Samsara Inc. IOT
Samsara is on a mission to increase the safety, efficiency, and sustainability of the operations that power the global economy.
To realize this vision, we pioneered the Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world's most complex operations, allowing them to develop actionable insights and improve their operations.
Organizations across industries in construction, transportation, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others are the backbone of the global economy. They operate high-value assets, coordinate large field workforces, manage complex logistics and distributed sites, and face safety, environmental, and other regulatory requirements. We estimate that these industries represent over 40% of the global GDP. Yet historically, these industries have been underserved by technology, relying on manual processes and siloed legacy systems that lack cloud connectivity. Without a unified digital foundation, physical operations businesses struggle to access and utilize the real-time data required for operational visibility or actionable insights.
Valuation FY2025 figures against the last close
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Revenue | $1.62B | $1.25B | $937.4M | $652.5M | $428.3M | $249.9M | — |
| Cost of revenue | $376.5M | $298.3M | $247.0M | $182.7M | $124.5M | $75.4M | — |
| Gross profit | $1.24B | $950.9M | $690.4M | $469.9M | $303.9M | $174.5M | — |
| R&D | $344.6M | $299.7M | $258.6M | $187.4M | $205.1M | $99.7M | — |
| SG&A | $266.3M | $234.6M | $195.0M | $170.8M | $159.8M | $75.2M | — |
| Total operating expenses | $1.29B | $1.14B | $1.01B | $729.3M | $657.7M | $384.0M | — |
| Operating income | -$52.6M | -$190.0M | -$323.3M | -$259.5M | -$353.8M | -$209.5M | — |
| Pre-tax income | $906.0K | -$150.4M | -$283.4M | -$243.8M | -$353.9M | -$210.1M | — |
| Income tax | $10.0M | $4.5M | $3.3M | $3.6M | $1.2M | $87.0K | — |
| Net income | -$9.1M | -$154.9M | -$286.7M | -$247.4M | -$355.0M | -$210.2M | — |
| EPS, basic | -0.02 | -0.28 | -0.54 | -0.48 | -1.28 | -0.92 | — |
| EPS, diluted | -0.02 | -0.28 | -0.54 | -0.48 | -1.28 | -0.92 | — |
| Shares, diluted (wtd. avg.) | $573.5M | $556.3M | $534.9M | $514.3M | $277.5M | $239.3M | — |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Cash and equivalents | $318.8M | $227.6M | $154.7M | $223.8M | $944.3M | $434.3M | $236.3M |
| Receivables | $321.4M | $234.0M | $161.8M | $122.9M | $82.0M | — | — |
| Inventory | $48.2M | $38.9M | $22.2M | $40.6M | $33.1M | — | — |
| Total current assets | $1.51B | $1.21B | $887.0M | $957.5M | $1.10B | — | — |
| Property, plant and equipment | $81.6M | $58.2M | $55.0M | $59.3M | $36.8M | — | — |
| Total assets | $2.54B | $2.02B | $1.73B | $1.62B | $1.57B | — | — |
| Accounts payable | $47.7M | $64.0M | $46.3M | $30.1M | $54.7M | — | — |
| Total current liabilities | $917.0M | $761.3M | $591.8M | $442.2M | $338.3M | — | — |
| Total liabilities | $1.12B | $955.1M | $819.7M | $679.0M | $579.0M | — | — |
| Retained earnings | -$1.62B | -$1.61B | -$1.46B | -$1.17B | -$921.0M | — | — |
| Total equity | $1.42B | $1.07B | $915.1M | $938.0M | $988.9M | -$532.8M | -$341.0M |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Operating cash flow | $236.2M | $131.7M | -$11.8M | -$103.0M | -$171.5M | -$171.8M | — |
| Depreciation and amortisation | $24.0M | $20.6M | $15.5M | $11.8M | $10.4M | $10.7M | — |
| Stock-based compensation | $315.0M | $277.9M | $237.1M | $177.5M | $228.7M | $25.6M | — |
| Capital expenditure | $28.8M | $20.2M | $11.0M | $33.2M | $19.4M | $32.1M | — |
| Investing cash flow | -$189.5M | -$66.6M | -$78.7M | -$631.8M | -$20.0M | -$32.2M | — |
| Financing cash flow | $29.9M | $27.1M | $21.0M | $14.2M | $701.6M | $402.0M | — |
| Buybacks | — | — | $0 | $0 | $5.0K | $61.0K | — |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001628280-26-039492.
Others in SIC 7373
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| LDOS | Leidos Holdings, Inc. | $16.70B | 11.9x | 3.2% |
| IONQ | IonQ, Inc. | $15.06B | — | 201.9% |
| CACI | CACI INTERNATIONAL INC /DE/ | $13.78B | 25.8x | 10.9% |
| GDDY | GoDaddy Inc. | $12.83B | 16.3x | 8.3% |
| AUR | Aurora Innovation, Inc. | $12.53B | — | — |
| JKHY | JACK HENRY & ASSOCIATES INC | $11.61B | 23.7x | 7.1% |
| OTEX | OPEN TEXT CORP | $5.80B | 9.3x | 1.5% |
| SAIC | Science Applications International Corp | $5.31B | 16.5x | -2.9% |