The financial stakes are real. Slower billing means slower cash flow, and incomplete documentation delays factoring. There is also a hidden financing cost that compounds with every billing delay. Carriers pay for fuel, payroll, insurance, and equipment long before payment arrives. When billing stalls, capital remains tied up—or must be borrowed—creating interest carry that increases with each passing day. At scale, even modest delays erode margin. On the back end, disputes and rebills strain customer relati ...

HONG KONG, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Reitar Logtech Holdings Limited (NASDAQ: RITR) (“Reitar” or the “Company”), a market leader in Hong Kong’s smart logistics and automated warehousing sector, today announced that it has entered into a non-binding Memorandum of Understanding (the “MOU”) with Equator Capital Management SPC (“Equator Capital”), acting for and on behalf of the Segregated Portfolio “Equator Private Equity Fund SP,” a segregated portfolio company incorporated in the Cayman Islands (the ...

Management is transitioning to a 'solutions-first' model, prioritizing SaaS adoption to create the workflow ownership necessary to drive organic transaction growth. 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. The company achieved its 24th consecutive quarter of record transactions, driven largely by increased utilization from existing carriers rather than just new logo acqui ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $7.4 million, up 12% year-over-year, while full year revenue reached $29.5 million, up 24% year-over-year [23][24] - Gross booking value (GBV) for Q4 was $357 million, up 27% year-over-year, indicating strong transaction growth [11] - Non-IFRS gross margin for Q4 was 72.7%, down from 74.3% in Q4 2024, while the full year gross margin was 73.7%, up 130 basis points compared to 2024 [24] Business Line Data and Key Metrics Changes - Platform revenue grew 13% in Q4 and 18% for the full year, while solutions revenue increased by 12% in Q4 and 27% for the full year [23][24] - The active carrier network remained at a record of 77 carriers, unchanged from Q3 and up from 67 in Q4 2024 [10] Market Data and Key Metrics Changes - Transactions and gross booking value (GBV) continued to grow at about 20%, while revenue guidance for 2026 is projected at 6%-12% [50] - The company is experiencing longer sales cycles due to market volatility, which has affected near-term solutions revenue growth [25][51] Company Strategy and Development Direction - The company is prioritizing profitability and disciplined growth, aiming to reach break-even by the end of 2026 [4][6] - A solutions-first strategy is being adopted, focusing on deeper integration and workflow ownership across air, ocean, and procurement [17][21] - The company plans to strengthen its comprehensive solution suite while driving transaction growth across the platform [6][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving break-even Adjusted EBITDA by Q4 2026, driven by operational discipline and cost efficiency [26][48] - The board believes there is a significant long-term opportunity to digitalize and modernize global freight, with a focus on enhancing governance and leadership [5][7] Other Important Information - The company closed the quarter with $27.9 million in cash and short-term bank deposits, slightly better than expectations [24] - The transition from a founder-led to a professional CEO-led organization is progressing, with a new CEO expected to be appointed before the next earnings release [6] Q&A Session Questions and Answers Question: Has there been a fundamental change in the go-to-market strategy compared to a year ago? - The go-to-market change is not drastic but focuses on being customer-led and prioritizing projects with better returns [30][31] Question: Any changes on the headcount side or operational changes to pursue a more selective strategy? - The focus will be on higher-value targets and overall execution improvements in the go-to-market strategy [32] Question: What is driving the gap between transaction growth and revenue guidance for 2026? - The gap is due to the solutions revenue being affected by market volatility and longer sales cycles, which has delayed new bookings [50][51] Question: Are you still comfortable with the likelihood of achieving EBITDA breakeven in 2026? - The company remains focused on cost discipline and operational efficiency to achieve Adjusted EBITDA breakeven by Q4 2026 [48] Question: Can you elaborate on the decision of Dr. Schreiber to step down from the board? - The decision was not planned and was made by Dr. Schreiber; the board remains strong and aligned on the company's strategy [52]

Highlights Continued Fleet Rocket Adoption and Value of Fr8Tech’s Integrated Solution SetHOUSTON, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Freight Technologies, Inc. (Nasdaq: FRGT) (“Fr8Tech” or the “Company”), a leading AI-powered logistics technology company, announced today that it has entered into a two-year agreement with Marksman XBF Holding Group SAPI de CV (“Marksman”), a cross-border freight agency, to license Fleet Rocket, the Company’s Transportation Management System (“TMS”) software platform. Marksman ...

