Samsara Business Segments — Cloud and cellular costs increased by 16.7% to $33.41M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 72.9%, from $19.32M to $33.41M. Over 3 years (FY 2023 to FY 2026), Business Segments — Cloud and cellular costs shows an upward trend with a 35.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Rising costs relative to the number of connected devices may indicate inefficiencies in infrastructure management.
Operating expenses associated with cloud hosting infrastructure and cellular data connectivity required to keep IoT devi...
Standard infrastructure and connectivity costs for IoT and cloud-based service providers.
iot_segment_reportable_segment_cloud_and_cellular_costs| 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 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $11.05M | $11.05M | $11.05M | $11.05M | $13.14M | $13.14M | $13.14M | $13.14M | $14.19M | $19.14M | $18.96M | $19.32M | $22.10M | $25.54M | $28.63M | $33.41M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +18.9% | +0.0% | +0.0% | +0.0% | +8.0% | +34.9% | -0.9% | +1.9% | +14.4% | +15.6% | +12.1% | +16.7% |
| YoY Change | — | — | — | — | +18.9% | +18.9% | +18.9% | +18.9% | +8.0% | +45.7% | +44.4% | +47.1% | +55.7% | +33.4% | +51.0% | +72.9% |