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Cancom
Cancom (COK) investor relations material
Cancom Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary2 Feb, 2026
Market position and business focus
Ranked among the top 6 IT service providers in Germany, with a strong focus on the DACH region and a history of over 40 acquisitions to drive growth.
Recent major acquisition of K-Businesscom (now CANCOM Austria) contributes over 30% to revenues and EBITDA, strengthening regional leadership.
Strategic exit from the UK market to concentrate on the large, fragmented DACH IT services market, serving 43,000 SME customers.
Service portfolio and customer base
Offers hardware/software trading, consulting, professional, and managed services, acting as an outsourced IT department for SMEs.
Managed services, including data management in German data centers, provide the highest margins and a unique selling point.
Public sector clients account for 30% of revenues, split between federal (10%) and local (20%) government entities.
Growth drivers and strategic initiatives
Focus areas for growth include AI, digital solutions, IoT, workplace systems, data center/cloud, security, and connectivity.
Partnership with ServiceNow to deliver customized enterprise applications for SMEs, with sales ramping up from 2026.
Customer engagement through roadshows and strong partnerships with major tech vendors (NVIDIA, IBM, Microsoft, Dell, HP, Cisco).
AI impact on CANCOM service delivery
Windows 10 to 11 migration impact on 2026 sales?
Chip shortage: risk or opportunity for CANCOM?
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Next Cancom earnings date
Q4 202526 Mar, 2026
Cancom
Next Cancom earnings date
Q4 202526 Mar, 2026
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Frequently asked questions
CANCOM SE provides information technology (IT) infrastructure and services. The Company offers IT products and services, such as servers, storage systems and software, networking products, computer peripherals, and communication systems. CANCOM performs IT project execution, installation and assembly, implementation of software solutions and application service provisioning, as well as other consulting services. Its product portfolio includes data center products; infrastructure solutions, such as cloud computing; backup solutions and security products; collaboration solutions; marketing tools to provide support to its salesforce; business intelligence tools; and consultancy services. The company's services include cloud and workspace management, enterprise mobility management, data center transformation, application transformation and application development.
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