Everstream Analytics
Supply chain risk analytics platform that flags disruptions before they hit.
On the record
Checkpoint: Next funding round or confirmed headcount trend (growth vs 37% YoY drop) becomes clear
The call
Everstream holds real customers and compliance workflows, but 39 months without a new funding round and murky headcount trends leave its trajectory unclear while better-funded rivals ship matching AI features.
Everstream Analytics helps large companies watch their suppliers for problems like tariffs, weather disruptions, and labor violations. The company has a genuine product that works and some customers locked in by complicated integrations and compliance rules, but the core alert system is getting easier for anyone to build using AI and free weather data. Bigger companies like SAP and Interos are catching up fast with their own AI tools, and Everstream has not announced new funding since April 2023, which makes it hard to know if it is still growing or shrinking. The deciding factor will be whether Everstream raises new money or gets bought in the next year, because if nothing happens, the faster and richer competitors will likely catch and pass them.
Why
01
AI pressure: Interos. Interos already ships AI tariff and monitoring features that match Everstream's core alerts, pulling customers toward cheaper AI tools. Could AI do the core job? Only partly.
02
Bigger players: SAP, Blue Yonder, E2open, project44, FourKites. These procurement and logistics suites can fold risk alerts into tools customers already pay for, squeezing Everstream's standalone pitch. Could a giant copy it? Yes, easily.
03
What protects it. UFLPA compliance screening and deep ERP integrations keep enterprise customers locked into workflows that are costly to rip out.
What would change this call
Everstream announces a new funding round or continues past 12 months with no disclosed round. Shows whether investors still back it or capital has dried up.
Confirmed headcount trend (LinkedIn/tracker data) over next 12 months. Reveals whether the company is contracting or growing despite conflicting trackers.
SAP or Blue Yonder publicly launches a native supply chain risk product. Would show incumbents closing the gap that Everstream's moat depends on.
Confirmed headcount trend (LinkedIn/tracker data) over next 12 months. Reveals whether the company is contracting or growing despite conflicting trackers.
SAP or Blue Yonder publicly launches a native supply chain risk product. Would show incumbents closing the gap that Everstream's moat depends on.
Key numbers
- $50M Series B raised
- ~199 employees, down 37% YoY from 363 peak
- Interos raised fresh $20M round
Named risks
- 39+ months of funding silence since April 2023 Series B with no disclosed new round.
- Core monitoring and alerting layer increasingly commoditized by generic LLMs and off-the-shelf APIs.
- Better-capitalized rivals Interos and Resilinc shipping matching AI features faster.
- Incumbent suites like SAP and Blue Yonder could bundle native risk features, eroding differentiation.
- Conflicting third-party headcount and revenue estimates leave growth trajectory unverifiable.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Interos | gaining on | Raised $20M Jan 2026 and shipped AI tariff tool June 2025 while Everstream stayed silent on funding |
| Resilinc | gaining on | Vista Equity Partners growth investment since 2023 outpaces Everstream's static funding position |
| SAP, Blue Yonder, E2open, project44, FourKites | contesting | Bundle risk features into procurement/supply-chain suites, structurally unblocked from folding in Everstream-like capability |
Questions people ask
- Is Everstream Analytics profitable?
- Everstream Analytics has not disclosed profitability figures. Its last confirmed funding was a $50M Series B closed April 2023 led by Morgan Stanley Investment Management's 1GT platform. No revenue or profit statement has been publicly released by the company itself as of mid 2026.
- Who owns Everstream Analytics?
- Everstream Analytics was spun out of DHL in 2017 from its Resilience360 and Riskpulse products, rebranded in 2021. DHL retains an investor relationship. Other backers include Morgan Stanley Investment Management, StepStone Group, and Columbia Capital, who led its $24M Series A (May 2022) and $50M Series B (April 2023).
- Has Everstream Analytics raised new funding recently?
- No new round has been disclosed since its $50M Series B closed April 3, 2023, co-led by Morgan Stanley Investment Management's 1GT platform and StepStone Group. As of mid 2026, that is over 39 months of funding silence with no publicly announced follow-on raise.
- Who are Everstream Analytics' biggest competitors?
- Direct rivals are Interos, which has raised roughly $447M total including a $20M round in January 2026 and shipped an AI tariff-exposure tool in June 2025, and Resilinc, backed by Vista Equity Partners since 2023. Suite incumbents SAP, Blue Yonder, E2open, project44 and FourKites also encroach by bundling risk features.
- Could AI replace Everstream Analytics?
- AI threatens Everstream's basic monitoring and alerting layer, since generic LLMs plus weather and geospatial APIs can replicate incident summarization; Interos already shipped a comparable AI tariff feature in June 2025. Everstream's harder-to-replace moat is its 15+ years of proprietary incident data and UFLPA compliance workflow, per company claims.
- Is Everstream Analytics laying off employees?
- No layoffs have been officially announced by Everstream Analytics. Third-party headcount trackers give conflicting signals, some showing growth and others showing contraction, but none of these estimates are confirmed by the company, so the actual headcount trend remains unverified as of mid 2026.
Timeline
- 2026-05-12Named Leader in 2026 Gartner Magic Quadrant for Supplier Risk Management, second year running
- 2025-06-11Launched AI-powered Crop Prediction forecasting tool for food, cosmetics, chemicals sectors
- 2024-11-19Corey Rhodes named CEO, succeeding Julie Gerdeman who moved to BNY Mellon
- 2024-01-24Added generative-AI auto-generated incident descriptions to Intelligent Solutions product
- 2023-04-25Acquired BlueNode to expand supply chain mapping and visibility capability
- 2023-04-03Closed $50M Series B co-led by Morgan Stanley Investment Management's 1GT and StepStone Group
- 2022-05-19Closed $24M Series A led by Morgan Stanley Investment Management
Revision history
23 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Who Owns Everstream Analytics Company? (2025-07-25)
- Everstream Raises $24M to Conquer Supply Chain Complexity and Disruption (2022-05-19)
- Morgan Stanley Investment Management's 1GT Co-Leads $50 Million Funding for Everstream Analytics (2023-04-03)
- Everstream Analytics Stock Price, Funding, Valuation, Revenue & Financial Statements (2023-04-25)
- Valuation, Funding Rounds & Stock Price (2025-09-30)
- Everstream Analytics Celebrates Record Business Growth, Product Innovation, and a Growing Client Community (2023-02-22)
- Everstream Analytics Revenue 2023 (2025-04-09)
- Revenue, Competitors, Alternatives (2022-04-16)
- Everstream Analytics Company Profile
- Everstream - Headcount, Funding & Open Jobs (2026-06-20)
- Everstream Analytics Appoints New CEO to Drive Next Stage of Growth (2025-04-22)
- Everstream Analytics Launches First-in-Class Predictive Crop Risk Forecasting Solution (2025-06-11)