Aug 24, 2026 · 36 min · 12 segments
For years, visibility was the Holy Grail of supply chain technology. But increasingly, supply chain managers have more visibility than they can handle thanks to the real-time data flooding their…
Jett McCandlessGuest
David EssexHost
Can you give us a little view into the near future, say the next year or two or three, either into what Project 44 might be working on? And I know it's tricky to ever pre-announce things, but also maybe generally from the supply chain visibility and decision intelligence industry in general.
If you measure it by revenue or customer growth, they're probably more important than you measure it by outcomes that we create to our
You know, if you look at the markets out there, really the logistics tech companies that are larger than us mostly started on-prem.
And so if you're a public investor and you want access to a next generation logistics tech company, you essentially can't have any out there.
So I think there's real demand and thirst out there for companies to get exposure to something that, you know, is AI native and something that's, you know, It wasn't started on prem in the 90s.
And I think on that, we're constantly working and operating the business to the best of our ability to be in a ready position for if that opportunity opens up on the IPO window.
The second thing when we think about visibility and decision intelligence, the visibility layer itself was interesting and we're expecting that to continue to have a good healthy double-digit growth rate now that that's maturing and we're the heavyweight champs there and I expect to continue to dominate that space.
But we will continue to move into the more interesting parts where there is this automation of decisions and where action is taken and where there's even more value that can be driven there.
And at the end of the day, our customers, they're kind of focused on some really simple things.
Can you give us a little view into the near future, say the next year or two or three, either into what Project 44 might be working on? And I know it's tricky to ever pre-announce things, but also maybe generally from the supply chain visibility and decision intelligence industry in general.
If you measure it by revenue or customer growth, they're probably more important than you measure it by outcomes that we create to our
You know, if you look at the markets out there, really the logistics tech companies that are larger than us mostly started on-prem.
And so if you're a public investor and you want access to a next generation logistics tech company, you essentially can't have any out there.
So I think there's real demand and thirst out there for companies to get exposure to something that, you know, is AI native and something that's, you know, It wasn't started on prem in the 90s.
And I think on that, we're constantly working and operating the business to the best of our ability to be in a ready position for if that opportunity opens up on the IPO window.
The second thing when we think about visibility and decision intelligence, the visibility layer itself was interesting and we're expecting that to continue to have a good healthy double-digit growth rate now that that's maturing and we're the heavyweight champs there and I expect to continue to dominate that space.
But we will continue to move into the more interesting parts where there is this automation of decisions and where action is taken and where there's even more value that can be driven there.
And at the end of the day, our customers, they're kind of focused on some really simple things.
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