Samsara Business Segments — Cost of revenue increased by 10.7% to $30.61M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 23.6%, from $24.77M to $30.61M. Over 3 years (FY 2023 to FY 2026), Business Segments — Cost of revenue shows an upward trend with a 20.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease relative to revenue suggests improved economies of scale or operational efficiencies in service delivery.
Direct costs associated with delivering the company's IoT platform and connected services, including hardware manufactur...
Commonly referred to as Cost of Goods Sold (COGS) in hardware-software hybrid business models.
iot_segment_reportable_segment_cost_of_revenue| 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 | $15.44M | $15.44M | $15.44M | $15.44M | $20.66M | $20.66M | $20.66M | $20.66M | $22.96M | $21.29M | $23.73M | $24.77M | $24.44M | $26.20M | $27.65M | $30.61M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +33.8% | +0.0% | +0.0% | +0.0% | +11.1% | -7.3% | +11.5% | +4.4% | -1.3% | +7.2% | +5.5% | +10.7% |
| YoY Change | — | — | — | — | +33.8% | +33.8% | +33.8% | +33.8% | +11.1% | +3.0% | +14.8% | +19.9% | +6.5% | +23.1% | +16.5% | +23.6% |