Sangoma Technologies (SANG) AI Stock Analysis
Sangoma Technologies
(NASDAQ:SANG)
No summary available
Sangoma Technologies (SANG) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $216.10M
- Dividend Yield
- ―
- Average Volume (3M)
- 153.80K
- Price to Earnings (P/E)
- -1.9
- Beta (1Y)
- 0.85
- Revenue Growth
- -14.20%
- EPS Growth
- -1492.46%
- Country
- US
- Employees
- 569
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Software - Infrastructure
Sangoma Technologies Business Overview & Revenue Model
Company Description
Sangoma Technologies Corporation specializes in developing, producing, distributing, and supporting a comprehensive range of voice and data connectivity solutions for software-driven communication applications globally. The company's diverse product...
Sangoma Technologies Earnings Call Summary
The call presented a balanced mix of positive operational and financial fundamentals and notable near-term challenges. Positives include mid-to-high‑teens infrastructure growth, strong cash generation and conversion (80% quarterly / 87% YTD), deleveraging and active capital returns. Negatives include a downward revenue guidance revision, continued commoditization and pricing pressure in the application/UCaaS portfolio, international supply-chain and geopolitical disruptions that reduced non-U.S. revenue and led to gross margin compression, and timing/lumpiness in recognizing revenue from large integrated deals. Management is reallocating investments toward higher-growth infrastructure and AI capabilities and has initiated a Board-led strategic review to unlock value, but short-term visibility remains constrained by deployment timing and macro uncertainties.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Sangoma updated fiscal '26 guidance to $204–205 million of revenue with adjusted EBITDA margin of 15–16%; for Q3 the company reported $51.0M of revenue, $7.5M of adjusted EBITDA (15% of revenue) and a 71% gross margin (down from 74% in Q2). Operationally, Q3 generated $6.0M of net cash from operations (an ~80% conversion of adjusted EBITDA; 87% YTD), free cash flow of $3.6M ($0.11 per diluted share), quarter-end cash of $15.2M and total debt of $32.5M after ~$15.5M of term debt repaid in the first nine months; the company repurchased ~196k shares in Q3 (~271k YTD). Revenue mix remains ~60% applications (low single‑digit decline YTD), ~30% data and voice networking (mid‑teens growth: data ~9% YoY, voice/advanced SIP ~17–19% YoY), MSP ~9% YoY, churn improved to ~0.79%, and management noted international revenue headwinds (down ≈$0.3M Q/Q, $0.66M YoY). The board has launched a structured strategic review while the company reallocates investments (about $2M annualized savings reallocated) toward infrastructure and AI-enabled growth; large integrated deals are typically 3–5 years and deploy over ~6–8 months, which affects near‑term revenue timing.
Sangoma Technologies Peers Comparison
Overall Rating
TSE:EONX57Neutral
TSE:DGX52Neutral
TSE:DND51Neutral
TSE:HAI48Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| TSE:EONX | 57Neutral | CAD 17.26M | -11.48 | 17.24% | ― | ― | ― |
| TSE:DGX | 52Neutral | CAD 265.66M | -4.42 | -25.35% | ― | ― | ― |
| TSE:DND | 51Neutral | CAD 109.54M | -7.80 | -5.58% | ― | -9.57% | 82.23% |
| TSE:HAI | 48Neutral | CAD 99.33M | -127.76 | -0.73% | ― | 11.64% | 42.73% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SANG | Sangoma Technologies | 4.51 | -0.43 | -8.78% | |
| TSE:DGX | Digi Power X Inc. | 3.79 | -4.44 | -53.95% | |
| TSE:DND | Dye & Durham Ltd. | 1.56 | -3.91 | -71.48% | |
| TSE:HAI | Haivision Systems, Inc. | 3.59 | -1.53 | -29.88% | |
| TSE:EONX | Eonx Technologies, Inc. | 0.43 | -0.50 | -53.76% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.