IOT on NYSE

Samsara

American technology company

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

$1.6BRevenue, fiscal 20265
-$9.1MNet income, fiscal 20265
2015Founded1

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  • TickerIOT on NYSE1
  • IndustryServices-Computer Integrated Systems Design1
  • HeadquartersSan Francisco1
  • Websitesamsara.com
  • Incorporated inNV6
  • Business address1 De Haro Street, San Francisco, Ca 941076
  • Filer categoryLarge accelerated filer6
  • Legal formSUB-FUND4
  • Kind of organizationFund1
  • LEI213800WJM99CLMJD36464
  • StatusActive4
  • LEI statusIssued and current4
  • Registered address5, ALLEE SCHEFFER, L-2520 Luxembourg, Luxembourg4
Samsara image from its website
Image: samsara.com8

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

76.7%Gross margin5
-3.2%Operating margin5
-0.6%Net margin5
29.6%Revenue growth, 20265
-0.6%Return on equity5
$207.4MFree cash flow5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Subscription and Circulation brought in 98% of the revenue Samsara broke down this way in fiscal 2026.

  1. Subscription and Circulation$1.6B598%up 30% from 2025
  2. Product and Service, Other$30.2M52%up 29% from 2025
Products and services by year
Products and services202420252026
Subscription and Circulation$919.4M$1.2B$1.6B
Product and Service, Other$18.0M$23.4M$30.2M

Regions

United States brought in 86% of the revenue Samsara broke down this way in fiscal 2026.

  1. United States$1.4B586%up 28% from 2025
  2. Outside the United States$233.1M514%up 40% from 2025
Regions by year
Regions202420252026
United States$821.9M$1.1B$1.4B
Outside the United States$115.5M$166.7M$233.1M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue23¢$376.5M
  • Research and development21¢$344.6M
  • Other costs55¢$887.5M
  • Income tax1¢$10.0M

Out of $1.6B in revenue.5 The company lost money this year.

Where each dollar of operating cash went, fiscal 2026

  • Capital spending12¢$28.8M
  • Kept or used elsewhere88¢$207.4M

Out of $236.2M of cash from operations.5

Financial statements

Revenue910115$1.6B in 2026+548% since 2021
0$500.0M$1.0B$1.5B$2.0B2021: $249.9M$249.9M20212022: $428.3M$428.3M2022+71%2023: $652.5M$652.5M2023+52%2024: $937.4M$937.4M2024+44%2025: $1.2B$1.2B2025+33%2026: $1.6B$1.6B2026+30%
Gross profit910115$1.2B in 2026+612% since 2021
0$500.0M$1.0B$1.5B2021: $174.5M$174.5M20212022: $303.9M$303.9M2022+74%2023: $469.9M$469.9M2023+55%2024: $690.4M$690.4M2024+47%2025: $950.9M$950.9M2025+38%2026: $1.2B$1.2B2026+31%
Operating income910115-$52.6M in 2026−75% since 2021
-$400.0M-$300.0M-$200.0M-$100.0M02021: -$209.5M-$209.5M20212022: -$353.8M-$353.8M2022+69%2023: -$259.5M-$259.5M2023−27%2024: -$323.3M-$323.3M2024+25%2025: -$190.0M-$190.0M2025−41%2026: -$52.6M-$52.6M2026−72%
Net income910115-$9.1M in 2026−96% since 2021
-$400.0M-$300.0M-$200.0M-$100.0M02021: -$210.2M-$210.2M20212022: -$355.0M-$355.0M2022+69%2023: -$247.4M-$247.4M2023−30%2024: -$286.7M-$286.7M2024+16%2025: -$154.9M-$154.9M2025−46%2026: -$9.1M-$9.1M2026−94%

