TradeWindow achieves record revenue, eyes AI freight system

TradeWindow (NZX:TWL) announced a robust finish to FY25, achieving record revenue of NZD 8 million, a 30% increase year-over-year. The company exceeded guidance expectations and reached monthly EBITDA break-even in March 2025. Annual Recurring Revenue (ARR) climbed to NZD 8.7 million, up 38% from the prior year. Average Revenue Per Customer (ARPC) also saw significant growth, with shipper ARPC increasing by 21% to NZD 2,066 per month and freight forwarder ARPC increasing by 43% to NZD 914 per month. Looking forward, TradeWindow is focusing on an AI-enabled freight operating system for 2025/26, aiming to capitalize on market opportunities created by evolving global trade dynamics and increasing demand for efficient trade solutions. The company reported a customer retention rate of 87% and gross margin of 61%. TradeWindow will provide guidance for FY26 when full year results are announced before the end of May 2025.