Business Segments · Cost of revenue

Business Segments — Cost of revenue

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.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityStable
First reportedQ1 2023
Last reportedQ4 2026Mar 16, 2026

How to read this metric

A decrease relative to revenue suggests improved economies of scale or operational efficiencies in service delivery.

Detailed definition

Direct costs associated with delivering the company's IoT platform and connected services, including hardware manufactur...

Peer comparison

Commonly referred to as Cost of Goods Sold (COGS) in hardware-software hybrid business models.

Metric ID: iot_segment_reportable_segment_cost_of_revenue

Historical Data

16 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '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%
Range$15.44M$30.61M
CAGR+20.0%
Avg YoY Growth+21.1%
Median YoY Growth+21.5%
Current Streak3 quarters growth

Frequently Asked Questions

What is Samsara's business segments — cost of revenue?
Samsara (IOT) reported business segments — cost of revenue of $30.61M in Q4 2025.
How has Samsara's business segments — cost of revenue changed year-over-year?
Samsara's business segments — cost of revenue increased by 23.6% year-over-year, from $24.77M to $30.61M.
What is the long-term trend for Samsara's business segments — cost of revenue?
Over 3 years (2023 to 2026), Samsara's business segments — cost of revenue has grown at a 20.8% compound annual growth rate (CAGR), from $61.77M to $108.90M.
What does business segments — cost of revenue mean?
The direct costs incurred to generate the company's primary segment revenue.