CNTM 8-K SEC Filing Analysis

Latest settled — T+5d

CNTM ▲ +7.48% at T+5d

SHORT call ✗ call lost -7.48% · α vs SPY -7.52% · entry $5.35 → $5.75

Next anchor: T+20d in 16d

Currently $6.93 · -29.53% from $5.35 entry (call sign-flipped)

Entry anchored
May 28, 2026
via day open

T+1d

+11.21%

call -11.21% · α -10.97%

$5.95

settled 12d ago

T+5d

+7.48%

call -7.48% · α -7.52%

$5.75

settled 6d ago

T+20d

—

call — · α —

—

in 16d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

ConnectM reported Q1 2026 revenue of $8.2M (down 9% YoY from $9.0M) and a net loss of $6.7M (narrowed 4% from $7.0M). The company exited four legacy sub-units, recognized $2.9M in non-cash divestiture losses, and activated Keen Labs with $1.9M in new product revenue. Adjusted EBITDA loss narrowed to $2.7M from $3.0M. No consensus estimates were available; the filing is a routine quarterly update with a strategic restructuring narrative but declining headline revenue.

Key Financial Metrics

Gross Margin

22.8%

Actionable Insight

Revenue decline and ongoing losses signal continued operational risk despite cost cuts. Monitor Q2 2026 for Keen Labs scale-up and Harry Kahn contribution; the Blue Cloud share swap closing in Q4 2026 could simplify the structure but adds execution risk. The reverse split and uplisting attempt are binary catalysts.

Key Facts

Revenue declined 9% YoY to $8.2M from $9.0M
Net loss narrowed 4% to $6.7M from $7.0M
Adjusted EBITDA loss narrowed to $2.7M from $3.0M
SG&A reduced 19% to $5.1M; SG&A as % of revenue improved 770 bps to 62%
Keen Labs contributed $1.9M in first-quarter product revenue
Logistics segment grew 23% YoY to $3.1M
Recognized $2.9M in non-cash losses on divestitures of Air Temp Service Co. and Green Energy Gains
Cash and cash equivalents $2.5M at quarter end
Subsequent to quarter end: closed Harry Kahn Associates acquisition, signed Blue Cloud India Share Swap (implied value ~$39.6M), effected 1-for-32 reverse stock split
No consensus estimates provided; no guidance issued

Financial Impact

Revenue decline of $0.8M YoY; net loss improvement of $0.3M; cash position $2.5M

revenuenet lossadjusted EBITDAcash

Risk Factors

Revenue decline of 9% YoY from legacy business exits
Negative operating cash flow and thin cash balance ($2.5M)
Dependence on Keen Labs ramp and Harry Kahn integration for growth
Blue Cloud India Share Swap closing uncertain until Q4 2026
Reverse stock split and uplisting attempt may not succeed

Market Snapshot

Exchange

OTC

Sector

Construction - Special Trade Contractors

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001104659-26-067269
Document: tm2615716d1_8k.htm	0001104659-26-067269
Document: 0001104659-26-067269-index-headers.html	0001104659-26-067269
Document: 0001104659-26-067269-index.html	0001104659-26-067269
Document: 0001104659-26-067269.txt	0001104659-26-067269
8-K Data (Synthetic)	0001104659-26-067269

5 reports for CNTM

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for CNTM — sortable, filterable
	Type				Now
May 28, 2026 12d ago	8-K BEARISH ★ 5/10	$5.35 $5.75	▼ −7.48%	▼ −7.52%	$6.93 (−29.53%)
Apr 23, 2026 6w ago	8-K MIXED ★ 5/10	$7.99 $7.08	▼ −11.39%	▼ −12.87%	$6.93 (−13.27%)
Apr 17, 2026 7w ago	8-K NEUTRAL ★ 3/10	$9.00 $7.95	▼ −11.67%	▼ −12.58%	$6.93 (−23.00%)
Apr 17, 2026 7w ago	8-K BULLISH ★ 8/10	$8.48 $7.99	▼ −5.78%	▼ −6.33%	$6.93 (−18.28%)
Apr 7, 2026 9w ago	8-K NEUTRAL ★ 3/10	$6.99 $7.33	▲ +4.97%	▼ −0.36%	$6.93 (−0.80%)

US Market Status

Market Closed — Opens Thu (9h 57m)

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