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Sinch AB (CLCMF)
OTHER OTC:CLCMF
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.05Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial trajectory: Sinch delivered record profitability, margin expansion, continued organic gross profit growth, strong performance in the Americas and API platform, and significant momentum in next-generation messaging (RCS). These positives were tempered by meaningful FX headwinds, ongoing regional pressures (EMEA fixed-price contract phase-out and APAC challenges), a prior tax provision, and lower full-year cash conversion versus the prior year. Overall, management emphasized disciplined execution, active capital returns (buybacks), and strategic positioning for AI-driven growth.Company Guidance
Record Profitability and Margin Expansion
Adjusted EBITDA margin reached 14% in Q4 (up 1 percentage point year-over-year) and gross margin expanded by 2 percentage points to 35%. Management stated this is the highest gross margin and EBITDA delivered to date and that the top end of the midterm EBITDA target (12%–14%) has been achieved ahead of schedule.
Organic Gross Profit Growth
Organic gross profit grew 3% in Q4 and 4% for the full year 2025, demonstrating continued organic gross profit growth despite FX headwinds.
Strong Americas and API Performance
Americas (more than 60% of group gross profit) delivered 7% gross profit growth in the quarter with a 3 percentage point margin improvement to 36%. The API platform (enterprise messaging and e-mail) was identified as the main contributor to growth.
RCS and Next-Generation Messaging Momentum
RCS volumes grew 260% year-over-year in Q4, while RCS still represents only ~3% of total messaging volume — indicating a large runway. Management highlighted RCS can deliver up to 10x engagement versus standard SMS.
Enterprise and Self-Service Traction
Enterprise customer base grew a consistent 5%, with high-margin self-service products delivering stable ~10% year-to-date growth. Management reported significant enterprise wins (multiple 7-figure deals) and deeper strategic relationships (e.g., Adobe, PayPal, OneMain Financial).
Cash Generation and Working Capital
Q4 cash conversion was strong at 84% (seasonally strong quarter). Free cash flow for the last 12 months was SEK 1.5 billion with a 40% cash conversion for the year (within the 40%–50% guidance). Net working capital remains favorable (negative NWC) with available seasonal cash releases.
Active Capital Return and Balance Sheet Flexibility
Company repurchased 8.8% of outstanding shares (62 million shares ~SEK 1.9 billion plus SEK 364 million via equity swap) and convened an EGM to cancel treasury shares to enable further buybacks. Leverage at 1.6x with SEK 3.7 billion available in credit facilities.
External Recognition and Strategic Positioning
Named market leader by IDC and ROCCO and recognized by Gartner as a CPaaS Magic Quadrant leader for the third consecutive year. Management emphasized partnerships and ecosystems (e.g., Lovable, Adobe) and positioning as the communications backbone for the AI era.
CLCMF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CLCMF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $3.00 | $3.00 | 0.00% |
Nov 05, 2025 | $3.55 | $3.55 | 0.00% |
Jul 22, 2025 | $2.87 | $2.87 | 0.00% |
May 08, 2025 | $2.87 | $2.87 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sinch AB (CLCMF) report earnings?
Sinch AB (CLCMF) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Sinch AB (CLCMF) earnings time?
Sinch AB (CLCMF) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CLCMF EPS forecast?
CLCMF EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.