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2026-01-312025-01-312024-01-31
Revenue$1.6B$1.2B$937.4M
Cost of revenue$376.5M$298.3M$247.0M
Gross profit$1.2B$950.9M$690.4M
Research and development$344.6M$299.7M$258.6M
Sales and marketing$683.8M$601.6M$486.6M
General and administrative$266.3M$234.6M$195.0M
Lease modification, impairment, and related charges$0$4.0M$4.8M
Legal settlement$0$850.0K$68.7M
Total operating expenses$1.3B$1.1B$1.0B
Loss from operations-$52.6M-$190.0M-$323.3M
Interest income and other income, net$53.5M$39.6M$40.0M
Income (loss) before provision for income taxes$906.0K-$150.4M-$283.4M
Provision for income taxes$10.0M$4.5M$3.3M
Net loss-$9.1M-$154.9M-$286.7M
Foreign currency translation adjustments, net of tax$3.5M-$2.5M$838.0K
Unrealized gains on investments, net of tax$1.8M$41.0K$1.4M
Total other comprehensive income (loss)$5.2M-$2.5M$2.3M
Comprehensive loss-$3.9M-$157.4M-$284.5M
Net loss per share, basic (in dollars per share)-$0.02-$0.28-$0.54
Net loss per share, diluted (in dollars per share)-$0.02-$0.28-$0.54
Weighted-average shares used in computing net loss per share, basic (in shares)573.5M shares556.3M shares534.9M shares
Weighted-average shares used in computing net loss per share, diluted (in shares)573.5M shares556.3M shares534.9M shares

Compare Samsara with another company

The story

Founded by John Bicket and Sanjit Biswas in 2015.1

Samsara was founded in 2015 by Sanjit Biswas and John Bicket, who had previously co-founded and sold Meraki to Cisco Systems in 2012. The company was initially created to provide sensor technology for industrial operations, with Andreessen Horowitz as an early Series A round investor.

The company experienced rapid growth, achieving unicorn status in March 2018 with a valuation of over $1 billion. A series of subsequent funding rounds, backed by investors including Andreessen Horowitz, General Catalyst, and Tiger Global Management, raised the company's valuation to $6.3 billion by September 2019.

In December 2021, Samsara held an initial public offering on the New York Stock Exchange under the ticker symbol "IOT". The company sold 35 million shares, raising $805 million at a valuation of $11.5 billion.

By December 2023, Samsara announced that it had surpassed $1 billion in annual recurring revenue (ARR).

In 2022, the company filed a bid protest against the U.S. Postal Service's decision to award a $300 million contract to Geotab, a challenge that was ultimately unsuccessful.

Samsara has been recognized with several workplace awards, including being named one of Glassdoor's Best Places to Work in 2023 and among the Best-Led Companies in 2024.

From Wikipedia’s article on Samsara (company), shared under CC BY-SA 4.0.7

Leadership

Who has led Samsara, and when. Pick a name to see everywhere that person has worked.

20202025
Board members and other officers (18)

Products and brands

Several market research reports place Samsara as one of the leading providers in the commercial telematics market. The company is often ranked as a market leader, particularly in North America, alongside competitors including Geotab, Lytx, and Wialon.

The company has established partnerships with several major vehicle manufacturers, including Ford Motor Company, General Motors, and Navistar, to integrate its technology with their vehicles. In addition to its commercial clients, such as DHL and Sysco, Samsara also provides its fleet telematics system to public-sector organizations including the cities of Boston, Houston, and New Orleans, and the states of New Jersey and Tennessee.

From Wikipedia’s article on Samsara (company), shared under CC BY-SA 4.0.7

Former names

  • Samsara Networks Inc.May 20, 2015 to May 27, 20206

Timeline

  1. Dec 14, 2021New chief executive Sanjit Biswas becomes CEO16
  2. 2015Founded Founded1

Filings

1,197 filings to the SEC since October 2021: 5 annual reports, 14 quarterly reports, 37 major events, 766 insider forms, 94 large holders, 281 other. The latest 20:

  1. Oct 15, 2026144 EDGAR
  2. Oct 15, 20264 EDGAR
  3. Oct 15, 20264 EDGAR
  4. Oct 5, 20264 EDGAR
  5. Oct 1, 2026144 EDGAR
  6. Oct 1, 20264 EDGAR
  7. Oct 1, 20264 EDGAR
  8. Sep 29, 2026144 EDGAR
  9. Sep 29, 2026144 EDGAR
  10. Sep 29, 20264 EDGAR
  11. Sep 25, 2026144 EDGAR
  12. Sep 21, 20264 EDGAR
  13. Sep 18, 2026144 EDGAR
  14. Sep 17, 20264 EDGAR
  15. Sep 17, 20264 EDGAR
  16. Sep 17, 20264 EDGAR
  17. Sep 17, 20264 EDGAR
  18. Sep 17, 20264 EDGAR
  19. Sep 16, 20264 EDGAR
  20. Sep 15, 2026144 EDGAR

