Company: IOT
Filing Date: 2025-12-09
Form Type: 10-Q
Source: 0001628280-25-056069
Chunk: 109

Company: Samsara Inc.
Filing Date: 2025-12-09
Form: 10-Q
Item: Part I, Item 8
Chunk 109
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171 Total antidilutive securities4,982,490 33,143,683 23,843,736 33,143,683 

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.”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 income (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 nine months ended November 1, 2025 and November 2, 2024 (in thousands):Three Months EndedNine Months EndedNovember 1, 2025November 2, 2024November 1, 2025November 2, 2024Revenue$415,975 $321,981 $1,174,339 $902,909 Cost of revenue (1) (2)27,649 23,725 78,293 67,966 Research and development (1)55,323 50,091 167,298 150,164 Sales and marketing (1) (3)126,922 112,222 381,290 341,671 General and administrative (1)43,268 42,016 132,415 115,908 Stock-based compensation expense77,843 72,592 236,057 208,852 Amortization of connected device costs37,129 30,298 105,652 88,570 Cloud and cellular costs28,633 18,963 76,269 52,292 Sales commissions20,929 15