CargoWise
Chain
19
MENTIONS
10
EPISODES
9
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Search complete. 19 mentions across 10 episodes found for "CargoWise".
Oct 27, 2026
Zubin AppooGUEST
And you're right, I mean, most things still made it to where they needed to be.
Zubin AppooGUEST
But that's because of software like CargoWise that WiseTech sells, because we are a system of execution that integrate with all of the different ports and terminals and customs authorities around the world.
Zubin AppooGUEST
And through our acquisition of E2Open, we extend that even further into the manufacturing network and the large manufacturers and creators of products in the world.
Zubin AppooGUEST
So when a freight forwarder says that the ship has been delayed because of the closure of the Strait of Hormuz, a manufacturer can actually start to predict what that means for their production runs and what it means for their consumers.
14 MINS LATER
Zubin AppooGUEST
It is.
Zubin AppooGUEST
I completely agree with that.
Zubin AppooGUEST
I think these businesses that you deal with, that I deal with, that we deal with at CargoWise and E2Open, these are fast moving businesses where their customers expect nearly immediate response times.
Zubin AppooGUEST
When a container needs to be moved or a ULD needs to be moved by air freight or some bulk goods need to be moved, importers and exporters expect that just to happen.
Erik MuttersbachGUEST
I work through an individual virtual space and I think that's the big opportunity here that now we have sort of AI agents that are connected to your systems, your Outlook inbox.
Erik MuttersbachGUEST
For example, CargoWise, let's say, is a transport management system.
Erik MuttersbachGUEST
They can navigate the browser and they are able to, if you instruct them with sort of the right instructions, if you give them the right harness, then they're able to basically do that work.
Erik MuttersbachGUEST
And with that hypothesis in mind that we think AI agents will automate 80 to 90% of the work, we think there's going to be sort of automation happening at three layers.
13 MINS LATER
Erik MuttersbachGUEST
And then lastly, of course, I think technical integration, you know, is a super big topic.
Erik MuttersbachGUEST
I would say it's a funny surprise effect of destiny that companies that are currently In my specific vertical, I do a lot of secret effort at the moment.
Erik MuttersbachGUEST
The ones that have CargoWise suddenly are in a better position to adopt AI than the ones that are not, at least in the short term.
Erik MuttersbachGUEST
Why? Because most companies that don't have CargoWise, they have a really, really hard time with the integration surface that AI needs.
Jun Bei LiuGUEST
So let's wait to see the first half result and see what they say, whether they managed to get the big customer, some of the biggest customer convert into this new model.
Jun Bei LiuGUEST
What we have heard though, from those big customer recently, they made a couple of comments saying that, They, you know, they have to use CargoWise, although they try to use their own.
Jun Bei LiuGUEST
But CargoWise is the big incumbent.
Jun Bei LiuGUEST
They have to use it.
Jun Bei LiuGUEST
So, you know, it does cement their position.
Ben ClarkGUEST
And then I think that, you know, you could see in the medium term, because this business has a lot of optionality as well.
Ben ClarkGUEST
It's a lot of new products that it's looking at and it's built and is starting to trial that could be as big as CargoWise is today.
Ben ClarkGUEST
So I think there's a lot to like in this company.
Ben ClarkGUEST
The other thing I'll just say, the short position in this stock is 11%.
Grady WolfeSOUNDBITE_SPEAKER
I know a lot of people hate it, but for us, it's looking at the fundamentals now.
Grady WolfeSOUNDBITE_SPEAKER
putting the corporate governance in the past and, yeah, kind of looking towards what the future holds for CargoWise and WiseTech Global.
Juliet SalhiHOST
All right, let's have a look at some of the market leaders today as we sort of rallied into the close off some lows.
Juliet SalhiHOST
Generation Development had a good day, as did 40 Medical.
Howard ColemanGUEST
global? I'm sure Grady knows it actually much better than me because she spent a lot of time with it, I wouldn't bother.
Howard ColemanGUEST
But I did read a book a little while ago called The Coffee Can Investor, which is about two people who've built portfolios for themselves based on, they're so confident about those companies, they put them in a coffee can, never mind the principal behind it, but they are trying to identify really brilliant companies and much to my surprise, because I'd always heard that CargoWise had no competitors.
Grady WulffGUEST
Yeah.
Howard ColemanGUEST
In my very limited understanding of what WiseTech does, which may be wrong, there appear to be two companies in that book that are competitors of WiseTech.
Mike KingHOST
First up is Stephen Tracey.
Mike KingHOST
He's General Manager for Customs Product Europe at WiseTech Global, where he leads the strategy and rollout of CargoWise's customs capabilities across Europe's complex and diverse markets.
Mike KingHOST
An entrepreneurial business leader with almost 30 years' experience in trade compliance te- and technology, Stephen built the customs software business later acquired by WiseTech, and he brings a powerful combination of hands-on customer experience, commercial insight, and experience in delivering technology that simplifies international trade.
Mike KingHOST
Welcome back to the Freight Buyers Club, Stephen.
Owen RaskHOST
But there is a stronger, more recent development.
Owen RaskHOST
In December twenty twenty-five, WiseTech launched something called CargoWise Value Packs.
Owen RaskHOST
The company said the new model replaced its combination of seat and transaction licensing with transaction-based charges for logistics jobs.
Owen RaskHOST
Within Value Packs, there are no seat fees or standard CargoWise cloud hosting charges.
Owen RaskHOST
The relevant transaction might be a shipment.
Owen RaskHOST
It could be a standalone customs declaration, a land transport movement, or a warehouse order line.
9 MINS LATER
Owen RaskHOST
That creates an opportunity for Atlassian to serve both customers without making the occasional user pay for the heaviest user's workload.
Owen RaskHOST
For the customer spending more, the extra cost could still be attractive if it helps the team deliver good software sooner.
Erik MuttersbachGUEST
I think AI can definitely and should come with...
Erik MuttersbachGUEST
And, and it's, like, no- most certainly coming with questions from everyone about, "Is it going to take my jobs? Um, what is it going to mean to our business model? Um, how much is it a threat? How much is it an opportunity?" So I think, um, more than ever, um, much more than for a TMS rollout, you know, switch your AS400 to CargoWise or so, I think now it's the CEO's role, um, to come forth with a really strong story about how AI will help you as an organization to be, um, better off, um, than before and why it, um, allows you to compete even better, um, than not having it.
Erik MuttersbachGUEST
Um...
Erik MuttersbachGUEST
You asked me about misconceptions.
Adam DawesGUEST
Look, WiseTech's a fantastic, uh, fascinating, not fantastic, fascinating, uh, investment because really the underlying software franchise that it has remains strategically valuable, right? Because of its earnings quality and as well as it is quite a complex system that they do run.
Adam DawesGUEST
CargoWise is deeply embedded in a lot of global logistics businesses, and giving it substantial, uh, pricing power.
Adam DawesGUEST
But I think the acquisitions that they've made, and you can look at their full year '26 results, revenue rose 79%, but that was growth was w- acquired, well, from the acquisition growth of CargoWise.
Adam DawesGUEST
Revenue increased about 11% as well.
Adam DawesGUEST
So for a stock that's, uh, such a high multiple, all of those things, it really needs to continue to keep moving in the right direction.
Adam DawesGUEST
...
Adam DawesGUEST
in that story.
Adam DawesGUEST
So it's just a tough one, and I think CargoWise is a fantastic business.