FreightWaves Today

John Kingston - Editor At Large - FreightWaves - Carle Place, NY

Topic: Ryder’s Loyalty Incentive Program and Earnings from E2Open

This is an interesting incentive program, how does it work?

And it’s not based on how many dollars a customer spends with Ryder…

They also had their earnings release - with their Fleet Management Systems still bringing in the lion’s share of revenue, but more growth from other areas….

Topic: E2Open Earnings

E2Open had an interesting call where their earnings were not significantly down, but the outlook was.  Are they in trouble after reporting they lost $720 Million last fiscal year?

“In its forecast for fiscal 2024, which began March 1, e2Open forecast that subscription revenue measured by GAAP standards would be $545 million to $555 million, an increase of 3.2% from the full-year 2023 figure of $532.9 million. That percentage increase compares to the more than 58% figure for fiscal 2023 compared to 2022 and is well below even the 18.2% increase in subscription revenue posted for the fourth quarter.”

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Grace Sharkey - Point of Sale Community - FreightWaves - Lansing, MI

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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JP Hampstead - Strategic Analyst - FreightWaves

Where is this battle now?

What here is at stake?

“the court allowed Convoy’s contention that DAT’s contracts illegally attempted to restrain trade to proceed.”  What does that mean in the long run?

Is Convoy’s case made if they can prove DAT is a monopoly - or if DAT can prove that there is significant competition, does that make Convoy’s allegations moot?

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Alan Adler - Midwest Bureau Chief - FreightWaves - Anaheim, CA

What is the big announcement?

How will this advance Daimler’s spot in trucking?

Did they express any thoughts about the lack of infrastructure available for recharging the trucks?

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Donny Gilbert - Director of Customer Solutions - FreightWaves

Tony Mulvey - Senior Analyst - FreightWaves

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Tony Mulvey - Senior Analyst - FreightWaves - Chattanooga, TN

Joe Antoshak - Senior Editorial Researcher - FreightWaves - Washington D.C.

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Eric Kulisch - Air Cargo Editor - FreightWaves - Vancouver, WA

Discussing the ongoing decline in the air market as seen through some carrier earnings and forwarder earnings like Kuehne Nagel/DSV (profits way down but still great quarter) and also UPS cutting flight ops. But then Sun Country being an outlier for special reasons and Hawaiian, a soon to be Amazon carrier, gearing up for Amazon but with some unrelated bumps. Say they will start Amazon flights in Q4.

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