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
Where the revenue comes from as reported in the latest 10-K
Revenue by geography
- United States
- Other
| Region | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| United States | $1.39B | $1.08B | $821.9M |
| Other | $233.1M | $166.7M | $115.5M |
As the company reported it, from the “Segment Information - Schedule of Disaggregation of Revenue (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Regions are the filer's own and are not mapped onto a standard list — one company's “Americas” and another's “United States” are different areas, and making them look comparable would mean making at least one of them wrong. Slices under 1% are folded into “Other”.
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.
Plot the figures US dollars
- Revenue
- Gross profit
- Net income
| Fiscal year | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Revenue | — | $249.9M | $428.3M | $652.5M | $937.4M | $1.25B | $1.62B |
| Gross profit | — | $174.5M | $303.9M | $469.9M | $690.4M | $950.9M | $1.24B |
| Net income | — | -$210.2M | -$355.0M | -$247.4M | -$286.7M | -$154.9M | -$9.1M |
Recent filings and events
- Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
- Shareholder vote The results of the annual meeting or a special vote. Item 5.07
- Results announced Item 2.02
- Shareholder rights changed The terms attaching to the shares themselves have changed. Item 3.03
- Charter or fiscal year changed A change to the company's governing documents, or to when its year ends. Item 5.03
- Shareholder vote Item 5.07
- Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
- Results announced Item 2.02
- Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
- Results announced Item 2.02
- Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
- Results announced Item 2.02
Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.
Others in SIC 7373
| Ticker | Company | Market cap | P/E | Revenue growth |
|---|---|---|---|---|
| LDOS | Leidos Holdings, Inc. | $17.08B | 12.2x | 3.2% |
| GDDY | GoDaddy Inc. | $14.28B | 18.1x | 8.3% |
| CACI | CACI INTERNATIONAL INC /DE/ | $14.01B | 26.2x | 10.9% |
| IONQ | IonQ, Inc. | $11.91B | — | 201.9% |
| JKHY | JACK HENRY & ASSOCIATES INC | $11.40B | 23.3x | 7.1% |
| AUR | Aurora Innovation, Inc. | $9.50B | — | — |
| OTEX | OPEN TEXT CORP | $6.77B | 10.8x | 1.5% |
| SAIC | Science Applications International Corp | $6.11B | 18.9x | -2.9% |