Dubber Corporation (ASX:DUB) Acquires Daisee AI Assets for Up to A$1.25m to Deepen Contact Centre Intelligence Capabilities

Sonal Goyal

11 September 2026 01:26 PM AEST

Dubber Corporation (ASX:DUB) Acquires Daisee AI Assets for Up to A$1.25m to Deepen Contact Centre Intelligence Capabilities

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Key Highlights

• Dubber AI acquires specified Assets of Daisee Holdings for maximum consideration of A$1.25m, comprising A$1.0m cash and A$250k in Dubber shares.

• Daisee brings approximately A$1.7m in annual Recurring Revenue and nine years of AI development across insurance and financial sector contact centres.

• DUB shares traded flat at AUD 0.0080 on 11 September 2026, with the market awaiting further clarity on integration timelines.

• Transaction completion is expected in October 2026, with share consideration subject to Shareholder approval at the 2027 AGM.

Dubber Corporation Limited (ASX:DUB) announced on 11 September 2026 that it has entered into an Asset Sale Agreement to acquire specified assets of Daisee Holdings Pty Ltd, a provider of artificial intelligence services for contact centre voice recordings. DUB shares traded flat at AUD 0.0080 on the day of the announcement. The maximum total consideration for the transaction is A$1.25 million, structured across cash and Equity components, with completion expected in October 2026. Daisee operates with annual recurring revenue (ARR) of just under A$1.7 million, primarily serving clients in the insurance and financial services verticals across Australia.

Transaction Structure and Payment Terms

The Acquisition is structured as an Asset Sale Agreement covering customer contracts, intellectual property, technology assets, and selected supplier contracts. Dubber also expects to employ certain Daisee personnel as part of the transaction. The consideration is divided into two components. Cash payments of up to A$1.0 million will be made in three tranches: A$400,000 upfront following satisfaction of pre-completion conditions, and two deferred payments of A$300,000 each at the six-month and twelve-month anniversaries of the agreement. The deferred payments may be brought forward if certain conditions are met earlier.

The equity component consists of A$250,000 worth of Dubber AI shares, calculated at the 30-day volume-weighted average price at the 12-month anniversary of the agreement. This share consideration is conditional on Dubber retaining a minimum of A$1.7 million in ARR at that date and is subject to shareholder approval at Dubber's 2027 Annual General Meeting. If shareholder approval is not obtained, the A$250,000 will instead be paid in cash. The milestone-linked structure means the full consideration of A$1.25 million is contingent on the acquired ARR being maintained.

Daisee Technology and Competitive Position

Daisee has developed its AI platform over nine years, building technology designed to evaluate every customer conversation across numerous categories at what the company describes as human-level accuracy. The platform uses machine learning, natural language processing, and proprietary algorithms trained across tens of millions of phone calls. A key characteristic of the Daisee IP is its deterministic nature, meaning outputs are consistent and repeatable rather than probabilistic — a feature the company highlights as critical for regulated industries such as insurance and financial services.

The technology is capable of identifying positive and negative attributes in voice interactions and has evolved to include predictive capabilities around customer intent and outcomes. Daisee has been recognised with industry awards including RegTech of the Year and InsureTech of the Year. The company's pretrained models can be deployed to new clients without requiring extensive retraining, which supports scalability.

Strategic Rationale for Dubber

For Dubber, the acquisition supports the company's stated strategy of broadening revenue streams beyond its core compliant call recording business. Dubber AI has previously flagged the development of Payments processing technologies, Dubber AI Notes for call recording summaries and intelligent triggers, and a range of new AI products, with market releases targeted for September and October 2026 respectively. The Daisee technology adds summarisation capabilities and conversation intelligence that management believes will differentiate Dubber's offering on a global scale.

The deal also provides Dubber with an incremental revenue stream and an existing client base in the contact centre market, specifically in insurance and finance. However, the relatively modest ARR of A$1.7 million means the immediate revenue contribution is limited. The longer-term value proposition rests on the company's ability to Leverage Daisee's technology across Dubber's existing Communications Service Provider customer base.

Conclusion

Dubber Corporation's acquisition of Daisee's assets represents a contained, milestone-linked transaction designed to extend the company's AI capabilities into the contact centre market. The deferred payment structure and ARR retention conditions provide some degree of commercial protection. The extent to which Daisee's technology can be effectively integrated into Dubber's existing platform and monetised across a broader customer base will determine the strategic value of this acquisition. With DUB shares trading at AUD 0.0080, the market appeared to adopt a wait-and-see position on announcement day, likely pending further details on integration timelines and revenue contribution.

FAQs

Q: What assets is Dubber acquiring from Daisee?

A: Dubber is acquiring specified assets including customer contracts, intellectual property, technology assets, and selected supplier contracts from Daisee Holdings. The company also expects to employ certain Daisee personnel as part of the transaction.

Q: What is the total consideration for the Daisee acquisition?

A: The maximum total consideration is A$1.25 million, comprising up to A$1.0 million in cash paid across three tranches and A$250,000 in Dubber AI shares payable at the 12-month anniversary, subject to ARR retention conditions and shareholder approval.

Q: What annual recurring revenue does Daisee generate?

A: Daisee has ARR of just under A$1.7 million at the time of the announced transaction, primarily derived from contact centre AI solutions in the insurance and financial services industries.

Q: What happens if Dubber shareholders do not approve the share consideration at the 2027 AGM?

A: If shareholder approval for the A$250,000 share component is not obtained at the 2027 AGM, the amount will instead be paid in cash, ensuring Daisee receives its full entitlement regardless of the approval outcome.

Q: When is the Daisee acquisition expected to complete?

A: The expected completion date for the transaction is October 2026, subject to satisfaction of pre-completion conditions.

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