into ordinary equity.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Announces Lapse of 135,000 Employee Share Options
Jan 7, 2026

Dubber Corporation Limited has notified the ASX that a tranche of its employee share options has lapsed. The company reported that 135,000 employee share options, listed under ASX code DUBAAQ, ceased on 22 December 2025 because the conditions attached to those options were not met or became incapable of being satisfied, resulting in a small reduction in the company’s potential future issued capital and reflecting unvested incentives that will not convert into ordinary shares.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Director Matthew Bellizia Increases Indirect Shareholding
Jan 5, 2026

Dubber Corporation Limited has disclosed a change in director Matthew Bellizia’s relevant interests in the company’s securities, as required under ASX listing rules. Across several transactions completed between 29 December 2025 and 2 January 2026, Bellizia, through various indirect holdings including a family account and accounts for his dependants where he acts as trustee, acquired additional parcels of ordinary fully paid shares, with no securities disposed and no change to his existing options and employee share options positions. The notice formalises these incremental share purchases and updates the market on Bellizia’s expanded indirect equity stake in the company, signalling further alignment of the director’s financial interests with those of Dubber’s shareholders.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Board and CEO Double Down on Equity-Based Pay in Renewed Salary Sacrifice Plan
Dec 21, 2025

Dubber Corporation has announced that its non-executive directors and CEO will again participate in a salary sacrifice arrangement, taking part or all of their fixed cash remuneration for the next year in newly issued Dubber shares, subject to shareholder approval by the 2026 AGM. The move, covering between 24% and 100% of individual directors’ fees and the CEO’s salary, is framed as a vote of confidence in Dubber’s growth prospects, with shares to be priced on a volume weighted average of trades between late November 2025 and late February 2026; if shareholders do not approve the equity issuance, directors will instead receive their contracted cash payments.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Director Matthew Bellizia Increases Indirect Shareholding
Dec 19, 2025

Dubber Corporation Limited has reported a change in the relevant interests of director Matthew Bellizia in the company’s securities, all of which are held indirectly through family and dependent accounts and associated entities. The filing discloses that Bellizia has acquired an additional 6,250,000 ordinary fully paid shares as of 19 December 2025, with no changes to his existing unlisted options or employee share options, and no disposals recorded, signalling an increased equity stake and continued alignment of the director’s interests with those of shareholders.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Director Simon Crowther Increases Indirect Shareholding via Capital Raising and Remuneration Allotments
Dec 19, 2025

Dubber Corporation Limited has disclosed a change in director Simon Crowther’s relevant interests, noting that his interest is held indirectly via Wisebuddha Investments Pty Ltd as trustee and beneficiary of a superannuation fund. The filing records that Crowther, who previously held no ordinary fully paid shares, has been allotted a total of 1,875,000 ordinary shares at varying issue prices, comprising capital-raising shares and remuneration shares approved by shareholders on 26 November 2025, signaling increased director alignment with shareholder interests through both investment participation and equity-based compensation.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Director Jeremy Davis Increases Stake Through Capital Raising
Dec 19, 2025

Dubber Corporation Limited has disclosed a change in the shareholding of director Jeremy Davis following a recent capital raising approved by shareholders. Davis acquired 1.25 million new ordinary fully paid shares at $0.04 per share, increasing his direct holding from 912,518 to 2,162,518 shares. The transaction represents participation in the company’s capital raising rather than a market trade and indicates further alignment of the director’s interests with those of shareholders, with the company formalising the change in accordance with ASX disclosure requirements.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Director Edward Pretty Increases Indirect Share and Option Holdings
Dec 19, 2025

Dubber Corporation Limited has disclosed a change in director Edward Pretty’s relevant interests in the company’s securities, lodged under ASX listing rule 3.19A.2, with all holdings held indirectly via Darwin Capital Pty Ltd. Following transactions dated 19 December 2025, Pretty now has an indirect interest in 4 million ordinary fully paid shares acquired at $0.04 per share, as well as a package of 4.5 million options (ZEPOS) with various vesting conditions and expiries through January 2028, reflecting a mix of paid equity investment and equity-based remuneration that increases his alignment with shareholder interests and potentially strengthens governance incentives at the company.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Issues 4.5 Million Unquoted Options Under Employee Incentive Scheme
Dec 19, 2025

Dubber Corporation Limited has notified the market that it will issue 4.5 million unquoted options under an employee incentive scheme, with the options expiring on 31 January 2028 and carrying no exercise price. The new options, not intended to be quoted on the ASX, expand Dubber’s pool of equity-based incentives and are likely aimed at retaining and motivating staff and key contributors, potentially diluting existing shareholders over time but aligning employee interests with the company’s long-term performance.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Issues 28.4 Million New Shares to Directors Under Cleansing Notice
Dec 19, 2025

Dubber Corporation has issued 28,375,000 fully paid ordinary shares to directors following shareholder approval at its 26 November 2025 meeting, comprising 20,375,000 capital-raising shares and 8,000,000 remuneration shares. The company confirmed the shares were issued without a prospectus under the Corporations Act’s cleansing provisions, stated it is in compliance with its financial reporting and continuous disclosure obligations, and indicated there is no excluded information, effectively clearing the new securities for on-market trading and reinforcing governance transparency for investors.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Seeks ASX Quotation for 28.4 Million New Director Shares
Dec 19, 2025

Dubber Corporation Limited has applied to the ASX for quotation of 28,375,000 new ordinary fully paid shares, following shareholder approval at its 26 November 2025 annual general meeting for the issue of director shares under resolutions 6 to 13. The move expands the company’s quoted share capital and signals continued use of equity-based remuneration or incentive structures for directors, with potential implications for shareholder dilution and corporate governance alignment between board members and investors.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Wins Five-Year Mobile Voice Recording Deal with Tier 1 North American Telco
Dec 18, 2025

Dubber Corporation Limited has secured a five-year agreement with a Tier 1 North American telecommunications carrier to supply mobile voice recording and AI-driven conversation analytics, reinforcing its position as a key technology partner to major global telcos. The contract includes an upfront payment of about A$4.6 million by the end of Q3 FY26 for access to Dubber’s Cloud Recorder and related support, plus additional monthly per-user subscription revenues as the carrier’s customers adopt the services, potentially expanding Dubber’s recurring revenue base and showcasing its compliance and conversation AI capabilities to other telecom operators worldwide.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Corporation Limited Updates Director’s Interest in Securities
Dec 8, 2025

Dubber Corporation Limited announced a change in the director’s interest in securities, specifically involving Matthew Bellizia. The notice details indirect interests held by Bellizia through various family accounts and trusts, with changes occurring on December 3 and 5, 2025. This update reflects the company’s compliance with ASX listing rules, ensuring transparency in director dealings, which is crucial for maintaining investor trust and regulatory adherence.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Dubber Corporation Issues Employee Share Options to Boost Engagement
Dec 8, 2025

Dubber Corporation Limited announced the issuance of unquoted employee share options as part of an incentive scheme, with a total of 9,337,570 options issued on two separate dates in November and December 2025. This move is likely aimed at enhancing employee engagement and retention, potentially impacting the company’s operational dynamics and market positioning by aligning employee interests with company growth.

The most recent analyst rating on (AU:DUB) stock is a Sell with a A$0.02 price target. To see the full list of analyst forecasts on Dubber Corporation Limited stock, see the AU:DUB Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 04, 2026