Frequency Holdings (FRQN)

Traditional MSPs were built to manage computers, networks, software, and support tickets. Businesses still need those things, but they are becoming the starting point rather than the destination.

The next stage is intelligence. Managed Intelligence Providers, or MIP’s.

Businesses are beginning to ask different questions. What work should still be done by people? What can AI handle? What can be automated? How do you secure those systems? Who manages them when they become part of the everyday operation of the company?

That is where we believe Frequency is going.

Our strategy is simple. Secure the environment, manage the technology, understand how the business operates, and then introduce intelligence where it creates real value.

This is also why our acquisition strategy has evolved.

We are not interested in buying only MSPs simply to accumulate IT revenue. What we are really acquiring are trusted customer relationships, recurring contracts, local presence, infrastructure access, unique products, and an understanding of how those businesses work.

Those relationships become distribution.

We can introduce stronger cybersecurity, better infrastructure, new products, compliance capabilities, and eventually managed intelligence across a customer base that already trusts us.
That is a much bigger opportunity than simply building a larger MSP.

Frequency exists because we want the freedom to build beyond one operating company.

ReachOut is an important part of Frequency and how we started, but Frequency is not ReachOut.

The holding-company structure gives us room to acquire businesses, create new platforms, invest in technology, build media assets, and pursue opportunities that may not fit neatly inside a cybersecurity or IT company.

Some of those opportunities will be closely connected.
Others may stand almost entirely on their own.
That is intentional.

We want strong businesses with strong leadership, operating independently where they should, while benefiting from capital, distribution, technology, media, and relationships that exist across Frequency.

Capital is part of that architecture too.

We recently reduced our authorized common shares from 5.4 billion to 250 million and our authorized preferred shares from 1.1 billion to 250 million. We also established $5 million in zero-dilution growth capital capacity through ReachOut, with eligibility to increase that capacity to $10 million after 120 days.

Those are not the strategy.
They are infrastructure for the strategy.

The goal is to create multiple ways to fund growth so that every opportunity does not automatically require issuing stock.

Media plays a similar role.

I have always believed that attention creates opportunity. It’s why I frequently go on TV and continue to host my Top 100 Apple Podcast, Frequency with Rick Jordan.

Media gives us direct access to customers, investors, acquisition targets, talent, partners, and ideas. It allows us to explain what we see happening in technology instead of waiting for someone else to define the conversation for us.

That is why I think of media as infrastructure too.

When I look at Frequency today, I see the early pieces of a much larger system.

Recurring customer relationships.
Cybersecurity.
Managed intelligence.
Acquisitions.
Capital.
Media.

Each can create value independently.

The real opportunity is what happens when they begin reinforcing one another.

We still intend to reach Nasdaq. That has not changed. But an uplisting is not the company we are building. It is something I believe should eventually happen because of the company we build.

We are still early.

That is exactly what makes this exciting.