The race to dominate vertical software is heating up as industries turn to AI-driven solutions to boost efficiency and unlock trapped value. Established players in this space are poised to be the key enablers of AI adoption, and one company is emerging as a standout in a high-value sector.
For years, traditional, heavily customised software solutions have dominated industries, but API-first, configurable platforms are taking over as businesses seek flexibility, scalability, and cost efficiency. As digital transformation accelerates, investors are looking for the right vertical to capitalise on this shift—and a compelling opportunity has emerged.
A decade ago, the world’s 50 largest telecom companies generated around $1.3–1.4 trillion in revenue, while Big Tech trailed at approximately $400 billion. Fast forward to today, and while telecoms remain stagnant, Big Tech is on its way to $2 trillion. The power shift is clear, but one company is helping telcos fight back.
Cerillion Technologies, led by CEO Louis Hall, is breaking telcos free from the grip of dominant BSS/OSS vendors, enabling them to monetise new opportunities with greater agility. By providing modern, adaptable software solutions, Cerillion is positioning itself as a critical player in the industry’s transformation.
Now, amid market volatility, Cerillion stands as a hidden gem worth deeper consideration. As Oliver Tipping highlights, macro uncertainty presents a unique moment for investors to explore companies that are driving fundamental change.
For vertical software companies considering public markets, Cerillion’s success story is hard to ignore. Since its IPO in 2016, its market cap has surged 20x, with the added visibility fueling deal momentum. A rapidly evolving landscape is creating winners—and Cerillion is proving to be one of them.
Cerillion plc (LON:CER) is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.
