Blue Yonder grows FY25 revenue & boosts AI supply chain

Blue Yonder reported FY25 revenue of USD $1.42 billion and outlined product updates across its planning and warehouse management software, along with customer additions and partner recognition in Q4 2025.

SaaS revenue grew 10.4% year on year in FY25, and net revenue retention was 103.8%.

Blue Yonder added 114 new customers during FY25, including 29 new logos in the fourth quarter.

Customer momentum

Blue Yonder framed the results as evidence of demand for software that connects planning and execution across supply chains. It also pointed to its presence in technology analyst research, citing more than 90 reports across FY25 and 21 in the fourth quarter.

In Q4 2025, it published findings from its 2025 Global Consumer Holiday Shipping Survey, which examined consumer delivery expectations and the pressures on retailers and logistics providers during peak season.

The company said the survey found that more than 53% of consumers expect packages to arrive within two to four days, while only one-third of respondents were very confident about the delivery date. It added that consumers showed interest in alternative shipping methods based on cost, delivery speed and environmental impact.

Microsoft award

Blue Yonder said it won the 2025 Microsoft Global ISV Partner of the Year award and was a finalist in Microsoft's Global Retail & Consumer Goods category.

It linked the award to customer solutions built on Microsoft technology, noting that the Partner of the Year Awards recognise Microsoft partners for work across cloud applications, services, devices and AI.

Planning updates

Blue Yonder announced enhancements to its Demand and Supply Planning products, including scenario planning that simulates real-time events and generates recommended plan changes.

It also introduced higher-precision "supply solvers" designed to address excess inventory, shelf-life constraints, attribute-based planning and complex bills of materials.

Blue Yonder launched an Inventory Ops Agent for planners, describing it as a way to shift work from managing exceptions to diagnosing root causes and taking guided actions, such as alternate sourcing, expediting and demand swaps.

Collaborative planning was expanded through the Blue Yonder Network, which the company said teams can use to adjust inventory, reroute shipments, engage alternate suppliers and reallocate capacity in near real time.

Sustainability measurement also featured in the updates. Blue Yonder said it integrated its Sustainable Supply Chain Manager into planning to quantify emissions and waste impacts, and improved interoperability with logistics and warehouse execution constraints.

Warehouse changes

Blue Yonder outlined updates to its Warehouse Management products, including new agent-based tools and changes aimed at intraday operations. It said a Warehouse Ops Agent provides dynamic daily briefs and real-time monitoring to surface actionable insights.

New resource orchestration and forecasting functions were also added. The company said these match labour, equipment and tasks based on priorities, skills and bottlenecks that shift during the day.

Blue Yonder said it applied AI and machine learning to forecasting time horizons, improving forecasts from weeks down to minutes ahead of a shift.

Advanced slotting was also updated, with the system continuously refreshing slot plans using real-time demand signals, according to the company.

Automation and robotics were another area of focus. Blue Yonder said it added faster onboarding for more than a dozen automation vendors and introduced real-time communication features to reduce batching and address automation failures.

It also announced AI-powered migration tools for upgrades, which it said streamline upgrades and reduce deployment complexity and time.

Industry recognition

Blue Yonder cited additional recognition in Q4 2025, including being named a 2026 FreightTech 100 winner by FreightWaves and noting that Chief Sustainability Officer Saskia van Gendt was named a 2025 Top 100 Corporate Impact Leader by ChangeLeaders.

Analyst mentions cited for Q4 2025 included research from Gartner, IDC, Nucleus, Forrester and Everest, spanning warehouse management, yard management, transport management, retail planning and AI-related supply chain topics.

A business update from Chief Executive Duncan Angove linked the results and product work to ongoing supply chain volatility and rising performance demands.

"Supply chain teams are being asked to deliver faster service and stronger performance, even as disruption and complexity keep rising," said Duncan Angove, CEO, Blue Yonder.

"Our continued momentum reflects that customers are choosing Blue Yonder's AI-driven solutions to unify planning and execution, turn data into insights and faster decisions and essentially build more resilient supply chains."

Blue Yonder said it will hold its ICON 2026 customer conference in San Diego in May, with more than 150 sessions scheduled across keynotes, breakouts and networking.