Company Report
Last edited 5 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#38
Performance (70m)
4.5% pa
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#Final nail?
Added 5 months ago

Apple announced call recording with AI capabilities today.

https://mashable.com/article/iphone-call-recording-wwdc2024



#Q4 2022 Report
stale
Last edited 2 years ago

Dubber Announced Q4 FY2022 Report.

81b7d4b9cc228b0bd5970de01236e9c7dc757f.png


So basically, it burns roughly $12m every Q. Based on $84m current cash, it can survive 7 Qs.

Based on its current number it doesn't look like it will be cash flow positive before FY24.

I would question the business model - is it sustainable?

3ab0f52fa5238a9a2f2fd4902002f0c5b89a4f.png





#dilution
stale
Added 3 years ago

Share count increase

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#Bear Case
stale
Added 3 years ago

I have been following Dubber for last 4 years and I have no evidence so far to suggest that this is good quality business or management.

What MD

said in June 2019 Quarterly ?

0f2683555ef02bf33ad7563a6b7bee9b1ab1ac.png


How is their cash receipt and expense is tracking?

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