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 ~8Ă— forward EV/EBITDA, with the market underpricing the company's operating leverage and SaaS transition amid a 16% CAGR industry.
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.
PowerFleet, Inc. (NASDAQ:AIOT ) Q4 2025 Earnings Call June 16, 2025 8:30 AM ET Company Participants Craig Fisk - Executive Vice President ofSales & Marketing NA David Wilson - CFO & Corporate Secretary Melissa Ingram - Chief Corporate Development Officer Steve Towe - CEO & Director Operator Greetings. Welcome to PowerFleet's Fourth Quarter and Full Year 2025 Earnings Call.
28 Aug 2025 (In 1 month) Date | | 0.01 Cons. EPS | - EPS |
16 Jun 2025 Date | | 0.04 Cons. EPS | 0.02 EPS |
10 Mar 2025 Date | | - Cons. EPS | - EPS |
12 Nov 2024 Date | | - Cons. EPS | - EPS |
7 Nov 2024 Date | | - Cons. EPS | - EPS |
28 Aug 2025 (In 1 month) Date | | 0.01 Cons. EPS | - EPS |
16 Jun 2025 Date | | 0.04 Cons. EPS | 0.02 EPS |
10 Mar 2025 Date | | - Cons. EPS | - EPS |
12 Nov 2024 Date | | - Cons. EPS | - EPS |
7 Nov 2024 Date | | - Cons. EPS | - EPS |
Communication Equipment Industry | Technology Sector | Steve Towe CEO | JSE Exchange | US73931J1097 ISIN |
US Country | 1,954 Employees | - Last Dividend | - Last Split | - IPO Date |
PowerFleet, Inc. is a prominent provider of Internet-of-Things (IoT) solutions, operating across the United States, Israel, and on an international scale. Originally established in 1993 as I.D. Systems, Inc., the company now operates under the name PowerFleet, Inc., with its headquarters situated in Woodcliff Lake, New Jersey. PowerFleet delivers a comprehensive range of IoT solutions designed to enhance efficiency, safety, and security for its clients, while also aiming to increase their profitability through the utilization of data analysis and seamless integrations. Serving a wide array of sectors—including automotive manufacturing, logistics, aviation, and more—PowerFleet is dedicated to providing state-of-the-art technology solutions through its proprietary brands, PowerFleet, Pointer, and Cellocator.