North American Fleet Management Market Set to Reach 36.2 Million Connected Units by 2030

North America’s fleet management market is projected to grow by nearly 70% between 2025 and 2030, according to Berg Insight. Rising telematics adoption, industry consolidation and the expansion of factory-installed connectivity are reshaping the competitive landscape.

Fleet telematics is moving closer to becoming a standard feature of commercial vehicle operations in North America. What was once primarily an aftermarket technology for vehicle tracking and regulatory compliance is increasingly integrated into vehicles at the factory, while fleet operators are adopting more sophisticated connected services for managing their assets and operations.

New research from Berg Insight illustrates the scale of this transition. The analyst firm estimates that 21.3 million active fleet management systems were deployed across North America at the end of 2025, with the installed base expected to reach 36.2 million units by 2030. This represents a compound annual growth rate (CAGR) of 11.2% over the five-year period.

Fleet telematics penetration approaching 90% by 2030

Beyond the growth in connected units, one of the most significant findings in Berg Insight’s latest report is the increasing penetration of fleet management technology.

According to the research, approximately 34 million vehicles are currently used in commercial fleets across North America. The penetration rate of fleet management systems among non-privately owned vehicles in commercial use is expected to increase from 61.2% in 2025 to 89.7% in 2030.

This suggests that fleet telematics is approaching mainstream adoption across the region. As the proportion of connected vehicles increases, market growth will progressively depend not only on connecting previously unconnected fleets but also on replacing existing solutions and expanding the range of services delivered through connected vehicle platforms.

These services extend well beyond location tracking. Fleet management systems increasingly support vehicle diagnostics, maintenance planning, driver monitoring, fuel management, regulatory reporting and operational optimization. Video telematics, fleet electrification management and AI-based applications are also among the areas examined in Berg Insight’s latest research.

Geotab leads an increasingly concentrated market

Despite the large number of vendors operating in North America, the fleet management market is already relatively consolidated.

Berg Insight estimates that the five largest providers account for approximately 50% of active fleet management units in the region, while the top 15 collectively manage around 15 million connected units.

Geotab remains the clear market leader, with several million active subscribers in North America. Samsara ranks second, followed by CalAmp, Verizon Connect and Lytx. All five providers have surpassed one million active units in the region.

Other significant competitors include Motive, Platform Science, GPS Insight and Powerfleet, each with an estimated North American installed base of at least half a million units.

Acquisitions are playing an important role in this concentration. Platform Science has acquired Trimble’s transportation telematics businesses, while Powerfleet has expanded through its acquisitions of MiX Telematics and Fleet Complete. Other recent developments include GPS Trackit’s acquisition of Zonar and Klipboard’s acquisition of Linxup in October 2026.

The consolidation trend extends beyond North America. Globally, Berg Insight reports that more than a dozen fleet management providers have exceeded one million subscriptions, with Geotab surpassing six million connected units worldwide.

Factory-installed telematics changes the competitive dynamics

Another important development highlighted in the report is the growing involvement of commercial vehicle manufacturers in fleet telematics.

Manufacturers including Daimler Truck, Volvo Group, PACCAR, Ford and General Motors now offer factory-installed connectivity and fleet management capabilities, either through proprietary solutions or partnerships with established telematics providers.

Basic connected services, such as remote diagnostics, are increasingly included during the first years of vehicle ownership, while more advanced fleet management functionality is typically offered through subscriptions.

This evolution creates a different competitive environment for aftermarket providers. Rather than relying exclusively on dedicated telematics hardware installations, vendors can increasingly deliver services using connectivity already embedded in vehicles.

Platform Science’s Virtual Vehicle platform illustrates this approach. Its open OEM platform has gained backing from several major North American heavy-truck manufacturers, demonstrating how vehicle manufacturers and independent telematics providers can collaborate around shared connected vehicle architectures.

For fleet operators managing vehicles from multiple manufacturers, interoperability becomes particularly important. Accessing vehicle data through different OEM platforms can complicate fleet-wide monitoring and reporting. Solutions capable of consolidating information across manufacturers therefore have a practical role in simplifying fleet management operations.

Growth opportunities shift toward software and connected services

For the broader IoT ecosystem, the projected expansion to 36.2 million fleet management units represents a substantial installed base of connected assets requiring reliable data communications, device management and integration with enterprise applications.

However, the increasing availability of factory-installed connectivity also changes where value can be captured. Telematics hardware manufacturers face growing opportunities to support specialized applications, while software providers and system integrators can differentiate through analytics, interoperability and integration with existing business systems.

The market’s growing maturity also raises the importance of value-added services. Video-based safety applications, predictive maintenance, fuel optimization and electric fleet management offer ways for providers to expand their offerings beyond basic tracking and compliance.

Berg Insight’s findings point to a market that is expanding rapidly while becoming increasingly concentrated around large connected vehicle platforms. For smaller providers, differentiation through specialized applications, industry expertise or integration capabilities may become as important as the size of their installed base.

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