WTC wisetech global limited

WiseTech locks in $4.7b in financing to secure biggest US purchase yet, page-47

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    https://www.morningstar.com.au/stocks/asx-kingmaker-stock-upgraded-wide-moat-rating

    the above article mentions “

    But having twice the efficiency should result in half the staff, all else being equal. After all, as WiseTech’s CargoWise customers become proficient on the platform, they should be able to reduce staff and therefore have seat churn.


    in that case, WiseTech might have to review their licensing model. The current licensing model relies on the number of users using the product.
 
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