Smith Micro: The Dominant Family Safety Solutions For Carriers
After Verizon renewed its contract with the competition, Smith acquired that business from Avast, making it the dominant player.
This is distinctly second best to winning Verizon outright as there are the acquisition cost and running cost of its business, but we are still bullish.
The simple reason is that T-Mobile and three other carrier wins will start to ramp soon, which is likely to equal if not supersede Sprint’s 2019 ramp.
More importantly, Smith becomes the dominant player in family safety products for carriers.