S01E02: Bigger ancillary revenue than you think
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Key takeaways
40 million travel eSIM users in 2024, heading to 215 million by 2028. Only 50% of mobile users even recognise the term eSIM. The category is still being built - the brands that move now will own it.
Travellers don't expect to find connectivity at their destination. They expect to arrive with it. Maps, communication, entertainment - data is infrastructure now, not a nice-to-have.
Southeast Asia, the US, Latin America, the Balkans, the UK - the moment a traveller crosses that line, roaming charges kick in hard. That's where intent is highest and where your offer is most relevant.
You know where your customers are going and when. A standalone eSIM provider has to work hard to get that. For you, it's already there. That's what converts.
No logistics, no fulfilment, no operational headcount. You earn commission on every plan sold. Compared to most ancillaries on your roster, the economics are hard to beat.