Core Insights - Gather AI has raised $40 million in Series B financing, bringing total funding to approximately $74 million, aimed at accelerating the deployment of its "Physical Intelligence Platform" for logistics [1] - The platform utilizes computer vision and machine learning to provide real-time visibility into warehouse operations, addressing inefficiencies in traditional warehouse management systems [2][3] Company Overview - Gather AI focuses on the physical world, capturing data from existing cameras, drones, and mobile equipment to improve inventory accuracy and operational efficiency [2] - The company has seen a significant increase in customer adoption, with bookings rising by 250% and deployments expanding among major logistics providers and retailers [4] Industry Impact - The traditional reliance on human inputs and scheduled counts in warehouse management has led to costly inaccuracies, which Gather AI aims to eliminate through continuous verification [3] - The shift from reactive to proactive management in supply chains is emphasized as a transformative aspect of Gather AI's platform, allowing customers to prevent issues before they escalate [5] Investor Perspective - Investors view Gather AI's "physical AI" as a foundational infrastructure for modern logistics networks, with the potential to redefine how physical operations are measured and managed [6] - The belief is that Gather AI will become the system of record for warehouses, factories, and yards, enhancing operational intelligence across the supply chain [6]

Core Insights - Descartes Systems Group is showcasing its latest technology innovations focused on AI and advanced automation at Manifest 2026, emphasizing the importance of intelligent, secure, and resilient operations in complex supply chain environments [1][2] Technology Innovations - The company highlights the necessity for supply chain participants to access clean, formatted, real-time data from trusted sources to enhance operational efficiency [2] - Innovations include AI-driven global trade intelligence, automation of customs and security filings, and advanced compliance capabilities to mitigate risks [4] - AI enhancements in transportation management aim to increase accuracy and responsiveness, including automated driver engagement and proactive risk identification [4] Applications and Benefits - Descartes' solutions are designed to support logistics operations with greater confidence and competitive advantage, leveraging its Global Logistics Network [2][4] - AI-driven technologies are expected to improve service reliability, streamline workflows, and enhance customer service in logistics operations [4]

Core Insights - ShipTime Canada Inc. has acquired an 80% ownership stake in Warehowz, Inc., enhancing its logistics capabilities and supporting enterprise-level shippers [1][3] - The acquisition aligns with ShipTime's long-term vision to expand its market presence in North America and invest in intelligent logistics technologies [3][7] Company Overview - ShipTime is a logistics technology platform that provides advanced shipping solutions, aiming to help businesses lower costs and improve delivery reliability [10] - Warehowz is a North American on-demand warehousing and fulfillment marketplace, offering flexible storage and fulfillment options through a network of over 2,500 warehouses [2][11] Strategic Benefits - The integration of Warehowz into ShipTime's ecosystem allows for improved inventory management, faster delivery, and greater control and visibility across the supply chain [2][4] - The acquisition strengthens ShipTime's existing courier network, which includes major players like FedEx, UPS, and DHL, enhancing its service offerings [4][5] Growth Strategy - ShipTime's recent introduction of its platform to U.S. merchants is expected to accelerate growth in the eCommerce and enterprise shipping markets [7] - The combined warehousing, fulfillment, and shipping tools will provide end-to-end logistics solutions, supporting scalability during peak seasons and improving operational flexibility [8][9]

Group 1 - Full Truck Alliance Co. Ltd. (NYSE:YMM) is rated as one of the best tech stocks under $10, with an Overweight rating from Morgan Stanley and a price target of $14 [1] - The analyst projects a sustained 30% year-over-year growth in YMM's transaction commission revenue by 2026, alongside an order volume growth of 13-17% [1] - The company approved a $400 million capital return plan for fiscal year 2026, which includes dividends and share repurchases, returning 50% of its non-GAAP adjusted net income from the previous fiscal year [2] Group 2 - JPMorgan downgraded YMM's stock from Neutral to Underweight on January 13, lowering the price target from $11.00 to $8.00, citing a lack of growth or margin improvement despite international expansion efforts [3] - Full Truck Alliance operates mobile and website platforms that connect shippers and truckers, facilitating shipments across various distance ranges, cargo weights, and types [3]

Core Insights - Freight Technologies, Inc. has launched Zayren Pro, an advanced version of its AI-driven predictive pricing and matching platform, aimed at enhancing subscription-based SaaS revenue [1] - The new platform transitions the company's AI strategy from market visibility to actionable procurement execution, featuring advanced AI capabilities and a proprietary carrier portal [2] - Zayren Pro allows enterprise shippers and brokers to autonomously shortlist carriers and benchmark costs, effectively closing the loop between pricing and booking [3] Product Features - Zayren Pro represents a commercial maturation of the company's AI roadmap, monetizing rate predictions and providing tools for execution [4] - Key features include a premium SaaS model with unlimited AI agent usage, a proprietary carrier portal for self-onboarding, and smart procurement shortlists created by AI algorithms [6] - Direct execution tools enhance connectivity, allowing shippers to convert AI rate predictions into confirmed bookings instantly [6] Company Overview - Freight Technologies offers a diverse portfolio of AI and machine learning-powered solutions to optimize supply chain processes, including platforms for cross-border shipping, less-than-truckload shipping, and ocean freight management [5] - The interconnected product suite aims to improve matching and operational efficiency through innovative technologies such as live pricing and real-time tracking [5]