Samsara Contract with Customer, Liability increased by 1.9% to $754.71M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 18.0%, from $639.72M to $754.71M. Over 4 years (FY 2021 to FY 2025), Contract with Customer, Liability shows an upward trend with a 28.7% CAGR.
An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.
This represents the obligation to transfer services to a customer for which the entity has received consideration or for...
Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.
other_contract_with_customer_liability| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $265.48M | $274.33M | $286.51M | $313.69M | $329.86M | $354.57M | $374.24M | $426.57M | $449.94M | $477.04M | $503.72M | $565.49M | $588.02M | $622.72M | $639.72M | $685.77M | $706.11M | $740.51M | $754.71M |
| QoQ Change | — | +3.3% | +4.4% | +9.5% | +5.2% | +7.5% | +5.5% | +14.0% | +5.5% | +6.0% | +5.6% | +12.3% | +4.0% | +5.9% | +2.7% | +7.2% | +3.0% | +4.9% | +1.9% |
| YoY Change | — | — | — | — | +24.3% | +29.2% | +30.6% | +36.0% | +36.4% | +34.5% | +34.6% | +32.6% | +30.7% | +30.5% | +27.0% | +21.3% | +20.1% | +18.9% | +18.0% |