What does the new Freightos for Forwarders platform do, and how does it use AI?

The platform consolidates carrier rates, quoting, procurement, booking management, and market intelligence into a single interface. AI agents are designed to convert unstructured customer inquiries into quotations using forwarders' own commercial rules and margins. The company aims to reduce quotation turnaround from hours or days to minutes, though the platform is being rolled out progressively with advanced workflows introduced over time.

Why are the founder and CEO disagreeing over strategy?

Founder Dr. Zvi Schreiber argues that Freightos has shifted away from maximizing growth and platform transaction volume in favor of near-term profitability. CEO Pablo Pinillos counters that improved software and AI-driven automation will generate additional bookings and data, creating a virtuous cycle. Q2 revenue grew only 3% year-over-year, with platform revenue up 19% but solutions revenue down 4%, fueling the disagreement.

What is happening at the December AGM, and why does it matter?

The shareholder meeting on December 16 will address Dr. Schreiber's proposals to remove chairman Udo Lange, implement annual director elections, and pursue a strategic advisory resolution focused on accelerating platform growth. The dispute has become contentious: Dr. Schreiber claims the board has prevented normal proxy voting on his advisory resolution, requiring shareholders to attend in person. The outcome could trigger board changes and strategic pivots affecting product priorities and capital allocation.

How does Freightos' financial position support either side of the debate?

Freightos has approximately 21 million dollars in net cash and no debt. Dr. Schreiber argues this means the company can fund aggressive platform growth without additional fundraising, while Pinillos maintains that achieving breakeven first allows self-funded growth. The company achieved only 3% revenue growth in Q2, underscoring the stakes of the strategic decision.

What are the operational implications for freight forwarders using Freightos?

The new platform promises faster quoting, higher conversion rates, and deeper carrier/shipper integration. However, forwarders should monitor the governance dispute: potential leadership changes could affect platform roadmaps, feature prioritization, and vendor stability. More than 300 forwarders are already operational on the new system, making execution risk a material concern during the migration process.

Technology & Innovation

Moderate

Freightos Launches AI Platform Amid Founder Dispute Over Growth Strategy

Nov 10, 2026

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The signal

Freightos has launched an AI-native platform for freight forwarders featuring automated quoting, carrier connectivity, and market intelligence, while simultaneously navigating an escalating governance dispute between its founder and current leadership. The conflict centers on strategic direction: founder Zvi Schreiber argues the company has abandoned growth in pursuit of near-term profitability, while CEO Pablo Pinillos contends that improved technology and profitability can coexist. With Q2 revenue growth at just 3% year-over-year and an upcoming shareholder confrontation scheduled for December, the company's ability to execute its new platform launch while resolving internal disputes will significantly impact its competitive position in the freight-tech space.

The new platform represents a meaningful technological advancement, with more than 300 forwarders already operational and AI agents designed to convert customer inquiries into quotes in minutes rather than hours or days. Integration with 75+ carriers and the 7LFreight network positions Freightos to capture efficiency gains across the forwarder base. However, the governance tension introduces execution risk: the company faces potential board restructuring, strategic pivots, and leadership changes that could disrupt product roadmaps and customer relationships.

For supply chain professionals, this situation exemplifies the tension between near-term financial discipline and long-term platform value creation. Freightos customers and potential partners must assess whether the company can maintain platform velocity through the shareholder showdown, and whether the integrated approach of combining software, AI, and transaction infrastructure will genuinely drive the promised operational improvements.

How this affects:

Global Fuel Surcharges Air and Ocean Freight

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Frequently Asked Questions

What This Means for Your Supply Chain

Simulation Suggestion

this month

What if the AGM results in board turnover and a strategic pivot toward aggressive platform expansion?

Assume Dr. Schreiber's shareholders succeed in removing the chairman and redirecting Freightos investment toward transaction volume growth. Model how a shift in capital allocation from profitability targets toward platform development, carrier recruitment, and shipper marketplace relaunch might affect: (1) the company's path to profitability, (2) technology roadmap priorities, (3) customer acquisition costs, and (4) competitive positioning relative to incumbent TMS providers. Simulate 12 to 24 month scenarios with varying spending levels on platform expansion.

Run this scenario

Simulation Suggestion

strategic

What if AI-driven quote automation reduces quote turnaround to minutes as promised?

Model the operational and competitive impact if Freightos achieves its stated goal of reducing quotation turnaround from hours or days to minutes. Simulate how this efficiency gain cascades through: (1) quote-to-book conversion rate improvements for forwarders on the platform, (2) competitive pressure on non-automated brokers and freight companies, (3) demand for capacity on carrier networks integrated with Freightos, and (4) market share shifts in the small to medium shipper segment. Test sensitivity to adoption rates among the 300+ forwarders already using the platform.

Run this scenario

Simulation Suggestion

immediate

What if governance uncertainty delays new platform capabilities and disrupts customer onboarding?

Model the impact of prolonged internal dispute and potential leadership transitions on Freightos' execution velocity. Simulate scenarios where governance uncertainty leads to: (1) delayed AI capability rollouts scheduled for Q1 and beyond, (2) customer churn or reduced migration to the new platform among forwarders, (3) talent departures in product and engineering teams (the CEO acknowledged parts of management need rebuilding), and (4) competitive gains by rivals during the distraction period. Test recovery scenarios assuming resolution by Q2 2025 versus delayed resolution.

Run this scenario

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