)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Karooooo
Karooooo (KARO) investor relations material
Karooooo 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.47th Annual Raymond James Institutional Investor Conference summary4 Mar, 2026
Business overview and financial performance
Operational intelligence platform for connected vehicles and mobile assets, serving 2.6 million subscribers across South Africa, Southeast Asia, and Europe.
Annual recurring revenue (ARR) increased 28% year-over-year to $298 million, with total revenue up 22% and subscription revenue up 20% in the last quarter.
Supports 125,000 commercial customers in 24 countries, maintaining a 95% commercial customer retention rate and a long-term LTV to CAC ratio above nine.
Cartrack, the main operational management platform, delivered $72 million in Q3 subscription revenue (20% USD growth), while Karooooo Logistics contributed $8 million (31% growth).
Group operating profit margin stands at 14%, with strong free cash flow generation and no stock-based compensation.
Growth drivers and strategic investments
Significant investments in sales and marketing, up 46% in Q3, focused on expanding sales capacity in South Africa and Asia.
Record net subscriber additions in Q3, driven by strategic sales investments and cross-selling of new telematics hardware and video solutions.
ARR growth has accelerated over the past four quarters, reaching 22% in Q3, with subscriber growth at 16%.
Sales capacity investments are expected to further boost subscriber growth in FY 2027.
ARPU is currently a tailwind, with video safety products providing an uplift of 2.5x over core telematics ARPU.
Product innovation and technology
Offers a feature-rich, vertically integrated platform with proprietary telematics and video solutions, deeply embedded in customer workflows.
Video telematics and AI-driven safety features are expanding, with SMEs increasingly adopting these solutions for risk mitigation.
AI strategy focuses on continuous evolution, enhancing in-cabin alerting and analytics for operational insights.
Proprietary data asset built over 20 years across 20+ countries forms a significant competitive moat.
Integration with customer ERP, CRM, and warehouse systems strengthens customer stickiness.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Karooooo earnings date
Q4 202615 May, 2026
Karooooo
Next Karooooo earnings date
Q4 202615 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Karooooo Ltd., through its subsidiaries, develops automaton-based software platform for managing connected vehicles, such as for fleet operators. The company's platform provides vehicle connectivity, intelligence in connected cars, fleet management and real-time data management for fleet operators and vehicle manufacturers. Karoo's platform enables the management and control of all aspects of connected vehicles, from the collection of data to the usage of various mobility services. Karooooo Ltd. was founded in 2001 and is headquartered in Singapore.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage