Surgepays (SURG) 2025 Conference Transcript

Summary of Surg Pays Inc. Presentation Company Overview - Surg Pays Inc. is publicly traded on Nasdaq under the symbol SURG with a current market cap of $55 million and revenue guidance exceeding $200 million through April 2026 [4][3] Industry Insights - The US MVNO (Mobile Virtual Network Operator) market reached $30 billion last year and is projected to grow to nearly $53 billion by 2032 [6] - Approximately one-third of the US population utilizes prepaid products due to socioeconomic challenges, representing over 100 million Americans [6] Core Business Model - Surg Pays operates a derisked, non-seasonal model with high insider ownership at 30% and aims for profitability by the end of the year [5] - The company empowers over 9,000 retailers with prepaid services, positioning its network as significant distribution points for products and services [5][16] Revenue Streams - LinkUp Mobile: A prepaid brand offering plans starting at $10, focusing on expanding dealer footprint and upselling through existing stores [7] - Torch: A subsidized channel providing free wireless service to low-income individuals through the Lifeline program, which has generated hundreds of millions in revenue over the past 20 years [8][9] - Hero Platform: A mobile virtual network enabler (MVNE) that allows other companies to become wireless providers, with three partners onboarded and two more in the pipeline [10][12] Competitive Advantages - Ownership of a point-of-sale platform that turns checkout counters into profit centers, generating transactional revenue without requiring inventory [14] - A digital advertising solution integrated with store POS systems to enhance marketing efforts and customer engagement [15] - A bilingual call center with 120 representatives to support a growing customer base and expand into Hispanic product revenue channels [20] Financial Performance - Revenue from the prepaid channel increased from under $1 million per month to over $3.4 million within a year, with expectations to exceed $4 million per month by July [18][19] Future Outlook - The company is built to scale without plateauing, with a leadership team experienced in generating billions in revenue [20] - Surg Pays is positioned to dominate its sector, with a focus on integrating with third-party POS systems and leveraging credibility to push higher-margin products [17][19] Conclusion - Surg Pays Inc. is at a pivotal moment in its history, ready to scale and enhance shareholder value through strategic growth and market expansion [21]