Core Insights - Algorhythm Holdings, Inc. will showcase its APEX AI SaaS solution at the Link 2026: The Retail Supply Chain Conference, a premier event for retail logistics in the US [1][2] Company Overview - Algorhythm Holdings is a leading AI technology company focused on the development of SemiCab, which addresses supply chain challenges for major retailers and transportation providers globally [5] - SemiCab's AI-enabled Collaborative Transportation Platform optimizes logistics by predicting and managing millions of loads and hundreds of thousands of trucks [5] Industry Context - The U.S. full-truckload market is valued at over $450 billion annually for 2025 and is projected to grow to $535 billion by 2030 [4] - An estimated $150 billion was lost to empty miles in 2025, highlighting inefficiencies in the logistics sector [4] Product Features - SemiCab Apex is designed to integrate seamlessly with existing transportation management systems (TMS) and enhance logistics operations for 3PLs and enterprise shippers [3][7] - The platform allows for the creation of multi-party freight networks, reducing empty miles and unlocking shared efficiencies [7] - Predictive analytics and benchmarking capabilities are included to identify cost savings and improve yield per lane [7]

Core Insights - Algorhythm Holdings, Inc. announced a $1.6 million contract expansion with Hindustan Unilever, Ltd. (HUL), marking a significant increase in business for SemiCab, a subsidiary focused on logistics and distribution [1][2] Group 1: Contract Details - The new contract represents a more than 10x increase in value compared to the previous pilot program [2] - The contract provides SemiCab with strategic geographic synergies in the Southern Corridor of Bangalore, where it holds a dominant market share [2] Group 2: Strategic Implications - The additional volume from HUL is expected to enhance SemiCab's freight network, minimizing empty mileage and improving fleet utilization [2][3] - The CEO of SemiCab emphasized that the contract aligns with their growth strategy for 2026, focusing on improved network optimization and lane density [3] Group 3: Company Overview - Algorhythm Holdings, through SemiCab, utilizes AI technology to address supply chain challenges, enabling collaboration among manufacturers, retailers, and carriers [4] - SemiCab's platform leverages real-time data and predictive optimization models to enhance logistics efficiency, allowing shippers to reduce costs while increasing carrier earnings [4]

Company Performance - Algorhythm Holdings achieved a record annualized revenue run rate (ARR) of $9.7 million in December 2025, marking a 300% increase from $2.5 million ARR at the end of 2024 [1] - The company experienced nearly 300% growth in annualized sales during 2025, expanding its client base and market presence [3] Market Opportunity - Algorhythm's SemiCab platform addresses significant inefficiencies in global logistics, specifically the hundreds of billions of empty truck miles driven annually, which represents a major cost issue in the industry [3] - The total addressable market for SemiCab is substantial, with the Indian National Digital Freight Exchange (NDFE) ecosystem presenting an aggregate contract opportunity of approximately $1.4 billion annually, of which SemiCab has only penetrated just over 1% [5] Client and Contract Expansion - In 2025, SemiCab secured five new contracts with major multinational fast-moving consumer goods companies in India and received seven contract expansions for increased lanes and trip volume [2] - Existing clients in Indian metropolitan regions collectively award over $250 million in annual freight contracts, with SemiCab currently holding $15 million of this amount, representing 6% of the market opportunity [5] Industry Insights - The global truckload transportation industry is estimated to be around $3 trillion annually, with trucks driving empty one out of every three miles, leading to over 400 billion empty miles each year [5] - These inefficiencies result in more than $1 trillion in avoidable freight spending, highlighting a significant opportunity for AI-driven optimization solutions like SemiCab [5]

Core Insights - SemiCab has expanded its Master Services Agreement with Apollo Tyres, which is the second largest tire manufacturer in India, potentially generating up to $2.5 million in annual revenue for SemiCab [1][2]. Company Overview - Algorhythm Holdings, Inc. is a leading AI technology company focused on the development of SemiCab, which addresses supply-chain challenges globally since 2020 [5]. - SemiCab's AI-enabled, cloud-based Collaborative Transportation Platform aims to optimize logistics by reducing service costs and improving delivery accuracy [3]. Partnership Details - The expanded agreement allows SemiCab to provide managed transportation services along 20 densely populated lanes in India, increasing the frequency of loads shipped [2]. - The partnership with Apollo Tyres is expected to drive significant cost efficiencies and performance improvements for both companies [4]. Technology and Innovation - SemiCab's platform enhances visibility in the transportation network through live tracking and real-time collaboration opportunities between shippers and transporters [3]. - The platform integrates with existing Transportation Management Systems (TMS) for automated processes, utilizing AI/ML predictions for optimizing logistics [5].

