Company: IOT
Filing Date: 2025-09-09
Form Type: 10-Q
Source: 0001642896-25-000074
Chunk: 59

Company: Samsara Inc.
Filing Date: 2025-09-09
Form: 10-Q
Item: Part I, Item 1
Chunk 59
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)The following potentially dilutive securities were excluded from the computation of diluted net loss per share calculations for the periods presented because the impact of including them would have been antidilutive:Three Months EndedSix Months EndedAugust 2, 2025August 3, 2024August 2, 2025August 3, 2024Outstanding stock options5,599,181 5,854,565 5,599,181 5,854,565 RSUs21,041,298 31,327,886 21,041,298 31,327,886 Employee stock purchase rights660,406 712,979 660,406 712,979 Total antidilutive securities27,300,885 37,895,430 27,300,885 37,895,430 

13.    Segment Information

The Company has a single operating and reportable segment. The Company’s chief operating decision maker (“CODM”) is its Chief Executive Officer, who reviews financial information presented on a consolidated basis. The Company derives its subscription revenue from customers that leverage the Company’s Connected Operations Platform, which consists of a data platform and set of Applications to consolidate data from their physical operations into a single, integrated solution. Amounts derived from subscription and other revenue are summarized in Note 7, “Revenue, Accounts Receivable, Deferred Revenue, and Remaining Performance Obligations.”

20

The accounting policies of the operating segment are the same as those described in Note 2, “Summary of Significant Accounting Policies.”The CODM makes operating decisions, assesses financial performance, and allocates resources based on consolidated operating income (loss) and consolidated net income (loss) as reported on the Company’s condensed consolidated statements of operations and comprehensive loss. These financial metrics are used by the CODM to monitor budget versus actual results. The measure of segment assets is reported on the condensed consolidated balance sheets as total assets.The table below presents selected financial information for the single operating segment for the six months ended August 2, 2025 and August 3, 2024 (in thousands):Three Months EndedSix Months EndedAugust 2, 2025August 3, 2024August 2, 2025August 3, 2024Revenue$391,480 $300,202 $758,364 $580,928 Cost of revenue (1) (2)26,201 21,286 50,644 44,241