Company: IOT
Filing Date: 2025-12-09
Form Type: 10-Q
Source: 0001628280-25-056069
Chunk: 119

Company: Samsara Inc.
Filing Date: 2025-12-09
Form: 10-Q
Item: Part I, Item 8
Chunk 119
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Research and development expense increased by $28.6 million, or 13%, for the nine months ended November 1, 2025 compared to the nine months ended November 2, 2024, primarily due to a $17.1 million increase in employee-related costs, which included a $11.5 million increase in stock-based compensation expense and a $5.6 million increase in salaries and benefits and related employer taxes, primarily due to increased headcount. The increase in research and development expense was also due to a $4.8 million increase in cloud and cellular costs associated with product development and a $3.7 million increase in costs associated with software subscriptions and office facilities.

Sales and Marketing

Sales and marketing expense is summarized as follows (in thousands, except percentages):

Three Months EndedChangeNine Months EndedChangeNovember 1,2025November 2,2024Amount%November 1,2025November 2,2024Amount%Sales and marketing$168,392$150,065$18,327 12%$507,875$448,995$58,880 13%Percentage of revenue40%47%43%50%

Sales and marketing expense increased by $18.3 million, or 12%, for the three months ended November 1, 2025 compared to the three months ended November 2, 2024, primarily due to a $11.8 million increase in employee-related costs, which included a $8.2 million increase in salaries and benefits and related employer taxes and a $5.1 million increase in sales commissions, primarily due to increased headcount, partially offset by a $1.5 million decrease in stock-based compensation expense, primarily due to the impact of forfeitures. The increase in sales and marketing expense was also due to a $6.1 million increase in expenditures incurred to generate demand through various marketing channels and promotional events.

Sales and marketing expense increased by $58.9 million, or 13%, for the nine months ended November 1, 2025 compared to the nine months ended November 2, 2024, primarily due to a $46.8 million increase in employee-related costs, which included a $27.6 million increase in salaries and benefits and related employer taxes, a $13.2 million increase in sales commissions, and a $6.0 million increase in stock-based compensation expense, primarily due to increased headcount. The increase in sales and marketing expense was also due to a $8.