A1 brings a CEE 7-country telecom backbone, dormant carrier-billing infrastructure (DCB), eSIM provisioning and a roaming footprint. Curless is the payment infrastructure for the Agent era. Together we can activate three direct monetisation paths within 90 days. A1 拥有覆盖中东欧 7 国的通信骨干网、闲置的运营商代扣(DCB)基础设施、eSIM 配置能力与漫游布局。Curless 是智能体时代的支付基础设施。双方在 90 天内可激活三条直接变现路径。
Four reference deals defining the telco × payments × AI re-rating. The window for a CEE flagship is open right now. 四个定义"电信 × 支付 × AI"重定价的标杆交易。CEE 旗舰窗口正在打开。
Telco user base → national payments rail, 50%+ market share; strongest telco-to-payments re-rating. 电信用户基础 → 国家级支付轨道,50%+ 市场份额;电信向支付重定价的最强案例。
Telco distributes fintech to SMB clients; joint GTM motion across Spain. 电信向中小企业客户分销金融科技;西班牙全境联合 GTM 动作。
Telco backbone × card scheme → cross-border remittance + agent commerce settlement. 电信骨干 × 卡组织 → 跨境汇款 + 智能体商务结算。
Telco embeds AI agent into billing and care; subscriber ARPU lift across the base. 电信将 AI 智能体嵌入计费与客服;全用户基数 ARPU 提升。
Each pillar maps an existing A1 asset to a Curless rail with measurable Y1 economics. 每个支柱将 A1 既有资产映射至 Curless 轨道,并具备可量化的首年经济价值。
Agent micro-payments (< €5) routed via phone bill — revives DCB after years of Google / Apple pressure. CEE prepaid mix is a natural fit. 智能体小额支付(< €5)通过话费账单结算 —— 在 Google / Apple 多年挤压后重新激活 DCB。CEE 预付费用户结构天然契合。
Curless Agent wallet uses DCB as default micro-payment rail; A1 earns transaction / GMV share. Curless Agent 钱包默认使用 DCB 作为小额支付轨道;A1 获得交易费 / GMV 分成。
Inbound travellers landing in Vienna complete eSIM activation with a single agent prompt; plugs directly into existing Curless VIE / ÖBB onepagers. 入境维也纳的旅客通过一句话智能体指令完成 eSIM 激活;直接对接 Curless 既有的 VIE / ÖBB 落地页。
Traveller agent books eSIM + airport transfer + ÖBB cross-border rail + hotel in one shot; A1 eSIM sell-through +30%. 旅客智能体一次性预订 eSIM + 机场接送 + ÖBB 跨境列车 + 酒店;A1 eSIM 售出量 +30%。
AT + BG + HR + SI + BY + MK + RS enterprise base cross-sells Curless Agent Payment; analogous to Vodafone × Stripe UK. AT + BG + HR + SI + BY + MK + RS 企业客户基础交叉销售 Curless Agent Payment;对标 Vodafone × Stripe 英国合作。
Joint GTM motion — A1 sales takes Curless into accounts; revenue share on GMV back to the A1 channel. 联合 GTM —— A1 销售将 Curless 带入企业账户;GMV 分成回流至 A1 渠道。
Integration → Pilot → Launch. Commercials confirmed in 12 weeks; CEE GTM MoU signed before year-end. 集成 → 试点 → 上线。12 周内确认商务条款;年底前签署 CEE GTM 备忘录。
A protocol-neutral payment infrastructure for the agent era. Regulated in Europe. Aligned to A1's footprint. 面向智能体时代的协议中立支付基础设施。欧洲本地监管。与 A1 网络高度对齐。
Curless does not compete with any A1 BU — pure infrastructure layer. Works with OpenAI ACP, Google AP2, Visa TAP and x402. Curless 不与 A1 任何业务单元竞争 —— 纯基础设施层。兼容 OpenAI ACP、Google AP2、Visa TAP、x402。
Locally regulated EU entity — full PSD2 / MiCA / DORA / GDPR coverage in scope. 欧盟本地受监管实体 —— 全面覆盖 PSD2 / MiCA / DORA / GDPR。
A1's 7-country footprint overlaps 100% with Curless's cross-border agent routing. A1 的 7 国布局与 Curless 跨境智能体路由 100% 重合。
Sign in to access the full partnership data room — joint commercials, technical wire-up, and a 30-min call slot with the Curless BD team. 登录后可进入完整合作资料室 —— 联合商务条款、技术对接细节、与 Curless BD 团队的 30 分钟通话预约。
Sign in to the data room → 登录进入资料室 →