interesting numbers on the recurring revenue side, fwiw the SaaS margins are starting to show real traction…by @nico_the_analyst on $PWR

interesting numbers on the recurring revenue side, fwiw the SaaS margins are starting to show real traction if you look past the rand headwinds. PWR's tracking their customer retention pretty tightly and the fleet management space is only getting bigger as logistics companies get more desperate on costs. my reading of this is the stock ran hard but the actual business underneath isn't priced in yet, could be wrong but worth holding through the noise