Yojee Signs Second MOSAIC Customer to Complete Full Freight Matrix Coverage
Yojee signs second MOSAIC customer ahead of full commercial release
Yojee Limited (ASX: YOJ) has signed Wayfinder Cargo Solutions as its second commercial MOSAIC customer in Q4 FY26, ahead of the platform’s full commercial release. The signing is the second commercial MOSAIC agreement this quarter and extends real-world operational coverage across the complete freight matrix, encompassing air import, air export, ocean import, and ocean export. Structured as an early adopter period running from 8 June 2026 to 31 August 2026, the parties intend to transition into a fully loaded, revenue-generating agreement anticipated to commence from 1 September 2026.
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What the MOSAIC commercialisation roadmap looks like
From build to commercial: hitting every milestone on schedule
Yojee has executed its go-to-market plan in deliberate sequence, with each milestone delivered on schedule. Investors tracking the company’s progress will note the following delivery order:
- September 2025 — MOSAIC Beta launched
- February 2026 — Beta successfully completed without material defect
- April 2026 — First commercial customer onboarded, processing live sea import shipments
- June 2026 — Wayfinder signed as second commercial customer, extending MOSAIC into air import and ocean export
Each stage has been reached in order, signalling a consistent execution discipline that underpins the company’s staged commercialisation approach.
What is MOSAIC and why does the freight matrix matter?
MOSAIC is a software-as-a-service (SaaS) platform built for freight forwarders. Its purpose is to consolidate the fragmented exchange of supply chain data between logistics participants onto a single, unified system, replacing costly and disconnected integrations.
The “freight matrix” refers to the four operational directions a freight forwarder handles: air import, air export, ocean import, and ocean export. To be commercially viable across the broad freight forwarding market, a platform must be capable of handling all four modes effectively. Prior to the Wayfinder signing, air export had been validated during Beta and ocean import was live with the first commercial customer. Wayfinder’s deployment now adds air import and ocean export, completing the matrix.
Australian Customs integration is a technically demanding requirement for any freight forwarding platform. Each freight mode and direction triggers distinct message types within the Integrated Cargo System (ICS), which is the Australian Customs system for processing import and export cargo data. Real-world testing across all four modes de-risks the platform for commercial buyers evaluating MOSAIC. For investors, full freight matrix coverage translates to a broader addressable market and materially reduced platform risk heading into the full commercial release.
Why Wayfinder and why now
Who is Wayfinder Cargo Solutions?
Wayfinder Cargo Solutions brings a well-suited operational profile to MOSAIC’s early adopter phase:
- Australian multi-modal freight forwarder
- Headquartered in northern New South Wales
- Over 20 years of operational experience across ocean, air, road, and project logistics
- Handles Full Container Load (FCL), Less-than-Container Load (LCL), breakbulk, air charter, road, and oversized and project cargo movements
- Services both local and international supply chains across imports, exports, and project cargo
Agreement structure at a glance
| Term | Detail | Significance | Status |
|---|---|---|---|
| Contract type | MOSAIC SaaS Usage-Based Contract | Recurring revenue model | Active from 8 June 2026 |
| Early adopter period | 8 June – 31 August 2026 | No fees payable during onboarding and configuration | In progress |
| Revenue-generating transition | Anticipated 1 September 2026 | Fully loaded commercial agreement intended | Planned |
| Revenue materiality | Not deemed material at this stage | Strategically material for commercialisation pathway | Confirmed by board |
The CEO commented on the signing:
CEO Commentary
“Signing Wayfinder is another step in the plan we have set out. Build a platform that works. Prove it in real-world environments. Bring on early commercial customers in a controlled, deliberate way before we open the gates… Every new customer at this stage strengthens MOSAIC, tightens our onboarding, and gets us closer to a confident full commercial release.”
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What comes next for MOSAIC
The most visible near-term catalyst is the anticipated transition to a fully loaded, revenue-generating agreement with Wayfinder from 1 September 2026, following the conclusion of the early adopter period on 31 August 2026. Yojee’s measured onboarding pace during this phase is deliberate, with management prioritising the refinement of onboarding processes, training, and customer success frameworks before a broader commercial rollout.
For investors, the position at the close of Q4 FY26 is concrete: two commercial customers signed this quarter, real-world operational validation now spanning the complete freight matrix, and a full commercial release now within a defined timeframe on the company’s stated go-to-market roadmap.
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