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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): February 19, 2026

 

ConnectM Technology Solutions, Inc.

(Exact name of registrant as specified in its charter)

 

Delaware   001-41389   87-2898342
(State or other jurisdiction
of incorporation)		   (Commission
File Number)		   (IRS Employer
Identification No.)

 

2 Mount Royal Avenue, Suite 550
Marlborough, Massachusetts		   01752
(Address of principal executive offices)   (Zip Code)

 

Registrant’s telephone number, including area code: (617) 395-1333

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading
Symbol(s)		   Name of each exchange on which registered
N/A   N/A   N/A

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b- 2 of this chapter).

 

Emerging growth company x

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

Item 7.01. Regulation FD Disclosure.

 

On February 19, 2026, ConnectM Technology Solutions, Inc., (the “Company”) presented information about the Company to various investors and attendees at the OTC Markets 2026 AI & Technology Virtual Conference. An investor presentation (the “Presentation”) was presented containing information related to the Company’s business and financials.

 

The Presentation is furnished herewith as Exhibit 99.1 and is incorporated by reference herein. The information contained in the press release is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that Section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

 

Item 9.01. Financial Statements and Exhibits.

 

(d) Exhibits.

 

Exhibit
No.		   Description
     
99.1   Investor Presentation presented by the registrant at the OTC Markets AI & Technology Virtual Conference on February 19, 2026.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Dated: February 19, 2026

 

ConnectM Technology Solutions, Inc.
   
By: /s/ Bhaskar Panigrahi  
Name: Bhaskar Panigrahi  
Title: Chief Executive Officer  

 

 

 
Exhibit 99.1

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Driving a Faster, Smarter Shift Toward a Modern Energy Economy Company Presentation February 2026 OTCQX: CNTM

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This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements are based on current expectations, estimates, and projections about the industry and markets in which ConnectM Technology Solutions, Inc. (“ConnectM” or the “Company”) operates, as well as management’s beliefs and assumptions. Words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “will,” “should,” “potential,” and similar expressions are intended to identify such forward-looking statements. Forward-looking statements in this presentation include, but are not limited to, statements regarding the Company’s future financial performance, growth strategy, market opportunity, product development, regulatory outlook, proposed uplisting to a national securities exchange, and potential acquisitions or other strategic transactions. These statements are not guarantees of future performance and involve risks, uncertainties, and assumptions that are difficult to predict. Actual results may differ materially from those expressed or implied by these forward-looking statements due to various factors, including, but not limited to, risks described in the Company’s filings with the U.S. Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Except as required by law, ConnectM undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Non-GAAP Financial Measures Driving a Faster, Smarter Shift Toward a Modern Energy Economy Safe Harbor Statement This presentation may include certain non-GAAP financial measures. These measures should be considered in addition to, but not as a substitute for, financial information prepared in accordance with U.S. GAAP. Reconciliations of non-GAAP measures to the most directly comparable GAAP measures are available in the Company’s SEC filings. 2

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3 ConnectM is a constellation of modern energy economy themed companies Keen Labs, our wholly owned sub, contains the Company’s software platforms, AI models, and tech products ConnectM operates as a tech-enabled services firm powered by Keen Labs tech Driving a Faster, Smarter Shift Toward a Modern Energy Economy Who Are We?

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4 Driving a Faster, Smarter Shift Toward a Modern Energy Economy Experienced Management Team Bhaskar Panigrahi Chairman & CEO Nayeem Hussain President Corporate Development Bala Padmakumar Vice-Chairman & Office of Technology Girish Subramanya CTO & Managing Director, India Ryan Fant EVP, Head of Global Ops Mahesh Choudhury SVP, Finance & Compliance Kevin Stateham SVP, Business Development John Pitcavage President of Home & Building Electrification Tom Judge SVP, Business Development

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16 2025 Fact Sheet Year Founded 2019 Headquarters Marlborough, MA 165 2025E Revenue $35M Granted Patents Held by management & trusted institutional holders 70%+ 5 12 Driving a Faster, Smarter Shift Toward a Modern Energy Economy

