
ELD Market Share 2026: Who Leads the US Market
Rules, prices and device details on this page were checked October 2026 against the official sources listed at the bottom. Where a provider doesn't publish a number, we say so instead of guessing.
Ask five people who leads the ELD market and you'll get five answers, usually from whoever sponsored the report they read. There's no official market share table. FMCSA tracks which devices are registered, not how many trucks run each one. So we took a different approach. We pulled the hard numbers providers are legally required to publish, like SEC filings, plus the FMCSA registered device list itself, and built a picture from what can actually be verified. Every figure here was checked October 2026.
Methodology
We used three kinds of evidence and ranked them by how much we trust them.
- Audited or regulator filed numbers. Samsara is a public company and files a 10K with the SEC. Motive filed an S1 registration statement in December 2025 before withdrawing its IPO plans, and that filing contains audited revenue and customer counts. These are the strongest data points we have.
- The FMCSA registry. We downloaded the full list of registered ELDs on October 23, 2026 and counted entries, unique ELD identifiers and shared hardware. This tells us how crowded the market is, not who sells the most.
- Company announcements. Private companies like Geotab publish subscription milestones. These aren't audited and often include non US and non truck vehicles, so we treat them as directional.
What we didn't use: survey panels with undisclosed samples, or "market share" charts from vendors ranking themselves. If a number couldn't be traced to a primary source, it's not here.
Market Share by Provider
Here's what the primary sources say about the biggest names. Remember that these companies sell much more than ELDs. Dash cams, maintenance, spend management and equipment tracking all feed into the revenue lines, so think of this as platform scale, not pure ELD share.
| Provider | Best verified scale figure | Source type |
|---|---|---|
| Samsara | $1.89 billion ending ARR for fiscal 2026 (year ended Jan 31, 2026), up 30%; over 12,000 customers at $25,000+ ARR; 3,194 customers above $100,000 ARR | SEC 10K and earnings release |
| Motive | $370.5 million revenue in calendar 2024 ($336.9 million from the US); $327.3 million in the first nine months of 2025; nearly 100,000 customers as of Sept 30, 2025 | SEC S1 |
| Geotab | Nearly 6 million connected vehicle subscriptions worldwide, per its February 2026 announcement | Company press release |
| Verizon Connect, Omnitracs, Platform Science, Lytx and others | No standalone audited fleet counts published for their ELD lines | Not available |
A few things jump out. Samsara is far larger by revenue than Motive. Its fiscal 2026 revenue was about $1.6 billion, roughly four times Motive's most recent full year. But Motive reports nearly 100,000 customers, which suggests a much smaller average account. That matches what we see on the road: Motive is everywhere in small fleets and owner operator trucks, while Samsara's growth is concentrated in large accounts.
Geotab's 6 million figure is huge, but it's a global count across every vehicle type, from city cars to utility vans, and a lot of it comes through resellers and vehicle makers. It's the biggest connected vehicle footprint of the three, but it doesn't tell you how many US truckers log hours on Geotab Drive.
Enterprise leaders
For fleets with hundreds or thousands of trucks, the field narrows to a handful of platforms that can handle complex integrations, custom workflows and large scale rollouts. Samsara's filing gives the clearest evidence of momentum here: 3,194 customers above $100,000 in ARR at the end of fiscal 2026. Platform Science, which bought Trimble's global transportation telematics units in February 2025, and Omnitracs also have deep roots with large carriers. Neither publishes comparable customer numbers, so we can't rank them precisely.
Small fleet leaders
Small fleets are where the customer counts get big. Motive's nearly 100,000 customers but only 9,201 "core customers" paying more than $7,500 a year (as of Sept 30, 2025) tells you most of its base is small. Beyond the big names, the small fleet market is spread across dozens of low cost providers like HOS247, Matrack, BIT ELD and Ezlogz, usually selling a plug in device and a phone app for about $20 to $40 per truck per month. None of them publish audited counts, and many share the same hardware.
