8-K
ConnectM Technology Solutions, Inc. (CNTM)
UNITED STATES
SECURITIES ANDEXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENTREPORT
Pursuant to Section13 or 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 30, 2025
ConnectMTechnology Solutions, Inc.
(Exact name of registrant as specified in its charter)
| Delaware | 001-41389 | 87-2898342 |
|---|---|---|
| (State or other jurisdiction <br><br>of incorporation) | (Commission <br><br>File Number) | (IRS Employer <br><br>Identification No.) |
| 2 MountRoyal Avenue**, Suite 550** Marlborough ,Massachusetts | 01752 | |
| --- | --- | |
| (Address<br>of principal executive offices) | (Zip Code) |
Registrant’s telephone number, including area code: (617)
395-1333
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
| ¨ | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
|---|---|
| ¨ | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
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| ¨ | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
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| ¨ | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
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Securities registered pursuant to Section 12(b) of the Act:
| Title<br>of each class | Trading<br><br><br>Symbol(s) | Name<br>of each exchange on which registered |
|---|---|---|
| N/A | N/A | N/A |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b- 2 of this chapter).
Emerging growth company x
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Item7.01. Regulation FD Disclosure.
Beginning October 30, 2025, the management of Connect M. Technology Solutions, Inc. (the “Company”) will deliver the investor presentation attached hereto as Exhibit 99.2 and incorporated herein by reference.
The information included in this Current Report on Form 8-K, including Exhibit 99.2, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. The information set forth under this Item 7.01 shall not be deemed an admission as to the materiality of any information in this Current Report on Form 8-K.
Item9.01 Financial Statement and Exhibits.
(d) Exhibits.
| Exhibit No. | Description |
|---|---|
| 99.2 | Investor Presentation to be delivered by management of the registrant. |
| 104 | Cover Page Interactive<br> 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: October 31, 2025
| ConnectM Technology Solutions, Inc. | |
|---|---|
| By: | /s/ Bhaskar Panigrahi |
| Name: | Bhaskar Panigrahi |
| Title: | Chief Executive Officer |
Exhibit 99.2
| Driving a Faster, Smarter Shift Toward a<br>Modern Energy Economy<br>Think Equity Conference Company Presentation<br>October 30, 2025<br>OTC: CNTM |
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| This presentation contains forward-looking statements within the meaning<br>of the Private Securities Litigation Reform Act of 1995 and other federal<br>securities laws. These statements are based on current expectations,<br>estimates, and projections about the industry and markets in which<br>ConnectM Technology Solutions, Inc. (“ConnectM” or the “Company”)<br>operates, as well as management’s beliefs and assumptions. Words such<br>as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,”<br>“project,” “will,” “should,” “potential,” and similar expressions are intended<br>to identify such forward-looking statements.<br>Forward-looking statements in this presentation include, but are not<br>limited to, statements regarding the Company’s future financial<br>performance, growth strategy, market opportunity, product development,<br>regulatory outlook, proposed uplisting to a national securities exchange,<br>and potential acquisitions or other strategic transactions. These<br>statements are not guarantees of future performance and involve risks,<br>uncertainties, and assumptions that are difficult to predict.<br>Actual results may differ materially from those expressed or implied by<br>these forward-looking statements due to various factors, including, but<br>not limited to, risks described in the Company’s filings with the U.S.<br>Securities and Exchange Commission (“SEC”), including its Annual<br>Report on Form 10-K and Quarterly Reports on Form 10-Q.<br>Except as required by law, ConnectM undertakes no obligation to update<br>or revise any forward-looking statements, whether as a result of new<br>information, future events, or otherwise.<br>Non-GAAP Financial Measures<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>Safe Harbor Statement<br>This presentation may include certain non-GAAP financial measures.<br>These measures should be considered in addition to, but not as a<br>substitute for, financial information prepared in accordance with U.S.<br>GAAP. Reconciliations of non-GAAP measures to the most directly<br>comparable GAAP measures are available in the Company’s SEC<br>filings.<br>02 |
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| 03<br>ConnectM is a constellation of modern energy<br>economy themed companies<br>Keen Labs, our wholly owned sub, contains the<br>Company’s software platforms, AI models, and<br>tech products<br>ConnectM operates as a tech-enabled services firm<br>powered by Keen Labs tech<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>Who Are We? |
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| Driving a Faster, Smarter Shift Toward a Modern Energy Economy 04<br>Experienced Management Team<br>Bhaskar Panigrahi<br>Chairman & CEO<br>Nayeem Hussain<br>President<br>Corporate Development<br>Bala Padmakumar<br>Vice-Chairman & Office<br>of Technology<br>Girish Subramanya<br>CTO & Managing<br>Director, India<br>Ryan Fant<br>EVP, Head of Global Ops<br>Mahesh Choudhury<br>SVP, Finance & Compliance<br>Kevin Stateham<br>SVP, Business Development<br>John Pitcavage<br>President of Home &<br>Building Electrification<br>Tom Judge<br>SVP, Business Development |
