Professional
Added to YB: 2026-04-20
Pitch date: 2026-04-16
SINCH.ST [bearish]
Sinch AB (publ)
-0.4%
current return
Author Info
Grizzly Research produces differentiated research insights on publicly traded companies through in-depth due diligence. Sign up for the newsletter.
Company Info
Sinch AB (publ), together with its subsidiaries, provides cloud communications services and solutions for enterprises and mobile operators.
Market Cap
SEK 18.1B
Pitch Price
SEK 27.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.80
P/E
94.81
EV/Sales
0.89
Sector
Software
Category
special_situation
We Identified Sinch AB as the Leading Enabler of Scam and Robocalls Amid Rising Regulatory Pressure
SINCH.ST (short): Grizzly Research identifies Sinch as largest enabler of scam/robocalls via Inteliquent (acquired for $1.14B in 2021). AG task force found Inteliquent responsible for ~45% of US robocalls. Regulatory scrutiny mounting; Dec 2025 AG notice cites billions in fraudulent calls routed through network. Compliance team inadequate vs peers (20 employees vs Twilio's 149). Scam losses rising to $16B annually in US. Material regulatory/financial risk underappreciated by market.
Read full article (17 min)