Opening Hook
Tariffs are reshuffling global trade lanes. AI is inside every vendor pitch deck. And a wave of M&A is quietly redrawing which software companies will own your supply chain stack in three years. If you're evaluating, buying, or selling supply chain software right now — you're doing it in the most consequential market moment in a decade. That's why we started SC Radar.
The Big Picture
The global supply chain management software market crossed $21 billion in 2025. That number is almost beside the point. What matters is what's happening inside it. Four forces are reshaping who wins and who gets acquired — and every enterprise buyer needs to understand them before they sign another multi-year contract.
The AI Land Grab
Every vendor at every tier is shipping AI features. The question isn't who has AI — it's who has AI that actually does something useful.
A few worth noting: Kinaxis launched Maestro, a suite of AI agents designed to take autonomous action on supply chain disruptions — not just flag them, but resolve them. Coupa shipped Navi, a multi-agent AI layer for procurement workflows that can draft RFPs, analyze spend, and suggest suppliers without human prompting. FourKites introduced AI digital workers — persistent agents that monitor shipment exceptions and execute corrective actions automatically.
The vendors who are blending AI with real workflow automation are pulling away from those offering AI as a dashboard widget. Watch the gap widen in 2025 and 2026.
Real-Time Visibility Is Now Table Stakes
The COVID era made supply chain visibility a board-level priority. The Red Sea shipping disruptions of 2024 kept it there. Buyers who bought visibility platforms in 2022–2023 are now demanding more: predictive ETAs, multi-tier supplier signals, and integration with planning systems so that visibility data actually triggers decisions — not just alerts.
Pure-play visibility vendors like project44 and FourKites have been under pressure to expand beyond track-and-trace into full orchestration. Both have responded with control tower capabilities. Whether they can hold their position as planning vendors add visibility layers is the defining competitive question in this space.
Consolidation Is Accelerating
The TMS market is consolidating fast. Descartes Systems acquired 3GTMS in early 2025 for $115 million — its 30th+ acquisition in a decade-long roll-up strategy. Körber Supply Chain acquired MercuryGate TMS in 2024 to build a more complete execution suite.
The logic is clear: buyers want fewer vendors and fewer integration headaches. Platform vendors who can offer WMS + TMS + visibility in a single contract are winning deals that point solutions used to own. Mid-market companies — the $100M–$500M revenue tier — are the main target. They're sophisticated enough to need real software but not large enough to manage five vendor relationships.
Cloud Migration Is Still the Defining Decision
Thousands of mid-market and enterprise companies are still running on-premise WMS, TMS, and procurement software that's 10+ years old. The migration to cloud-native platforms is happening — but slowly, because these systems are deeply embedded in operations. The vendors winning in the mid-market built cloud-native architectures that reduce the implementation time and risk that used to make migrations a multi-year project. That's changing the math on switching costs.
Radar Blips
- DEAL: Descartes Systems acquires 3GTMS for $115M (Q1 2025). Descartes adds domestic TMS capabilities to its global logistics network, continuing its relentless acquisition playbook.
- PRODUCT: Coupa launches "Navi" multi-agent AI across its spend management platform (Q1 2025). First major procurement vendor to ship a true multi-agent architecture in production.
- FUNDING: o9 Solutions closes growth funding round (2024), valuing the AI-native planning platform north of $2B.
- PRODUCT: Kinaxis releases Maestro AI agent platform, enabling autonomous supply chain decisions beyond scenario planning.
- M&A: Körber Supply Chain acquires MercuryGate TMS (2024), adding transportation management to its WMS-heavy portfolio.
Vendor to Watch: o9 Solutions
If you cover supply chain technology and aren't watching o9 Solutions closely, you're missing the most aggressive challenger in enterprise planning software.
Founded by former i2 Technologies executives, o9 has spent the last five years going directly after Kinaxis and SAP IBP with an AI-native integrated business planning platform that connects demand, supply, finance, and commercial planning in a single data model. The pitch: no more siloed planning systems that reconcile weekly in S&OP meetings. One platform, continuous planning, AI-generated recommendations.
What makes o9 worth tracking: they're landing at marquee brands, growing faster than established planning vendors, and pitching a genuine architectural alternative — not just better features on top of the same design.
Stat of the Week
$21 billion. That's the size of the global supply chain management software market in 2025. More significant than the number: it's growing, consolidating, and being reshaped by AI faster than any prior cycle.
CTA
SC Radar is built to be the resource we wish had existed when evaluating supply chain software — unbiased, specific, and written for people who actually have to make (or advise on) these buying decisions. See our premium reports and subscription options at SC Radar pricing.