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| 16<br>Fact Sheet<br>Year Founded<br>2019<br>Headquarters<br>Marlborough, MA<br>Employee Count<br>165<br>Annual revenue<br>run rate<br>$36M<br>Granted Patents Held by management<br>& trusted institutional<br>holders<br>75%<br>05<br>12 |
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| Focus Areas in Massive<br>& Growing Markets<br>06<br>Better AI<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>B2B2C in a $2T market<br>31 B2B & Service Provider<br>customers<br>60-90% revenue<br>recognition via MSA<br>Virtual Power Plants<br>B2B in a $2T market<br>AI Powered Heat Pump<br>Cross-selling platform<br>~40% margins<br>31 B2B & Service Provider<br>customers<br>60-90% revenue recognition<br>via MSA<br>Smart Logistics<br>Pure software solution in<br>a $165B+ market<br>Smart Mobility<br>Connectivity + SaaS in<br>a $60B market<br>Micro-mobility + e-Buses<br>High margin software<br>subscription fee<br>42 OEM & Enterprise<br>customers<br>120%+ organic YoY growth<br>Uber + FedEx<br>functionality<br>20% Transaction Fee<br>$1M/month and growing<br>U.S. footprint |
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| Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>Valuable & Proven Tech Platforms<br>07<br>AI-Powered VPP Platform<br>Smart climate systems with world-leading efficiency for residential, commercial<br>and industrial applications. The foundation for AI-powered VPPs for homes<br>and buildings.<br>Smart Mobility Platform<br>Visual displays, connectivity, and backend software for mobility OEMs like<br>Motovolt, Volvo, and Ashok Leyland.<br>Last-Mile Logistics Platform<br>Fleet optimization, route intelligence, and a comprehensive fleet management<br>dashboard for last mile delivery providers. |
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| 8<br>Our platform transforms connected HVAC assets into grid-interactive<br>Virtual Power Plants—enabling energy optimization, demand response,<br>& recurring value for partners<br>Accelerating the Transition to an All-Electric Future≈<br>VPP for Homes and Buildings<br>White labeled hardware Connectivity Module Software Platform |
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| 9<br>Our hardware embeds OEM customers within our connected<br>operations ecosystem—driving data continuity, platform<br>stickiness, and recurring value.<br>Accelerating the Transition to an All-Electric Future≈<br>White labeled hardware Connectivity Module Software Platform<br>Smart Mobility |
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| -<br>10<br>Accelerating the Transition to an All-Electric Future≈<br>Smart Logistics<br>Last-Mile Delivery<br>Pure software solution in a<br>$165B+ market<br>Uber + FedEx functionality<br>20% Transaction Fee<br>$1M/month and growing<br>U.S. footprint |
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| Accelerating the Transition to an All-Electric Future≈<br>Keen Lab's data platform<br>integrates data from our focus<br>areas to enable new high<br>margin products and services<br>11<br>Network Flywheel<br>More<br>Data<br>Better AI<br>models<br>More<br>Customer<br>Value<br>Increased<br>Adoption<br>120K+ electrified assets today<br>30GBs of data collected daily<br>Remote asset management<br>AI-driven insights/value |
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| 1 Pricing risk with better actuarial data<br>2<br>3<br>Cybersecurity of connected physical<br>assets (vehicles, drones, robots, HVAC)<br>Utility computing & next-gen VPPs<br>Keen Labs Future<br>Data Monetization<br>Pathways<br>Three Key Areas of Potential<br>Data Monetization:<br>12 |
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| Expanding Enterprise Customer<br>Base<br>42 OEM and Enterprise customers<br>$2 Billion+ customer funnel/pipeline<br>Expansion to infrastructure providers<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy 13 |
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| ConnectM Revenue & Gross Profit (2021-2025E)<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>~85% CAGR (2021–2025E) with gross profit expanding 17X—demonstrating scalability & improving margins.<br>14<br>0<br>5<br>10<br>15<br>20<br>25<br>30<br>Amount ($M)<br>2021<br>Year<br>Gross Profit ($M)<br>COGS ($M)<br>35<br>Revenue ($M)<br>2022 2023 2024 2025E |
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| Keen Labs Typecast Financial Trends (2023-2025E)<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy<br>Strong multi-year growth trajectory with ~80% CAGR and clear path to profitability<br>0.0<br>2.5<br>5.0<br>7.5<br>10.0<br>12.5<br>15<br>17.5<br>Revenue ($M)<br>20<br>2023 2024 2025E<br>-60<br>-50<br>-40<br>-30<br>-20<br>-10<br>0<br>-10<br>EBITDA Margin (%)<br>Year<br>EBITDA Margin (%)<br>Revenue ($M)<br>15 |
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| ConnectM + Keen Labs Key<br>Takeaways<br>16<br>Keen Labs utilizes ConnectM’s exclusive distribution<br>network to expand its innovation platform<br>Operational efficiency is driven by measured SG&A<br>control and scalable unit economics<br>Well-positioned to grow within robotics, AI data centers,<br>and advanced energy storage applications<br>Driving a Faster, Smarter Shift Toward a Modern Energy Economy |
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| October 30, 2025<br>OTC: CNTM<br>Driving a Faster, Smarter Shift Toward a<br>Modern Energy Economy<br>Thank You! |
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