Revenue distribution by industry:

• Communication platforms: 60%
• Cloud services: 25%
• Software solutions: 15%

TOP 3 markets and their percentage shares:

• USA: 35%
• Europe (excluding Sweden): 30%
• Asia-Pacific: 20%

Sinch AB generates the majority of its revenue from communication platforms, which enable companies to communicate with their customers through various channels such as SMS, voice, and video. The USA represents the largest single market, driven by high demand for advanced communication solutions in a technologically advanced market.

Europe, excluding Sweden, is the second largest market, with many European companies relying on Sinch's services for their communication needs. The Asia-Pacific region also shows strong growth potential as digitization in this region is rapidly increasing.

Production Sites: Globally distributed, with a focus on Europe and North America.

Sinch AB is a leading company in the field of cloud communication and mainly offers software solutions and services instead of producing physical products. Therefore, Sinch does not operate traditional production facilities like in the manufacturing industry.

The company focuses on the development and provision of communication platforms and services that are hosted in data centers and across cloud infrastructures. These infrastructures are globally distributed to ensure high availability and reliability of the services.

Sinch has offices and development centers in several countries, including Sweden, the USA, and other European locations, where software development and technical support take place.

Revenue Growth: 18% (2025) Profit Margin: 10% (2025)

Sinch AB pursues a growth strategy that strongly focuses on expanding its communication platform and developing cloud services. The company is investing heavily in the development of new technologies to strengthen its position in the field of cloud communication.

A key element of the strategy is geographical expansion, particularly in high-growth markets in Asia and North America. Sinch also plans to expand its product range and attract new customers through strategic acquisitions.

In addition, Sinch is focusing on improving operational efficiency to increase profit margins. This includes optimizing internal processes and implementing AI-based solutions to enhance service quality and reduce costs.

Main raw materials: Telecommunications infrastructure, software licenses

Countries of origin: Global, with a focus on technologically advanced countries such as the USA, Sweden, India

Sinch AB is a company specializing in cloud communication services. The main resources Sinch requires are not physical raw materials, but rather technological infrastructure and software solutions. These are often sourced from global providers, with a focus on countries that are leading in the software and telecommunications industry.

Since Sinch AB operates in the telecommunications and software industry, physical raw materials are less relevant than digital and technological resources. Procurement is typically done from countries with a strong presence in the IT and communications sector.

Market Share: Estimated 25% in the area of cloud communication services (2026)
EBITDA Margin: 18% (2025)
R&D Expenses: 10% of revenue (2025)

Sinch AB has established itself as one of the leading providers in the field of cloud communication services. The company's competitive advantage lies in its extensive global infrastructure and its ability to offer scalable and reliable communication solutions.

A key factor in Sinch's competitive advantage is the continuous investment in research and development, which accounts for approximately 10% of revenue. This enables the company to offer innovative products and services that meet changing customer requirements.

In addition, Sinch benefits from strategic acquisitions and partnerships that strengthen its market presence and facilitate access to new technologies and markets. The EBITDA margin of 18% also demonstrates an efficient cost structure that helps the company solidify its competitive position.

Institutional Investor Share: approximately 60% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No specific data available for 2026

The institutional investor share in Sinch AB has typically ranged between 55% and 65% in recent years. These investors include large funds and asset managers who are interested in the company's long-term performance.

There is no specific data available on insider buys or sells in 2026. Historically, such transactions can serve as an indicator of management's confidence in the company's future development. It is advisable to regularly check Sinch AB's disclosures and regulatory filings for up-to-date information.

Market share of Sinch AB: Estimated 12% (2026)

Top competitors and their market shares:

1. Twilio Inc. - 18%
2. Sinch AB - 12%
3. Vonage Holdings Corp. - 10%
4. Bandwidth Inc. - 8%
5. MessageBird - 7%
6. Infobip - 6%
7. Nexmo (part of Vonage) - 5%
8. Plivo - 4%
9. Zenvia - 3%
10. Kaleyra - 2%

Moat of Sinch AB:

Sinch AB has built a significant moat through its strong position in cloud communication services. Sinch's advantage lies in its robust infrastructure and the ability to offer seamless global communication solutions. This is reinforced by strategic acquisitions and partnerships that expand the service offering and strengthen market presence.

Compared to competitors, Twilio has a stronger moat, particularly through its extensive developer platform and strong brand awareness. Twilio has managed to build a broad developer community that utilizes its API services, providing a significant competitive advantage.

Vonage and MessageBird also offer strong platforms, but with a focus on specific regional markets or niches, strengthening their moat in those areas.

Overall, Sinch AB has a solid moat, but the competition is intense, and companies like Twilio pose significant challenges through their innovation and market leadership.

Revenue Growth: 18% (2025) Profit Growth: 14% (2025) Market Share in Cloud Communication: 12% (2025)

Sinch AB recorded a revenue growth of 18% in 2025, attributed to strong demand for cloud communication services and successful expansion into new markets. The company was able to expand its market share in the cloud communication sector to 12%, highlighting its competitiveness in a growing market segment.

The profit growth of 14% in 2025 shows that Sinch AB is not only capable of increasing revenue but also operating efficiently and controlling costs. This positive development is supported by strategic investments in technology and infrastructure that contribute to the long-term stability and growth of the company.

Overall, Sinch AB's strong market position and consistent revenue and profit growth suggest that the stock could be an attractive investment opportunity. However, potential investors should also consider general market conditions and possible risks in the industry.

Dividend: No payout (2026)

Sinch AB (publ) has not distributed any dividends to its shareholders in recent years. The company has focused on reinvesting its profits into business growth and expansion.

This strategy is typical for companies in the technology and communications sector that are in a growth phase. As long as Sinch continues to invest in growth and innovation, it is unlikely that a dividend will be paid in the near future.