CNTM 8-K
ConnectM Technology Solutions, Inc. (CNTM)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
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Item 7.01. Regulation FD Disclosure.
ConnectM Technology Solutions, Inc. (the “Company”) is furnishing a corporate presentation, attached as Exhibit 99.1 to this Current Report on Form 8-K, which the Company intends to post on its website for use as an investor presentation. The corporate presentation will be available in the investor relations section of the Company’s website at https://connectm.com/investor-relations.
The press release is furnished herewith as Exhibit 99.1 and is incorporated by reference herein. The information contained in the press release is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that Section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. |
Description | |
| 99.1 | Corporate Presentation of ConnectM Technology Solutions, Inc. | |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: July 27, 2026
| ConnectM Technology Solutions, Inc. | ||
| By: | /s/ Bhaskar Panigrahi | |
| Name: | Bhaskar Panigrahi | |
| Title: | Chief Executive Officer | |
| Powering the Physical Layer of the AI Economy Company Presentation July 2026 OTCQX: CNTM |
| This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements are based on current expectations, estimates, and projections about the industry and markets in which ConnectM Technology Solutions, Inc. (“ConnectM” or the “Company”) operates, as well as management’s beliefs and assumptions. Words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “will,” “should,” “potential,” and similar expressions are intended to identify such forward-looking statements. Forward-looking statements in this presentation include, but are not limited to, statements regarding the Company’s future financial performance, growth strategy, market opportunity, product development, regulatory outlook, proposed uplisting to a national securities exchange, and potential acquisitions or other strategic transactions. These statements are not guarantees of future performance and involve risks, uncertainties, and assumptions that are difficult to predict. Actual results may differ materially from those expressed or implied by these forward-looking statements due to various factors, including, but not limited to, risks described in the Company’s filings with the U.S. Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Except as required by law, ConnectM undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Safe Harbor Statement Non-GAAP Financial Measures Poweri ng the P hysical Layer of the AI Economy 2 This presentation may include certain non-GAAP financial measures. These measures should be considered in addition to, but not as a substitute for, financial information prepared in accordance with U.S. GAAP. Reconciliations of non-GAAP measures to the most directly comparable GAAP measures are available in the Company’s SEC filings. |
| Who Are We? Poweri ng the P hysical Layer of the AI Economy 4 ConnectM is a technology company powering the physical layer of the AI economy. We bring AI to two large, physical markets, logistics and energy infrastructure with a built-in channel that carries both into U.S. defense and government, all on one shared data engine. |
| Financial Momentum Poweri ng the P hysical Layer of the AI Economy 5 $35.8M in FY2025 revenue, with the three things investors want happening at once, on an already-repaired balance sheet. TOP LINE GROWING +58% YoY revenue growth; ~85% four-year CAGR MARGINS EXPANDING +600 bps gross margin to 32%; gross profit up 93% LOSSES SHRINKING −29% net loss improved to $16.1M from $22.5M Balance sheet, with ~$22M of stockholders’ equity and a management team that owns 20%+ of common |
| Our businesses collect 30GB+ of data daily, serve 30K+ homes and process 17K+ last mile deliveries per month Powering the Physical Layer of the AI Economy 6 AI infrastructure footprint Logistics footprint Distributed energy footprint |
| 7 Revenue Trajectory: Consistent YoY Growth ~85% CAGR (2021–2025) 2 6 12 23 36 0 5 10 15 20 25 30 35 40 2021 2022 2023 2024 2025 Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y |
| 18 Blue Cloud Share-Swap: Capital-Efficient India Exit Exchanged ConnectM’s interest in its India operating subsidiaries for 160M newly issued Blue Cloud Softech shares ~17.3% POST-ISSUE STAKE 160M newly issued Blue Cloud shares ~$35M MARKET VALUE OF SECURITIES 160M Blue Cloud shares at current market 30+ GB/day FLEET DATA RIGHTS PRESERVED data licensing keeps AI thesis intact Productive Asset Upgrade Trades illiquid India PP&E and land for liquid, publicly listed equity — with no cash outlay. Operations Simplified Removes India operating complexity, sharpening ConnectM’s U.S. focus. India Upside Preserved Keeps India growth exposure plus the fleet data that feeds ConnectM’s AI engine. Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y Securities market value and equity figures are estimates; market value reflects 160M Blue Cloud shares at recent prices. |
