Flexiroam (ASX:FRX): Founder Jef Ong on eSIM, Global Connectivity & the Company's Turnaround Strategy

Can Flexiroam (ASX:FRX) become a global leader in eSIM connectivity? In this episode of the Homodeus Research Podcast, Founder & CEO Jef Ong and CFO Grant Wong discuss Flexiroam's transformation from a travel eSIM provider into a global connectivity platform serving consumers, enterprises and IoT devices across more than 200 countries and regions. Jef explains why he returned as CEO to lead the company's next phase of growth, how Flexiroam navigated the challenges of the COVID-19 pandemic, and the strategic initiatives that have repositioned the business for sustainable, recurring revenue growth. The discussion explores the rapid adoption of eSIM technology, expanding enterprise and IoT opportunities, strategic partnerships with Etihad Airways and DragonPass, AI-driven customer support, financial performance, and the long-term outlook for global mobile connectivity. The episode concludes with a live investor Q&A covering customer acquisition, competitive positioning, profitability, international expansion and future growth catalysts. Whether you're interested in telecommunications, travel technology, enterprise connectivity or ASX technology companies, this episode provides a comprehensive overview of Flexiroam's business model, competitive advantages and long-term strategy. Topics Covered - Flexiroam's journey from startup to ASX-listed company - Why Jef Ong returned as CEO - The global eSIM market opportunity - Consumer, enterprise and IoT connectivity - Partnerships with Etihad Airways and DragonPass - AI and automation across the business - Recurring revenue and financial turnaround - International expansion strategy - Key growth catalysts - Live investor Q&A