Mike Branch: The fleet resilience blueprint

The Geotab 2026 State of Commercial Transportation Report is now available, offering a blueprint for fleet resilience as the industry undergoes profound transformation. Over the past year, the movement of goods has been shaped by economic volatility and the growing regionalization of trade. Fleets are facing intense internal pressures: aging vehicles and delayed investments increase maintenance needs, while more expensive repairs drive up insurance and operational costs.

Strategic fleet trends from 100 billion data points

The State of Commercial Transportation highlights the defining patterns of 2025 and their implications for the year ahead. We see a sector adapting, where efficiency and resilience are the primary tools for navigating this landscape. 

Trends explored in the report:

• The "Pandemic Echo”: How the 2021 home-delivery boom created a retirement cliff in 2025, and why commercial assets are only active for an average of 186 days per year.
• Shift to predictive safety, where modeling isolates high-risk precursors before they impact operations.
• Analysis of the global electrification divergence between regional leaders and slower-adopting markets.
• The AI pivot, which is shifting fleet management into conversational partnerships that solve complex problems in real-time. 

A milestone report with an international footprint

This latest edition, following Geotab’s 25th anniversary, underlines the immense scale and velocity of the network we have built together:  

• Subscriptions: From 2 million in early 2020, 4 million in 2023 to over 5.8 million in 2025.
• Data scale: Over 100 billion data points processed daily.
• Global reach: Serving 100,000+ customers in over 160 countries.
• Innovation: $200 million annual R&D investment and 630 global patents.
• Ecosystem: 700+ integration partners within the Geotab Marketplace.
• Recognition: Ranked the #1 commercial telematics vendor worldwide for four consecutive years by ABI Research, and the 2025 North American Company of the Year in Commercial Vehicle Fleet Management by Frost & Sullivan.

These data points are the foundation of the intelligence we leverage every day to achieve our core mission. I invite you to dive into the full report and share your thoughts on these trends. 

Download the 2026 State of Commercial Transportation Report