| Balance Sheet Turnaround Complete From a ~$24M stockholders' deficit to ~$22M of pro forma equity — clearing the national exchange listing threshold $(23.8)M $2.0M $22.1M FY2024 Q1 2026 Pro Forma¹ Total Stockholders’ Equity ¹ Pro forma total stockholders' equity as of March 31, 2026, giving effect to the Blue Cloud Softech share exchange, the acquisition of Harry Kahn Associates, Inc., and the conversion of certain convertible notes; pro forma as adjusted for the proposed offering would be approximately $32.1M. Blue Cloud closing expected Q2/Q3 2026. 9 Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y |
| Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y 10 Experienced Management Team Bhaskar Panigrahi Chairman & CEO Nayeem Hussain President Bala Padmakumar Vice-Chairman & Office of Technology Girish Subramanya CTO & Managing Director, India Ryan Fant EVP, Head of Global Ops Mahesh Choudhury SVP, Finance & Compliance Kevin Stateham SVP, Business Development John Pitcavage President of Home & Building Electrification Tom Judge Head of DeliveryCircle Caleb Arthur Head of VPP Technology |
| Worldclass Boardof Directors Seasoned board members with operations, deep capital markets, technology, and energy infrastructure experience Gautam Barua Board Member Growth and M&A leader with decades of experience scaling infrastructure and software businesses. Harvard MBA. Stephen Markscheid Board Member Corporate finance professional with 30+ years with global experience in the solar and energy industries. Columbia MBA. Kathy Cuocolo Board Member Longtime executive and investor with extensive energy industry experience. CPA holder and Chair of ConnectM’s Audit Committee. Powering the Physical Layer of the AI Economy 7 Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y 7 |
| Market Opportunity: Two Large, Growing Markets Our two platforms address large, U.S.-centered markets riding the digitalization of logistics and electrification Powering the Physical Layer of the AI Economy 7 AI Infrastructure Platform (hardware revenue) $28B+ U.S. market today Heat pumps ~$14.6B + battery storage ~$13.8B Riding trend towards direct current (DC), electrification, AI data centers AI-Powered Logistics (software revenue) $150B → $300B Global last-mile delivery market, today → 2030 Growing as same-day B2B delivery demand accelerates. Po we r in g th e Ph ys ica l L a ye r o f th e AI Eco n o m y 11 AI Tailwind: The AI build-out strains the grid, driving demand for distributed-energy hardware and grid services, and accelerates the on-demand economy behind last-mile logistics. Both of ConnectM's platforms ride it. |
| One Data Engine, One Defense Channel Poweri ng the P hysical Layer of the AI Economy 12 ONE AI & DATA ENGINE Shared AI models and software, plus 30+ GB/day of operating data from both platforms, powering remote asset and fleet management, grid services, and new high-margin data products. STRATEGIC DISTRIBUTION ADVANTAGE Government & Defense (HKA): A Built-In Channel into U.S. Defense A ready-made route to market for both platforms: 80-year defense pedigree · NAVAIR partner since 1976 · Prime ties to Boeing, Northrop Grumman & Lockheed Martin Two platforms, AI-Powered Logistics and AI Infrastructure, share one AI and data engine and one built-in channel into U.S. defense. |
| AI-Powered Logistics Longstanding B2B customers Uber + FedEx functionality; 20% transaction fee ~$12M FY2025 revenue; positive segment EBITDA Poweri ng the P hysical Layer of the AI Economy 13 Asset-lite platform enables 17K+ deliveries per month |
| Last-Mile Delivery Is the Biggest Supply-Chain Cost At ~41% of total supply-chain cost, last-mile is the single largest line item, and exactly where DeliveryCircle drives savings. 13% 20% 16% 41% 11% Warehousing Sorting Parceling Last-mile delivery Remaining supply-chain cost Beachhead market Source: Capgemini Research Institute Powering the Physical Layer of the AI Economy 14 |
| Customer: Large Tire Distributor | Decios Platform | Last-Mile Tire Distribution From parcel dependency to a managed last-mile network Same-Day THE CHALLENGE Move high-volume, bulky tire shipments from distribution centers to installers and dealers, without slow, costly parcel carriers. Decios THE SOLUTION A virtual dedicated network of regional carriers and independent partners, with real-time dispatch, tracking, and proof of delivery. Lower Cost THE RESULT A shift from parcel shipping to a managed, technology-driven network, with faster speed, more flexibility, and better unit economics. A repeatable last-mile model: faster delivery and lower cost for high-volume B2B shippers. Last Mile Logistics Case Study Poweri ng the P hysical Layer of the AI Economy 15 |
| AI-Powered Infrastructure World-leading efficiency heat pump Virtual Power Plant (VPP) & Distributed Energy tech ~$24M FY2025 revenue; 200% heat pump business growth Poweri ng the P hysical Layer of the AI Economy 16 Proprietary battery tech |
