ECOM EXPRESS PORTER'S FIVE FORCES TEMPLATE RESEARCH B_173 Metric 2025 Total cash-cow rev

Metric 2025 Total cash-cow rev $632M Subscription rev $410M Services rev $122M SOX ARR $120M Free cash flow $420M Sub gross margin 72% Services op margin 45% Renewal rate 90% Clients (Mar 2026) 1

this requires significant R&D and market adoption

Partnership Type Benefit 2024 Data Point Pharma Companies Commercialization

High Demand: The healthcare AI market is booming

ECOM EXPRESS PORTER'S FIVE FORCES TEMPLATE RESEARCH B_173 Metric 2025 Total cash-cow revA Must Have Tool for Decision Makers Ecom Express faces intense buyer power, moderate supplier leverage, high rivalry from logistics peers, and evolving threats from new entrants and tech substitutes this snapshot highlights key pressures shaping margins and growth. Suppliers Bargaining Power Volatility in Energy and Fuel Markets Fuel costs are Ecom Express's largest variable expense; diesel accounted for ~18% of FY2025 operating costs, giving