Freightos Q2 2025: Contradictions in Growth, AI Integration, and Economic Moat

Freightos' economic moat and competitive advantage, platform revenue sensitivity to trade volumes, digitalization of freight industry, AI adoption and integration, and revenue and growth expectations are the key contradictions discussed in Freightos' latest 2025Q2 earnings call.



Revenue Growth and Platform Performance:
- Freightos reported record revenue of $7.4 million for Q2, marking a 31% year-over-year increase.
- This growth was driven by strong transaction volume growth, with 397,000 transactions in Q2, up 26% year-over-year.

Market Conditions and Tariff Impact:
- The air cargo market remained solid in Q2, with volumes up 3% compared to Q2 last year, despite the US ending the de minimis exemption for low value imports from China.
- Tariff changes drove sharp swings in Transpacific volumes, with rates rising 43% from Q1 but still 11% lower than last year.

Board Changes and Strategic Focus:
- Udo Lange was appointed as Chairman of the Board, bringing over three decades of global logistics leadership.
- This change reflects Freightos' maturing as a public company and a focus on leveraging board expertise for governance and growth.

Platform Expansion and Integration:
- The Freightos platform added notable carriers like China Airlines and Air Europa, reaching 75 carriers in total.
- Significant progress was made in ocean freight digitalization, with a major carrier completing a fully integrated contract and spot booking connection.