Great summary. Can i had the macro trend of moving to the cloud?...

First 175 Last

Share
Profile

Follow
Stezza

357 Posts.

52

14/03/19

14:36

Post #: 37762205
Share

Originally posted by Osi ↑

There are few emerging realities.

+ CISCO is pushing it's cloud based platform to its 650 telco clients. That's a lot of clients and end users and it will happen because Telco's that want to stay with CISCO won't really have much choice.

+ The AI Zoe/Watson thing is still in its infancy and so there is close to a 100% chance of platform evolution towards an even richer suite of functionality over time. As functionality grows so may revenue. For the moment I assume (rightly of wrongly) that the wide range of Dubber metrics currently available extends to things like voice to text, voice to text based data along with an innovative capacity to identify customer complaints and read customer emotions.

+ Once Zoe is imbedded it can't be removed without a whole platform rewrite, significant staff training, end user training and a lot of other fuss. In other words there isn't much risk of Dubber or Zoe being dumped any time soon. IMO the Dubber platform will remain a core component of a market domineering CISCO platform for maybe the next 10 years. If sufficient effort is put into maintaining and developing these platforms life expectancy may be much longer than 10 years. This snippet of reality markedly reduces investment risk.

+ Competition from future over-the-top (3rd party) providers maybe both limited and frustrated because Telcos have a habit of bundling up their service packages. If a telco's business clients have BroadCloud functionality already bundled up in their packages why would those businesses go to the trouble of purchasing an alternative product from a third party vendor? We should expect competition from over-the-top providers in due course but I don't know how they will fare in a long game of catch-up. In any case telcos will retain real customers and Dubber's platform will be marketed by those telcos to end users.

cheers

Expand

Great summary. Can i had the macro trend of moving to the cloud? A lot of companies are starting this journey which will help compound growth.

DUB Price at posting: $1.04 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

OD6

Leo Lithium locks in US$116.3M with sale of Goulamina stake to Ganfeng

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

There are more pages in this discussion • 127 more messages in this thread...

First 175 Last

Add DUB (ASX) to my watchlist

(20min delay)
Last 1.9¢		Change 0.001(2.78%)		Mkt cap ! $28.61M

Open	High	Low	Value	Volume
1.9¢	1.9¢	1.8¢	$21.65K	1.167M

Buyers (Bids)

No.	Vol.	Price($)
5	1014934	1.8¢

Sellers (Offers)

Price($)	Vol.	No.
1.9¢	3859628	3

View Market Depth

No.	Vol.	Price($)
6	111518	0.030
8	1030866	0.029
3	350000	0.028
1	70000	0.027
1	400000	0.026

Price($)	Vol.	No.
0.032	75892	1
0.034	529075	4
0.036	424183	4
0.037	285000	1
0.038	19628	2

Last trade - 11.12am 27/11/2024 (20 minute delay)

DUB (ASX) Chart

Great summary. Can i had the macro trend of moving to the cloud?...

Top Stories

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Leo Lithium locks in US$116.3M with sale of Goulamina stake to Ganfeng

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Buyers (Bids)

Sellers (Offers)