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Sinch recently held its first-ever capital markets day—a major milestone for any company. This event is a chance for leadership to present the company as an attractive investment opportunity to investors and analysts. For an industry bellwether like Sinch, it also offers valuable insights into the broader CPaaS market.
I highly recommend reviewing the webcast and presentation. The following are the key takeaways:
- Market sizing: Sinch estimates the CPaaS market to be worth $85 billion today, with growth projected to reach $120 billion.
- Financial targets: By the end of 2027, Sinch aims for 7–9% organic growth and 12–14% EBITDA growth.
- M&A strategy: The company is actively exploring mergers and acquisitions as a driver for growth.
- RCS and email: Identified as margin-expanding opportunities for the business.
- Go-to-market (GTM): Early signs of success (“green shoots”) are emerging from its market expansion efforts.
- Ecosystem partnerships: Sinch is focusing on building strong partnerships, categorized as “sell to, sell through, and sell with” relationships.
Finally
It was great to see Sinch step into its power and confidently own its position as the second-largest CPaaS provider in the industry. The lineup of presenters not only offered an insightful preview of Sinch’s future but also shared valuable perspectives on where the company believes the industry is headed.