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flag Eroad is exiting North America due to stalled growth and potential $150M asset write-down, shifting focus to New Zealand and Australia.

flag Eroad is shifting focus from North America to New Zealand and Australia, citing stalled growth and a potential $150 million impairment in its North American assets. flag Despite an 8% revenue increase to nearly $96 million and strong performance in the eRUC market, the company lowered its annualized recurring revenue forecast for 2026 and issued conservative guidance due to tariff uncertainty. flag John Scott was appointed Executive Chair, while co-CEO David Kenneson stepped down. flag The company remains confident in its financial strength and long-term prospects amid global trends toward sustainable transport funding.

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