The earnings call highlighted a transformative year for PowerFleet, characterized by significant revenue growth, successful integration of acquisitions, and expansion of the customer base. While there were some retention challenges related to legacy systems, the company's strategic initiatives and innovative solutions position it well for future growth.

Company Guidance -

Q1 2026

The guidance provided during PowerFleet's earnings call highlighted significant metrics that underscore the company's transformative year and its strategic path forward. PowerFleet reported an impressive annualized revenue of over $400 million with more than 75% of it being recurring SaaS revenue. The company expanded its subscriber base from 700,000 to 2.8 million and achieved a notable adjusted EBITDA growth from $7 million to $71 million. The company delivered $104 million in Q4 revenue, marking a 40% year-over-year increase, and achieved $20 million in adjusted EBITDA for the quarter, reflecting an 80% growth from the previous year. Other key metrics include a 96% year-over-year increase in cross-sell revenue, a 71% growth in warehouse solutions, and a 52% increase in AI video deployments within their largest U.S. channel partner. PowerFleet also achieved $16 million in adjusted EBITDA synergies, demonstrating the success of its integration strategy. Looking ahead, the company emphasized a strong pipeline growth with a 50% increase in their Data Highway pipeline and a 121% rise in warehouse new logo pipeline, indicating promising future performance.

Revenue and SaaS Growth

PowerFleet achieved over $400 million in annualized revenue with more than 75% of this revenue being ongoing SaaS revenue. This indicates a strong shift to subscription-based models.

EBITDA Improvement

Adjusted EBITDA increased dramatically from $7 million to $71 million, showcasing significant operational improvements and cost synergies.

Subscriber Growth

The company scaled from 700,000 subscribers to 2.8 million, highlighting significant expansion in its customer base.

Successful Integration and Synergies

PowerFleet delivered $16 million in adjusted EBITDA synergies, achieved through organizational efficiency, systems consolidation, vendor optimization, and commercial simplification.

Expansion into New Markets

PowerFleet signed contracts with over 600 new midsized and large customers, diversifying its industry presence and expanding its reach.

Cross-Sell and Upsell Success

Cross-sell revenue increased by 96% year-over-year, demonstrating strong traction in expanding product offerings to existing customers.

Recognition in Innovation

PowerFleet was recognized as the #1 global leader in platform solutions and innovation by ABI Research, a notable industry accolade.

Powerfleet (AIOT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AIOT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2025	2026 (Q1)	-0.01 / -	0.003	―	―	―
Jun 16, 2025	2025 (Q4)	-0.02 / -0.09	-1.688	94.67% (+1.60)
Feb 10, 2025	2025 (Q3)	<0.01 / -0.11	0.035	-414.29% (-0.15)	―
Nov 12, 2024	2025 (Q2)	<0.01 / 0.02	-0.005	500.00% (+0.03)	―
Aug 22, 2024	2024 (Q2)	-0.11 / <0.01	-0.032	109.38% (+0.04)	―	―
May 09, 2024	2023 (Q5)	- / -1.69	0	―	―	―
Mar 12, 2024	2023 (Q4)	-0.02 / 0.04	0.01	250.00% (+0.03)	―
Nov 09, 2023	2023 (Q3)	-0.03 / >-0.01	0.04	-112.50% (-0.04)	―
Aug 08, 2023	2023 (Q2)	-0.02 / -0.03	0.05	-164.00% (-0.08)	―
May 09, 2023	2023 (Q1)	0.03 / 0.00	-0.06	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AIOT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 16, 2025	$4.45	$4.98	+11.91%
Feb 10, 2025	$5.95	$7.80	+31.09%
Nov 12, 2024	$5.49	$5.21	-5.10%
Aug 22, 2024	$4.89	$4.87	-0.41%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Powerfleet (AIOT) report earnings?

Powerfleet (AIOT) is schdueled to report earning on Aug 11, 2025, After Close (Confirmed).

What is Powerfleet (AIOT) earnings time?

Powerfleet (AIOT) earnings time is at Aug 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AIOT EPS forecast?

AIOT EPS forecast for the fiscal quarter 2026 (Q1) is -0.01.

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