WiseTech Global (WTC) investor relations material

Strategic direction and future plans

• Expanded addressable market and ecosystem through the E2open acquisition, now serving logistics service providers, beneficial cargo owners, and connecting 500,000 enterprises globally.

• Focused on integrating E2open, aligning resources, and targeting $50M in annual run-rate synergies by FY27, with a multi-year integration process.

• Product strategy emphasizes deep innovation, leveraging AI and automation to address industry problems, drive efficiency, and reduce risk across the supply chain.

• Container Transport Optimization (CTO) initiative aims to eliminate inefficiencies in container logistics, with initial implementation at ACFS, global expansion plans, and revenues expected from 1H26.

• Commitment to a product-led, standardized approach, reducing customization and focusing on scalable, integrated solutions for global customers.

Financial guidance and business model evolution

• Launched CargoWise Value Packs, transitioning to a simplified, transactional pricing model that bundles 200+ features, including AI-driven tools, with no seat or hosting fees.

• Over 95% of customers have moved to the new commercial model, with the remaining large customers expected to transition as contracts allow, supporting long-term revenue growth.

• The new model enables cost recovery from end customers, making software cost-neutral for logistics service providers and leveling the playing field for SMEs.

• Revenue growth for FY26 and beyond is expected to be driven by the new commercial model and CTO, with upside potential as large customers transition.

• Community-based pricing ensures all customers pay the same rate, eliminating discounts and increasing transparency.

Technology and product innovation

• Significant investment in AI and automation, with ~$1B in R&D over five years, driving productivity, efficiency, and speed from ideation to market.

• AI-driven automation is expected to reduce labor in logistics service providers by over 50% in the next two to three years, shifting focus to higher-value tasks.

• Agentic AI solutions are live for document ingestion, compliance screening, and customs classification, delivering productivity and accuracy gains.

• CTO leverages advanced optimization algorithms to reduce container transport costs, emissions, and inefficiencies, with a scalable model for global rollout.

• ComplianceWise and BorderWise leverage AI for risk assessment, classification, and compliance, supporting complex regulatory environments.