- Toku (SGX:TKU) is a Singapore-based customer experience platform unifying connectivity, cloud communications, workflow automation and AI across voice, messaging, chat, email and digital channels. The company’s differentiation is strongest in fragmented markets where enterprises face regulatory, linguistic, telephony and deployment complexity.
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Usage remains the core revenue engine, but platform mix is improving.
- In the medium-term, the sales mix shifts toward Subscriptions and Licensing, which grew from 9.9% of revenue in FY2022 to 17.6% in FY2024, with subscription Net Revenue Retention (NRR) above 150% during the period under review.
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Core AI Suite creates a credible route to higher-value monetisation.
- Toku’s proprietary AI capabilities span transcription, summarisation, conversation analytics and sentiment analysis, with the roadmap extending toward AI chat and voice agents. We think this matters because enterprise AI adoption in CX remains constrained by data, workflow, compliance and language complexity.
- Toku’s AI proposition is therefore not simply generic automation. It is a practical enterprise layer designed for multilingual, regulated and low-quality audio environments, where accuracy, governance and deployment control are more valuable than standalone chatbot functionality.
FY25 results and key takeaways.
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