Investment thesis
Why invest in Gone Shipping
We operate in one of the largest, most resilient, and most under-digitized industries in the world. The shipping market grows with global GDP, and software-first carriers are taking share at a rapid clip.
- ✓
$1.2T global market
Logistics is the fourth-largest sector globally and continues to grow with e-commerce and globalization.
- ✓
Software margin profile
Asset-light operating model with software-driven gross margins above industry average.
- ✓
Net-revenue retention 128%
Customers expand spend year over year as they ship more through our network.
- ✓
38% YoY growth
Compounding for eight years and accelerating into 2026.