Trade Friction And Route Disruptions Raise The Value Of Dynamic Optimization, Which Helps RIME’s Pitch

Supply chains rarely stay stable for long. When trade policies shift or routes get constrained, static transportation plans can break and shippers end up rebuilding lanes, carrier mixes, and service requirements. In that environment, dynamic optimization becomes more valuable because it helps manage cost and reliability while the network changes.

RIME is leaning into that positioning. The Dec 22, 2025 year-end recap emphasizes SemiCab expansions and scaling, including six contract expansions during 2025 with lane and trip volume increases ranging from 100% to 600% (source type: company press release). The release also highlights a $6M contract expansion with Asian Paints that increased active lanes from 25 to 183, described as the largest in SemiCab's history (source type: company press release). Management also pointed to a 10x increase in contracted freight volume, which suggests broader adoption inside customer networks (source type: company press release).

From the investor deck context, the value proposition centers on cost and miles saved, with a case study citing $28.5M in annualized savings on $340M of spend (source type: company investor presentation).

Do you think route volatility tends to drive faster software adoption, or do customers only upgrade after a full budget cycle? Do your own diligence.