project44 – Weekly Recap

project44 delivered a strong week of developments, underscoring momentum in its push to become an AI-driven supply chain operating system. The company reported a 34% year-over-year increase in new annual recurring revenue for Q1 FY27, reaching 109% of plan and supported by 67% of new ARR coming from multi-year contracts.

Both shipper- and carrier-focused ARR showed robust growth, with shipper ARR up 52% and carrier ARR also rising 52%, while net revenue retention for both segments improved by roughly 300 basis points quarter over quarter. These metrics point to deeper platform adoption as customers integrate project44 more tightly into day-to-day logistics operations.

A central theme was project44’s rapid deployment of AI agents targeting key workflows such as freight procurement, exception and disruption management, slot booking, network operations, and carrier onboarding. The launch of Autopilot, a no-code orchestration layer, allows supply chain teams to configure when and how these agents run without engineering support, enhancing usability and scalability.

The acquisition of LunaPath.ai further strengthens multi-step workflow orchestration, advancing project44’s vision of an agentic supply chain operating system. Early customer outcomes from the AI portfolio include a 4% reduction in transportation or freight spend, 70% less manual coordination, sourcing cycles up to 75% faster, and disruption-related costs reduced by up to 40%.

Intelligent TMS remained a key growth engine, now exceeding $35 million in ARR and serving more than 160 customers globally. With an AI-native, modular design that can act as either a core TMS or an intelligence overlay, Intelligent TMS has delivered benefits such as a 17% improvement in on-time performance, over 60% time savings on carrier quoting, and a 22% increase in billing accuracy.

On the network side, project44 expanded its 2026 Preferred Carriers program, naming 3,745 transportation providers across 52 countries as the top 1% of its more than 259,000 active carrier network. Preferred Carrier status, embedded within Intelligent TMS alongside Carrier Assure Scores, cost, and on-time performance, is designed to guide shippers toward partners with strong data quality and reliability.

This curated carrier list comes amid heightened legal scrutiny in carrier selection following the Montgomery v. Caribe Transport Supreme Court ruling, positioning project44’s credentialing as a defensible, auditable signal for procurement and routing decisions. Leading carriers across modes are tightly integrated via APIs for booking, electronic bills of lading, and document flows, which reduces manual work and speeds onboarding for new shippers and logistics service providers.

Management frames these Preferred Carriers as the backbone for autonomous and agent-driven supply chain models, emphasizing that high-quality data at scale is becoming a prerequisite for lower logistics costs and higher reliability. The program also acts as a commercial lever, incentivizing carriers to deepen integration with project44’s platform to access more freight opportunities and strengthen ecosystem stickiness.

Complementing these initiatives, project44 introduced a redesigned AI-centric user experience that features real-time interactive network views and AI-driven disruption alerts to shorten time-to-action for logistics teams. The company’s decision44 customer events in Chicago and Amsterdam attracted hundreds of supply chain leaders and earned strong Net Promoter Scores, signaling positive reception of its AI and decision-intelligence roadmap.

Overall, project44’s week highlighted solid financial performance, accelerating AI product innovation, and a broadened global carrier network, all of which reinforce its positioning in the logistics technology market. These developments collectively support the company’s trajectory toward more autonomous, data-rich supply chain management and strengthen its prospects for sustained growth and customer adoption.