Q4 2025 Freightos Ltd Earnings Call Transcript
Key Points
- Freightos Ltd (CRGO) achieved a 24% revenue growth for the full year 2025, despite a volatile global trade environment.
- The company delivered its 24th consecutive quarter of record transactions, reaching 445,000 bookings, up 27% year over year.
- Freightos Ltd (CRGO) has a strong position in digital air bookings, connecting carriers, shippers, and forwarders on a platform that enhances billions of dollars of global trade flows.
- The company is focused on reaching breakeven adjusted EBITDA by Q4 2026, demonstrating a commitment to profitability and disciplined growth.
- Freightos Ltd (CRGO) is expanding its comprehensive solution suite, including air, ocean, and tendering solutions, which are expected to drive long-term growth.
- Solutions growth was softer than anticipated, with enterprise sales cycles increasing in 2025, affecting near-term revenue growth.
- The company experienced a decline in non-IFRS gross margin in Q4 2025, down to 72.7% from 74.3% in Q4 2024, due to product mix and foreign-exchange effects.
- Adjusted EBITDA was negative $2.7 million in Q4 2025 and negative $11.2 million for the full year, impacted by currency headwinds.
- Revenue guidance for 2026 is lower than expected, with anticipated growth of only 6% to 12%, reflecting challenges in the Solutions segment.
- The transition from a founder-led to a professional CEO-led organization is still in progress, with the company yet to appoint a new CEO.
(audio in progress) A press release with detailed financial results was released earlier today and is available on the investor relations section of our website, freightos.com/investors. My name is Anat Earon-Heilborn, and I'm joined today by Pablo Pinillos, Freightos' CFO and Interim CEO; and Ian Arroyo, Chief Strategy Officer. We are also joined today by Dr. Udo Lange, Chairman of the Board, to share brief remarks. Following the prepared remarks, we'll open the call for questions. We are sharing slides during the call and using video, so we recommend using Zoom on a computer rather than dialing in my phone.
The slides as well as a recording of this earnings call will be available on our website shortly after the call. Please be aware that today's discussion contains forward-looking statements, which are subject to a number of risks and uncertainties. Actual results may differ materially due to various risk factors. Please refer to today's press release and our SEC filings for more information on risk factors and other
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