Powerfleet, Inc.
AIOTQ3 2025(AIOT Q1 FY2026)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$14.9M
AI Revenue (Q)
$3.0M
Total Revenue (Q)
$75.4M
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 (Apr-Jun 2025) revenue $104.1M. Company continues AIoT branding. Single segment: wireless AIoT asset management. Services revenue $86.5M (83%), showing increasing SaaS mix. No AI-specific revenue breakout. Development costs capitalized $3.7M (includes platform AI features but also basic software). 4% maintained reflecting stable AI feature penetration. Math: 4% x $104.1M = ~$4.2M implied quarterly AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $104,121 (Products $17,657 + Services $86,464)
10-Q Q1 FY2026, Condensed Consolidated Statements of Operations
The Company operates in one reportable segment, wireless AIoT asset management
10-Q Q1 FY2026, Note 17 Segment Information
AI Products Identified (Ring 1)
Unity AIoT platform ML analyticsPower AI featuresConnvex InsightsPredictive fleet analytics
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
GPS fleet trackingMiX Telematics subscriptionsFleet Complete subscriptionsIoT hardware devicesBasic telematics SaaS
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix