
WiseTech Global Limited (WIGBY) Q2 2026 Earnings Call Transcript
WiseTech Global Limited (WIGBY) Q2 2026 Earnings Call Transcript
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WiseTech Global Limited (WIGBY) Q2 2026 Earnings Call Transcript

An Australian trade union has sought an urgent meeting with WiseTech Global after the software firm announced it would cut about 2,000 jobs as part of a two‑year artificial intelligence-linked restructuring.

Australian software logistics firm WiseTech Global on Wednesday said it would lay off about 2,000 people over the next two years, as it adopts artificial intelligence across its software and internal operations.

WiseTech Global Limited (WIGBY) Analyst/Investor Day Transcript

Australia's corporate regulator and the federal police have visited WiseTech Global's office, executing a search warrant for documents related to alleged trading in shares, the firm said on Tuesday.

I recommend a Buy rating, driven by strong revenue growth and expanding margins in the latest quarter. The company's robust product pipeline and successful market expansion strategies underpin my positive outlook. Management's guidance for the next fiscal year is conservative, suggesting potential for earnings outperformance.

WiseTech Global Limited (OTCPK:WTCHF) Q4 2025 Earnings Conference Call August 26, 2025 8:00 PM ET Company Participants Caroline Pham - Interim Chief Financial Officer Richard John White - Co-Founder, Executive Chairman of the Board & Chief Innovation Officer Zubin Appoo - Chief Executive Officer Conference Call Participants Andrew Gillies - Macquarie Research Bob Chen - JPMorgan Chase & Co, Research Division Garry Sherriff - RBC Capital Markets, Research Division Kane Hannan - Goldman Sachs Group, Inc., Research Division Max Andrews - Unidentified Company Nicholas Basile - CLSA Limited, Research Division Paul Mason - E&P, Research Division Roger Samuel - Jefferies LLC, Research Division Siraj Ahmed - Citigroup Inc., Research Division Zubin Appoo Good morning, everyone. Thank you for joining us for our full year 2025 results briefing and discussion on our future outlook.

Australian logistics software maker WiseTech Global forecast lower-than-expected operating earnings on Wednesday, as it navigates costs related to its buyout of U.S. cloud computing firm e2open, sending its shares to a near four-month-low.

Australian logistics software maker WiseTech Global on Monday said it named its chief of staff, Zubin Appoo, as its permanent chief executive, to replace interim CEO Andrew Cartledge.

Australia's WiseTech Global confirmed on Wednesday it was cutting some roles as part of a workforce review to focus on "maximizing efficiency via automation and use of artificial intelligence".

SYDNEY--WiseTech Global plans to appoint one or more additional independent directors by the end of the year, continuing the board renewal sparked by the upheaval surrounding the logistics-software provider's co-founder.

I rate WTCHF a buy due to its strong moat, clear growth story, and transformative e2open acquisition expanding its ecosystem and monetization opportunities. CargoWise's deep integration and single global codebase create high switching costs, driving customer stickiness and efficient R&D investment for ongoing innovation. The e2open acquisition accelerates WTCHF's roadmap by a decade, is earnings accretive, and offers significant cross-sell and synergy potential despite integration risks.