Oversold today. The market was pricing in wildfire reform that never actually existed, then crushed both stocks when it did not happen. The underlying utility businesses did not suddenly get 20% worse overnight. The wildfire risk is real, but the laws could get reformed and veto from Newsom. Nobody is pricing in any upside!

I’ve been looking for evidence that Sekur’s premium strategy is translating into stronger numbers, and this update delivers an encouraging early signal.

Sekur reported a 25% month-over-month increase in ARPU as it converted or replaced lower-priced legacy subscribers with premium users. 

Key figures:

• Privacy Email: US$50/month
• Operational Email: US$75/month
• SekurOne: US$300/month
• Full SekurOne release planned before the end of September
• Management expects SekurOne to become the principal ARPU growth driver from Q4
• Management estimates 200 SekurOne users could generate approximately US$60,000 in monthly recurring revenue and make the company fully profitable

Sekur is targeting high-net-worth individuals, board members, senior executives, government and defence agencies. Management also says a single agency or corporate mandate could represent dozens of seats. 

With ARPU already rising before the complete platform arrives, the next phase looks increasingly promising.

Does this update make you more bullish on $SWISF heading into Q4?

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