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    Steve Perlman

    Managing Director and Senior Equity Analyst at Oppenheimer & Co. Inc.

    Steve Perlman is a Managing Director and Senior Equity Analyst at Oppenheimer & Co. Inc., specializing in technology, internet, and digital media sectors. He covers leading companies such as Alphabet, Amazon, and Meta Platforms, and is known for consistently outperforming benchmarks, with a documented success rate above 65% and average annualized returns in the upper quartile among peer analysts. Perlman began his Wall Street career in the late 1990s, having held roles at firms such as Credit Suisse and Lehman Brothers before joining Oppenheimer in 2009. He holds FINRA Series 7, 63, and 86/87 licenses and has earned recognition in TipRanks analyst rankings and industry surveys for his in-depth coverage and market insights.

    Steve Perlman's questions to Freightos (CRGO) leadership

    Steve Perlman's questions to Freightos (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.

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