company IOT - SteadyBase

steadybase-$ company IOT

account_id none on file

legal_name Samsara Inc.

ticker IOT

cik 1642896

domain samsara.com

linkedin_company_url https://www.linkedin.com/company/samsara/

entry_point_account_id none on file

exchange NYSE

sector Technology

irhttps://investors.samsara.com/overview/default.aspx

sector index/company/sector/technology/

calls 4 filings 45 executives 2 family 0

why_nownone on file

calls

For us, international has always been an exciting long-term opportunity. We talked about this on the prepared remarks. There are more assets, basically there's more physical operations out in Europe, Mexico, and Canada than there are in the U.S., so more vehicle count and so on. That being said, they're earlier in their digitization journey. So they're maybe kind of earlier in how they're piloting these technologies, how they're implementing them. So we're kind of in the early innings is the way I would put it, and we're investing for the long term. We want to make sure we have a great product market fit. We're spending time out in the field with those customers. I referenced our local customer conferences. They've been awesome. So we're going to continue to invest there, but it really is against that long-term opportunity to digitize operations at a more global scale.

Dec 4, 2025 / receipt, needs a key / Sanjay, other | earnings call 2025-12-04 | transcript 2fae667d-d40a-4f31-953c-8c7e23a3258d | chars 32993-33874 | segment 34

Yeah. So, Derek, I was out on the road a lot last quarter, and I asked many of our customers what they thought about the tariffs, how it impacted operations, and really they didn't think it was going to have much of a change in how they were behaving. You mentioned extending asset lifespans. That is something we've seen interest in really for the last several years, which is these trucks have been getting more and more expensive over time. But they're also possible to run for a few more years if you maintain them well. So we launched connected maintenance, for example. We have a lot of fault code insights and other AI that we're applying to helping extend the asset lifespan. So that is, I think, more of an evergreen thing that we're seeing in the customer base, where they're always trying to figure out can we run these assets a little bit longer by maintaining them in a smarter way, but not linked to the recent tariff news at all.

Dec 4, 2025 / receipt, needs a key / Sandra, other | earnings call 2025-12-04 | transcript 2fae667d-d40a-4f31-953c-8c7e23a3258d | chars 45548-46492 | segment 47

And that's what we saw in Q1. Okay, great. And then maybe for you, Sanjit, you called out accelerating results from the field services end market. You had some PR earlier this week on that end market as well. Can you just talk about your focus there? Any particular solutions that you're focused on that are more tailored to that end market versus some of your others? Well, it continues to be an area of interest. So in field services, the operations are a little different than in transportation logistics. They have more site visits. They have more equipment. So areas like the asset tag or new products like the asset tag are helpful there in terms of filling out the portfolio. They're also now starting to adopt driver safety. Historically, it had been industries like long-haul transportation that had bought cameras. Most of the market, if you think about most of the commercial vehicles on the road, 80%, 90% of them don't have any kind of connected driver safety coaching program. our field services customers, they think of their teams more as technicians or workers as opposed to drivers, and they're starting to see that they could actually reduce risk with technologies like this. So I think it's really just this is a segment of the market that's kind of activating and adopting these new technologies.

Jun 5, 2025 / receipt, needs a key / Sanjit, other | earnings call 2025-06-05 | transcript 491b64e1-5b25-40e5-8126-cfb88170e7a4 | chars 46472-47789 | segment 47

Second, we are also happy to welcome Megan Eisenberg as our chief marketing officer. Megan is joining us from Lacework, where she was their CMO through their recent acquisition by Fortinet. Before that, she was the CMO at both TripActions and MongoDB. She has great experience engaging customers, driving growth, and building brands at many successful companies.

Sep 5, 2024 / receipt, needs a key / Sanjit Biswas, CEO | earnings call 2024-09-05 | transcript 3b583a7c-1e9c-44de-a40e-1975492043a3 | chars 9614-9976 | segment 9

filings

18% net new ACV from non-US geographies in Q2, tied for a quarterly record

ir_statement / Sep 15, 2026 / receipt

Non-GAAP G&A margin (% of total revenue) 14% 12% 11% 11% 8%

ir_statement / Sep 15, 2026 / receipt

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