PowerFleet, Inc. (AIOT) Analyst/Investor Day Transcript
PowerFleet, Inc. ( AIOT ) Analyst/Investor Day November 14, 2025 9:00 AM EST Company Participants Steve Towe - CEO & Director Melissa Ingram - Chief Corporate Development Officer Mike Powell - Chief Innovation Officer Aaron Friedman Clara Severino Jeffrey Lautenbach - Chief Revenue Officer Rob Williams David Wilson - CFO & Corporate Secretary Jonathan Bates - Chief Marketing Officer Conference Call Participants Carolyn Capaccio Brian Fielkow Cas Cate Michael DeSalles Jodie Baxter Cameron Coursey Conversation Operator Hello, and welcome to the 2025 PowerFleet Innovation Event. [Operator Instructions] I'd now like to turn the call over to Carolyn Capaccio.
PowerFleet, Inc. (AIOT) Q2 2026 Earnings Call Transcript
PowerFleet, Inc. ( AIOT ) Q2 2026 Earnings Call November 10, 2025 8:30 AM EST Company Participants Steve Towe - CEO & Director Jeffrey Lautenbach - Chief Revenue Officer David Wilson - CFO & Corporate Secretary Melissa Ingram - Chief Corporate Development Officer Conference Call Participants Carolyn Capaccio - Alliance Advisors, LLC Scott Searle - ROTH Capital Partners, LLC, Research Division Anthony Stoss - Craig-Hallum Capital Group LLC, Research Division Gary Prestopino - Barrington Research Associates, Inc., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Alexander Sklar - Raymond James & Associates, Inc., Research Division Gregory Gibas - Northland Capital Markets, Research Division Presentation Operator Greetings.
Here's What Key Metrics Tell Us About PowerFleet (AIOT) Q2 Earnings
Although the revenue and EPS for PowerFleet (AIOT) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PowerFleet (AIOT) Q2 Earnings Miss Estimates
PowerFleet (AIOT) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to a loss of $0.02 per share a year ago.
Countdown to PowerFleet (AIOT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
Evaluate the expected performance of PowerFleet (AIOT) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
PowerFleet: Inflection Point In The Company, Not In The Share Price
PowerFleet's scaled Unity platform and SaaS shift now attract major customers, boosting margins and competitive positioning. Strategic partnerships, new product launches, and AI-driven ARPU expansion signal significant growth potential, especially in high-value segments. Synergy realization and disciplined cost control are driving strong EBITDA growth and margin expansion, with further savings expected.
PowerFleet, Inc. (AIOT) Q1 2026 Earnings Call Transcript
PowerFleet, Inc. (NASDAQ:AIOT ) Q1 2026 Earnings Conference Call August 11, 2025 8:30 AM ET Company Participants David Wilson - CFO & Corporate Secretary Melissa Ingram - Chief Corporate Development Officer Mike Powell - Chief Innovation Officer Steve Towe - CEO & Director Conference Call Participants Alexander James Sklar - Raymond James & Associates, Inc., Research Division Anthony Joseph Stoss - Craig-Hallum Capital Group LLC, Research Division Dylan Tyler Becker - William Blair & Company L.L.C., Research Division Gary Frank Prestopino - Barrington Research Associates, Inc., Research Division Gregory Thomas Gibas - Northland Capital Markets, Research Division Scott Wallace Searle - ROTH Capital Partners, LLC, Research Division Operator Greetings.
Here's What Key Metrics Tell Us About PowerFleet (AIOT) Q1 Earnings
The headline numbers for PowerFleet (AIOT) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
PowerFleet (AIOT) Q1 Earnings Match Estimates
PowerFleet (AIOT) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.21 per share a year ago.
Exploring Analyst Estimates for PowerFleet (AIOT) Q2 Earnings, Beyond Revenue and EPS
Evaluate the expected performance of PowerFleet (AIOT) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
PowerFleet Looks Oversold: Here's Why I'm Accumulating Shares
PowerFleet, Inc.'s pivot to an AI-driven, subscription-based platform is driving explosive revenue growth and a rising mix of recurring, high-margin sales. Recent acquisitions have quadrupled subscriber count and fueled cross-sell momentum, but legacy churn and integration risks remain material headwinds. Valuation is attractive at ~8× forward EV/EBITDA, with the market underpricing the company's operating leverage and SaaS transition amid a 16% CAGR industry.
The Bottom Is in for Powerfleet: An Intelligent Time to Buy
After correcting more than 50% from its 2025 high to low, the bottom is in for Powerfleet NASDAQ: AIOT, and a powerful rebound is brewing. Slow to gain traction, traction was revealed in the FQ4 results, and it promises to drive shareholder value in the coming fiscal year.
