WiseTech Global details strategic growth, AI integration at Investor Day

WiseTech Global (ASX: WTC) hosted its 2025 Investor Day today, December 3, 2025, to highlight key strategic priorities and engage with the investment community. The event featured discussions on the company's expanded total addressable market following the e2open acquisition, which broadens its ecosystem with 500,000 connected enterprises, including 5,600 customers and over 250 blue-chip clients, capturing 20 years of R&D.

A major focus was the new CargoWise Value Packs, a "pure transactional license" representing a 4th generation evolution of its commercial model. This new model aims for deeper penetration into existing and new segments, including SMEs, while positioning WiseTech to capture the full commercial value of AI. The company reported transitioning approximately 95% of its customers to this new commercial model.

WiseTech Global detailed its AI strategy, emphasizing over 30 years of software automation experience and an investment of approximately $1 billion in R&D over the last five years. AI is being utilized to drive productivity for customers, improve efficiency, and accelerate time-to-market for WiseTech Global itself. The company also announced an initial launch of Container Transport Optimization (CTO) with revenues expected in 1H26, with product and commercial model maturation into FY27+.