Core Insights - Algorhythm Holdings, Inc. is experiencing significant growth driven by its AI logistics platform, SemiCab, which has seen a 10x increase in contracted freight volume and successful launch of the Apex SaaS platform [1][9] Financial Achievements - SemiCab's annualized revenue run-rate (ARR) increased by 220% from $2.5 million in January to over $8 million by year-end, with a forward-looking ARR of $15 million based on current contracts and expansions [6][10] Contract Wins and Expansions - In 2025, SemiCab secured five new contracts with major multinational fast-moving consumer goods (FMCG) companies in India and achieved contract expansions ranging from 100% to 600% in trip volume [4][7] - Notable contract expansions include a $6 million deal with Asian Paints, increasing active lanes from 25 to 183, marking the largest contract in SemiCab's history [7][8] Business Highlights - The year 2025 was transformative for Algorhythm, marked by the divestiture of its Singing Machine business and a strategic focus on AI logistics, enhancing its position in the market [5][12] - The company appointed new executives to drive its SaaS strategy and brand development, further solidifying its growth trajectory [12] Outlook for 2026 - Algorhythm is poised for continued growth in 2026, leveraging its expanding customer base and the new Apex SaaS platform to enhance margins and scalability [9][10] - The company anticipates strong revenue growth driven by new enterprise pilots and additional contract expansions with existing customers [9][10]

Core Insights - Algorhythm Holdings, Inc. announced a significant expansion of SemiCab's Master Services Agreement with a major Indian paint manufacturer, marking the largest contract expansion in the company's history with a tenfold increase over the initial pilot program [1][3] Company Overview - Algorhythm Holdings, Inc. is a leading AI technology company focused on the growth of SemiCab, which specializes in logistics and distribution solutions [6] - SemiCab's AI-enabled, cloud-based Collaborative Transportation Platform aims to reduce logistics costs, improve delivery accuracy, and eliminate empty miles, enhancing efficiency and sustainability in the global freight industry [3][6] Contract Expansion Details - The newly expanded agreement has increased the number of committed lanes from 25 to 183, resulting in an additional $5.5 million in annual service revenue for SemiCab [2] - This $6 million expansion is expected to raise SemiCab's annualized revenue run rate (ARR) to over $13 million upon completion [3] CEO Commentary - Ajesh Kapoor, CEO of SemiCab, expressed enthusiasm about the expansion, highlighting the validation of their AI-powered platform and the potential for greater efficiencies and cost savings for customers [4] - Kapoor emphasized the self-reinforcing cycle created by increased freight volume, which enhances network density and reach, leading to improved economics and rapid scaling opportunities [4] Industry Context - This expansion is the fifth major contract growth in India for SemiCab in 2025, indicating a trend of significant growth beyond initial pilot phases [5] - Since 2021, SemiCab has engaged in over a dozen pilot programs in the US and India, generating between $1 million and $2 million in freight services revenue per program [4]