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Driving a Faster, Smarter Shift Toward a Modern Energy Economy Valuable & Proven AI & Tech Platforms 6 AI-Powered VPP & Battery Platform (Owned Service Network) • Network of service providers who install AI-powered climate and solar + battery systems for 35K+ residential, commercial and industrial users. • B2B in a $2T+ market Smart Mobility Platform • Visual displays, connectivity, and backend software for mobility OEMs like Motovolt, Volvo, and Ashok Leyland. Primarily India-based revenue. • IIoT + SaaS in a $60B+ market Last-Mile Smart Logistics Platform • Fleet optimization, route intelligence, and a comprehensive fleet management dashboard for last mile delivery providers. • Pure software solution in a $165B+ market

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Our businesses collect 30GB+ of data daily, serve 35K+ homes, and process 17K+ last mile deliveries per month Driving a Faster, Smarter Shift Toward a Modern Energy Economy 7 Owned & Managed HVAC Service Networks Smart Logistics Solar footprint Smart Transportation

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Our platform transforms connected HVAC and solar systems into grid-interactive Virtual Power Plants—enabling energy optimization, demand response, & recurring value for partners Home & Building Electrification Smart hardware Connectivity Module VPP Software Platform Driving a Faster, Smarter Shift Toward a Modern Energy Economy 8

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Battery Technology Portfolio Two complementary platforms addressing high-power and long-duration energy storage markets Hi-C Hybrid Energy Storage High-Power | Mission-Critical Delivers kilowatts to megawatts in milliseconds across tens of thousands of cycles. Built for environments where fast, reliable power is non-negotiable. Millisecond Response 10,000+ Cycles 12V to Megawatts Target Markets Data Centers & Critical Infrastructure Warehouse & Industrial Equipment Hi-E Energy Storage Long-Duration | Residential & Commercial LiFePO₄-based long-duration storage for homes and light commercial buildings. Grid backup, load leveling, and VPP participation in a $100B+ distributed energy market. Grid Backup Load Leveling VPP Ready Key Benefits Scalable Modules for Residential & Commercial Integrates with Keen Heat Pump Ecosystem Driving a Faster, Smarter Shift Toward a Modern Energy Economy 9

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Case Study – Virtual Power Plant Platform Solar, home battery, and AI-powered heat pump installations give us unique insights for our VPP Platform Driving a Faster, Smarter Shift Toward a Modern Energy Economy 10 Our VPP platform drives multiple sales and data collection opportunities • HVAC service providers sell our Keen Heat Pump ($15K job); it has AI built-in and is the most efficient cold-weather heat pump on the market o Cross-sell solar and battery installs for complete home VPP solution ($75K job) • Solar installers upsell home battery add-ons o Cross-sell Keen Heat Pump for complete home VPP solution • Our VPP platform collects data (training our AI models) and serves as a vehicle for future products and services

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11 Our IIoT hardware embeds OEM customers within our connected operations ecosystem—driving data continuity, platform stickiness, and recurring value White labeled hardware Connectivity Module Connected Ops Platform Smart Mobility Driving a Faster, Smarter Shift Toward a Modern Energy Economy 11

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Expanding Enterprise Customer Base 20+ OEM and Enterprise customers $500M+ customer funnel/pipeline Expansion to infrastructure providers Driving a Faster, Smarter Shift Toward a Modern Energy Economy 12

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- 13 Driving a Faster, Smarter Shift Toward a Modern Energy Economy Smart Logistics Last-Mile Delivery Longstanding B2B customers like Tire Rack Uber + FedEx functionality; 20% transaction fee $1M/month revenue, profitable, and growing U.S. footprint 13

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Customer: Tire Rack | Delivery Circle Platform | Last-Mile Tire Distribution Challenge Tire Rack needed to move high-volume, bulky tire shipments from distribution centers directly to installers and dealers with same-day speed — without relying on traditional parcel carriers. Solution • Built a virtual dedicated delivery network using regional carriers and independent partners • Deployed real-time dispatch, routing, tracking, and proof of delivery via Delivery Circle • Scaled capacity dynamically to match high-volume demand at lower last-mile cost Result Tire Rack shifted from traditional parcel shipping to a fully managed, technology-driven delivery network — improving speed, delivery flexibility, and unit economics. Smart Logistics Case Study Driving a Faster, Smarter Shift Toward a Modern Energy Economy 14

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Driving a Faster, Smarter Shift Toward a Modern Energy Economy Keen Labs’ data platform integrates data from our focus areas to enable new high margin products and services 15 Data/AI Flywheel More Data Better AI models More Customer Value Increased Adoption 130K+ connected assets today 30GBs of data collected daily Remote asset management AI-driven insights/value

