Featuring: Dubber Corporation (ASX: DUB) and Pointerra Limited (ASX: 3DP)

When we think about tech investing, the conversation often turns toward Silicon Valley behemoths. But savvy investors know that some of the most explosive growth stories begin quietly — far from the NASDAQ limelight. On the Australian Securities Exchange (ASX), a number of small-cap tech players are making waves in niche segments.

In particular, two penny stocks — Dubber Corporation Limited (ASX: DUB) and Pointerra Limited (ASX: 3DP) — are emerging as high-potential candidates to watch heading into FY26. While still trading under $1, both companies are carving out unique positions in rapidly growing tech domains: AI-powered voice intelligence and cloud-based 3D geospatial data.

Let’s dive into what makes them so promising.

1. Dubber Corporation Limited (ASX: DUB)

Sector: Cloud-Based Voice Intelligence & Compliance
Current Price Range: Under $1

Dubber is at the forefront of voice data capture and call recording solutions. Its platform allows service providers and enterprises to record conversations across devices — mobile, desk phones, video conferencing apps — directly from the network, without hardware. But it doesn’t stop there. The real game-changer? Dubber’s AI layer that analyzes and transcribes voice data, transforming conversations into actionable business intelligence.

What Makes Dubber Stand Out?

1. Surging Demand for Voice Compliance and AI Insight
   In today’s hybrid working world, compliance regulations are tightening — especially in sectors like finance, healthcare, and legal. Dubber helps organisations meet these obligations with real-time, cloud-native call recording.

More than just storing calls, Dubber’s AI technology transcribes and analyses them, extracting patterns, sentiment, and keywords — enabling better customer service, risk monitoring, and even employee training.

2. Strategic Global Partnerships
   Dubber’s growth engine is fuelled by partnerships with over 170 service providers, including heavyweights like AT&T, Cisco, Telstra, and Optus. These collaborations embed Dubber’s services into network infrastructure, making user acquisition almost frictionless and allowing global scale.
3. SaaS Model with Recurring Revenue
   The company runs on a SaaS (Software-as-a-Service) model, ensuring stable, recurring revenue. It continues to expand its Average Revenue Per User (ARPU) by layering advanced AI analytics and enterprise-grade features.

Financial Snapshot: H1 FY25

Revenue: $20.52 million

Net Loss: Narrowed by 45% YoY, thanks to tighter cost controls

Cash Position: Significantly improved, offering better liquidity and investment runway

Dubber’s path to profitability seems clearer with every quarter, and its recurring model positions it strongly for margin expansion by FY26.

2. Pointerra Limited (ASX: 3DP)

Sector: 3D Geospatial Data & Cloud Computing
Current Price Range: Under $1

Pointerra operates in the fast-growing geospatial data space. Its cloud platform stores, visualizes, and processes massive 3D datasets — often collected using drones, LiDAR scanners, or satellites. These data layers are critical in industries like energy, utilities, mining, defense, and construction.

Why Pointerra Has Breakout Potential

1. Solving a Real Bottleneck
   Handling large 3D datasets has traditionally been clunky, expensive, and time-consuming. Pointerra’s solution eliminates the need for heavy infrastructure. Using its patented platform, users can visualize and collaborate on geospatial data in real time — from anywhere in the world.

This functionality is key for industries shifting toward digital twins, remote asset management, and infrastructure modernization.

2. U.S. Market Momentum
   Pointerra is gaining traction in the U.S. — the world’s biggest infrastructure and defense market. It has secured deals with utility companies and U.S. government agencies, and is actively involved in grid modernization projects.

Its collaborations in defense and aerospace further widen its moat, particularly as these sectors demand real-time, high-resolution spatial intelligence.

3. Sticky SaaS Revenue and Enterprise Loyalty
   Like Dubber, Pointerra also enjoys the benefits of a SaaS model. Once integrated into an enterprise’s workflow, its platform becomes essential — which results in high client retention and predictable revenue streams.

Financial Snapshot: H1 FY25

Revenue: $6.99 million, up 185.49% YoY

Net Income: Turned positive, a huge turnaround from previous year losses

Gross Margin: 40.57%, reflecting efficient operations and product scalability

Pointerra’s combination of strong revenue growth, improving profitability, and U.S. exposure makes it a compelling story heading into FY26.

Final Thoughts: Why These Tech Penny Stocks Deserve a Closer Look

Dubber and Pointerra may be small in market cap today, but their disruptive technologies, global market exposure, and scalable SaaS models put them on track for significant long-term growth.

While penny stocks inherently carry higher risk, these two stand out because they aren’t just speculative plays — they’re real businesses solving real problems in sectors with strong future demand.

For forward-thinking investors ready to ride the next wave of tech innovation in Australia, Dubber and Pointerra are names worth bookmarking. FY26 could be the year these penny stocks finally punch above their weight.

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