Fleet Size Segments
The trucking industry is mostly small businesses. According to ATA, citing DOT data, there were almost 580,000 active US motor carriers with at least one tractor as of June 2025. Of those, 91.5% operate 10 or fewer trucks and 99.3% operate 100 or fewer. That's why low cost ELDs exist in such numbers. Most buyers are tiny.
| Segment | Share of carriers | What they usually buy |
|---|---|---|
| 1 to 10 trucks | 91.5% | Low cost ELD apps, Motive, sometimes Samsara or Geotab through a reseller |
| 11 to 100 trucks | About 7.8% | Motive, Samsara, Geotab, Verizon Connect, plus safety cameras |
| Over 100 trucks | 0.7% | Samsara, Platform Science, Omnitracs, custom integrations |
But share of carriers isn't share of trucks. A single large fleet can run thousands of units. That's why vendors focused on enterprise can be dominant by revenue while small fleet vendors win on customer count.
What the FMCSA Registry Tells Us
We counted the FMCSA registered ELD list on October 23, 2026. It held 936 device entries with 810 unique ELD identifiers. Some products register separate entries for Android and iOS, or for different hardware. More than 100 entries name Android or iOS in the product name.
The most interesting finding is about hardware. The PT30 plug in module showed up in 59 entries, about 6% of the whole list. CalAmp hardware appeared in 12 and IOSiX in 11. In other words, many "different" ELDs are the same box with a different app on top. That matters when you're shopping, because two brands sharing hardware may differ only in app quality, support and price.
The registry is also a reminder that FMCSA doesn't test devices. Providers self certify. FMCSA does remove devices that don't meet the rules. Check our revoked ELD tracker and the full FMCSA registered ELD list guide before you sign anything.
Growth Trends
- Revenue is consolidating at the top. Samsara's ARR grew 30% in fiscal 2026 and Motive's revenue grew about 19% from 2023 to 2024, faster than the overall freight market. ATA's for hire tonnage index rose only 0.1% in 2025. The big platforms are growing by selling more products per truck, not because there are many more trucks.
- Video and AI are the main upsell. Both Samsara and Motive lead their filings with AI dash cams and safety, not logs. The ELD has become the entry ticket.
- The long tail is shrinking slowly. FMCSA keeps revoking devices that don't meet the spec. Each revocation pushes small fleets toward larger providers.
Consolidation
The biggest structural change of the last two years was Platform Science completing its purchase of Trimble's transportation telematics units in February 2025, which folded PeopleNet and related products into one company. Expect more deals like that as smaller providers struggle with the cost of camera hardware and AI development. When your provider gets acquired, your contract may carry over but the product roadmap can change, so keep an eye on renewal terms.
What It Means for Buyers
- Size doesn't equal fit. The largest platforms are built for big fleets with dedicated safety and IT staff. A two truck operation may pay for features it never uses.
- Check the hardware behind the brand. If two ELDs share a device, compare app reviews and support, not the box.
- Watch the contract, not the market share. Big providers often require multi year terms. Read our no contract ELD guide if flexibility matters.
- Pick a provider that will be around. Revocations and acquisitions are real. A provider with a clear compliance record and audited financials is a safer bet for a five year decision.
If you're comparing the leaders head to head, start with our Motive vs Samsara comparison and our best ELD devices roundup.
Frequently Asked Questions
Who has the largest ELD market share in the US?
No official figure exists. By audited revenue, Samsara is the largest fleet platform, with $1.89 billion in ARR for fiscal 2026. Motive reports nearly 100,000 customers, which makes it a leader by customer count, especially among small fleets.
How many ELDs are registered with FMCSA?
Our count of the FMCSA list on October 23, 2026 found 936 device entries and 810 unique ELD identifiers.
Why do so many ELDs look similar?
Many brands use the same plug in hardware. We found the PT30 module in 59 registry entries. The difference is usually the app, support and price.
Is Geotab bigger than Samsara?
By connected vehicles, Geotab reports nearly 6 million subscriptions worldwide. By revenue, Samsara is larger. The two numbers measure different things.
Sources
All prices, terms and registration details were checked October 2026 on the pages below. Providers change pricing often, so confirm before you buy.
- Samsara Q4 and fiscal 2026 results (March 5, 2026)
- Samsara Form 10-K for fiscal 2026 (SEC)
- Motive Technologies Form S-1 (SEC, December 2025)
- Geotab Connect 2026 press release
- Trimble news: Platform Science completes acquisition of Trimble transportation telematics units (Feb 10, 2025)
- ATA Economics and Industry Data
- FMCSA registered ELD list
- FMCSA Revoked ELD list