Samsara Inc
NYSE:IOT
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Samsara Inc
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Samsara Inc
Amidst the bustling tech scene, Samsara Inc. emerged as a transformative force in the realm of the Internet of Things (IoT), skillfully connecting the unconnected. Founded in 2015 by Sanjit Biswas and John Bicket, the company honed its focus on providing comprehensive IoT solutions across industries like transportation, logistics, and manufacturing. By leveraging a combination of hardware—such as sensors and cameras—and a robust cloud-based platform, Samsara enables businesses to collect, analyze, and act upon data generated by their physical operations. This technology empowers companies to enhance efficiency, improve safety, and reduce operational costs by offering real-time visibility and insights into their assets, from vehicle fleets to complex infrastructures.
Samsara's business model is intricately designed around a subscription-based revenue structure, which ensures a steady stream of income while fostering long-term relationships with its clients. By offering hardware on a per-unit fee alongside its software services through tiered subscription plans, Samsara caters to both small-scale and large enterprises, ensuring adaptability and scalability. The company's revenue grows in tandem with its customers' success as they expand and further integrate IoT applications into their operations. With its comprehensive suite of products and a customer-centric approach, Samsara has positioned itself not merely as a technology provider but as a strategic partner in the digital transformation journey for industries traditionally under-served by modern technological advancements.
Amidst the bustling tech scene, Samsara Inc. emerged as a transformative force in the realm of the Internet of Things (IoT), skillfully connecting the unconnected. Founded in 2015 by Sanjit Biswas and John Bicket, the company honed its focus on providing comprehensive IoT solutions across industries like transportation, logistics, and manufacturing. By leveraging a combination of hardware—such as sensors and cameras—and a robust cloud-based platform, Samsara enables businesses to collect, analyze, and act upon data generated by their physical operations. This technology empowers companies to enhance efficiency, improve safety, and reduce operational costs by offering real-time visibility and insights into their assets, from vehicle fleets to complex infrastructures.
Samsara's business model is intricately designed around a subscription-based revenue structure, which ensures a steady stream of income while fostering long-term relationships with its clients. By offering hardware on a per-unit fee alongside its software services through tiered subscription plans, Samsara caters to both small-scale and large enterprises, ensuring adaptability and scalability. The company's revenue grows in tandem with its customers' success as they expand and further integrate IoT applications into their operations. With its comprehensive suite of products and a customer-centric approach, Samsara has positioned itself not merely as a technology provider but as a strategic partner in the digital transformation journey for industries traditionally under-served by modern technological advancements.
ARR: Ended FY '26 with $1.9 billion in ARR, up 30% year-over-year, driven by $432 million of net new ARR for the year.
Large customers: Momentum concentrated in big customers — $1.2 billion of ARR from $100,000-plus customers (up 37% YoY); added 204 new $100k+ customers in Q4 and ended with 3,194 such customers.
Product-led growth: Emerging products made up 23% of Q4 net new ACV; emerging-product ARR now exceeds $100 million and asset tags ARR more than tripled YoY.
AI roadmap: Company positioned data → insights → automation; launched first AI agent (AI safety coach) and plans additional agents for maintenance, compliance and dispatch.
Financials & guidance: FY '26 revenue $1.6 billion (up 30%); non-GAAP gross margin 78%, operating margin 17%, free cash flow margin 13%. Q1 FY '27 revenue guide $454–456 million; FY '27 revenue guide $1.965–1.975 billion and expects to be GAAP profitable for FY '27.
Operating leverage: Continued margin expansion and productivity gains (ARR per employee up materially over recent years); management expects further OpEx leverage in FY '27 with most hiring focused on go-to-market.
Supply chain: Seeing increases in NAND/storage pricing but no expected long-term structural margin impact; team says they can meet demand and view it as possible share-taking opportunity.
