Freightos Limited Ordinary shares Q4 2025 Earnings Call Summary Moby Intelligence Tue, February 24, 2026 at 1:31 AM GMT+8 3 min read In this article: - CRGO -1.29%
Freightos Limited Ordinary shares Q4 2025 Earnings Call Summary - Moby Strategic Execution and Operational Discipline
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Management is transitioning to a 'solutions-first' model, prioritizing SaaS adoption to create the workflow ownership necessary to drive organic transaction growth.
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Performance in 2025 was characterized by 24% revenue growth, though solutions growth was softer than anticipated due to extended enterprise sales cycles and budget caution.
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The company achieved its 24th consecutive quarter of record transactions, driven largely by increased utilization from existing carriers rather than just new logo acquisitions.
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A leadership transition is underway to shift from a founder-led to a professional CEO-led organization, emphasizing operational discipline over early-stage experimentation.
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Strategic focus is narrowing to high-return projects with clear product-market fit, specifically targeting the integration of air, ocean, and procurement into a single workflow.
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The integration of market intelligence data directly into procurement workflows is intended to reduce friction and increase the strategic relevance of the platform for enterprise shippers.
Path to Profitability and 2026 Outlook
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The company remains committed to reaching adjusted EBITDA breakeven by Q4 2026, driven equally by revenue-based operating leverage and structural cost discipline.
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Revenue guidance for 2026 is set at 6% to 12%, reflecting the impact of slower solutions sales cycles experienced throughout 2025.
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Management expects to end 2026 with a cash balance of approximately $20 million, providing a foundation for self-sustaining growth in 2027.
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Ocean e-bookings are expected to begin in 2026 but are not projected to become a 'meaningful' contributor to transaction volume until 2028.
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The 2026 go-to-market strategy focuses on 'land and expand' within the existing customer base to improve sales productivity and renewal reliability.
Governance and Structural Dynamics
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Founder Zvi Schreiber's decision to step down from the Board was described as unplanned and entirely his own decision following the CEO transition announcement.
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Currency headwinds, specifically a stronger Euro and Israeli Shekel against the U.S. Dollar, continue to mask underlying operational improvements in adjusted EBITDA.
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The Board has established a new Product, AI, and Technology committee to oversee capital allocation and long-term growth drivers.
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Gross margins are expected to remain within the 70% to 80% target range, though subject to fluctuations based on product mix and foreign exchange.
Q&A Session Key Takeaways
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Story Continues Disconnection between transaction growth and revenue guidance-
Management explained that while transactions grow at 20%+, they only represent one-third of total revenue, while the larger solutions segment is lagging due to 2025 sales delays.
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The 'snowball effect' of recurring SaaS revenue means 2026 growth is constrained by the lower booking activity of the previous year.
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The company is narrowing its focus to a specific Ideal Customer Profile (ICP) with higher contract value to ensure better returns on sales investments.
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By embedding modular APIs into existing customer ERP and TMS systems, Freightos aims to lower marginal acquisition costs as they scale.
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Management views Freightos as a disruptor in this space, using an API-driven architecture to integrate AI-enabled automation into freight workflows.
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The goal is to leverage AI for short-term operational efficiency and long-term decision support for shippers and forwarders.
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