Samsara Inc.
samsara.comWhat Do They Do?
Provides connected-operation software and IoT devices that help businesses and public agencies monitor fleets, equipment and work sites.
10-K for FY2026, filed Mar 16, 2026We provide an end-to-end solution for operations. Our solution connects physical operations data to our Connected Operations Platform…View ↗
Our Connected Operations Platform captures data that was previously siloed and difficult to analyze in several different ways. For the many…View ↗
We are driving the digital transformation of physical operations by enabling organizations with fleets, equipment, and frontline workers to…View ↗
Our solution is used by businesses of varying sizes across a broad range of industries that depend on physical operations, including…View ↗
How Do They Make Money?
Customers pay for platform subscriptions that include cloud applications, connected-device access, cellular connectivity, support and warranty coverage; bills are monthly, quarterly, semi-annually, annually or in advance, depending on the contract. The company also sells replacement devices and professional services in one-off transactions.
10-K for FY2026, filed Mar 16, 2026In each of the past two fiscal years, we generated approximately 98% of our revenue from subscriptions to our Connected Operations…View ↗
Our Connected Operations Platform is designed to be a digital hub for our customers and a mission-critical part of their operations. Our…View ↗
Other revenue is generally recognized at a point in time and is earned through the sale of replacement gateways, sensors and cameras, as…View ↗
-
10-K for FY2026, filed Mar 16, 2026
FY2026 revenue by product or service ↗
$1.6B
-
10-K for FY2026, filed Mar 16, 2026
$1.6B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Subscription revenue
Recurring
10-K for FY2026, filed Mar 16, 2026 |
98%
FY2023: 98%
|
Subscription revenue, FY2026
$1.6B Sources
|
Recurring |
|
Other revenue
Sold outright
|
1.9%
FY2023: 2.0%
|
Other revenue, FY2026
$30.2M Sources
|
Sold outright |
Who Are Their Customers?
Businesses and public-sector organizations with fleets, equipment and sites buy through a direct sales force, resellers, or self-service and inbound sales. Direct sales focus on large and mid-market customers; self-service and inbound sales serve smaller customers.
10-K for FY2026, filed Mar 16, 2026
Do Revenues Turn Into Profits?
Not on paper. It lost $9.1M in FY2026, but brought in more cash than it spent: $207.4M of free cash flow.
10-K for FY2026, filed Mar 16, 2026
−$52.6MView ↗
10-K for FY2026, filed Mar 16, 2026
−$9.1MView ↗
10-K for FY2026, filed Mar 16, 2026
$207.4MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2027, filed Sep 8, 2026
$16.2MView ↗
- ▲ Now profitable
- vs −$16.8M in Q2 FY2026
10-Q for Q2 FY2027, filed Sep 8, 2026
Open tableView ↗
Growing. Revenue grew 3.8x in 4 years, from $428.3M in FY2022 to $1.6B in FY2026, about 39% a year.
Added workflow agents
The latest report describes AI agents that automate operational tasks and workflows alongside its applications; the older report describes its platform through the data platform and applications.
10-K for FY2023, filed Mar 21, 2023 10-K for FY2026, filed Mar 16, 2026We provide an end-to-end solution for operations. Our solution connects physical operations data to our Connected Operations Cloud, which…View ↗
Agents: Our AI Agents automate complex, data-heavy operational tasks with minimal human oversight. By leveraging our massive operational…View ↗
Who Do They Compete With?
Competes with Avigilon, CalAmp, Fleet Complete, Geotab, Lytx, Masternaut, Michelin, Motive, Nauto, Netradyne, Omnitracs, Orbcomm, Platform Science, Skybitz, Spireon, TrackUnit, Verizon Connect, Webfleet, and Zonar
10-K for FY2026, filed Mar 16, 2026Our Applications compete with a wide range of vendors depending on application, geography, industry vertical, and customer size. Our…View ↗
Loading...
