Surgepays (SURG) IAccess Alpha Virtual Best Ideas Summer Investment Conference 2025 summary

Strategic focus and market positioning

• Emphasized a de-risked, non-seasonal business model with high insider ownership and a profitable outlook by year-end.

• Addressable market includes over 100 million Americans relying on prepaid products, with the U.S. MVNO market projected to grow from $30 billion to $53 billion by 2032.

• Growth driven by a blend of strategic acquisitions and organic development.

• Outbound investor relations efforts are being ramped up to align stock performance with revenue growth.

• Publicly traded with a $55 million market cap and revenue guidance exceeding $200 million through April 2026.

Revenue-driving verticals and product innovation

• Operates multiple synergistic verticals, including LinkUp Mobile (prepaid brand) and Torch (subsidized Lifeline channel).

• LinkUp offers low-cost prepaid plans and leverages a proprietary distribution network to avoid third-party fees.

• Torch provides free wireless service to eligible customers through government programs, with cross-sell opportunities for other household members.

• HERO MVNE platform enables other companies to become wireless providers, leveraging AT&T network access and proprietary tools.

• Three partners onboarded to HERO, with two more in the pipeline, targeting hundreds of thousands of subscribers.

Distribution, fintech, and technology integration

• Owns a unique distribution network of over 9,000 independent stores, turning each into a profit center with point-of-sale fintech solutions.

• Platform supports wireless top-ups, Bitcoin purchases, and debit reloads, with high-margin products owned in-house.

• Digital marketing devices and ClearLine integration enable dynamic in-store advertising and customer engagement.

• ClearLine also manages reward programs and customer data, with plans to monetize this data in the future.

• Integration with third-party POS systems is expanding, with a phased approach to upselling and banking setup.