Descartes Expands AI Innovation on Global Logistics Network with AI Agents for Freight Visibility

Rhea-AI Summary

Descartes (Nasdaq:DSGX) expanded AI capabilities on its Global Logistics Network with Descartes MacroPoint OpsForce, a suite of AI agents automating freight visibility workflows.

In months, OpsForce connected >435,000 additional drivers via 720,000+ AI outreaches and delivered metrics including up to 100% fewer manual check calls, 30% more no-touch tracking, 1.5x tracking-team productivity and 15% faster settlement.

Positive

• 435,000+ additional drivers connected to GLN
• 720,000+ AI-powered driver outreaches in months
• Up to 100% elimination of manual check calls
• No-touch tracking automation increased by 30%
• Tracking teams achieved 1.5x productivity gains
• Settlement sped up by 15% via automated POD capture

Negative

• No financial guidance or quantified revenue impact disclosed
• Metrics reported as customer outcomes without external verification

Key Figures

AI-powered driver engagements: 720,000+ New drivers connected: 435,000+ drivers Manual check calls eliminated: up to 100% +5 more

8 metrics

AI-powered driver engagements 720,000+ AI-powered driver outreaches to expand GLN connectivity

New drivers connected 435,000+ drivers Additional drivers connected to the Global Logistics Network in months

Manual check calls eliminated up to 100% Reduction in manual check calls using OpsForce

No-touch tracking increase 30% increase Average gain in no-touch tracking automation

Tracking team productivity 1.5x Productivity gains for tracking teams

Settlement speed 15% faster Faster settlement via automated proof of delivery capture

Beneficial ownership 6,993,172 shares Shares reported by T. Rowe Price Associates, Inc. in Schedule 13G/A

Ownership stake 8.1% of class Percent of Descartes common stock reported in Schedule 13G/A

Market Reality Check

Price: $69.69 Vol: Volume 704,313 is below t...

normal vol

$69.69 Last Close

Volume Volume 704,313 is below the 20-day average of 867,248 (relative volume 0.81x). normal

Technical Shares at $69.69 trade well below the $93.25 200-day MA and are 40.61% under the 52-week high, but 11.41% above the 52-week low.

Peers on Argus

DSGX was up 3.49% with mixed peer action: NICE gained 8.43%, PCTY and MNDY were ...

1 Up 1 Down

DSGX was up 3.49% with mixed peer action: NICE gained 8.43%, PCTY and MNDY were also positive, while SRAD fell 3.71%. Momentum scanner flags both an up-move in NICE and a down-move in SRAD, underscoring stock-specific rather than uniform sector behavior.

Previous AI Reports

2 past events · Latest: Feb 09 (Positive)

Same Type Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Feb 09	AI innovations showcased	Positive	+0.9%	Showcased AI and automation innovations for logistics and supply chain operations.
Aug 06	AI compliance launch	Positive	-3.6%	Launched AI Assist to cut false positives in denied party screening compliance.

Pattern Detected

AI-related announcements have produced mixed reactions, with one positive and one negative 24-hour move, and an average move of -1.32% on prior AI news.

Recent Company History

Over the past year, Descartes has repeatedly highlighted AI capabilities built on its Global Logistics Network. Prior AI-tagged announcements on Feb 9, 2026 and Aug 6, 2025 focused on automation, trade intelligence, and AI-enabled compliance tools. Market reactions to those AI updates were modest and mixed. Today’s AI agents for freight visibility fit this ongoing strategy of embedding agentic AI into logistics workflows and compliance solutions.

Historical Comparison

-1.3% avg move · In the past AI-tagged announcements, DSGX saw an average 24h move of -1.32% with one gain and one de...

AI

-1.3%

Average Historical Move AI

In the past AI-tagged announcements, DSGX saw an average 24h move of -1.32% with one gain and one decline. Today’s AI freight-visibility update represents another step in the same automation theme but with a more clearly execution-focused use case.

AI usage has progressed from compliance-focused screening and broad AI showcases toward operational agentic AI on the Global Logistics Network, now targeting freight visibility and exception automation.

Market Pulse Summary

This announcement highlights Descartes’ push to deploy agentic AI on its Global Logistics Network, a...

