project44 Delivers 34% New ARR Growth Fuelled by AI Agent Momentum and Intelligent TMS Expansion — Defining the Agentic Supply Chain Operating System
The transition from supply chain visibility to supply chain autonomy — from seeing what is happening to acting on it without waiting for human intervention — is the defining competitive battleground in enterprise logistics technology. The companies winning that battle are those that have built the data foundation deep enough for AI agents to operate with confidence, the product architecture flexible enough to slot into existing enterprise stacks, and the agent portfolio specific enough to address the high-impact jobs where human operators currently spend the most time. project44, the Decision Intelligence Platform for the modern supply chain, has announced its Q1 FY27 results — delivering 34% year-over-year growth in new Annual Recurring Revenue (ARR), achieving 109% of plan, alongside a quarter defined by the launch of its AI agent portfolio, the deployment of Autopilot, the acquisition of LunaPath.ai, and the continued expansion of Intelligent TMS.
The results are not simply a financial update — they are evidence that an agentic supply chain operating system built on a decade of logistics data is translating directly into measurable customer outcomes: a 4% reduction in freight spend, a 70% reduction in manual coordination, up to 75% faster sourcing cycles, and up to 40% reduction in disruption-related costs. Shipper New ARR grew 52% year over year — the fastest-growing segment in the business — and Shipper NRR improved approximately 300 basis points quarter over quarter, one of the largest single-quarter retention improvements in company history.
"We are leading with AI, not as a feature, but as the operating model. The foundation beneath our agents is what no one else can replicate: the world's largest, most accurate and real-time logistics data graph, built over the course of a decade. Our agents are not making decisions in a vacuum — they are operating with full context of what is happening across the supply chain, in real time, at every level."
— Jett McCandless, Founder & CEO, project44
The AI Agent Portfolio — Six Agents Targeting the Most Consequential Supply Chain Jobs
The quarter's defining product milestone was the launch of project44's AI agent portfolio — six specialised agents, each designed to autonomously address a specific, high-impact job where manual effort currently drains capacity, delays decisions, or erodes margin across shipper operations teams.
Freight Procurement Agent — Continuous Benchmarking, Autonomous Carrier Selection
Embedded directly into transportation management workflows, the Freight Procurement Agent continuously benchmarks contracted rates against live market conditions across project44's 259,000+ carrier network and 1.5 billion shipment data graph. It identifies lanes with savings potential and either recommends or autonomously executes carrier awards under customer-configured business rules — replacing periodic bid cycles and spreadsheet-driven negotiations with a continuous, AI-driven sourcing loop. Early deployments report a 4.1% reduction in freight spend and up to 75% faster sourcing cycles.
Exceptions Management Agent — Detecting and Resolving Shipment Exceptions Across Modes
The Exceptions Management Agent detects and resolves shipment exceptions across all modes — including missed pickups, delivery failures, and route deviations — reducing dwell time and the downstream costs of unresolved issues before they escalate into supply chain disruptions. For operations teams managing thousands of active shipments simultaneously, this agent replaces the reactive, manual exception queue with autonomous, real-time resolution that operates at the scale no human team can match.
Slot Booking Agent — Automated Appointment Scheduling for Dock Efficiency
The Slot Booking Agent manages inbound and outbound appointment windows automatically — reducing scheduling friction, improving dock utilisation, and accelerating inventory receipt to lower carrying costs. By eliminating the back-and-forth coordination that appointment scheduling currently requires from operations staff, the agent frees teams for higher-value work while improving the throughput consistency that supply chain performance depends on.
Disruption Management, Network Operations & Carrier Onboarding Agents
The Disruption Management Agent provides proactive risk response, automatically identifying and acting on supply chain disruptions before they cascade. The Network Operations Agent continuously monitors carrier connectivity, equipment ID accuracy, and milestone completeness across the network — resolving data gaps automatically to maintain accurate visibility. The Carrier Onboarding Agent streamlines the integration of new carriers into existing workflows, reducing the manual burden of connectivity management that has historically been a significant operational overhead.
Autopilot and LunaPath.ai — From Individual Agents to an Agentic Operating System
Two milestones in Q1 FY27 are particularly significant for understanding the direction of project44's platform evolution: the deployment of Autopilot and the acquisition of LunaPath.ai. Together, they represent the transition from a collection of individual AI agents to a coordinated, agentic supply chain operating system — where agents can be configured, sequenced, and orchestrated across complex, multi-step workflows without requiring engineering resources or professional services engagements.
