财务数据和关键指标变化 - 总收入为3.14亿美元,较上年同期下降10%,主要是由于公司去年末决定将LogicsIQ业务重点转移所致,LogicsIQ业务在2023年第一季度贡献了3.2亿美元收入 [1][2] - 毛利增加6%至8.2亿美元,毛利率从22.1%提升至26% [3] - 营业利润为1.8亿美元,较上年同期下降61% [3] - 净利润为1.2亿美元,每股收益为0.07美元,较上年同期下降73% [3] 各条业务线数据和关键指标变化 - 公司的MVNO无线业务收入从2023年第一季度的2.87亿美元增加至2.89亿美元 [2] 各个市场数据和关键指标变化 - 无 公司战略和发展方向及行业竞争 - 公司核心业务是为下沉市场和未被银行服务的人群提供金融科技和预付无线服务,利用便利店作为分销渠道 [1] - 公司推出了自有MVNO品牌LinkUp Mobile,并正在积极拓展分销渠道,已签约9家全国性主经销商 [2][4] - 公司认为无论ACP是否获得续期,都有信心通过LinkUp Mobile和SurgePays平台实现收入增长 [2][4] - 公司计划在ACP客户群中推广LinkUp Mobile的低价值套餐,并向便利店和无线经销商提供积极的促销活动,以吸引ACP客户转投LinkUp Mobile [2] - 公司认为自身拥有优秀的团队、产品和分销渠道,无论ACP是否获批都能取得成功 [2][4] 管理层对经营环境和未来前景的评论 - 管理层对ACP是否获批续期持谨慎乐观态度,正在密切关注相关进展 [1][2] - 管理层认为无论ACP是否获批,公司都有信心通过LinkUp Mobile和SurgePays平台实现收入增长 [2][4] - 管理层表示公司有超过4.29亿美元的现金储备,将优先投资于业务发展和保持充足的流动性 [3] 问答环节重要的提问和回答 问题1 **Unidentified Analyst 提问** 分析师询问了对ACP续期的看法以及LinkUp Mobile的发展计划 [4][5] **Brian Cox 回答** - 公司对ACP续期持谨慎乐观态度,正在密切关注相关进展 - LinkUp Mobile已经开始推广,公司正在积极拓展分销渠道,包括与主经销商合作,以及直接面向便利店和无线经销商 [4][5] 问题2 **Ed Woo 提问** 分析师询问了公司是否考虑通过并购来拓展MVNO业务 [5][6] **Brian Cox 回答** - 公司正在密切关注行业内的潜在并购目标,但目前更多关注通过自身渠道拓展LinkUp Mobile业务 - 公司有4.29亿美元的现金储备,未来会根据具体情况评估并购机会 [5][6] 问题3 **Curtis Shauger 提问** 分析师询问了公司的分销渠道合作伙伴情况 [6][7] **Brian Cox 回答** - 公司正在通过主经销商渠道推广LinkUp Mobile,这些主经销商拥有便利店和独立无线门店的分销网络 - 未来公司还计划直接面向便利店以及与第三方无线服务提供商进行合作 [6][7]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission file number 001-40992 SURGEPAYS, INC. (Exact name of registrant as specified in its charter) Nevada 98-0550352 ...

SurgePays, Inc. (NASDAQ:SURG) Q4 2023 Earnings Conference Call March 12, 2024 5:00 PM ET Company Participants Quinn Callanan - Investor Relations Brian Cox - President & Chief Executive Officer Tony Evers - Chief Financial Officer Conference Call Participants Curtis Shauger - Water Tower Research Ed Woo - Ascendiant Capital Operator Good afternoon, everyone, and welcome to today's SurgePays Fourth Quarter and Full Year 2023 Earnings Conference Call. At this time, all participants will be in a listen-only mo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-40992 SURGEPAYS, INC. (Exact Name of Registrant as Specified in Its Charter) Nevada 98-0550352 (State or Other Jurisdiction of (I.R.S. Employer Incorporation or Organi ...

SurgePays, Inc. (NASDAQ:SURG) Q3 2023 Earnings Conference Call November 14, 2023 5:00 PM ET Company Participants Brian Prenoveau - IR Brian Cox - President & CEO Anthony Evers - CFO Conference Call Participants Michael Diana - Maxim Group Edward Woo - Ascendiant Capital Operator Good day, and welcome to the SurgePays' Q3 2023 Earnings Conference Call. All participants will be in a listen-only mode. [Operator Instructions] After today’s presentation, there will be an opportunity to ask questions. [Operator I ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission file number 001-40992 SURGEPAYS, INC. (Exact name of registrant as specified in its charter) Nevada 98-055 ...

SurgePays, Inc. (NASDAQ:SURG) Q2 2023 Earnings Call Transcript August 10, 2023 5:00 PM ET Company Participants Brian Prenoveau - IR Brian Cox - President and CEO Tony Evers - CFO Conference Call Participants Ed Woo - Ascendiant Capital Michael Diana - Maxim Group Operator Good day, and welcome to the SurgePays Second Quarter 2023 Earnings Conference Call. All participants will be in a listen-only mode. [Operator Instructions]. After today’s presentation, there will be an opportunity to ask questions. [Opera ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission file number 001-40992 SURGEPAYS, INC. (Exact name of registrant as specified in its charter) Nevada 98-0550352 ...

SurgePays, Inc. (NASDAQ:SURG) Q1 2023 Earnings Call May 11, 2023 5:00 PM ET Company Participants Brian M. Prenoveau - Investor Relations Brian Cox - President and Chief Executive Officer Anthony Evers - Chief Financial Officer Conference Call Participants Ed Woo - Ascendiant Capital Adam Waldo - Lismore Partners Michael Diana - Maxim Group Operator Welcome to the SurgePays First Quarter 2023 Earnings Call. At this time, all participants will be in a listen-only mode. Later, we will conduct a question-and-an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission file number 001-40992 SURGEPAYS, INC. (Exact name of registrant as specified in its charter) Nevada 98-0550352 ...