Analysis

This announcement highlights Descartes’ push to deploy agentic AI on its Global Logistics Network, adding OpsForce to automate freight visibility and exception handling. The company cites 720,000+ AI-powered driver engagements, 435,000+ added drivers, and gains like 30% more no-touch tracking and 1.5x productivity. In context of earlier AI rollouts and a disclosed 8.1% institutional stake, investors may watch for concrete revenue impact and adoption metrics in upcoming results.

Key Terms

electronic logging devices (eld), transportation management system (tms), geofencing, proof of delivery (pod), +1 more

5 terms

electronic logging devices (eld) technical

"“Even with electronic logging devices (ELD), transportation management system (TMS) connections..."

Electronic logging devices (ELDs) are small connected gadgets that automatically record a commercial vehicle’s driving time, rest breaks, and engine hours, replacing paper logs much like a digital odometer replaces a handwritten trip sheet. For investors, ELDs matter because they reduce regulatory risk, can raise operating costs or capital needs for fleets, and often improve efficiency and safety—factors that directly affect a transportation company’s revenues, fines exposure, and valuation.

transportation management system (tms) technical

"...electronic logging devices (ELD), transportation management system (TMS) connections, and geofencing..."

A transportation management system (TMS) is software that plans, books, tracks and optimizes the movement of goods across trucks, ships, trains or planes, acting like a digital traffic controller and route planner for a company’s shipments. It matters to investors because a good TMS lowers shipping costs, improves delivery speed and reliability, and provides data to scale operations; those improvements directly affect profit margins, customer satisfaction and a company’s ability to grow efficiently.

geofencing technical

"...transportation management system (TMS) connections, and geofencing, brokers and shippers still face manual..."

Geofencing is creating an invisible, virtual fence around a physical area so software can detect when a mobile device or asset enters or leaves that zone and trigger actions like alerts, ads, or access controls. For investors, it matters because it can improve customer targeting, drive sales or foot traffic, streamline operations, and introduce privacy or regulatory risks that affect revenue and legal exposure — like a digital gatekeeper that can boost efficiency or create compliance costs.

proof of delivery (pod) technical

"...15% faster settlement through automated proof of delivery (POD) capture."

Proof of delivery (POD) is the signed record, electronic confirmation, or photograph that a shipment or service reached its intended recipient. Like a receipt you keep after a package is handed to you, POD shows the goods arrived in the agreed condition and location. For investors it matters because reliable PODs support timely revenue recognition, reduce loss and dispute risk, and signal operational strength in supply chains that can affect cash flow and profitability.

ai agents technical

"...OpsForce, a suite of AI agents designed to automate freight visibility workflows..."

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

AI-generated analysis. Not financial advice.

Over 720,000 AI-powered driver engagements accelerate network expansion, connecting 435,000+ more drivers in just months to improve freight tracking accuracy.

LONDON and ATLANTA, March 04, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced expanded artificial intelligence (AI) capabilities on its multimodal Global Logistics Network (GLN) with the introduction of Descartes MacroPoint™ OpsForce, a suite of AI agents designed to automate freight visibility workflows, maintain tracking continuity and improve execution across complex, inter-enterprise supply chains.

Built on the scale and real-time data of the GLN, OpsForce leverages trusted, clean and formatted network intelligence to power automated driver engagement, exception management and documentation workflows for shippers, brokers, carriers and logistics service providers. In just months, over 435,000 more drivers have been connected to the GLN through 720,000+ AI-powered driver outreaches. In addition, since first launched, OpsForce has helped our customers eliminate up to 100% of manual check calls and achieve, on average, a 30% increase in no-touch tracking automation, 1.5x productivity gains for tracking teams, and 15% faster settlement through automated proof of delivery (POD) capture.

“AI innovations in our real-time visibility solution are designed to improve accuracy and responsiveness across freight execution,” said Dan Cicerchi, General Manager, Transportation Management at Descartes. “Even with electronic logging devices (ELD), transportation management system (TMS) connections, and geofencing, brokers and shippers still face manual follow-ups, tracking drops, uncertain arrival events and missing documentation. By applying intelligent agents to these exception workflows, OpsForce eliminates repetitive tasks while connecting brokers and shippers to more carriers, improving data accuracy, strengthening customer satisfaction and accelerating order to cash cycles with no action required from their people.”

