Brian Swift's questions to Smith Micro Software Inc (SMSI) leadership • Q3 2024
Question
Questioned why the upcoming European launch might have a faster revenue ramp compared to historical carrier launches and asked about the potential timeline to achieve meaningful revenue from this new customer.
Answer
The European launch is expected to ramp faster because the strategy aligns with core carrier activities—selling devices (SafePath OS) and rate plans (SafePath Kids Plan)—which provides immediate access to a mass market. While a specific timeline is difficult to predict, it is expected to be a strong growth driver "almost immediately."