WiseTech Global (WTC) Investor Day 2025 summary

Strategic vision and transformation

• Expanded from freight forwarding and customs to a full end-to-end global supply chain platform, integrating planning, procurement, transportation, and execution.

• Acquisition and integration of E2open significantly increased the total addressable market, connecting to 500,000 enterprises and major ocean carriers, and enhancing product breadth.

• Product strategy is organized under clear pillars to drive integration, scalability, and discipline for future growth, with a focus on solving industry problems competitors cannot.

• Emphasis on innovation, challenging legacy thinking, and self-disruption to deliver industry-wide efficiencies, supported by ~$1B in R&D over five years.

• Board renewal and leadership succession are ongoing priorities, with new independent directors and a focus on governance and global perspectives.

New commercial model and CargoWise Value Packs

• Launched CargoWise Value Packs, simplifying billing from 150-200 line items to a handful, bundling 200+ features (including 100+ new ones) into a single transactional fee.

• Pricing is now community-based, eliminating discounts and standardizing costs for all customers, enabling SMEs to compete with larger players.

• Over 95% of customers transitioned to the new model, with cost recovery mechanisms allowing charges to be passed directly to importers/exporters.

• The new model removes seat and hosting fees, reduces overhead, and aligns charges with value delivered, typically representing less than 0.1% of landed goods cost.

• The model aims to deepen penetration in existing customers, expand into new segments, and drive value capture, especially for AI-driven services.

AI and automation advancements

• Deployed agentic AI across workflows, including document ingestion, compliance screening, and customs classification, achieving up to 90% accuracy in pilots.

• AI-driven features are embedded in CargoWise Value Packs, with ongoing rollout of new agents to automate logistics tasks and lower labor costs.

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

• AI Management Engine provides scalable problem detection, exception management, and automated resolution, deeply embedded in CargoWise.

• Internal productivity gains realized through AI-powered development tools and multilingual chatbots, freeing up staff for higher-impact work.