EROAD looks very interesting.

It also looks like it may be a rapidly evolving, and competitve space.

However, once signed, a company is likely to stay with their provider due to migration costs

Has anyone done any competitor analysis: market share; marlket potential.

Are these the main cometitors?

Verizon Connect (launched 2018) looks like it may be the front runner based on a very cursory glance.

Subsiduary of Verizon, so deep pockets, which would allow them to cut margins to chase/lock-in market share