SemiCab Exits 2025 With Record $10 Million Annualized Revenue Run Rate

Rhea-AI Summary

Algorhythm Holdings (NASDAQ: RIME) said SemiCab exited 2025 with an annualized revenue run rate (ARR) of $9.7 million in December 2025, a 300% increase from a $2.5 million ARR at year-end 2024. SemiCab reported five new contract wins with large FMCG companies in India and seven contract expansions for increased lanes and trip volume during 2025. In served Indian metro regions, clients award over $250 million in annual freight contracts, of which SemiCab has been awarded $15 million (6%). Across the Indian NDFE ecosystem the defined opportunity is about $1.4 billion, with SemiCab penetrating just over 1% of that market.

Positive

• ARR $9.7M in December 2025 (record)
• ARR +300% versus end-2024 $2.5M ARR
• 5 new contract wins with large FMCG customers in India
• 7 contract expansions for increased lanes and trip volume
• $15M awarded of $250M metro-region freight opportunity (6%)

Negative

• ARR below $10M, indicating modest absolute scale
• Penetration ~1% of the $1.4B Indian NDFE opportunity

News Market Reaction

+2.91% 7.8x vol

9 alerts

+2.91% News Effect

+5.3% Peak Tracked

-23.5% Trough Tracked

+$77K Valuation Impact

$3M Market Cap

7.8x Rel. Volume

On the day this news was published, RIME gained 2.91%, reflecting a moderate positive market reaction. Argus tracked a peak move of +5.3% during that session. Argus tracked a trough of -23.5% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $77K to the company's valuation, bringing the market cap to $3M at that time. Trading volume was exceptionally heavy at 7.8x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

ARR December 2025: $9.7 million ARR growth: 300% ARR end 2024: $2.5 million +5 more

8 metrics

ARR December 2025 $9.7 million Annualized revenue run rate in December 2025

ARR growth 300% Increase in ARR over the past 12 months

ARR end 2024 $2.5 million Annualized revenue run rate at end of 2024

New contracts 2025 5 contracts New SemiCab contract wins with large FMCGs in India during 2025

Contract expansions 2025 7 expansions SemiCab contract expansions for increased lanes and trip volume in 2025

Awarded freight value $15 million Freight contracts awarded to SemiCab within $250M client pool

Client freight pool $250 million Annual freight contracts of existing clients in served Indian metros

NDFE opportunity $1.4 billion Annual aggregate contract opportunity in Indian NDFE ecosystem

Market Reality Check

Price: $0.9800 Vol: Volume 297,905 is below t...

low vol

$0.9800 Last Close

Volume Volume 297,905 is below the 20-day average of 1,020,254, suggesting modest trading interest into this news. low

Technical Shares at 0.9717 are trading below the 200-day MA of 2.2 and remain far under the 26.24 52-week high.

Peers on Argus

RIME gained 5.63% on this positive growth update while available peers showed mi...

1 Down

RIME gained 5.63% on this positive growth update while available peers showed mixed moves; BOXL appeared in momentum scanners moving down, indicating the reaction looks company-specific rather than sector-driven.

Historical Context

5 past events · Latest: Jan 06 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 06	Contract expansion	Positive	+19.6%	Major Apollo Tyres expansion adding up to $2.5M annual revenue.
Dec 22	Business update	Positive	-2.2%	Transformational 2025 recap with strong ARR and contract growth.
Dec 11	Contract expansion	Positive	+1.6%	Largest-ever $6M contract expansion lifting projected ARR above $13M.
Dec 05	Partnership deal	Positive	+29.1%	Provisi.ai partnership to drive U.S. Apex SaaS freight orchestration sales.
Nov 24	Contract expansion	Positive	+9.0%	Marico expansion adding about $3M annualized revenue opportunity.

Pattern Detected

Positive SemiCab growth and contract news have usually led to positive next-day moves, though one strong-growth recap saw a modest pullback.

Recent Company History

Over the past few months, Algorhythm has consistently highlighted SemiCab’s rapid expansion. On Nov 24, 2025, a Marico contract expansion added about $3 million in annualized revenue. A larger $6 million expansion on Dec 11, 2025 was expected to lift ARR above $13 million. The Dec 22, 2025 recap emphasized 220% ARR growth and transformative 2025 wins, followed by a major Apollo Tyres expansion on Jan 6, 2026. Today’s ARR milestone continues this narrative of scaling contracts and revenue run rate.

Market Pulse Summary

This announcement highlights SemiCab’s December 2025 ARR of $9.7 million, a 300% increase from $2.5 ...

