Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities

BlackBerry (TSX:BB) expanded its Asset Intelligence Platform with new Dynamic Pairing technology for connected equipment in freight operations. Gulf Winds adopted Dynamic Pairing to improve visibility on how its trailers and other equipment are linked across day to day workflows. The technology targets fewer mis-paired assets in logistics yards, where incorrect trailer and container matches can create costly delays and errors. BlackBerry focuses on supplying software and services to enterprises and governments, and the company said the Asset Intelligence Platform plugs into existing freight workflows rather than replacing core transport operations. The key proof point to watch is how quickly BlackBerry discloses additional Radar Dynamic Pairing customers or higher usage across existing fleets in upcoming earnings updates.

Powerfleet said on Thursday that glassmaker Encirc has selected its Unity portfolio to strengthen forklift and on-site safety across Encirc's manufacturing operations. Encirc produces more than 3 billion glass containers a year, and in such high-volume production environments where forklifts, pedestrians and production lines share the same floor, the company will use Powerfleet's AI-powered Unity platform and AI video solutions to bring operator, equipment and safety data into one workflow. The selection was announced in a press release.

Vontier unveiled Vontier Vantage Point, a new mobility intelligence platform, at the National Association of Convenience Stores Trade Show 2026 in Raleigh, North Carolina. The platform processes more than 250 billion data points drawn from nearly 60,000 connected sites and 1.35 million monitored devices, consolidating information on fueling, retail transactions, fleet activity, charging infrastructure, car wash, equipment performance and market activity into a single system. According to Vontier, the scale of the platform lets retailers and operators spot emerging shifts in consumer behavior, pricing, reliability and broader market trends earlier than most publicly available reports. Rasha Hasaneen, Vontier's Chief Growth and Innovation Officer, said data has become one of the industry's most valuable assets yet much of it remains fragmented across systems, businesses and markets, and that the platform is intended to help businesses understand what is changing, why it matters and what is next. Vontier said all insights are based on synthesized data to honor customer data ownership, segmentation and privacy, and it will gather questions from retailers, fleet operators and technology providers at the show to shape the platform's first analyses and benchmark studies.

Samsara Inc. announced a major partnership with Asplundh to deploy its safety and efficiency technologies across tens of thousands of North American vehicles and assets, alongside the launch of Samsara MCP, which links customers' operational data directly into third-party AI assistants including ChatGPT, Claude, and Microsoft Copilot. The company also announced its first professional hockey sponsorship with the Laval Rocket for the 2026–27 season, featuring Samsara-equipped Zamboni ice resurfacers. Samsara's narrative projects $3.2 billion in revenue and $348.4 million in earnings by 2029, requiring 20.1% yearly revenue growth and about a $257.8 million earnings increase from $90.6 million today. Before this news, the most optimistic analysts were already expecting revenue to reach about US$3.3 billion and earnings near US$593.8 million by 2029. The company's forecasts yield a $52.16 fair value, a 27% upside to its current price.

Morgan Stanley analyst Andrew Percoco estimates autonomous Tesla Semis could generate roughly $17 billion in annual software revenue by 2040, a scenario that assumes about 82,000 Semis operating by then and a 13.5% share of the autonomous trucking market. At that scale, the firm estimates Semi software could produce about $7.5 billion in EBIT, roughly 10% upside to its base case. Percoco estimates Tesla could charge roughly $0.85 to $1 per mile for autonomous Semi software, which at about 18,000 miles a month works out to approximately $12,000 to $18,000 in monthly software revenue per vehicle, far above the roughly $100 per month Tesla charges consumers for Full Self-Driving. Morgan Stanley views its 82,000-vehicle assumption as relatively modest against Tesla's manufacturing ambitions, with the company's 1.8 million-square-foot Semi factory in Sparks, Nevada, designed to eventually produce about 50,000 trucks annually. Early Semi customers include PepsiCo, DHL and US Foods, while a recently announced shipper coalition has ordered 2,500 trucks; the $17 billion estimate covers software rather than Semi vehicle sales and excludes potential additional revenue from charging.