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CSG and NetLync Drive MNO and MVNO eSIM Transformation

1. CSG partners with NetLync to launch Entitlements-as-a-Service platform. 2. eSIM adoption pressures operators to modernize infrastructure, indicating growth potential.

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Why Bullish?

The partnership enhances CSGS's product offerings, aligning with the trend of eSIM adoption. Historically, similar technological advancements have led to increased market valuation for telecom software providers.

How important is it?

The article outlines a significant strategic move that capitalizes on an industry shift, likely increasing customer interest and revenue for CSGS.

Why Long Term?

As eSIM becomes standard, the demand for infrastructure solutions will grow, benefiting CSGS over time. Previous examples include increased sales from early adopters of cloud services years after initial launches.

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NETLTVZAMT
DENVER--(BUSINESS WIRE)--With eSIM set to become the standard for all new phones this year, mobile network operators (MNOs) and mobile virtual network operators (MVNOs) face mounting pressure to modernize their entitlement infrastructure. To address this market need, CSG® (NASDAQ: CSGS) today announced a new partnership with leading entitlement server provider NetLync and launched CSG Entitlements-as-a-Service, powered by NetLync. This new SaaS platform gives operators the speed and agility the.

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