Company: IOT
Filing Date: 2025-12-09
Form Type: 10-Q
Source: 0001628280-25-056069
Chunk: 1

Company: Samsara Inc.
Filing Date: 2025-12-09
Form: 10-Q
Item: Part I, Item 2
Chunk 1
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 Operations Platform consolidates data from our IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using our cloud dashboard, custom alerts and reports, mobile apps, and workflows. Our differentiated, purpose-built suite of Applications enables organizations to embrace and deploy a digital, cloud-connected strategy across their operations. With Samsara, customers have the ability to drive safer operations, increase business efficiency, and achieve their sustainability goals, all to improve the lives of their employees and the customers they serve.

We were founded in 2015 and have achieved significant growth since our inception. For the three months ended November 1, 2025 and November 2, 2024, our revenue was $416.0 million and $322.0 million, respectively. Our net income was $7.8 million for the three months ended November 1, 2025, and our net loss was $37.8 million for the three months ended November 2, 2024. For the nine months ended November 1, 2025 and November 2, 2024, our revenue was $1,174.3 million and $902.9 million, respectively. Our net loss was $31.2 million and $143.7 million for the nine months ended November 1, 2025 and November 2, 2024, respectively. Our business model focuses on maximizing the lifetime value of our customer relationships, and we continue to make significant investments to expand our customers’ use of our Connected Operations Platform.

Key Business Metrics

The following table shows a summary of our key business metrics as of the periods presented (dollars in thousands):

As ofNovember 1, 2025November 2, 2024Annual recurring revenue (“ARR”)$1,745,110 $1,348,859 Customers > $100,000 ARR (1)2,990 2,292 

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(1)Customer count previously disclosed for prior period has been adjusted to reflect the updated definition of customer as described below under “Number of Customers Over $100,000 in ARR.”

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Table of Contents

ARR

We believe that ARR is a key indicator of the trajectory of our business performance, enables measurement of the progress of our business initiatives, and serves as an indicator of future growth. We define ARR as the annualized value of subscription contracts that have commenced revenue recognition as of the measurement date. ARR highlights trends