Company: IOT
Filing Date: 2025-03-25
Form Type: 10-K
Source: 0001642896-25-000022
Chunk: 129

Company: Samsara Inc.
Filing Date: 2025-03-25
Form: 10-K
Item: Item 1
Chunk 129
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 sizes. Our competition is specific to the individual solution sets that we target, or specific to operational groupings like fleets or facilities. We are not aware of other companies that approach the market with a common platform across connected fleets, equipment, and sites.

Our Applications compete with a wide range of vendors depending on application, geography, industry vertical, and customer size. Our primary competitors include vendors like Avigilon, CalAmp, Fleet Complete, Geotab, Lytx, Masternaut, Michelin, Motive, Nauto, Netradyne, Omnitracs, Orbcomm, Platform Science, Skybitz, Spireon, TrackUnit, Verizon Connect, Webfleet, and Zonar.

The Principal Competitive Factors in the Markets in Which We Operate Include:

•All-in-one software and hardware solution that addresses specific industry needs;

•Cloud-native software applications whose feature set is effective, extensible, and evolving;

•Rapid development cycle;

•High-quality, relevant, and actionable insights for operational managers and workers;

•Scalable data platform that can ingest and process data from various sources and apply powerful analytics across multiple data sets;

•Ease of adoption from installation to usability for back-office administrators and field workers;

•Reliability and security;

•Quality and responsiveness of customer support channels;

•Return on investment: Price for software, devices, installation and support relative to achieved cost savings;

•Brand awareness, reputation and trust in the provider’s services; and

•Strength of sales, marketing and channel partner relationships.

Based on these factors, we believe we are positioned favorably against our competitors. While many competitors focus on a subset of solutions for vehicles, such as GPS tracking and/or driver coaching, our Connected Operations Platform provides an extensive view of relevant operational information across many physical operations assets. This real-time data enables intelligent recommendations that empower customers to achieve operational success while consolidating vendor costs and administration.

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Our solution allows customers to use Samsara as their only physical operations management provider, instead of having to source, integrate and adopt point solutions across a variety of vendors. However, some of our existing or potential competitors have substantially greater financial resources, greater brand recognition, larger sales forces and marketing budgets, as well as broader distribution networks. Large enterprises, in particular, may be able to utilize their distribution networks and existing relationships to offer fleet management solutions in addition to solutions in other verticals already being provided to customers. We expect additional competition as our market grows and rapidly changes, and we