According to a recent LinkedIn post from Circuit, the City of National City is expanding its FRANC microtransit service that Circuit operates. The post indicates that additional fully electric vehicles are being added to the fleet in response to higher rider demand and increased trip requests throughout the day.
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The post suggests that the expansion aims to reduce wait times, increase coverage, and maintain service reliability as usage grows. For investors, this operational scaling in an existing market may signal traction for Circuit’s demand-responsive microtransit model and support a thesis of recurring municipal revenue tied to measured ridership growth.
The LinkedIn commentary also frames the expansion as an example of “right-sized” microtransit that scales based on real-world performance data. If replicated in other municipalities, this data-driven approach could strengthen Circuit’s competitive position in the electric microtransit segment and potentially improve its long-term contract pipeline and unit economics.