ConnectM Technology Solutions Inc. · OTC:CNTM
ConnectM Technology Solutions — Think Equity Conference 2025
17 slides from ConnectM Technology Solutions's conference presentation, Oct 30, 2025
Slide 1: Driving a Faster, Smarter Shift Toward a Modern Energy Economy
OTC: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Think Equity Conference Company Presentation October 30, 2025
Slide 2: Safe Harbor Statement Non-GAAP Financial Measures
Safe Harbor Statement Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning This presentation may include certain non-GAAP financial measures. of the Private Securities Litigation Reform Act of 1995 and other federal These measures should be considered
Slide 3: Who Are We?
Who Are We? ConnectM is a constellation of modern energy economy themed companies Keen Labs, our wholly owned sub, contains the Company’s software platforms, AI models, and tech products ConnectM operates as a tech-enabled services firm powered by Keen Labs tech Driving a Faster, Smarter Shift Towar
Slide 4: Experienced Management Team
Experienced Management Team Bhaskar Panigrahi Nayeem Hussain Bala Padmakumar Girish Subramanya Ryan Fant Chairman & CEO President Vice-Chairman & Office CTO & Managing EVP, Head of Global Ops Corporate Development of Technology Director, India Mahesh Choudhury Kevin Stateham John Pitcavage Tom Judge
Slide 5: Fact Sheet
Fact Sheet Year Founded Headquarters Employee Count 2019 Marlborough, MA 165 Annual revenue Granted Patents Held by management & trusted institutional run rate holders $36M 12 75% 16 05
Slide 6: Focus Areas in Massive & Growing Markets
Focus Areas in Massive & Growing Markets Virtual Power Plants Smart Mobility Smart Logistics B2B in a $2T market Pure software solution in Connectivity + SaaS in B2B2C in a $2T market a $60B market a $165B+ market AI Powered Heat Pump Micro-mobility + e-Buses Uber + FedEx Cross-selling platform High
Slide 7: Valuable & Proven Tech Platforms
Valuable & Proven Tech Platforms AI-Powered VPP Platform Smart climate systems with world-leading efficiency for residential, commercial and industrial applications. The foundation for AI-powered VPPs for homes and buildings. Smart Mobility Platform Visual displays, connectivity, and backend softwar
Slide 8: VPP for Homes and Buildings
VPP for Homes and Buildings White labeled hardware Connectivity Module Software Platform Our platform transforms connected HVAC assets into grid-interactive Virtual Power Plants—enabling energy optimization, demand response, 8
Slide 9: Smart Mobility
Smart Mobility White labeled hardware Connectivity Module Software Platform Our hardware embeds OEM customers within our connected operations ecosystem—driving data continuity, platform 9 stickiness, and recurring value.
Slide 10: Smart Logistics
Smart Logistics Last-Mile Delivery Pure software solution in a $165B+ market Uber + FedEx functionality 20% Transaction Fee - $1M/month and growing U.S. footprint 10 Accelerating the Transition to an All-Electric Future≈
Slide 11: Keen Lab's data platform network flywheel
Keen Lab's data platform integrates data from our focus Network Flywheel areas to enable new high margin products and services Increased Adoption More Data 120K+ electrified assets today 30GBs of data collected daily More Remote asset management Customer Value Better AI models AI-driven insights/val
Slide 12: Keen Labs Future Data Monetization Pathways
Three Key Areas of Potential Data Monetization: 1 Pricing risk with better actuarial data Keen Labs Future Cybersecurity of connected physical 2 Data Monetization assets (vehicles, drones, robots, HVAC) Pathways 3 Utility computing & next-gen VPPs 12
Slide 13: Expanding Enterprise Customer Base
Expanding Enterprise Customer Base 42 OEM and Enterprise customers $2 Billion+ customer funnel/pipeline Expansion to infrastructure providers Driving a Faster, Smarter Shift Toward a Modern Energy Economy 13
Slide 14: ConnectM Revenue & Gross Profit (2021-2025E)
ConnectM Revenue & Gross Profit (2021-2025E) ~85% CAGR (2021–2025E) with gross profit expanding 17×—demonstrating scalability & improving margins. 35 30 Amount ($M) 25 20 15 10 Revenue ($M) 5 COGS ($M) 0 Gross Profit ($M) 2021 2022 2023 2024 2025E Year Driving a Faster, Smarter Shift Toward a Modern
Slide 15: Keen Labs Typecast Financial Trends (2023-2025E)
Keen Labs Typecast Financial Trends (2023-2025E) Strong multi-year growth trajectory with ~80% CAGR and clear path to profitability -10 20 0 EBITDA Margin (%) 17.5 -10 Revenue ($M) 15 12.5 -20 10.0 -30 7.5 -40 5.0 2.5 -50 Revenue ($M) 0.0 -60 EBITDA Margin (%) 2023 2024 2025 Year Driving a Faster, S
Slide 16: ConnectM + Keen Labs Key Takeaways
ConnectM + Keen Labs Key Takeaways Keen Labs utilizes ConnectM’s exclusive distribution network to expand its innovation platform Operational efficiency is driven by measured SG&A control and scalable unit economics Well-positioned to grow within robotics, AI data centers, and advanced energy storag
Slide 17: Thank You!
OTC: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Thank You! October 30, 2025
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