FreightWaves NOW
FreightWaves
Join the FreightWaves cast and crew every weekday morning at 9 am EST
Episodes
Mentioned books
May 3, 2023 • 12min
Round Table - Why ocean container volume recovery won’t be fast
Henry Byers - Head of Ocean Intelligence - FreightWaves - Chattanooga, TN
Bill Priestley - Producer - FreightWaves NOW
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May 3, 2023 • 9min
Ryder’s Loyalty Incentive Program and Earnings from E2Open
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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May 3, 2023 • 5min
Carrier Update - Are produce rates increasing in Florida?
Donny Gilbert - Director of Customer Solutions - FreightWaves
Tony Mulvey - Senior Analyst - FreightWaves
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May 3, 2023 • 10min
AI Procurement, Kroger/Albertsons merger
Grace Sharkey - Point of Sale Community - FreightWaves - Lansing, MI
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May 3, 2023 • 5min
Carrier Update - VHAULEX250 for longhaul capacity in markets
Donny Gilbert - Director of Customer Solutions - FreightWaves
Tony Mulvey - Senior Analyst - FreightWaves
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May 3, 2023 • 9min
The court battle between Convoy and DAT
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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May 3, 2023 • 5min
Carrier Update - Few markets are changing across the nation
Donny Gilbert - Director of Customer Solutions - FreightWaves
Tony Mulvey - Senior Analyst - FreightWaves
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May 3, 2023 • 9min
Top Story - Daimler announces eM2 truck
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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May 2, 2023 • 6min
Carrier Update - Lanes of the Day
Donny Gilbert - Director of Customer Solutions - FreightWaves
Tony Mulvey - Senior Analyst - FreightWaves
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May 2, 2023 • 7min
Hurry up and wait?
Tony Mulvey - Senior Analyst - FreightWaves - Chattanooga, TN
Joe Antoshak - Senior Editorial Researcher - FreightWaves - Washington D.C.
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