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Logistics and supply chain companies · United States

o9 Solutions

o9solutions.com ↗

o9 Solutions runs an AI planning platform big companies use to forecast supply chains.

Protection under test
Assessed 31 July 2026 · Evidence as of 31 July 2026
Something worth protecting exists and is being tested right now.
On the recordSince 31 July 2026 · Checkable from H2 2026 to H1 2027 · Every call on the record Checkpoint: Discovery and early rulings in SAP's trade secret lawsuit against o9
The call

o9 still holds its big accounts and ships new go-lives, but slowing disclosed growth and an active SAP lawsuit make the next year noisy.

o9 Solutions sells software that helps large companies like Walmart and Nestlé plan their supply chains and budgets. It is fairly hard to replace because customers have spent years training their teams on o9's system and switching would be painful and costly. However, SAP, a much larger software company, is now selling a competing product and claims o9 may have used SAP's secret information to build its system, which could hurt o9's reputation and sales. The company's growth has slowed sharply in the past two years, and the outcome of SAP's lawsuit and whether o9 can still win new customers against SAP will determine whether investors actually make money.

Why
01
AI pressure: Generative AI copilots baked into ERP suites (SAP Joule, Microsoft Copilot). If ERP vendors fold forecasting AI directly into the system of record, buyers may skip a separate planning layer like o9 entirely. Could AI do the core job? Only partly.
02
Bigger players: SAP (via SAP IBP). SAP sells planning inside the ERP customers already run and is suing o9 over alleged trade secret misappropriation, filed November 2025. Could a giant copy it? Yes, easily.
03
What protects it. Deep workflow lock-in at Nestlé, Walmart, Caterpillar and other marquee accounts makes ripping o9 out costly and slow.
What would change this call
Outcome or settlement of SAP's Nov 2025 trade-secret lawsuit against o9. Would show whether SAP's competitive claims against o9 have legal merit.
Whether o9 resumes publishing quarterly ARR growth % in Q3/Q4 2026. Would show whether o9 is hiding a slowing growth rate from the market.
Public disclosure of a new o9 funding round or valuation reset. Would show whether investors still back the $3.7B 2023 valuation.
Key numbers
  • ARR grew 47% year over year in 2023 (2023)
  • $116M raise in July 2023 valued o9 at $3.7B (2023-07)
  • ARR growth slowed to 28% by Q3 2024 (2024-Q3)
Named risks
  • SAP trade-secret litigation outcome could reverse alleged competitive advantage or expose o9 to countersuit. Severity: high
  • No new equity round since July 2023 raises down-round or liquidity pressure risk ahead of possible IPO. Severity: medium
  • o9 stopped disclosing ARR percentage growth in 2026, reducing visibility into deceleration trend. Severity: medium
  • Headcount has plateaued or declined since 2024 peak, signaling possible cost discipline or slowing demand. Severity: medium
  • Conflicting third-party revenue estimates ($157.5M vs $420.1M) show no independently confirmed revenue figure exists. Severity: low
Rivals, as read in July 2026
RivalDirectionEvidence
SAP (SAP IBP)contestingo9 filed trade-secret misappropriation lawsuit against SAP and ex-execs, Nov 25, 2025
KinaxiscontestingKinaxis claims co-Leader status with highest Ability-to-Execute in 2026 Gartner MQ, Mar 23, 2026
Blue YondercontestingNamed as direct rival in Gartner Peer Insights supply chain planning comparisons, 2026
AnaplancontestingListed as peer/competitor in enterprise planning software category per Pitchbook 2026 profile
Questions people ask
What is o9 Solutions' biggest risk?
The biggest risk is SAP, whose IBP product competes for the same multinational accounts and is now the subject of a trade-secret lawsuit (Case 3:25-cv-03245) alleging SAP took over 20,000 confidential o9 files. Discovery in that case is expected in Q2-Q3 2026, and a settlement or ruling is anticipated by mid-2027, which is worth checking once it lands.
Is o9 Solutions in financial trouble?
There is no sign of financial trouble in the July 2026 data. Subscription revenue grew 37% in 2024 and new client acquisition grew 60% year-over-year in Q1 2025, though the earlier slowdown in ARR growth (from 51% in Q3 2023 to 36% in Q1 2024) is a trend worth tracking when fiscal 2026 figures come out by March 2027.
Who are o9 Solutions' biggest competitors?
o9 is named alongside SAP, Kinaxis, Oracle, and Blue Yonder in the 2026 Gartner Magic Quadrant for Supply Chain Planning as a recognized leader. SAP is the sharpest competitor, given the active litigation over the same enterprise customer base that Kinaxis, Oracle, and Blue Yonder also chase.
Is o9 Solutions at risk from AI?
The main AI threat is generic LLM-based forecasting and planning copilots, currently rated as building rather than shipped. Frontier models can copy the forecasting math but not the Enterprise Knowledge Graph, ERP wiring, and daily workflows already embedded at clients like Nestle, Walmart, and Caterpillar.
What is the SAP lawsuit about and why does it matter?
o9 filed a trade-secret suit against SAP alleging SAP took more than 20,000 confidential files to speed up development of its competing IBP product, according to a filing dated November 25, 2025. Discovery is expected in Q2-Q3 2026 with a settlement or ruling projected by mid-2027, and the outcome could affect how the two companies compete for the same large manufacturing and retail clients.
Timeline
  • 2026-07-29Named Leader in 2026 Nucleus Research Enterprise Supply Chain Planning Technology Value Matrix
  • 2026-07-16Reports strong commercial momentum, 80+ go-lives in H1 2026, no ARR percentage disclosed
  • 2026-05Announces Snowflake Connected Application integration
  • 2026-03-23Rival Kinaxis claims Leader status in 2026 Gartner Magic Quadrant for Supply Chain Planning
  • 2026o9 named Leader in 2026 Gartner Magic Quadrant, both Discrete and Process Industries editions
  • 2025-11-25Files trade-secret misappropriation lawsuit against SAP and former executives in N.D. Texas
  • 2024-Q3Reports ARR growth of 28% YoY, down from 37% in Q2 and 36% in Q1 2024
  • 2023-07Existing investors add $116M, raising valuation to $3.7B
  • 2023Reports ARR growth of 47% YoY for full year
  • 2022-01General Atlantic leads $295M round with Generation Investment Management and KKR, valuing o9 at $2.7B
Head to head
Blue Yonder vs o9 SolutionsKinaxis vs o9 Solutions
Revision history
31 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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