Cherry SE Reacts to TI Postponement with Strategic Initiatives

Cherry SE faces potential revenue losses following the German Bundestag's decision to delay the telematics infrastructure (TI) mandate until October 2027. This decision impacts approximately 90,000 healthcare professionals who were initially expected to connect to the TI by January 2026. The company, a key hardware partner in the TI ecosystem, anticipates that this postponement will lead to a revenue shortfall in the millions for the upcoming financial year and immediate impacts in Q4 2025.

In response, Cherry SE has launched measures to counteract this shortfall. The company is capitalizing on existing connections among sectors like pharmacies, accelerating high-margin replacement business, and enhancing software solutions marketing. Cherry SE continues to prioritize end-to-end digitization and usability within the healthcare sector, positioning itself for future growth despite the current setback.