| AI Infra Beachhead: Distributed Energy & VPP Thousands of distributed energy devices, orchestrated by software to act as one flexible, grid-connected power resource Aggregate Pool solar, home batteries, and AI-enabled heat pumps across thousands of homes and businesses into a single fleet. Orchestrate AI software dispatches that fleet in real time — shifting load and storage to support the grid when demand spikes or prices move. Monetize The fleet earns recurring grid-services revenue, while every connected device feeds operating data back to the AI engine. Poweri ng the P hysical Layer of the AI Economy 17 |
| Battery IP & VPP Traction Two proprietary battery platforms, now proven at utility scale in a live Illinois VPP. Poweri ng the P hysical Layer of the AI Economy 18 PROPRIETARY IP Hi-C, High-Power Hybrid Storage Millisecond response for data centers and critical infrastructure where power quality is mission-critical. Hi-E, Long-Duration LFP Storage Load-leveling and VPP-ready storage for residential and commercial, the backbone of distributed energy. TRACTION, ILLINOIS' FIRST UTILITY-SCALE RESIDENTIAL VPP $14M of home batteries, controlled as a single dispatchable grid asset 2,000 Tesla Powerwalls owned by Sun Solar, installed across central and southern Illinois and aggregated by ConnectM into one dispatchable resource. 2,000 POWERWALLS ONLINE 27 MWh FLEET CAPACITY 20 MW PEAK DISPATCH < 2s GRID RESPONSE Operational today · No new infrastructure required · Zero-carbon |
| $4.3M in orders from two multi-billion-dollar distributors Keen Heat Pump The world’s most efficient heat pump with native VPP capability Poweri ng the P hysical Layer of the AI Economy 19 World-leading efficiency the most efficient heat pump on the market Native VPP capability every unit is grid-interactive from day one, no retrofit |
| Case Study – AI Infrastructure Unit Economics Solar,home battery, and AI-powered heat pump installations give us unique insights for our platform One platform, multiple sales and data-collection opportunities ~$25K HEAT PUMP JOB HVAC providers sell the AI-enabled Keen Heat Pump — the most efficient cold-weather unit on the market. ~$75K COMPLETE HOME VPP Cross-sell solar + battery to the same customer at the same acquisition cost — roughly a 3x larger job. Recurring DATA + GRID SERVICES Every install becomes a grid-interactive asset — training our AI models and seeding future products. Steady CAC → 4X LTV through cross-selling platform with a 15% attachment rate Poweri ng the P hysical Layer of the AI Economy 20 |
| One Engine integrates operating data from both platforms into new high-margin products & services Data/AI Flywheel More Data Better AI models More Customer Value Increased Adoption 30+ GB/day from energy assets & last-mile deliveries AI infrastructure cybersecurity Data-driven actuarial advantage for warranty/insurance layer Poweri ng the P hysical Layer of the AI Economy 21 |
| Selected public companies across ConnectM's two growth platforms —AI-powered Logistics & AI Infrastructure Company Ticker Segment Relevance Market Cap EV CY 2026E Revenue CY 2026E Gross Margin EV / CY 2026E Revenue Samsara IOT AI-powered logistics — fleet ops software $10,964 $16,545 $1,975 77% 8.4 x Descartes Systems DSGX AI-powered logistics — logistics & routing SaaS $5,675 $5,418 $805 77% 6.7 x Manhattan Associates MANH AI-powered logistics — supply-chain SaaS $7,524 $7,465 $1,153 60% 6.5 x DoorDash DASH AI-powered logistics — last-mile delivery $72,428 $75,351 $17,633 52% 4.3 x Mean $24,148 $26,195 $5,392 67% 6.5 x Median $9,244 $12,005 $1,564 69% 6.6 x Enphase Energy ENPH AI Infra— solar inverters & storage $6,218 $5,937 $1,195 44% 5.0 x Generac Holdings GNRC AI Infra — generators & storage $17,025 $18,246 $4,919 39% 3.7 x Lennox International LII AI Infra — AI heat pumps $19,784 $21,766 $5,605 33% 3.9 x Vertiv Holdings VRT AI Infra — data-center power $124,835 $128,816 $13,877 39% 9.3 x Mean $41,966 $43,691 $6,399 39% 5.5 x Median $18,405 $20,006 $5,262 39% 4.5 x Source: Public filings, FactSet Research Systems Inc. Data as of June 25, 2026. Comps shown for illustrative positioning purposes; ConnectM operates at a different scale and stage than these companies.The information contained herein is for informational purposes only and believed to be reliable but has not been independently verified. Public Comps Poweri ng the P hysical Layer of the AI Economy 22 |
| ConnectM Key Takeaways Two focused platforms — AI-Powered Logistics and AI Infrastructure — on one shared data engine. Clear path to profitability — Adjusted EBITDA improving on SG&A discipline and a simplified, U.S.-focused portfolio. Our data-rich platform paves the way for products and services in growing industries like robotics and drones. Poweri ng the P hysical Layer of the AI Economy 23 |
| OTCQX: CNTM Powering the Physical Layer of the AI Economy Thank You July 2026 |