Analysis

This announcement highlights SemiCab’s December 2025 ARR of $9.7 million, a 300% increase from $2.5 million a year earlier, supported by five new contracts and seven expansions in India. It frames a near-term opportunity within a $250 million client freight pool, a $1.4 billion NDFE market, and broader global truckload inefficiencies. In context of prior expansions and growth recaps, investors may track future ARR disclosures, contract wins, funding developments, and execution in new U.S. and Indian regions.

Key Terms

annualized revenue run rate, arr, total addressable market, national digital freight exchange, +4 more

8 terms

annualized revenue run rate financial

"announced today that achieved an annualized revenue run rate (“ARR”) of $9.7 million"

Annualized revenue run rate is an estimate of how much revenue a company would generate over a full year if its current short-term sales pace (for a week, month or quarter) continued unchanged; it simply multiplies the recent period’s revenue to project a 12‑month total. Investors use it as a quick snapshot to judge growth and set expectations—like using a car’s current speed to estimate yearly mileage—but it can mislead if the recent period was unusually high or low.

arr financial

"achieved an annualized revenue run rate (“ARR”) of $9.7 million during December 2025"

ARR, or Annual Recurring Revenue, is the predictable income a business expects to earn each year from ongoing customer subscriptions or contracts. It’s like a steady paycheck that shows the company's ability to generate consistent revenue over time, helping investors assess its stability and growth potential. ARR provides a clear picture of how well a company is performing in building long-term customer relationships.

total addressable market financial

"SemiCab is taking an increasing share of what is an enormous total addressable market."

Total addressable market is the total potential sales opportunity for a product or service if it were to reach every possible customer. It helps investors understand the maximum size of the market and the growth potential for a business. Think of it as the entire pie available to be shared, indicating how big the opportunity could be.

national digital freight exchange technical

"Across the broader Indian National Digital Freight Exchange (“NDFE”) ecosystem"

A national digital freight exchange is an online marketplace that matches people or companies needing to move goods with truckers and carriers across a single country, like a stock exchange for shipments. It matters to investors because it can lower transportation costs, increase vehicle utilization and transparency, and change how logistics firms make money—affecting revenue, margins and competitive position in the transport sector.

ai-driven technical

"represent a massive opportunity for AI-driven collaborative optimization companies like SemiCab."

AI-driven describes products, services, processes or decisions that rely on artificial intelligence—software that detects patterns in data and makes predictions or choices without step-by-step human direction. For investors it signals potential for faster growth, lower operating costs or new revenue, but also new risks (model errors, data problems, regulatory limits); think of it like a smart thermostat that can save energy and money but can also misbehave if fed bad information.

collaborative optimization technical

"represent a massive opportunity for AI-driven collaborative optimization companies like SemiCab."

Collaborative optimization is the practice of different teams, companies or stakeholders working together to improve a product, process or outcome by sharing data, expertise and resources to find the best overall solution. For investors it matters because cooperation can cut costs, speed development, reduce risks and unlock new market value—like a relay team passing the baton more smoothly than runners working alone, leading to faster, cheaper or higher-quality results.

empty miles technical

"On average, trucks drive empty one out of every three miles, equating to more than 400 billion empty miles each year."

Empty miles are the distance a transport vehicle travels without carrying paying cargo, like a delivery truck or freight train running back to base with no load—think of a taxi driving empty between fares. For investors, high empty-mile rates signal wasted capacity and higher operating costs, which can erode profit margins, reduce asset efficiency, and affect a carrier’s pricing power and growth prospects.

ai-powered platform technical

"SemiCab’s AI-powered platform is purpose-built to reduce empty miles"

An ai-powered platform is a software system that uses artificial intelligence—computer algorithms that learn from data—to automate tasks, spot patterns, and make predictions or recommendations. For investors, it matters because the platform can boost a company’s efficiency, lower costs, enable new products or revenue streams, and scale operations faster—think of it as a smart assistant or autopilot that can improve performance and affect future profits and risk.

AI-generated analysis. Not financial advice.

Company Achieves Record ARR in December, Representing a 300% Increase Over the Past 12 Months

Fort Lauderdale, FL, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Algorhythm Holdings, Inc. (“Algorhythm”) (NASDAQ: RIME) – a leading AI technology company, announced today that achieved an annualized revenue run rate (“ARR”) of $9.7 million during December 2025, representing a 300% increase over the $2.5 million ARR that the company reached at the end of 2024.

During 2025, SemiCab achieved five new contract wins with some of the largest multinational fast moving consumer goods companies (FMCGs) in India and was awarded seven contract expansions for increased lanes and trip volume. SemiCab is taking an increasing share of what is an enormous total addressable market.

