Microlise hosted its annual Transport Conference on Wednesday which was well-attended, and included a number of product demonstrations and customer presentations. The key themes of the conference were digital transformation (more data than ever before), regulatory compliance, and decarbonisation. Our key takeaway from the conference was the stickiness of Microlise’s software (churn was 0.4% in FY22) and the upsell potential within the existing customer base. We see opportunities for outperforman ....
