ACT Expo 2025 brought together fleet-as-a-service (FaaS) leaders, OEMs, fleet operators, infrastructure providers, and technology innovators to examine the state of clean transportation. Held in Anaheim, this year’s event emphasized readiness, deployment, and strategic alignment more than future speculation.
As companies across the sector continue navigating vehicle availability, infrastructure complexity, and cost modeling, integrated approaches that bring together vehicles, charging, support, and financing are gaining traction.
From electric truck rollouts to charging strategies and cost modeling, here are six trends that are shaping the evolution of commercial electric vehicles and fleet electrification.
1. From Roadmaps to Rollouts: Focus Shifts to Execution
This year’s expo marked a clear shift from concept vehicles and aspirational planning to real-world deployment. Electric commercial vehicles—from light- to heavy-duty classes—were showcased as production-ready, with fewer early-stage prototypes on display.
Fleet operators are prioritizing immediate reliability, operational performance, and ease of implementation.
Takeaway: The market is placing greater value on solutions that are operationally ready and scalable, rather than purely visionary.
2. OEMs Adopting a More Collaborative Approach
Several OEMs are moving away from delivering fully turnkey electrification packages. Instead, they are pursuing strategic partnerships across infrastructure, financing, and software to support electric fleet deployment.
With the startup landscape consolidating, established players are seeking ecosystem collaborators to support end-to-end implementation, including EV charging infrastructure and post-sale support.
Takeaway: Bundled service models and coordinated rollouts are gaining ground as preferred methods of scaling commercial EV adoption. In order to scale, rather than go it alone, it is imperative that the industry continue to invest in business models that scale.
3. Charging Infrastructure Still Presents Integration Challenges
While EV availability has improved, charging infrastructure remains a major challenge—particularly for fleet-at-home and depot charging models. Delays in permitting, grid constraints, and inconsistent bundling of hardware and support services were common concerns among attendees.
Revived interest in more robust Level 2 charging and regional assembly (notably in Canada) points to evolving infrastructure strategies. OEMs are also testing new supplier partnerships to better integrate charging into their vehicle offers.
Takeaway: There is continued demand for flexible, site-adaptable charging solutions that can accelerate deployment and reduce installation complexity.
4. Market Uncertainty Is Being Met with Strategic Flexibility
Ongoing concerns about incentive stability, trade policies, and economic conditions—particularly in the U.S.—were widely acknowledged. Still, many fleets are proceeding with electrification efforts, adapting timelines and approaches as needed.
The Canadian market, in contrast, was frequently cited for its policy stability and strong government and investor support, particularly for EV fleet adoption.
Takeaway: Electrification strategies are increasingly built to adapt to policy shifts, regional dynamics, and funding fluctuations.
5. Cost Modeling and Financial Justification Are Front and Center
This year’s discussions placed greater emphasis on total cost of ownership (TCO), operating cost savings, and long-term budget predictability. Environmental impact remains a consideration, but it is now joined—if not surpassed—by the need for financial clarity.
Fleet decision-makers are seeking solutions that combine vehicles, infrastructure, and services into a single, cost-transparent package that supports long-term planning.Takeaway: The ability to demonstrate financial viability through clear modeling and bundled offerings is becoming central to fleet procurement processes.
6. Software Took a Backseat—But Remains Foundational
Unlike previous years, software and charge point operators (CPOs) were less prominent at ACT Expo 2025. Fewer dedicated software vendors were on-site, and the emphasis from OEMs and integrators leaned more toward hardware readiness and execution than digital platforms.
That said, software remains a critical—but often background—component of EV fleet deployment. As fleets scale, integrated platforms for charger monitoring, maintenance tracking, and performance reporting will continue to underpin successful electrification strategies—even if they weren’t front and center this year.
Takeaway: While less visible at this year’s event, software continues to play a foundational role in ensuring uptime, efficiency, and data-driven operations—especially as deployments mature.
Final Thoughts
ACT Expo 2025 reflected a broader shift in the commercial EV space. The focus has moved from exploration to execution, from “what if” to “what works.”
As deployment becomes the new priority, industry stakeholders are placing greater importance on scalability, cost transparency, infrastructure readiness, and proven reliability. The next phase of fleet electrification will be defined by integration—of vehicles, charging, support, and data—into unified solutions that align with the real-world needs of fleet operators.