Core Insights - Algorhythm Holdings, Inc. has announced a joint sales and marketing agreement between SemiCab and Provisi.ai to enhance the launch of SemiCab's new Apex SaaS platform targeting U.S.-based 3PLs and enterprise shippers [1][3] Company Overview - Algorhythm Holdings, Inc. is a leading AI technology company focused on the growth of SemiCab, which addresses supply-chain problems globally through its AI-enabled, cloud-based Collaborative Transportation Platform [7] - SemiCab's technology aims to optimize logistics by using real-time data and advanced predictive optimization models to enable fully loaded round trips [7] Partnership Details - Provisi.ai, led by Shane Engle, has a strong track record in executing complex SaaS product launches within the Fortune 500 market, including significant contracts worth up to $100 million annually [2][3] - The partnership is expected to leverage Provisi.ai's access to Fortune 500 clients to promote SemiCab's value proposition, particularly in reducing empty miles and increasing profitability [3][5] Market Potential - The U.S. full-truckload (FTL) total addressable market is approximately $450 billion, presenting a significant opportunity for SemiCab's Apex platform [3] - It is estimated that around $150 billion, or 30-35%, of U.S. annual shipping spend is wasted on empty miles, which SemiCab aims to reduce by 70% through its technology [5] Apex Platform Features - SemiCab Apex extends the company's AI-driven orchestration engine to the U.S. market, enabling enterprise-level supply chains to predict, plan, and profit with precision [4] - The platform allows 3PLs and enterprise shippers to create branded logistics operating systems, integrate with existing systems, and leverage predictive analytics for cost savings and efficiency improvements [6]

Core Insights - SemiCab has significantly expanded its transportation services engagement with Marico, a leading consumer goods company in India, following a successful pilot program [3][5] - The expansion is expected to generate an annualized revenue opportunity of approximately $3 million for SemiCab, marking its fifth multi-million dollar contract in 2025 [2][4] - The partnership aims to enhance Marico's nationwide operations by providing greater service consistency, improved planning accuracy, and reduced transportation costs [3][4] Company Developments - SemiCab's managed transportation services are powered by an AI technology platform that optimizes logistics by reducing empty miles and improving asset utilization [4][6] - The CEO of SemiCab emphasized the growing momentum in their India business, highlighting that each new contract increases network density and drives greater efficiencies [5] - The company has positioned itself as a key managed transportation partner for large enterprises in India, reinforcing its market presence through multiple significant contract wins in 2025 [4][5] Industry Context - Algorhythm Holdings, the parent company of SemiCab, focuses on AI technology to address supply chain challenges globally, enabling collaboration among manufacturers, retailers, distributors, and carriers [6] - SemiCab's AI-enabled platform allows for the optimization of millions of loads and hundreds of thousands of trucks, enhancing the logistics and distribution industry [6]

Core Points - The meeting is the 2025 Annual Meeting of Stockholders for Algorhythm Holdings, Inc. [1] - The agenda includes several proposals for stockholder voting [1] Proposal Summaries - Proposal 1 involves the election of 7 directors [2] - Proposal 2 grants the Board of Directors the authority to amend the Certificate of Incorporation for a reverse stock split within a specified range of 1 for 2 to a maximum of 1 for 10 [2][3] - Proposal 3 seeks approval for the reincorporation of the Company from Delaware to Nevada [3] - Proposal 4 proposes an amendment to the 2022 Equity Incentive Plan to increase the number of shares authorized for issuance to 5 million [3] - Proposal 5 involves the approval of share issuance to Streeterville Capital, LLC, in pre-paid financing transactions that may exceed 20% of the outstanding shares [4] - Proposal 6 is to ratify the selection of M&K CPAs as the independent registered public accounting firm [4]

Financial Data and Key Metrics Changes - The company held its 2025 Annual General Meeting, where various proposals were presented for stockholder approval, including a reverse stock split and amendments to the equity incentive plan [1][2][3] - The preliminary report indicated that all proposals, including the election of directors and the amendment to the equity incentive plan, received majority approval from stockholders [12][13][14][15] Business Line Data and Key Metrics Changes - Specific financial data and performance metrics for individual business lines were not disclosed during the meeting [1][2][3] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed in the meeting [1][2][3] Company Strategy and Development Direction - The company proposed a reverse stock split to potentially enhance its stock price and market perception, with a range of 1-for-2 to a maximum of 1-for-10 [9][13] - The reincorporation from Delaware to Nevada was also approved, which may reflect strategic considerations for regulatory or tax advantages [10][13] Management Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [1][2][3] Other Important Information - The meeting included the election of seven directors, with all nominated candidates receiving affirmative votes [12][13] - The company ratified the selection of M&K CPAs as its independent registered public accounting firm for the fiscal year ending December 31, 2025 [15] Summary of Q&A Session - There were no specific questions or answers documented in the meeting [1][2][3]