Steve Perlman's questions to Freightos Ltd (CRGO) leadership • Q2 2025
Question
Steve Perlman of Oppenheimer & Co. Inc. questioned the divergence between the raised full-year GBV guidance and the largely unchanged revenue guidance, and also requested an update on the revenue synergies from the Shipstar acquisition.
Answer
CEO Zvi Schreiber attributed the guidance difference to a transaction mix shift towards services with lower take rates. He confirmed the Shipstar acquisition (now Freightos Procure) is driving value through successful cross-selling, a more comprehensive enterprise suite, and by providing crucial contract rate data for the Freightos Terminal product.