Dubber Lands Major 5-Year Deal with Top North American Telecom

A Strategic Win in North America

Dubber Corporation Limited, a leader in conversation intelligence platforms, has announced a new multi-year agreement with a Tier 1 North American telecommunications carrier. This deal, spanning five years, positions Dubber to provide Mobile Voice Recording (MVR) and AI-based conversation analytics services to one of the world’s most influential telecom players. The initial payment of approximately AUD 4.6 million (USD 3.1 million) is expected by the end of the third quarter of fiscal year 2026, reflecting access charges for Dubber’s cloud recording technology as well as ongoing maintenance and support.

Revenue Model and Growth Potential

Beyond the upfront payment, Dubber will benefit from recurring monthly subscription revenues that scale with the number of end-user customers subscribing to the service. This model aligns Dubber’s growth directly with the telecom carrier’s customer adoption, offering a potentially lucrative revenue stream over the contract’s duration. The agreement is fully executed, with all material conditions satisfied, underscoring the confidence both parties have in the partnership.

Market Validation and Industry Implications

Dubber CEO Matthew Bellizia highlighted the significance of this contract, noting it as a testament to the company’s technology and market positioning. Being selected after an extensive evaluation process by a telecommunications leader reinforces Dubber’s status as a preferred provider of conversation intelligence solutions. Bellizia also expressed optimism that this deal will serve as a catalyst for further global telecom partnerships, as more providers seek centralized compliance and AI-driven conversation management capabilities.

Broader Context and Future Outlook

Dubber’s technology is already embedded at the core of over 245 communications service provider networks worldwide, and this new agreement further cements its footprint in the competitive telecommunications software sector. Investors will be watching closely for the upcoming Q2 FY26 Appendix 4C and Quarterly Activities Report, where the company has promised to provide further updates on subscription uptake and revenue progression. This contract not only boosts Dubber’s near-term financial outlook but also signals its growing influence in the conversation intelligence market.