Seems headed for a Trubloq repeat (in terms of approach and deployment).
But if I were to take a guess – I would say, it seems like Trubloq repeat in more ways than one. Telco’s will likely deploy this solution and use it as an excuse to put a large price increase due to it/in its name on NLD sms. Scrubbing (DLT) – they charge nearly 2.5 paise per sms. It was effectively a 50% hike on the interconnect charges of 5 paise. The tech provider possibly makes 20% of that (0.5paise per sms). I would put a 50% chance on something like that getting replicated all over again and NLD price hike (in name of security) and anti-smishing technologies getting rolled out by July.
Disc : still invested …
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