The 1,197 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

820 open-market trades by officers, directors and large owners since October 2021: 6 buys and 814 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 25, 2026Eltoukhy AdamSEE REMARKSSale7,306$39.07$285.5KForm 4
Sep 18, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSale770$40.42$31.1KForm 4
Sep 15, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSale2,165$42.55$92.1KForm 4
Sep 15, 2026Chadwick JonathanDirectorSale10,000$42.09$420.9KForm 4
Sep 4, 2026Phillips DominicSEE REMARKSSale29,619$44.25$1.3MForm 4
Aug 25, 2026Eltoukhy AdamSEE REMARKSSale6,876$39.82$273.8KForm 4
Aug 20, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale35,366$39.43$1.4MForm 4
Aug 20, 2026Bicket JohnSEE REMARKSSale34,557$39.44$1.4MForm 4
Aug 19, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale93,079$39.94$3.7MForm 4
Aug 19, 2026Bicket JohnSEE REMARKSSale93,365$39.94$3.7MForm 4
Aug 18, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSale989$39.50$39.1KForm 4
Aug 18, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale135,455$39.99$5.4MForm 4
Aug 18, 2026Bicket JohnSEE REMARKSSale135,978$39.99$5.4MForm 4
Aug 17, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSale2,625$39.31$103.2KForm 4
Aug 6, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale57,090$37.89$2.2MForm 4
Aug 6, 2026Bicket JohnSEE REMARKSSale57,267$37.89$2.2MForm 4
Aug 5, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale87,333$38.64$3.4MForm 4
Aug 5, 2026Bicket JohnSEE REMARKSSale87,079$38.64$3.4MForm 4
Aug 4, 2026Biswas SanjitCHIEF EXECUTIVE OFFICERSale119,477$38.34$4.6MForm 4
Aug 4, 2026Bicket JohnSEE REMARKSSale119,554$38.34$4.6MForm 4

All 820 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Baillie Gifford & Co56,358,374$1.8B1.7%−1,165,418
Fmr LLC26,406,588$856.4M0.0%+2,632,480
BlackRock, Inc.23,805,185$772.0M0.0%+1,473,966
Vanguard Portfolio Management LLC17,724,063$574.8M0.0%+812,272
Vanguard Capital Management LLC15,491,321$502.4M0.0%+648,076
Morgan Stanley12,348,309$400.5M0.0%+3,931,295
Sands Capital Management, LLC11,348,732$368.0M1.4%−4,309,012
Goldman Sachs Group Inc10,121,320$328.2M0.0%+421,064
Wellington Management Group Llp9,327,606$302.5M0.1%+813,922
State Street Corp7,981,248$258.8M0.0%+717,782
Bamco Inc /ny/7,881,752$255.6M0.4%+2,761,917
Brown Advisory Inc7,109,824$230.6M0.4%−2,989,069
Geode Capital Management, LLC6,811,232$220.3M0.0%+232,224
Westfield Capital Management Co LP5,836,459$189.3M0.6%+763,638
a16z Perennial Management, L.P.5,344,484$173.3M14.0%−645,392
UBS Group AG4,556,406$147.8M0.0%+1,761,919
Jordan Park Trust Co LLC4,112,232$133.4M93.0%+278,303
Charles Schwab Investment Management Inc3,657,279$118.6M0.0%+113,122
Nordea Investment Management Ab3,183,452$101.3M0.1%+298,216
Spyglass Capital Management LLC3,085,655$100.1M5.4%+139,009
Balyasny Asset Management L.P.3,083,647$100.0M0.2%+2,562,216
Freestone Grove Partners LP2,871,558$93.1M0.6%+714,197
Legal & General Group Plc2,652,752$86.0M0.0%+514,908
Norges Bank2,542,640$82.5M0.0%New
Northern Trust Corp2,421,470$78.5M0.0%+261,760

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Jul 12, 2023Daniel S. GoldmanDemocratic, HouseSale$1,001 - $15,000+17.7%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

The numbers on this page point here. Each one links to the record it came from.

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    Company websiteSamsara photo
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