Sangoma Technologies: The Market Is Ignoring A High-Margin Inflection Point [Seeking Alpha]
Sangoma Technologies Corporation - Common Shares (SANG)
Company Research
Source: Seeking Alpha
Post-divestiture, SANG's service revenue dominates, gross margins jumped to 72%, and recurring revenue now comprises nearly 74% of the topline. Management targets 17–19% adj. EBITDA margin for FY26, with net debt reduced to $34M and a robust buyback underway. With organic growth inflecting, SANG trades at 0.6x book, but a re-rating to 1.2x book or $7.90/share is justified. Luis Alvarez/DigitalVision via Getty Images It is a familiar setup for value investors: (i) a company spends years on an aggressive, debt-financed acquisition spree, (ii) the market tires of the complexity and (iii) the stock is left for dead as a broken roll-up. I see Sangoma Technologies ( This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o
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News
- Sangoma Technologies Corp (SANG) Q2 2026 Earnings Call Highlights: Strong MRR Bookings and ... [Yahoo! Finance]Yahoo! Finance
- Sangoma Technologies Q2 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Sangoma Technologies Corporation (SANG) Reports Q2 Loss, Tops Revenue Estimates [Yahoo! Finance]Yahoo! Finance
- Sangoma Technologies Reports Wider Loss, Lower Revenue for Fiscal Second Quarter; Fiscal 2026 Outlook Updated [Yahoo! Finance]Yahoo! Finance
- Sangoma Announces Second Quarter Fiscal 2026 Results [Yahoo! Finance]Yahoo! Finance
SANG
Sec Filings
- 2/4/26 - Form 6-K
- 12/16/25 - Form 6-K
- 11/26/25 - Form 6-K
- SANG's page on the SEC website