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Samsara

IOTNYSEStock Fundamentals

Samsara provides a Connected Operations Platform designed to digitize the physical operations of industries that power the global economy. By integrating IoT connectivity, AI, and cloud computing, the company enables organizations to capture and analyze real-time data from vehicles, equipment, and sites to improve safety, efficiency, and sustainability.

Market Cap$18.4B
Revenue TTM$1.6B
Free Cash Flow TTM$207.4M
Employees2.9K
CEOSanjit Biswas
CountryUnited States of America
Technology
Software - Infrastructure
SegmentsSoftware-Infrastructure, Internet of Things (IoT), Fleet Management, Industrial Software
Business ModelsSubscription SaaS, B2B, Cloud Computing
Most Recent EarningsMar 5, 2026 · 2 months 25 days agoQ4 2026
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Next EarningsJun 4, 2026 · In 5 daysAfter Market Close · Q1 2027

Financials

Based on Q4 2026 filing

Gross Margin76.74%
D/E5.12%
Current Ratio1.64
Total Debt$72.8M
Cash$318.8M
CapEx TTM$28.8M

Gross Profit

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Net Income

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Operating Cash Flow

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Free Cash Flow

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EPS (Diluted)

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Business Segments

Connected Operations Cloud

primary

A comprehensive subscription-based platform that ingests and enriches data from IoT devices and third-party systems to provide actionable insights through a unified dashboard.

Products

AI Video-Based Safety, Telematics, Asset Tracking, Routing, Commercial Navigation, Maintenance, Connected Training, Connected Forms, Site Visibility, Safety Agent

Customers

Transportation and Logistics, Construction, Wholesale and Retail Trade, Manufacturing, Utilities and Energy, Government, Healthcare and Education

Segment Financials

Reportable Segment — Cloud and cellular costs

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Reportable Segment — Revenue

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Reportable Segment — Cost of revenue

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Business Overview

Competitive Position

A leading provider in the digital transformation of physical operations, distinguished by a massive proprietary time-series dataset and an integrated AI-driven platform.

Geographies

North America, Europe

Customer Segments

Enterprise, Mid-market, Public Sector, Frontline Workforce

Upstream Dependencies

Semiconductor manufacturers, Cloud infrastructure providers, IoT hardware component suppliers, Original Equipment Manufacturers (OEMs)

Downstream Customers

Logistics companies, Municipal governments, Construction firms, Field service providers, Retailers with delivery fleets

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Samsara FAQ

Common questions about Samsara

Samsara provides a Connected Operations Platform designed to digitize the physical operations of industries that power the global economy. By integrating IoT connectivity, AI, and cloud computing, the company enables organizations to capture and analyze real-time data from vehicles, equipment, and sites to improve safety, efficiency, and sustainability.

Samsara (IOT) has a market capitalization of $18.4B and trades on NYSE.

Samsara generated $1.6B in trailing twelve-month revenue. Gross margin stands at 76.7%, with free cash flow of $207.4M. These figures are based on the Q1 2026 filing.

Samsara's key competitors include Trimble Inc., Verizon Communications Inc., Fortive Corporation, and others. These companies compete in similar markets and product categories.

Samsara has approximately 2,895 employees.