As part of the GLN, Descartes MacroPoint connects to hundreds of thousands of carriers and logistics service providers globally, along with millions of individual drivers to deliver real-time shipment visibility. When needed, the solution’s AI agents are automatically activated to:

• Guide mobile app onboarding to expand tracking coverage
• Restore tracking if it fails to start or stops unexpectedly
• Confirm arrival and departure milestones when geofence data is uncertain
• Collect missing proof-of-delivery documentation

By automating these exception-based workflows, OpsForce reduces manual check calls, increases no-touch tracking, and enhances tracking compliance against customer visibility mandates.

“As customers expand their own AI strategies, the need for large volumes of trusted, real-time inter-enterprise data becomes even more critical,” said Ken Wood, EVP Product Management at Descartes. “The GLN delivers that data at scale, connecting hundreds of thousands of trading partners and continuously processing real-world transactions to keep goods moving efficiently and securely. By combining agentic AI with the reach and collective intelligence of the GLN, we’re helping customers automate execution while strengthening the data foundation that powers smarter supply chain decisions.”

Learn more about Descartes’ transportation management solution suite, including Descartes MacroPoint OpsForce.

About Descartes

Descartes powers more responsive, efficient, secure and sustainable international and domestic supply chains by uniting logistics-intensive businesses on its Global Logistics Network (GLN). Shippers, carriers, and logistics service providers connect and collaborate on the GLN leveraging technology, data and AI to manage last mile deliveries, domestic and international shipments, transportation rating and payment, global trade research, customs compliance and a variety of regulatory processes. Learn more about Descartes (Nasdaq:DSGX) (TSX:DSG) at www.descartes.com and connect with us on LinkedIn and X.

Global Media Contact
Cara Strohack
Tel: 226-750-8050
cstrohack@descartes.com

Cautionary Statement Regarding Forward-Looking Statements

This release contains forward-looking information within the meaning of applicable securities laws (“forward-looking statements”) that relate to Descartes’ transportation management solution offerings and potential benefits derived therefrom; and other matters. Such forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, performance or achievements to differ materially from the anticipated results, performance or achievements or developments expressed or implied by such forward-looking statements. Such factors include, but are not limited to, the factors and assumptions discussed in the section entitled, “Certain Factors That May Affect Future Results” in documents filed with the Securities and Exchange Commission, the Ontario Securities Commission and other securities regulatory authorities across Canada including Descartes’ most recently filed annual and interim management’s discussion and analysis which are available under Descartes’ profile through the EDGAR website at http://www.sec.gov or through the SEDAR+ website at http://www.sedarplus.com/. If any such risks actually occur, they could, among other consequences, materially adversely affect our business, financial condition or results of operations. In that case, the trading price of our common shares could decline, perhaps materially. Readers are cautioned not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. Forward-looking statements are provided for the purposes of providing information about management’s current expectations and plans relating to the future. Readers are cautioned that such information may not be appropriate for other purposes. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law.

FAQ

What is Descartes MacroPoint OpsForce and how does it work for DSGX?

OpsForce is a suite of AI agents that automate freight visibility exception workflows for carriers, brokers and shippers. According to the company, it leverages GLN real-time data to automate driver engagement, restore tracking, confirm milestones and capture proof-of-delivery.

How many drivers did Descartes connect with OpsForce on March 4, 2026?

Descartes connected over 435,000 additional drivers to the GLN in months following OpsForce deployment. According to the company, that expansion was enabled by 720,000+ AI-powered driver outreaches.

What operational improvements did Descartes report from OpsForce for DSGX customers?

Reported improvements include up to 100% fewer manual check calls and 30% more no-touch tracking automation. According to the company, customers also saw 1.5x tracking-team productivity and 15% faster settlement via automated POD capture.

Which exception workflows does OpsForce automate on the GLN for DSGX users?

OpsForce automates onboarding, restores stopped tracking, confirms uncertain arrival/departure milestones, and collects missing proof-of-delivery documentation. According to the company, agents activate automatically when real-time GLN data indicates exceptions.

Will OpsForce require extra action from customers' staff at Descartes (DSGX)?

No extra day-to-day action is required from customers' people, per the company; OpsForce aims to eliminate repetitive tasks. According to the company, agentic automation connects brokers and shippers to more carriers while improving data accuracy.

How does OpsForce leverage Descartes' Global Logistics Network (GLN) for DSGX clients?

OpsForce uses the GLN's scale of real-time, formatted network intelligence to power AI agents across multimodal shipments. According to the company, GLN connectivity to carriers, service providers and drivers supplies the trusted data OpsForce needs to automate execution.