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Freightos (CRGO) investor relations material

Freightos Sidoti's Year End Virtual Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Sidoti's Year End Virtual Investor Conference summary10 Dec, 2025

Market opportunity and platform overview

  • International freight is a $600B market, with over 90% of bookings still offline, creating inefficiencies and opportunities for digital transformation.

  • The platform connects carriers, forwarders, and shippers, enabling real-time pricing, instant booking, and efficient procurement.

  • Over 1.3 million bookings were processed in 2024, with a run rate of 1.5 million, reflecting rapid adoption and network effects.

  • The platform is embedded in workflows of top global freight companies, with 70% of global capacity represented.

  • The three-sided network is a core competitive advantage, difficult to replicate even with advanced technology.

Business model and monetization

  • Revenue is split between solutions (SaaS/data) and platform (transaction fees), with platform revenue expected to overtake solutions revenue as scale increases.

  • Take rates are improved by adding value-added services like payments, interlines, and documentation.

  • The platform for importers/exporters and forwarders yields double-digit percentage take rates from GBV.

  • Gross margins are improving due to operational efficiencies and infrastructure savings, with SaaS margins higher than platform margins.

  • The company is capital efficient, with no debt, minimal CapEx, and a clean balance sheet.

Financial performance and outlook

  • Revenue has grown steadily since 2020, projected to reach $29.5–$29.6M in 2025.

  • Gross margins have improved to 73–75% (non-IFRS) and 65–69% (IFRS), with further expansion expected.

  • Adjusted EBITDA has improved 8–12 percentage points year-on-year, with profitability targeted for Q4 2025 and break-even in 2026.

  • Transaction volume and GBV are growing 20–30% year-on-year, with revenue growth guidance of 25–30% annually.

  • The company holds $30.6M in cash, expecting to maintain over $20M at break-even.

Plan for platform revenue to exceed solutions
Detail network's defensibility against new entrants
How will you 'double down' on high take rate platform?
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Frequently asked questions

Freightos Limited operates a vendor-neutral booking and payment platform for international freight, facilitating connections among carriers, freight forwarders, and importers/exporters. The company's primary solutions include WebCargo, a platform for carriers and forwarders, and Freightos.com, a digital freight booking and management platform for importers/exporters. Additionally, it offers WebCargo Air for airline rates and eBookings, WebCargo AcceleRate for multimodal rate repositories, and Freightos Terminal for freight market intelligence. The company is headquartered in Jerusalem, Israel, and its shares are listed on the NASDAQ.

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