Company: IOT
Filing Date: 2025-09-09
Form Type: 10-Q
Source: 0001642896-25-000074
Chunk: 104

Company: Samsara Inc.
Filing Date: 2025-09-09
Form: 10-Q
Item: Part I, Item 8
Chunk 104
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 have achieved significant growth since our inception. For the three months ended August 2, 2025 and August 3, 2024, our revenue was $391.5 million and $300.2 million, respectively. Our net loss was $16.8 million and $49.6 million for the three months ended August 2, 2025 and August 3, 2024, respectively. For the six months ended August 2, 2025 and August 3, 2024, our revenue was $758.4 million and $580.9 million, respectively. Our net loss was $38.9 million and $105.9 million for the six months ended August 2, 2025 and August 3, 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 ofAugust 2, 2025August 3, 2024Annual recurring revenue (“ARR”)$1,640,113 $1,263,950 Customers > $100,000 ARR (1)2,771 2,120 

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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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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 that may be less visible from our financial statements due to ratable revenue recognition. ARR does not have a standardized meaning and is not necessarily comparable to similarly titled measures presented by other companies. ARR should be viewed independently of revenue and is not intended to be combined with or replace it. ARR is not a forecast, and the active contracts at the date used in calculating ARR may or may not be renewed. For all international customer contracts denominated in currencies other than the U.S. dollar, ARR is translated from local currency to U.S. dollar based on the currency exchange rate as of the effective date of the contract.

Number of Customers Over $100,000 in ARR

We focus