Just read the pr now and Algorhythm Holding ($RIME) put out an update on SemiCab. They said they hit a $9.7M annual revenue run rate in Dec 2025, up 300% from $2.5M at the end of 2024.
They also said SemiCab got 5 new contract wins in 2025 with big consumer brands in India, plus 7 contract expansions (more lanes + more trips). In regions they already serve, their clients have $250M/year in freight contracts and SemiCab has been awarded $15M of that so far. They also mention the bigger NDFE opportunity is \~$1.4B/year, and SemiCab is only at just over 1% penetration.
Anyone here been tracking $RIME longer and know more about SemiCab’s customers, contract sizes, or how reliable these expansions are?