Triumph is raising the stakes in freight tech with the launch of its integrated Pricing and Performance Intelligence solution, a platform that blends rate prediction, carrier scorecarding, and capacity sourcing into a single tool for brokers. Built on the combined data of Greenscreens.ai and Isometric Technologies (ISO), the new system is designed to help brokers quote with confidence and win freight in an unpredictable market. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oc ...

Financial Data and Key Metrics Changes - Sales decreased to $2 million in Q1 2025 from $2.4 million in Q1 2024, primarily due to lower sales of karaoke products, which are seasonal and affected by inflation [14][15] - Gross profit remained stable at $500,000, with gross margin improving from 21% to 25% due to a decrease in returns [15] - Stockholders' equity improved to $3.3 million as of March 31, 2025, from a deficit of $11.6 million at December 31, 2024, after the reclassification of warrant liabilities [19][18] Business Line Data and Key Metrics Changes - The semi cap business in India saw sales grow almost fivefold, doubling the number of clients and serving three of the top ten and five of the top fifty largest consumer packaged goods companies [10][11] - The company has increased its fleet to over 500 trucks and anticipates annualized revenue capacity in India to exceed $20 million [11] Market Data and Key Metrics Changes - The National Digital Freight Exchange (NDFE) represents a significant opportunity with over $1.4 billion in annual freight spend, with an initial addressable market of approximately $400 million identified for optimization [7][36] Company Strategy and Development Direction - The company is prioritizing the semi cap business, particularly in India, for near-term growth, while seeking strategic alternatives for the karaoke business due to ongoing challenges [22][23] - The acquisition of SemiCAD India is viewed as a critical opportunity, leveraging government support and collaboration with major multinational companies to address freight inefficiencies [5][6] Management's Comments on Operating Environment and Future Outlook - Management acknowledges challenges from inflation, trade wars, and supply chain issues affecting the karaoke business, while expressing optimism about growth in the semi cap sector [15][22] - The company expects substantial revenue growth from the semi cap business over the next twelve months as it expands its customer base [15] Other Important Information - The company completed a reverse stock split in February 2025, affecting all reported financial numbers [13] - A one-time noncash charge of $6.5 million was recorded due to changes in the fair value of warrants, impacting stockholders' equity [16][18] Q&A Session Summary Question: Software development needs for SemiCap - Management indicated that the software platform acquired is already commercially secure and does not require significant further investment for development [26][28] Question: Business operations outside India - Management confirmed that the US division of SemiCap was also acquired, with plans to introduce a new business model in the US market soon [29][30] Question: Addressable market size and timing - Management stated that the $400 million addressable market in India could be targeted aggressively within the next two to three years, primarily leveraging existing customers [36][38]

Core Insights - Triumph Financial, Inc. has completed the acquisition of Greenscreens.ai, aiming to enhance transportation intelligence and empower data owners with more control and choice [1][5] - Greenscreens.ai is recognized as a disruptor in the freight technology market, utilizing dynamic pricing infrastructure to improve real-time pricing decisions through high-quality data and machine learning [2][7] Company Strategy - The acquisition is intended to transform pricing strategies within the freight industry, providing an alternative to existing bundled solutions that limit customer choice [3] - Triumph plans to leverage its extensive network data to offer best-in-class intelligence solutions, facilitating transparent rate discovery and optimized RFP bid strategies [3] Leadership and Integration - Dawn Salvucci-Favier, CEO of Greenscreens.ai, has been appointed as President of Triumph's Intelligence segment, tasked with integrating Greenscreens.ai into Triumph's offerings [4] - The integration aims to enhance the delivery of transparent, customizable, and actionable intelligence to customers, meeting the industry's demand for credible alternatives [5] Financial Details - Triumph acquired Greenscreens.ai for a total consideration of $140 million in cash and 256,984 shares of TFIN common stock [5]