
Raj Subramaniam
Business executive
5
APPEARANCES
3
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Sep 21, 2026
Inside FedEx’s AI Strategy: Why the CEO and CIO Must Move in Lockstep
2:13
2:37
8:36

Raj SubramaniamGUEST
Yeah, well, when we think about AI and the way at least we have mapped it out, you know, obviously the first and foremost, the fuel for AI is data.

Raj SubramaniamGUEST
And so the information and the insights about global supply chain is really in that data.
6 MINS LATER

Alan MurrayHOST
Raj, a year ago, when you knew you had to find a new CIO, what were you looking for?
FedEx CEO: AI Could Help Fix A $1.8 Trillion Global Supply Chain Problem
5:11
5:26
5:30
5:44
5:57
27:23
Alyson ShontellHOST
And I'm curious from your vantage point of that moment in April when these tariffs changed globally for everybody, um, what was the impact you saw, and how is the geopolitical world order changing based on who's doing business that maybe wasn't doing business before?

Raj SubramaniamGUEST
Well, from, from our point of view, there were three things that were important.

Raj SubramaniamGUEST
Uh, firstly, as we just talked about, the patterns of physical movement of goods changed.

Raj SubramaniamGUEST
You know, the, that's the great advantage for FedEx is that over the last 53 years, we have built this global network, and I mean network in the truest of sense.

Raj SubramaniamGUEST
It's the ability to pick up a package from any one point in the world and get it to any other point in the world.
21 MINS LATER
Alyson ShontellHOST
It sounds like from the outside, I'm like, "Yeah, of course they should be the same."
Mad Money w/ Jim Cramer 12/18/25
28:17
28:21
28:27
28:32
28:40
34:42

Raj SubramanianGUEST
Well, I think first of all, as you said, we put in place a structural cost reduction program.

Raj SubramanianGUEST
We took $4 billion out in the last three years, and we have a billion dollars target for this year, and we are on track for that.

Raj SubramanianGUEST
But I think the most important thing for this quarter was the revenue growth story.

Raj SubramanianGUEST
And we are, as you can imagine, FedEx is the heartbeat of the industrial economy.

Raj SubramanianGUEST
Our focus is always on differentiation and providing new value for our customers.
6 MINS LATER
Jim CramerHOST
Where are we? What are we doing with tariffs? How are we feeling about it? Can it ever be a growth business again?