Why Invest
Why invest in SDS?
A mission-critical platform with structural competitive advantages, predictable recurring revenues and a completed efficiency programme positioning the company for profitable growth.
Business
Mission-critical platform with high switching costs
Manages on average 80% of operators' revenues and is deeply integrated into core systems, resulting in low churn and long customer lifetimes (5+ years).
Proven global scale with tier-1 operators
Processes USD 14bn+ annually for 700m end-customers across leading telcos in 50+ markets.
Expansion potential within existing customer base
Proven customer performance improvements and the ability to add specific modules support revenue growth within existing operators without new customer acquisition.
Financials
High share of predictable recurring revenue
Multi-year support and managed-services contracts provide stable recurring revenues.
Turnaround unlocking break-even on current recurring revenue
Implemented SEK 66m cost-efficiency programme positions the company at break-even on its existing recurring revenue base, providing a de-risked platform ahead of growth.
Backlog and new sales translating directly into profitable growth
Contracted backlog from 2025 onward is expected to convert into positive earnings, supporting profit expansion. Historical average order intake levels 2019–2024 of approx. SEK 68m/ annum.
Strategic Pillars
Value proposition & USPs
Pillar 1
Business-Critical Stability
High switching costs: Our platform handles an average of 80% of operators' revenue and is deeply integrated into core systems, resulting in low churn and long customer relationships (5+ years)
Global scale: We process over 14B USD annually for 700 million end-customers
Deep integration: We integrate with Tier-1 operators in more than 50 markets
Pillar 2
Financial Strength
Predictable revenue: A high proportion of our revenue is recurring through multi-year support and managed services contracts
Operating leverage: A recently completed efficiency programme of SEK 66M has brought the company to break-even on the existing recurring revenue base
De-risked platform: At break-even base
Pillar 3
Growth Potential
Expansion within the customer base: We have a proven ability to add specific modules that support revenue growth for existing operators without the need for new customer acquisition
Order backlog: A significant contracted backlog is expected to convert into positive results from 2025 onwards
Order intake: Historical order intake 2019–2025: average of approx. 68 MSEK per annum.