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Keen Labs AI: From Data to Value Proprietary models trained on 30GB+ of daily field data from 130K+ connected assets NEAR-TERM deploying with current data Demand Forecasting & Load Shaping Predict building-level energy demand 15 min –24 hours ahead using HVAC runtime, weather, and occupancy data. Core of VPP dispatch. Predictive Maintenance & Equipment Health Flag compressor and motor degradation before failure. Reduce truck rolls, improve warranty economics, enable proactive service dispatch. Cross-Sell Propensity Modeling Identify heat pump customers most likely to convert to solar + battery bundles. Improve VPP attach rate without added CAC. MEDIUM-TERM at scale, 12–24 months Automated Grid Bidding (”Autobidder”) Real-time algorithmic optimization of dispatch, curtailment, and price-signal response across distributed HVAC, storage, and solar assets. Building Energy Benchmarking & Scoring Score home energy efficiency vs. peers using 35K+ home & building dataset. Valuable to utilities, insurers, and real estate platforms. Battery Fleet Intelligence Predict degradation and optimize cycling for Hi-C and Hi-E deployments. Licensable data product for OEMs and fleet operators. Driving a Faster, Smarter Shift Toward a Modern Energy Economy 16

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1 Pricing risk with better actuarial data 2 3 Cybersecurity of connected physical assets (vehicles, drones, robots, HVAC) Utility computing & next-gen VPPs Keen Labs Future Data Monetization Pathways Three Additional Areas of Potential Data Monetization: 17

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ConnectM Revenue & Gross Profit (2021-2025E) Driving a Faster, Smarter Shift Toward a Modern Energy Economy ~85% CAGR (2021–2025E) with gross profit expanding 17x—demonstrating scalability & improving margins 18 0 5 10 15 20 25 30 Amount ($M) 2021 Year Gross Profit ($M) COGS ($M) 35 Revenue ($M) 2022 2023 2024 2025E

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Summary Balance Sheet & Capitalization Table Driving a Faster, Smarter Shift Toward a Modern Energy Economy 19 As of September 30, 2025 Pro-Forma 1 as of 1/31/2026 Cash $2,213,219 $2,653,562 Total Assets $22,086,422 $40,429,911 Total Debt $8,702,341 $9,469,913 Total Liabilities $33,839,038 $30,932,056 Total Stockholders’ Equity (Deficit) $(11,752,616) $10,105,085 Pro-Forma as of 1/31/2026 Shares Outstanding 168,530,345 Options (WAEP: $0.50) 2,300,012 Warrants (WAEP: $11.50) 12,989,990 Common Stock Issuable upon Conversion of Convertible Notes 19,484,478 Fully Diluted Shares Outstanding 203,304,825 1. Pro forma adjustments give effect to (i) the conversion of certain convertible debt into common stock, (ii) the acquisition of Geo Impex LLC, and (iii) the Company’s minority equity investment in Sun Solar LLC.

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Selected public companies across ConnectM’s three focus areas: Energy/VPP, Smart Mobility/IIoT, and Smart Logistics Company Ticker Segment Relevance Revenue (TTM) Gross Margin EV / Revenue Enphase Energy ENPH Solar microinverters, battery, home energy $1.5B ~46% 3.0x Fluence Energy FLNC Energy storage, software, grid services $2.3B ~13% 1.2x Generac Holdings GNRC Home energy, generators, battery/VPP $4.4B ~39% 2.3x Samsara IOT IoT, connected ops, fleet telematics $1.5B ~77% 12.5x Descartes Systems DSGX Logistics tech, routing, last-mile SaaS $704M ~77% 10.0x Source: Public filings, Yahoo Finance, MacroTrends. Data as of February 2026. TTM = trailing twelve months. EV/Revenue based on enterprise value and TTM revenue. Comps shown for illustrative positioning purposes; ConnectM operates at a different scale and stage than these companies. GNRC and FLNC fiscal years end in different months. Public Comps Driving a Faster, Smarter Shift Toward a Modern Energy Economy 20

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ConnectM + Keen Labs Key Takeaways 21 Keen Labs utilizes ConnectM’s exclusive distribution network to expand its innovation platform Operational efficiency is driven by measured SG&A control and scalable unit economics Well-positioned to build operating leverage and grow within robotics, AI data centers, and advanced energy storage applications Driving a Faster, Smarter Shift Toward a Modern Energy Economy

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February 2026 OTCQX: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Thank You!