PowerFleet Roth Chat: Integration Done, AI Boost, South Africa Deal, Eyes Free Cash Flow by 2027

Responding to questions about AI-driven disruption in software markets, Towe said PowerFleet views AI as a tailwind, not a threat. He emphasized that the company’s platform is built on “proprietary real-world fleet data at scale,” and argued that the combination of hardware footprint, historical data depth and deep customer integrations provides defensibility, particularly in “mission-critical workflows” tied to physical operations.Looking ahead, Towe said the company has moved out of an integration phase a ...