Autopilot, deployed in Q1, is a no-code AI agent platform that gives customers direct control over how and when agents operate — configuring autonomous execution across their specific workflows, carriers, and lanes without depending on development teams. For supply chain organisations that have been hesitant to adopt agentic automation due to concerns about control and predictability, Autopilot provides the governance layer that enables a staged, confidence-building deployment approach.
The acquisition of LunaPath.ai — an AI agent company specialising in tactical orchestration for complex enterprise workflows — adds the multi-step orchestration capability that enables agents to coordinate sequenced, interdependent actions across supply chain operations. LunaPath's more than 50 purpose-built agents automate the repetitive tasks that consume operator time — carrier check calls, proof-of-delivery retrieval, claims initiation, appointment confirmations — operating with full contextual awareness of live shipment data, historical patterns, and downstream impacts within project44's unified logistics data graph.
Intelligent TMS — The Fastest-Growing Product at $35M+ ARR
Intelligent TMS remains project44's fastest-growing product — now deployed by more than 160 enterprise customers and generating more than $35M in ARR. Unlike legacy TMS platforms built on rigid, mode-specific architectures, Intelligent TMS is AI-native and modular, functioning as a standalone TMS or as an intelligence and execution layer on top of existing infrastructure. This flexibility has proven commercially decisive: enterprise shippers can capture the benefits of AI-native transportation management without the disruption and risk of replacing their entire logistics stack.
Reported by Intelligent TMS customers — with the Freight Procurement Agent delivering 4.1% spend reduction in early deployments alongside a 17% improvement in on-time performance.
Reduction in manual coordination effort as AI agents handle carrier communications, exception resolution, and freight execution that previously required dedicated operations team capacity.
Maximum reduction in sourcing cycle times reported by early adopters of the Freight Procurement Agent — replacing quarterly RFP cycles with continuous, AI-driven sourcing that responds to live market conditions.
"Our partnership with project44 has played an important role in helping Tailored Brands build a more connected and visible supply chain. As we introduce Intelligent TMS, the solution will enable us to further connect planning, execution, and analytics to drive smarter, more efficient operations across our network."
— Jamie Bragg, EVP & Chief Supply Chain Officer, Tailored Brands
Key Takeaways
project44 delivered 34% year-over-year new ARR growth at 109% of plan in Q1 FY27 — with Shipper New ARR growing 52% YoY, 67% of new ARR from multi-year deals, and Shipper NRR improving approximately 300 basis points quarter over quarter, one of the largest single-quarter retention improvements in company history.
The launch of a six-agent AI portfolio — Freight Procurement, Exceptions Management, Slot Booking, Disruption Management, Network Operations, and Carrier Onboarding — alongside the no-code Autopilot platform delivers measurable results: 4% freight spend reduction, 70% less manual coordination, 75% faster sourcing cycles, and up to 40% lower disruption costs.
The acquisition of LunaPath.ai adds multi-step agentic orchestration — 50+ purpose-built agents for tactical execution across carrier communications, exception resolution, and claims workflows — operating with full contextual awareness inside project44's logistics data graph, marking a decisive step toward a fully autonomous agentic supply chain operating system.
Intelligent TMS — more than 160 enterprise customers deployed, $35M+ ARR — is the industry's first AI-native, modular TMS from a visibility provider, functioning as a standalone system or intelligence layer on existing infrastructure, with the project44 data graph covering 1.5 billion shipments annually as the contextual foundation no competitor can replicate. Learn more at project44.com.
project44's Q1 FY27 results make the case that the agentic supply chain is not a roadmap item — it is an operational reality being deployed and measured today. The combination of a decade-deep logistics data graph, a six-agent portfolio addressing the highest-cost manual jobs in shipper operations, Autopilot's no-code configuration layer, LunaPath's multi-step orchestration capability, and an Intelligent TMS that is already the fastest-growing product in the company constitutes exactly the architecture that Jett McCandless described: AI not as a feature, but as the operating model. The financial results are the market's signal that enterprise supply chain leaders agree.
To learn more about project44's Decision Intelligence Platform and AI agent portfolio, visit project44.com.