Market radar As of May 7, 2026

Where the market
is moving
now

Letter volume, postage hikes, M&A in CCM, investments in document AI. What we keep an eye on so we know where the market actually stands.

  • Letter volume
    9.38 billion items
    −7.7%

    Volume has been shrinking ~5–7 % p. a. for years.

  • Standard letter postage
    0.95 EUR
    +11.8%

    Last increase: 2025-01-01. Approved by the BNetzA.

  • M&A in CCM
    2 Deals · 12 months

    Consolidation across CCM and IDP keeps going.

  • IDP market
    3.22 billion USD
    +33.7% CAGR

    Market size 2025, CAGR consensus forecast.

01

Letter volume vs. postage.

Volume falling, postage rising. Both squeeze the business model, both come from public sources.

8.00 10.00 12.00 14.00 billion items 0.60 0.70 0.80 0.90 1.00 1.10 EUR 2020 2021 2022 2023 2024 2025 2020 Letter volume: 12.37 Standard letter postage: 0.80 2021 Letter volume: 12.20 Standard letter postage: 0.80 2022 Letter volume: 11.93 Standard letter postage: 0.85 2023 Letter volume: 10.92 Standard letter postage: 0.85 2024 Letter volume: 10.16 Standard letter postage: 0.85 2025 Letter volume: 9.38 (forecast) Standard letter postage: 0.95
Line chart: Letter volume and Standard letter postage 2020–2025.
Year Letter volume Standard letter postage
2020 12.37 0.80
2021 12.20 0.80
2022 11.93 0.85
2023 10.92 0.85
2024 10.16 0.85
2025 * 9.38 (forecast) 0.95
Values from 2024 onwards reflect new Postal Act definition (including letters over 1000g). Older values retroactively adjusted by BNetzA. 2025 figure is forecast by postal service providers.
02

Movement in the CCM and IDP sector.

Curated selection of significant deals. Sources linked per deal.

Date Acquirer Target Value Rationale Source
March 2026 Messagepoint Sefas n.b. End-to-End CCM, Praesenz Europa
October 2025 OpenText eDOCS (Verkauf an NetDocuments) 163 Mio. USD Refokussierung auf AI-Information-Management
March 2025 SER Group Klippa (Niederlande) n.b. AI-driven IDP fuer Doxis-Suite
January 2025 Quadient Serensia (Frankreich) n.b. Electronic Invoicing Compliance (EU)
May 2023 OpenText HP CCM Assets (Exstream) 315 Mio. USD Konsolidierung im Enterprise-CCM
03

Investments in document AI.

Funding rounds and market size from public sources.

Market size 2025 3.22 billion USD

Forecast 2034: 43.92 billion USD at +33.7 % CAGR.

Date Company Amount Round Focus
January 2025 KnowledgeLake 65 Mio. USD Growth Investment (Edison Partners) IDP fuer Enterprise
September 2024 DeepOpinion (jetzt Otera) 11 Mio. EUR Series A ML-powered IDP-Plattform
January 2024 Automation Anywhere 200 Mio. USD Late Stage AI-Document-Processing, Automation
2023 Hyperscience 100 Mio. USD Series D IDP fuer unstrukturierte Daten
04

Sources and data status.

Who updates what, and how often. Full transparency.

Letter volume Germany
As of May 7, 2026
As of: May 7, 2026 · annually
Bundesnetzagentur Briefmarktbericht 2024 / Taetigkeitsbericht Post 2024/2025
Standard letter postage
As of May 7, 2026
As of: May 7, 2026 · irregular
Bundesnetzagentur, Deutsche Post DHL Pressemitteilungen
M&A in CCM and IDP sector
As of May 7, 2026
As of: May 7, 2026 · quarterly
Aspire CCS, CMSWire, OpenPR, IDP Industry Roundup
Investments in Document AI / IDP
As of May 7, 2026
As of: May 7, 2026 · quarterly
Industry-Roundups Intelligent Document Processing, OpenPR, Crunchbase