• Current Clients & Market Coverage: In the Indian metropolitan regions SemiCab currently serves, existing clients collectively award more than $250 million in annual freight contracts. SemiCab has been awarded $15 million of this amount, representing 6% of the current market opportunity.
• NDFE Opportunity: Across the broader Indian National Digital Freight Exchange (“NDFE”) ecosystem, the aggregate contract opportunity is approximately $1.4 billion annually. SemiCab has penetrated just over 1% of this defined addressable market.
  
• Global Addressable Market: According to Mordor Intelligence, a leading market research firm, the global truckload transportation industry is estimated to be approximately $3 trillion annually. On average, trucks drive empty one out of every three miles, equating to more than 400 billion empty miles each year. These inefficiencies result in more than $1 trillion in avoidable freight spending and represent a massive opportunity for AI-driven collaborative optimization companies like SemiCab.
  
  

“We are very pleased with the strong growth and market penetration that our sales and operations teams achieve during 2025,” stated Gary Atkinson, CEO of Algorhythm Holdings. “Our team achieved a nearly 300% increase in annualized sales, winning client trust, expanding into new regions, and partnering with world-class enterprises. This was truly a standout performance.”

“As we move into 2026, our market opportunity is massive,” continued Mr. Atkinson. “Last year, we delivered 4x, 5x, and in some cases even larger expansions with existing customers. We also added several new global brands to the SemiCab network. Yet despite this momentum, our penetration of the total market opportunity represented by the 35 members of the NDFE remains barely above 1%. With our current client base alone, we see a clear line of sight to grow SemiCab’s revenue substantially and at an accelerating rate during the next 12 months.”

“We are tackling one of the biggest and most costly problems in global logistics – the hundreds of billions of empty truck miles driven every year. SemiCab’s AI-powered platform is purpose-built to reduce empty miles, improve truck utilization, and deliver measurable savings for shippers and carriers worldwide. Our customers are experiencing real financial and operational benefits from SemiCab, as evidenced by the significant contract expansions we achieved during 2025. We expect this to continue translating into larger contract awards, new enterprise customer wins and additional contract expansions as we enter new geographical markets in the U.S. and India during 2026,” concluded Mr. Atkinson.

About Algorhythm Holdings

Algorhythm Holdings, Inc. is a leading AI technology company focused on the growth and development of SemiCab, an emerging leader in the global logistics and distribution industry. Since 2020, SemiCab has enabled major retailers, brands and transportation providers to address common supply-chain problems globally. Its AI-enabled, cloud-based Collaborative Transportation Platform achieves the scalability required to predict and optimize millions of loads and hundreds of thousands of trucks. SemiCab uses real-time data from API-based load tendering and pre-built integrations with TMS and ELD partners to orchestrate collaboration across manufacturers, retailers, distributors, and their carriers. SemiCab uses AI/ML predictions and advanced predictive optimization models to enable fully loaded round trips. With SemiCab’s AI platform, shippers pay less and carriers make more without having to change a thing. For additional information, please go to: http://www.semicab.com.

Investor Relations Contact

Brendan Hopkins
407-645-5295
investors@algoholdings.com
www.algoholdings.com

Forward Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Any statement that is not historical in nature is a forward-looking statement and may be identified by the use of words and phrases such as "expects," "anticipates," "believes," "will," "will likely result," "will continue," "plans to," "potential," "promising," and similar expressions. These statements are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those described in the forward-looking statements, including the risk factors described from time to time in Algorhythm’s reports to the SEC, including, without limitation Algorhythm’s Annual Report on Form 10-K for the year ended December 31, 2024. You should not place undue reliance on any forward-looking statement, each of which applies only as of the date of this press release. Except as required by law, we undertake no obligation to update or revise publicly any of the forward-looking statements after the date of this press release to conform our statements to actual results or changed expectations, or as a result of new information, future events or otherwise.

FAQ

What ARR did RIME report for SemiCab in December 2025?

SemiCab reported an ARR of $9.7 million in December 2025.

How much did SemiCab's ARR grow year-over-year for RIME?

ARR increased 300% versus the $2.5 million ARR at end-2024.

How many new contracts and expansions did SemiCab secure in 2025 for RIME?

SemiCab achieved 5 new contract wins and 7 contract expansions during 2025.

What market share has SemiCab captured in its served Indian metro regions for RIME?

SemiCab was awarded $15 million of a >$250 million annual metro-region contract pool, about 6%.

What is SemiCab's penetration of the Indian NDFE opportunity reported by RIME?

SemiCab has penetrated just over 1% of the defined $1.4 billion NDFE opportunity.

What does RIME say about SemiCab's 2026 growth outlook?

Management said they expect substantial and accelerating revenue growth from contract expansions, new enterprise wins, and geographic expansion in 2026.