Sinch Mergers and Acquisitions Presentation Deck
Deal rationale
SAP Digital
Interconnect
Deal
rationale
Integration
Financials
• Global cloud communications provider with operations in Americas, Europe and Asia Pacific
Programmable Communications (67% of revenue), Carrier Messaging (28%), Enterprise Solutions (5%)
• 18bn business messages and 292bn person-to-person (P2P) messages in 2019
• Around 320 employees with headquarters in San Ramon, California
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• 1,500 enterprise customers, some of the world's most valuable brands, diversifies Sinch customer base
Highly accretive deal, fits Scale and Profitability category
Significantly strengthened US presence, more people also in Asia Pacific and Europe
Very strong operator relationships as trusted vendor to hundreds of carriers
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• Await approval from competition authorities in multiple jurisdictions
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• Combine operations across the USA, Europe, and Asia
• Win synergies through SMS platform integration
Cross- and upsell combined & broadened Sinch+SDI product portfolio
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• Sinch pays an enterprise value of EUR 225m
SAP Digital Interconnect recorded revenues of EUR 340m, gross profit of EUR 94m, and Adj EBITDA
of EUR 15.4m in the 12 months ending March 2020. Revenue growth around 10% in the past two years.
Closing is subject to regulatory approval. Transaction expected to close in H2 2020
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