What is Samsara's business segments — connected device costs?

Samsara (IOT) reported business segments — connected device costs of $40.88M in Q1 2026.

How has Samsara's business segments — connected device costs changed year-over-year?

Samsara's business segments — connected device costs increased by 22.5% year-over-year, from $33.38M to $40.88M.

What does business segments — connected device costs mean?

Direct costs related to the procurement, manufacturing, and logistics of IoT hardware devices provided to customers. This is a key component of the hardware-enabled service model.

Samsara IOT Business Segments — Connected device costs

Similar metrics at other companies

KOR

KOREReportable Segment — Network services

$744K-30.6%

ZGReportable Segments — Software and hardware costs

$34M+30.8%

WAYReportable Segment — Materials and connectivity

$67.32M+8.1%

EVHReportable segment — Medical expense and device costs

$335.36M+14.6%

CDNSReportable Segment — Manufacturing costs

$104.48M+3.0%

SSTKReportable Segment — Technology costs

$20.15M+0.4%

Other financials

Income statement

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Revenue$478.8M+30.5%

Gross profit$361.1M+27.3%

Operating income$7.2M+122%

Net income$44.5M+301%

EPS (diluted)$0.08+300%

Balance sheet

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Cash & equivalents$222.2M-20.9%

Total debt$69.0M-15.9%

Total equity$1.5B+33.7%

Total assets$2.6B+26.1%

Cash flow

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Operating cash flow$81.4M+54.7%

CapEx$8.2M+19.0%

Free cash flow$73.2M+60.2%

Valuation

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Market cap$21.85B+2.9%

Enterprise value$21.7B+3.2%

P/E1,636.5×—

P/S12.6×-3.3×

Profitability

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Gross margin76.2%-0.3pp

Operating margin-5.3%-2.3pp

Net margin-2.8%-1.3pp

FCF margin13.6%+3.2pp

Returns & leverage

See full

Return on equity-3.7%-1.7pp

Debt / equity0×0.0×

Current ratio1.6×+0.1×

Where this comes from

Reported directly by Samsara in its filing.

Tagged under the XBRL concept iot:ConnectedDeviceCosts.

The official record: Samsara’s 10-Q, filed June 9, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Samsara's business segments — connected device costs?: Samsara (IOT) reported business segments — connected device costs of $40.88M in Q1 2026.
How has Samsara's business segments — connected device costs changed year-over-year?: Samsara's business segments — connected device costs increased by 22.5% year-over-year, from $33.38M to $40.88M.
What does business segments — connected device costs mean?: Direct costs related to the procurement, manufacturing, and logistics of IoT hardware devices provided to customers. This is a key component of the hardware-enabled service model.