Thread by @BullsforBears

#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3

ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters

Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform

Augmented analytics platform to enable to move towards SaaS based offerings

Course corrected post covid focus from oil & gas to mftng sector ,ID central in Indonesia to cover 75% population,expect to add 3-4 customers/ month

Crunchmetrics facing challenges(POCs to agreements)

Avg project completion time of 9 mnths prolonged due to onsite issues

5g products around capacity manag,security,campaign

Horizon 2,3 backlog of $1.5-2 mn

Added 12 employees in Q3, employee expenses up account of increments

Quarterly revenue run rate around $7-7.5 mn

Capacity increase of 20% to enable taking new projects & executing them

Aim $100 mn revs in 3-4 years ,new areas IoT security & ID Central can scale up quickly

Aim to get institutional & long term investors to invest into the subex story

4% esops to allote to employees

Focus on digital trust
- 3 broad areas
Risk manag( fraud,leakage), Security ( post quantum cryptography, homomorpgic encryption ), Identity
Also real time insight

New areas in next 2-3 yrs to contribute $15-20 mn of annual recurring revenue

Expect $3.5 mn travel expenses

Targetting 8 to 10 % R&D spend

#5G #cybersecurity #blockchain #digital #cloud
@subex #subex #telecom #Nifty #stocks

Unroll
@threadreaderapp

Compile
@threader_app

Telcos are among the most vulnerable sectors to cyber threats like DDoS, fraud and revenue risk & leakage. How is @subex using AI to help the world's biggest telcos manage these risks? @csknet has some insights.

indiaai.gov.in/article/why-th…