Shipper New ARR grew 52% year over year, the fastest-growing segment in the business, and Shipper NRR improved approximately 300 basis points quarter over quarter, one of the largest single-quarter retention improvements in company history. Sustained NRR improvement and back-to-back plan overperformance are indicators that customers are embedding project44 deeper into their operations.
"The quarter was defined by the delivery of AI at scale. project44 launched an AI agent portfolio addressing the most consequential jobs facing shipper operations teams: freight procurement, exception management, slot booking, disruption management, network operations, and carrier onboarding. Autopilot, deployed in Q1, gives customers direct control over how and when those agents operate, without engineering resources or professional services. The acquisition of LunaPath.ai adds best-in-class orchestration across complex, multi-step workflows. Together, these milestones mark a significant step in project44's evolution to an agentic supply chain operating system. The results are already measurable: a 4% reduction in freight spend, a 70% reduction in manual coordination, up to 75% faster sourcing cycles, and up to 40% reduction in disruption-related costs.
"We are leading with AI, not as a feature, but as the operating model," said Jett McCandless, Founder and CEO of project44. "The foundation beneath our agents is what no one else can replicate: the world's largest, most accurate and real-time logistics data graph, built over the course of a decade. Our agents are already in production across the world's largest supply chains, cutting freight spend and eliminating manual coordination at scale. We are not building toward Autopilot. We are deploying it."
AI Agent Portfolio: Built for the Most Consequential Jobs in Supply Chain
project44's AI agent portfolio is designed to address the most consequential jobs facing shipper operations teams, covering every major point where manual effort drains capacity, delays decisions, or erodes margin. Each agent targets a specific, high-impact job and executes autonomously within customer-defined parameters.
Exceptions Management Agent: Detects and resolves shipment exceptions across modes, including missed pickups, delivery failures, and route deviations, reducing dwell time and the downstream costs of unresolved issues before they escalate.
Slot Booking Agent: Manages inbound and outbound appointment windows automatically, reducing scheduling friction, improving dock utilization, and accelerating inventory receipt to lower carrying ...
