06/05/2026
In this interview, Cordel CEO John Davis outlines the company’s recent step-up in deal momentum, including wins with Network Rail, TfL, Genesee & Wyoming and a further US Class I railroad. While part of the uptick reflects the timing of deal closures after a slow H1, Cordel is also benefiting from a growing pipeline, now more than £70m of named opportunities, and deeper customer relationships in North America. The interview highlights the significance of the £3m Network Rail gauging data refresh, the opportunity in infrastructure monitoring, and new applications in underground and GPS-denied environments. From a financial perspective, recently signed recurring revenue contracts provide a stronger platform for growth through H226 and into FY28. Davis also explains how Cordel Connect V3, the latest iteration of the company’s platform, is supporting the group’s land-and-expand strategy through improved visualisation, multimodal data capture and broader customer engagement.
Cordel Group offers a patented cloud-based platform for master data management and business analytics, together with specialist hardware and software for capturing, analysing and reporting on large datasets within the transport sector, employing sophisticated AI algorithms.
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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.
06/05/2026
In this interview, Cordel CEO John Davis outlines the company’s recent step-up in deal momentum, including wins with Network Rail, TfL, Genesee & Wyoming and a further US Class I railroad. While part of the uptick reflects the timing of deal closures after a slow H1, Cordel is also benefiting from a growing pipeline, now more than £70m of named opportunities, and deeper customer relationships in North America. The interview highlights the significance of the £3m Network Rail gauging data refresh, the opportunity in infrastructure monitoring, and new applications in underground and GPS-denied environments. From a financial perspective, recently signed recurring revenue contracts provide a stronger platform for growth through H226 and into FY28. Davis also explains how Cordel Connect V3, the latest iteration of the company’s platform, is supporting the group’s land-and-expand strategy through improved visualisation, multimodal data capture and broader customer engagement. Cordel Group offers a patented cloud-based platform for master data management and business analytics, together with specialist hardware and software for capturing, analysing and reporting on large datasets within the transport sector, employing sophisticated AI algorithms.
20/04/2026
Cordel’s £3.0m+ Structure Gauging Service ‘booster’ contract provides clear underpinning for the strong H2 required to meet FY26 estimates. It also strengthens the foundation for further growth and profitability into FY27 and FY28, potentially shifting the balance of earnings risk to the upside. In addition, it provides further demonstration of the company’s ability to expand and deepen relationships with major customers, converting an initial installation into a larger, multi-year engagement.