Kinaxis vs o9 Solutions
Kinaxis holds the stronger position because it faces heavier direct competition than o9, which is fighting a trade-secret lawsuit with SAP IBP over shared multinational accounts, while Kinaxis shows steady, fully disclosed revenue growth and o9's ARR growth has slowed.
Kinaxis
Supply chain planning software that runs concurrent forecasting across a manufacturer's clashing ERP systems
o9 Solutions
o9 Solutions runs an AI planning platform big companies use to forecast supply chains
Dimension by dimension
| Dimension | Kinaxis | o9 Solutions |
|---|---|---|
| Staying power of the core product | Kinaxis shows no meaningful customer loss visible in the evidence. | o9 is in active litigation with SAP IBP over trade secrets tied to shared multinational customers, reflecting exposure to competitive and legal pressure. |
| Exposure to AI absorbing the product | Kinaxis is partly exposed, since some of its forecasting work could be replicated by broader AI systems. | o9's planning software is unlikely to be swallowed by general AI tools. |
| How easily a giant could copy them | A larger company could possibly replicate Kinaxis's approach as well. | A larger company could possibly replicate o9's approach. |
| Pressure from rivals | Kinaxis shows no visible customer losses in the evidence, assessed July 2026. | o9 is in a trade-secret lawsuit with SAP IBP over the same multinational accounts, assessed July 2026. |
| Financial footing | Kinaxis reported Q1 2026 total revenue of $165.6M, up 25% year over year, and ARR of $447M, up 20%. | o9's ARR growth has slowed from 51% in Q3 2023 to 36% in Q1 2024. |
| Underlying strength of the business model | Kinaxis shows steadier revenue and ARR growth over the same period, with no comparable legal exposure disclosed. | o9 faces direct legal pressure from SAP IBP over shared enterprise accounts. |
Questions people ask
- Is o9 Solutions or Kinaxis in a stronger position against AI disruption?
- o9 Solutions is rated unlikely to be absorbed by AI, while Kinaxis is only partly exposed. Neither company faces a high risk of being replaced outright, but o9 has the lower exposure of the two.
- Who is winning the SAP IBP lawsuit, o9 or Kinaxis?
- The lawsuit involves o9 Solutions and SAP IBP directly, and Kinaxis is not a party to it. The outcome could still affect o9's standing against SAP in the same market where Kinaxis also competes.
- Which company has better revenue growth, Kinaxis or o9 Solutions?
- Kinaxis reported Q1 2026 total revenue up 25% year over year and ARR up 20%, both disclosed in dollar terms. o9's most recent reported figure was 36% ARR growth in Q1 2024, down from 51% the prior quarter, showing a slowing trend.
- Does AI threaten supply chain planning software like o9 or Kinaxis?
- Neither company is expected to be fully absorbed by AI tools. o9 is rated unlikely to be affected, while Kinaxis is rated partly affected, since some of its forecasting work overlaps with general AI capability.
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