IOTNYSEServices-Computer Integrated Systems DesignUS GAAP · USD

Samsara Inc.

Samsara Inc. is a U.S.-based software and connected-devices company built around its Connected Operations Platform for physical operations. The platform combines cloud software, IoT devices, and analytics to help organizations monitor vehicles, equipment, sites, and workers across distributed operations.

Kysy yhtiöstä
Liikevaihto1 619milj. USD
+29,6 %v/v
Liikevoitto (EBIT)−52,6milj. USD
+72,3 %v/v
EBIT-marginaali−3,2%
+12,0 %-yks.v/v
Nettotulos−9,1milj. USD
+94,1 %v/v
Vapaa kassavirta207milj. USD
+86,1 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−50005001 0001 5002 000milj. USD2021: 250 milj. USD2021: EBIT −209 milj. USD20212022: 428 milj. USD2022: EBIT −354 milj. USD20222023: 653 milj. USD2023: EBIT −259 milj. USD20232024: 937 milj. USD2024: EBIT −323 milj. USD20242025: 1 249 milj. USD2025: EBIT −190 milj. USD20252026: 1 619 milj. USD2026: EBIT −53 milj. USD20261 619−53
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Platform subscriptions98 %

Access to Samsara's Connected Operations Platform and cloud applications sold on a subscription basis.

IoT devices and hardware1 %

Replacement connected devices such as gateways, sensors, and cameras used with the platform.

Professional services and shipping1 %

Implementation-related services, shipping, and handling tied to customer deployments.

Tuotteet

Raportoitu · osuus liikevaihdosta
98,1%FY2026100 %
  • Subscription and Circulation98,1 %
  • Other1,9 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Samsara sells primarily to organizations with fleets, field operations, equipment, or distributed physical assets that need real-time visibility and workflow automation. Its customer base includes logistics, transportation, construction, public sector, utilities, retail, energy, and other asset-intensive industries that use the platform to improve safety, efficiency, and sustainability.

Large enterprise customers

Buy multi-application deployments for fleets and operations because they need broad visibility across many assets and workflows

Mid-market fleet operators

Buy safety, tracking, and workflow tools to improve driver performance and operational control

Public sector agencies

Buy fleet and safety applications for municipal, county, and government operations

Asset-intensive industrial customers

Buy monitoring and automation applications for equipment, sites, and field operations

Smaller self-service customers

Buy narrower deployments through low-touch channels for simpler operational needs

Strategia

Samsara's strategy is to expand adoption of its Connected Operations Platform within existing customers while continuing to add new customers through direct sales, resellers, and self-service channels. The company emphasizes a broad, integrated platform that can replace multiple point solutions and deepen customer reliance through multi-year contracts and additional applications.

Land and expand within large operational accountsLyhyt aikaväli

Larger customers can adopt multiple applications and increase platform depth over time

Broaden the application suiteKeskipitkä aikaväli

More applications increase platform value and make Samsara harder to replace

Extend channel reachKeskipitkä aikaväli

Resellers and self-service help access smaller or specialized customer segments efficiently

Maantiede

Q2/2026

Samsara operates as a U.S.-headquartered company with sales and customers across North America and internationally. The filings indicate operating expenses in the United States, the United Kingdom, and Mexico, and note that a substantial majority of sales are denominated in U.S. dollars.

USA85 %
Other countries (US filing)15 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Samsara faces supply-chain dependence for IoT devices, which can affect its ability to deliver hardware-enabled subscriptions and support customer deployments. It also faces competition from larger vendors, intellectual property and open-source software risks, and macroeconomic sensitivity because customers may delay technology spending or reduce fleet and equipment investment.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Dependence on limited suppliers and contract manufacturers1Competition from larger and better-capitalized vendors2Open-source software and intellectual property claims3Macroeconomic and customer spending pressure4Foreign exchange and geopolitical exposure5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Dependence on limited suppliers and contract manufacturersVaikutus: KorkeaTodennäköisyys: Kohtalainen

    IoT devices require critical components and manufacturing services that may be constrained

    Kohdistuu: Hardware supply for subscriptions and device replacement sales

  2. Competition from larger and better-capitalized vendorsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Competitors may bundle fleet tools with broader enterprise offerings and stronger channels

    KohdistuuPricingWin ratesCustomer retention
  3. Open-source software and intellectual property claimsVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The platform and device endpoints incorporate open-source code and proprietary technology

    Kohdistuu: Product commercialization and litigation risk

  4. Macroeconomic and customer spending pressureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Customers may delay fleet, technology, or equipment spending during weak conditions

    Kohdistuu: New bookings and expansion demand

  5. Foreign exchange and geopolitical exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Operations and customers span multiple countries and currencies

    Kohdistuu: Cost base and international demand

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for multi-element contracts

Contracts include software access, IoT devices, support, and services that must be allocated and recognized appropriately

Vaikutus: Affects timing of revenue and deferred revenue balances

Ratable subscription recognition

Most revenue is recognized over the contract term rather than upfront

Vaikutus: Smooths revenue but depends on contract duration and billing cycles

Contract estimates and performance obligations

Management must estimate transaction price allocation across bundled offerings

Vaikutus: Can affect reported mix and timing of revenue

Stock-based compensation

Growth-stage software companies often use equity awards extensively

Vaikutus: Affects operating expenses and net income

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Päivitetty: 24.9.2026