Financial Performance & Growth - The company achieved over $1.5 billion in ARR[84, 108] - The company's ARR grew approximately 3x from Q1 FY23 ($0.6B) to Q1 FY26 ($1.5B)[141] - The company's Non-GAAP operating margin improved by +21 percentage points from FY23 (-12%) to FY25 (9%)[169] - The company's Adjusted Free Cash Flow margin improved by +26 percentage points from FY23 (-17%) to FY25 (9%)[169] Customer & Product Adoption - The company's customers with 2+ products increased from 84% in Q1 FY24 to 94% in Q1 FY26[154] - The company's Video-Based Safety ARR is over $700 million with 30%+ year-over-year growth[160] - The company's Vehicle Telematics ARR is over $600 million with 25%+ year-over-year growth[160] - The company's Equipment Monitoring & Other ARR is over $200 million with 30%+ year-over-year growth[161] Market & Strategy - The company estimates a $137 billion total addressable market (TAM) in 2024 for connected operations[129] - The company's Q1 FY26 Net New ACV (NNACV) was comprised of 82% from the United States, Canada, and Mexico, and 18% from Europe[91] - The company's Asset Tag product achieved over $10 million in ARR in its first year with over 100,000 asset tags deployed[69]

Financial Performance - Q1 FY26 ARR reached $1.54 billion, a 31% year-over-year growth, also 31% when adjusted for constant currency[11] - Q1 FY26 Adjusted Free Cash Flow was $46 million, resulting in a 12% Adjusted Free Cash Flow Margin[11] - The company is guiding for Q2 FY26 total revenue between $371 million and $373 million, representing 24% year-over-year growth[48] - The company is guiding for FY26 total revenue between $1.547 billion and $1.555 billion, representing 24% year-over-year growth[48] Customer Growth - The company has 2,638 customers with ARR over $100,000, a 35% year-over-year increase[11] - 85%+ core customers use multiple products[41] Product and Market - 18% of net new ACV mix came from non-US geographies in Q1, tying for the highest ever[43] - Construction contributed the highest net new ACV mix for the 7th consecutive quarter[43] - Equipment Monitoring saw its 4th consecutive quarter of accelerated year-over-year net new ACV growth[43] Safety and Efficiency - A study showed that 79% of drivers have experienced a near-miss while driving distracted[16] - A study showed that 67% of drivers have experienced drowsiness[16]