Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
CM.com N.V. is a leading provider of cloud software for conversational commerce, enabling businesses worldwide to connect with consumers through mobile channels. Founded in 1999 in Breda, the Netherlands, by Jeroen van Glabbeek and Gilbert Gooijers, the company originally focused on SMS group messaging for events and has evolved into a comprehensive platform spanning four key segments: Connect for messaging APIs and verification services; Engage with AI-powered tools like HALO AI agents, Mobile Service Cloud, and Conversational AI; Pay for online, POS, and QR payments; and Live for ticketing, event apps, and marketing. CM.com N.V. serves diverse sectors including retail, e-commerce, financial services, healthcare, leisure, logistics, and utilities, leveraging its proprietary cloud infrastructure for scalability, security, and GDPR compliance. With AI-driven customer engagement, unified data platforms, and seamless integration of communication and payments, it facilitates personalized marketing, support, and sales interactions at scale, processing billions of messages and millions of transactions annually.
The business is unprofitable at the operating level (-1.48% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue declined 5.4% YoY. The question is whether this is cyclical or a structural shift.
Free cash flow declined 530% versus the prior year, cash generation momentum has weakened. Negative free cash flow of -€6M. The business is consuming cash, not generating it.
Profitability & Returns
Revenue (TTM)
€259M
▼ -5.4% YoY
Net Income (TTM)
-€4M
▲ +80.9% YoY
Op. Margin
-1.48%
▲ +0.6pp YoY
ROIC
-2.57%
▲ +0.9pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-€6M
▼ -529.6% YoY
Op. Cash Flow (TTM)
€6M
▲ +82.6% YoY
Net Debt
€75M
Cash & Equiv.
€13M
3Y CAGR: -2.9%
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