The earnings call highlighted significant achievements in services revenue growth, cost management, and strategic partnerships, with a strong emphasis on innovation and SaaS momentum. However, challenges were noted in product revenue due to tariffs and economic uncertainties. Overall, the sentiment is positive, with a clear trajectory towards growth and operational efficiency.

Company Guidance

In the first quarter of fiscal year 2026, PowerFleet reported substantial metrics highlighting their strategic progress. Service revenue grew 53% year-over-year and 6% sequentially to $86.5 million, marking a record 83% of total revenue, the highest mix yet, underscoring the shift towards SaaS as a central strategy. Service-adjusted EBITDA gross margin reached 76%, reflecting improved operational efficiency. The company also achieved $11 million in annualized savings in Q1, contributing to an adjusted EBITDA of $21.6 million, a 58% increase year-over-year. New high-value deals of over $100,000 ARR were added across 11 sectors, illustrating the wide-ranging appeal of their Unity solutions. AI video bookings surged 52% quarter-over-quarter, and their North American pipeline improved by 28%, affirming the strength of their go-to-market strategy.

Record Services Revenue Growth

Services revenue grew by 53% year-over-year and 6% sequentially to $86.5 million, representing 83% of total revenue, highlighting the company's shift towards a SaaS revenue model.

Successful Cost Management and Savings

Achieved $11 million of annualized savings in Q1 FY '26 of the planned $18 million for the full year, contributing to adjusted EBITDA exceeding expectations.

AI Video Bookings and Pipeline Growth

AI video bookings grew 52% quarter-over-quarter, with a 28% sequential improvement in the overall pipeline with major channel partners in North America.

Key Strategic Partnerships and Wins

Announced a partnership with MTN, a major network provider, and key customer wins such as SIXT Rental Mexico and Foley, showcasing Unity's global reputation and market penetration.

Recognition for Innovation

PowerFleet was named one of ABI Research's 7 most innovative global technology companies, highlighting its enterprise-grade modularity and AI-led innovation.

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
Nov 18, 2025	2026 (Q2)	>-0.01 / -	0.02	―	―	―
Aug 11, 2025	2026 (Q1)	-0.01 / -0.08	0.003	-2766.67% (-0.08)
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)	―

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
Aug 11, 2025	$3.87	$4.39	+13.44%
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%

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 Nov 18, 2025, After Close (Confirmed).

What is Powerfleet (AIOT) earnings time?

Powerfleet (AIOT) earnings time is at Nov 18, 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 (Q2) is >-0.01.

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