project44 Posts Strong Q1 FY27 ARR Growth as AI Strategy, Autopilot and LunaPath Deal Advance Agentic Supply Chain Vision

New updates have been reported about project44.

project44 reported Q1 FY27 results showing 34% year-over-year growth in new annual recurring revenue, reaching 109% of plan and underscoring strong commercial execution. Multi-year contracts contributed 67% of new ARR, while shipper ARR rose 52% and shipper net revenue retention improved by roughly 300 basis points quarter over quarter, signaling deeper adoption of project44’s platform across customer operations.

Management positioned the quarter as an inflection point in AI deployment at scale, highlighted by the launch of an AI agent portfolio targeting high-impact shipper workflows such as freight procurement, exception and disruption management, slot booking, network operations, and carrier onboarding. The company also rolled out Autopilot, a no-code orchestration layer that lets supply chain teams define when and how agents run without engineering support, and acquired LunaPath.ai to enhance multi-step workflow orchestration, collectively moving project44 toward an agentic supply chain operating system.

Early customer results from the AI portfolio include a 4% reduction in freight spend, a 70% cut in manual coordination, sourcing cycles up to 75% faster, and disruption-related costs reduced by up to 40%, with agent-driven interactions growing 60-fold and millions of carrier communications already automated. To support these capabilities, project44 introduced a redesigned user experience centered on AI-driven disruption alerts and a real-time interactive network view, designed to compress time-to-action for logistics teams.

Intelligent TMS remained a key growth engine, now serving more than 160 customers and exceeding $35 million in ARR, with an AI-native, modular architecture that can function as either a core transportation management system or an intelligence and execution overlay. Embedded capabilities such as the Freight Procurement Agent and a self-healing routing guide have delivered customer-reported benefits including a 4% drop in transportation costs, a 17% improvement in on-time performance, over 60% time savings on carrier quoting, and a 22% gain in billing accuracy.

CEO Jett McCandless emphasized that project44 is architecting AI as an operating model rather than a point feature, anchored by what he describes as the world’s largest real-time logistics data graph built over a decade. The company’s decision44 events in Chicago and Amsterdam, which drew hundreds of supply chain leaders and achieved high Net Promoter Scores, further validated customer appetite for project44’s AI-driven, decision-intelligence roadmap and suggest continued momentum for its transition toward more autonomous, data-rich supply chain management.