Data-Driven 
Supply Chain Intelligence Report

Independent research, market signals, and operator-informed analysis—updated continuously to reflect how supply chain technology is actually evolving.

This Month in Supply Chain Technology

Agentic AI spending in supply chain is projected to hit $53B by 2030

Gartner's latest forecast signals a massive shift from simple AI assistants to autonomous agents capable of executing supply chain tasks independently. The industry is moving past pilots — organizations that invested in data foundations early are now scaling AI into daily planning and execution workflows.

project44 acquires LunaPath.ai, doubling down on execution-layer intelligence.

The acquisition of an AI-native logistics automation company marks a broader trend: visibility platforms are evolving into decision-making platforms. Expect more M&A activity as vendors race to embed agentic capabilities directly into freight and logistics execution.

Strait of Hormuz disruption is creating supply chain impact beyond the Covid-era benchmark.

The World Food Programme reports that the ongoing blockage is eclipsing pandemic-level disruption across global trade routes. Operators relying on single-mode shipping strategies are feeling the pressure hardest — modal flexibility is no longer optional.

The Data Behind the Trends

Key metrics from our ongoing research — quantifying adoption, investment, and satisfaction across the supply chain technology landscape.

WMS Satisfaction

6.2

0.4 vs H2 2025
What it means: Operator satisfaction with WMS platforms declined for the second consecutive half. Customization complexity and upgrade friction are the primary drivers.
AI Adoption Rate

34%

11% YoY
What it means: One in three supply chain orgs now uses at least one AI-powered tool in production. However, most deployments remain limited to demand forecasting.
Avg. Implementation

14 MO

Unchanged
What it means: Operator satisfaction with WMS platforms declined for the second consecutive half. Customization complexity and upgrade friction are the primary drivers.
Vendor Switching

22%

6% YoY
What it means: More organizations are exploring alternatives, with rising switching rates signaling dissatisfaction and lower switching costs.
Vendor Switching
Percentage of respondents ranking each as top-3 investment priority
What it means: WMS remains the #1 investment priority for the fourth consecutive year, but AI/ML has surged to #2, overtaking TMS. Robotics investment intent has nearly doubled since 2024.
Cloud vs. On-Premise WMS Deployments
Share of new implementations by deployment model, 2021–2026
What it means: The crossover point occurred in mid-2023. Cloud deployments now account for 68% of new WMS implementations — and the gap is widening. On-premise holds strongest in highly regulated verticals (pharma, defense).

Key Signals by Category

Quick-read intelligence across each system category we track — tied to our ongoing research and vendor assessments.

AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
AI demand sensing hype is outpacing real-world results by a wide margin
67% of orgs have evaluated AI-powered demand sensing. Only 12% report measurable accuracy improvements. The gap is data readiness, not model quality.
Warehouse interior with tall metal racks filled with stacked cardboard boxes on pallets.
Composable architectures are displacing monolithic platforms in mid-market
Cloud-native WMS vendors with microservices architecture are winning new mid-market deals at 2x the rate of legacy platforms. The tipping point is robotics integration speed.

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