Freightos Earnings Call Transcripts
Fiscal Year 2026
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Freightos presented its strategy to digitize the $600B global freight market, emphasizing workflow integration, SaaS-driven growth, and expansion into multimodal and contract segments. The company targets break-even by Q4 2026, with strong gross margins and a vision to be the leading digital backbone of global trade.
Fiscal Year 2025
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Revenue grew 24% year-over-year, with record transaction volumes and strong platform expansion. Profitability and cost discipline are top priorities for 2026, targeting Adjusted EBITDA break-even by Q4. Solutions revenue growth lags due to longer sales cycles and market volatility.
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A digital freight platform is rapidly transforming a $600B industry by connecting carriers, forwarders, and shippers, driving strong transaction growth and improving margins. With a capital-efficient model, expanding SaaS and transaction revenues, and a clear path to profitability by 2026, the platform is positioned for durable growth.
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Q3 2025 saw 24% revenue growth and record transaction volumes, with strong gross margin improvement and continued platform expansion. Strategic partnerships and new product launches are driving future growth, though FX headwinds and longer sales cycles are impacting profitability.
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A digital platform is transforming the $600 billion global freight market, moving transactions from offline to online and driving rapid growth in spot market adoption. With strong SaaS and transaction revenue, high margins, and deep integration across the value chain, profitability is targeted for Q4 2026.
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Q2 saw record revenue and transactions, with 31% year-over-year revenue growth and strong platform expansion to 75 carriers. Gross margin improved, adjusted EBITDA loss narrowed, and guidance was raised for transactions and gross booking value, with break-even targeted by end of 2026.
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A leading digital freight platform is driving industry transformation, with strong transaction and revenue growth, high margins, and a clear path to profitability by Q4 2026. Product innovation, data monetization, and AI integration are fueling expansion, while ocean shipping digitalization and small shipper markets present major future opportunities.
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A leading digital platform for international shipping is rapidly scaling, with bookings and revenue growing strongly and high gross margins. Strategic partnerships, robust customer retention, and a clear path to profitability by 2026 underpin confidence in long-term growth, despite industry volatility.
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The company leads digital transformation in global freight, connecting thousands of shippers, forwarders, and carriers through a three-sided marketplace. Revenue and margins are growing, with profitability targeted for Q4 next year and no need for additional capital.
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Record Q1 revenue and transactions were driven by strong platform and solutions growth, with improved margins and robust enterprise wins. Guidance for Q2 and 2025 remains strong despite trade policy volatility, supported by a healthy balance sheet and expanding network effects.
Fiscal Year 2024
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Q4 2024 saw 25% revenue growth and record transaction volumes, driven by strong carrier onboarding and SaaS expansion. Gross margins improved, adjusted EBITDA loss narrowed, and 2025 guidance projects continued top-line growth and progress toward profitability.
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Q3 2024 saw record transaction growth, strong revenue and margin improvements, and successful Shipsta integration. Guidance for Q4 and full year was raised, with a solid cash position supporting the path to profitability by 2026.
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Q2 2024 delivered strong transaction and revenue growth, record gross margins, and improved EBITDA loss. The acquisition of Shipsta expands capabilities in contract freight procurement, with integration expected to drive future growth.