WiseTech Global (ASX: WTC): Is This the Tech Company Quietly Powering Global Trade?
While most tech headlines focus on AI and consumer platforms, WiseTech Global is building something entirely different. It is creating the digital infrastructure behind how products move around the world. And its latest move could reshape the logistics software space.
WiseTech has entered into an agreement to acquire E2open for an enterprise value of $2.1 billion. This deal brings together two of the biggest names in supply chain technology. E2open’s platform connects more than 500,000 global enterprises, serving over 5,600 customers, including more than 250 blue-chip companies.
- FY25A revenue of $607.7 million and adjusted EBITDA of $215.5 million
- 87 percent of revenue is recurring
- $111.4 million in operating cash flow
- Deal fully funded through a $3 billion syndicated debt facility
WiseTech already serves 16,500 logistics companies in 195 countries. It is integrated with 46 of the world’s top 50 global logistics providers. The company is not just growing. It is positioning itself as the digital operating system of global logistics.
Over the last five years, WiseTech has invested $870 million into product development and completed 55 acquisitions. E2open is its biggest yet, enhancing product depth and global reach while expanding its total addressable market.
Tech investors looking beyond hype cycles may want to watch this story unfold.
WiseTech is not chasing trends. It is laying the foundation for the future of international trade. And it is doing it with precision.
Life360 (ASX: 360): Is This Family App Quietly Turning Into a Global Tech Contender?
Tech investors often chase enterprise software and AI platforms. But there is a consumer-focused name on the ASX making global moves that most are missing. Life360 just delivered a quarter that is getting too big to ignore.
In Q1 2025, Life360 reported revenue of $103.6 million, up 32 percent from a year ago. That growth was powered by consistent user expansion and strong engagement across its global platform.
Monthly active users reached 83.7 million, a 26 percent increase. Paying Circles rose to 2.4 million worldwide, with 1.7 million in the U.S. Both metrics grew more than 24 percent year on year.
- Adjusted EBITDA was $15.9 million, nearly four times higher than Q1 2024
- Core subscription revenue grew 37 percent to $76.2 million
- Operating cash flow came in at $12.1 million
- Annualized Monthly Revenue climbed 38 percent to $393 million
Life360’s growth model is built around converting free users to premium while layering in new monetisation streams like advertising and data. That combination is now delivering margin and cash.
The company holds $170.4 million in cash and has become one of the top downloaded social networking apps in the U.S., trailing only Meta and Snap.
Life360 is not chasing hype. It is scaling sustainably and turning a utility into a high-growth tech platform.
And in a crowded market, that kind of clarity might be exactly what investors are searching for.
(Source: Company Announcements)
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