Samsara Connected device costs, non-current increased by 13.6% to $297.25M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 22.4%, from $242.93M to $297.25M. Over 4 years (FY 2022 to FY 2026), Connected device costs, non-current shows an upward trend with a 20.4% CAGR.
An increase suggests growth in long-term service contracts requiring upfront hardware deployment.
This represents the long-term portion of costs incurred to fulfill a contract that are capitalized rather than expensed...
Common in SaaS and IoT companies that bundle hardware with long-term software subscriptions.
non_current_assets_capitalized_contract_cost_net_noncurr_ffaa3d| 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 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $141.29M | $142.61M | $151.41M | $180.12M | $194.85M | $200.33M | $210.50M | $214.67M | $230.78M | $233.03M | $234.35M | $234.83M | $242.93M | $244.91M | $247.86M | $261.55M | $297.25M |
| QoQ Change | — | +0.9% | +6.2% | +19.0% | +8.2% | +2.8% | +5.1% | +2.0% | +7.5% | +1.0% | +0.6% | +0.2% | +3.5% | +0.8% | +1.2% | +5.5% | +13.6% |
| YoY Change | — | — | — | — | +37.9% | +40.5% | +39.0% | +19.2% | +18.4% | +16.3% | +11.3% | +9.4% | +5.3% | +5.1% | +5.8% | +11.4% | +22.4% |