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Logistics and supply chain companies · subsidiary of Körber AG (joint venture with KKR; Körber Supply Chain Software rebranded as Infios March 2025) · United States

MercuryGate International

mercurygate.com ↗

Transportation management software now sold as Infios TMS after MercuryGate's 2024 buyout and 2025 rebrand.

Protection under test
Assessed 23 July 2026 · Evidence as of 23 July 2026
Something worth protecting exists and is being tested right now.
On the recordSince 23 July 2026 · Checkable from H2 2026 · Every call on the record Checkpoint: Gartner Magic Quadrant TMS placement decision for Infios
The call

MercuryGate survives as Infios TMS on switching costs and carrier integrations, but sits in a crowded agentic AI race where Oracle, SAP, and Blue Yonder move at the same speed.

MercuryGate sells software that helps companies manage trucks, carriers, and freight costs. It has real staying power because thousands of customers plug into its system through special data connections, and switching away is expensive and messy. However, it competes directly against massive software companies like Oracle and SAP, plus well-funded startups like Trimble and project44, all of which are adding the same artificial intelligence features at the same time. The biggest question is whether the company can finish integrating with its new owner smoothly and stay ahead in a race where everyone is shipping similar tools.

Why
01
AI pressure: Infios AI agents (own product) plus Oracle OTM, SAP TM, Blue Yonder agentic rollouts. AI automates load tendering and order entry inside the TMS itself, so rivals shipping the same agents faster can erode Infios's edge. Could AI do the core job? Only partly.
02
Bigger players: Oracle Transportation Management, SAP TM, Blue Yonder (Panasonic). Bigger, better funded suites are shipping comparable agentic freight features on a similar timeline, turning this into a feature race, not a knockout. Could a giant copy it? Yes, easily.
03
What protects it. Deep EDI and API ties into carrier networks plus 5,000+ customers whose freight workflows are costly to rip out.
What would change this call
Infios TMS placement in the next Gartner Magic Quadrant for TMS. Shows whether Infios TMS gains or stays behind Oracle, SAP, Blue Yonder in analyst standing.
Whether EDI maps, endpoints, and UI migration from MercuryGate to Infios settle by Q4 2026. Shows whether rebrand integration friction persists, a window for customers to switch.
KKR announcing an IPO, secondary sale, or strategic sale of Infios within 12 months. Shows whether the PE ownership structure moves toward an exit that changes investment terms.
Key numbers
  • 5,000+ customers across 70 countries claimed (May 2025)
  • 83% order-entry autonomy claimed for one customer (Apr 2026)
  • Acquired by Korber/KKR, added ~25% to revenue (Aug 2024)
Named risks
  • MercuryGate brand dissolved into Infios mid-integration, weakening customer recognition. Severity: medium
  • No TMS-specific Gartner Leader placement yet; historically rated Challenger. Severity: medium
  • Technical and go-to-market migration (EDI maps, UI, endpoints) still incomplete as of July 2026. Severity: medium
  • PE/JV ownership (Körber AG and KKR) means unclear equity or exit timeline for stakeholders. Severity: low
  • Crowded mid-market TMS field with well-capitalized rivals shipping identical agentic AI features. Severity: high
Rivals, as read in July 2026
RivalDirectionEvidence
Oracle Transportation Management (OTM)contestingShipping comparable agentic AI on TMS as of 2026, no structural barrier to entry
SAP Transportation Management (SAP TM)contestingERP-integrated TMS shipping similar AI automation features in 2026
Blue Yonder (Panasonic-owned)contestingFully Panasonic-owned after ~$7.1B 2023 acquisition, well-capitalized rival suite
project44gaining onAcquired Shippeo to consolidate freight visibility network, reported 2026
Manhattan AssociatescontestingAdjacent supply-chain execution vendor competing on visibility/execution features, 2026
Questions people ask
Is MercuryGate still an independent company?
No. MercuryGate was acquired by the Körber AG and KKR joint venture on September 30, 2024, and in March 2025 the combined business fully rebranded as Infios, with the product now sold as Infios Transportation Management.
Who owns MercuryGate now?
MercuryGate is owned by Körber AG and KKR through their supply chain software joint venture. The deal closed September 30, 2024, and the combined entity rebranded to Infios on March 4, 2025, making MercuryGate a module rather than a standalone company.
Is MercuryGate (Infios) profitable?
No public profitability figures exist. MercuryGate is privately held under Körber AG and KKR; Körber stated the August 2024 acquisition added roughly 25% to its annual net revenue, but no profit data has been disclosed as of mid-2026.
Could AI replace MercuryGate's TMS software?
Unlikely to fully replace it. Infios's own AI agents automate load tendering, tracking, and order entry (claiming 83% order-entry autonomy for one customer as of April 30, 2026), but these agents run atop MercuryGate's carrier EDI and freight-audit integrations, which AI cannot easily replicate.
Who is MercuryGate's biggest competitor?
Oracle Transportation Management and SAP Transportation Management are the dominant enterprise incumbents, while Blue Yonder, fully owned by Panasonic after a roughly $7.1 billion 2023 acquisition, and visibility players like project44 and FourKites contest the mid-market as of 2026.
Is MercuryGate a Gartner Magic Quadrant Leader?
Not in TMS specifically. MercuryGate was historically rated a Challenger in Gartner Peer Insights for TMS (2021-2022); the combined Infios entity is a Leader in the 2025 Gartner Magic Quadrant for WMS, not TMS, as of May 5, 2025.
Timeline
  • 2026-04-30Infios expands AI agents; cites 83% order-entry autonomy for one logistics customer
  • 2025-05-05Infios named Leader in 2025 Gartner Magic Quadrant for WMS (not TMS)
  • 2025-04-11Infios CEO Ed Auriemma details post-rebrand exec rebalancing and 1,500 employee talks
  • 2025-03-04Körber Supply Chain Software rebrands as Infios; MercuryGate becomes Infios TM
  • 2024-09-30Körber/KKR completes acquisition of MercuryGate
  • 2024-08-06Körber and KKR announce acquisition of MercuryGate, adding ~25% to Körber net revenue
  • 2018-08-28MercuryGate acquired by growth equity investor Summit Partners
  • 2000MercuryGate co-founded by Monica Wooden and Steve Blough in Cary, NC
Revision history
23 July 2026
First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.
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