NYSE:IOT

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Asplundh Selects Samsara to Connect Tens of Thousands of Vehicles and Equipment

Samsara (NYSE: IOT) announced that Asplundh, one of the largest private fleets in the U.S., selected its Connected Operations Platform to improve safety, fleet visibility and operational efficiency across its North American operations.

The deployment covers tens of thousands of vehicles and pieces of specialty equipment across the Asplundh family of companies. Asplundh will use Samsara AI Dash Cams, Vehicle Gateways, Powered Asset Gateways and Asset Tags to monitor vehicles, crews and equipment through a unified platform.

The system is expected to support real-time driver coaching, equipment tracking, faster dispatching and improved maintenance visibility. Samsara said its platform can also help Asplundh standardize operating metrics across its businesses and improve insurance structures by providing greater visibility into safety performance.

Asplundh employs more than 36,000 people and provides vegetation management, power-line construction, electrical testing, utility pole maintenance and other infrastructure services. The company said Samsara’s technology will help it manage risk more effectively while improving response times and asset utilization.
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Author
Global Finance News 09-25-26
Samsara Launches MCP to Bring Live Operational Data Into AI Tools

Samsara launched Samsara MCP, a Model Context Protocol connection that allows customers to bring live operational data from its platform into third-party AI assistants, agents and applications without building custom integrations.

The new capability lets authorized users connect Samsara data to tools including ChatGPT, Claude Desktop, Microsoft Copilot and Cursor while preserving existing permissions and single sign-on controls. More than 40 read-only tools can retrieve information on vehicles, drivers, safety events and hours of service without modifying records.

Samsara said the connection is built on the same live operational data layer used by Samsara Assistant. Customers can either build agents inside Samsara through Agent Studio or connect their own Samsara data to external AI systems for broader cross-platform analysis.

Potential use cases include comparing driver hours with Workday time records, combining mileage and fuel consumption with financial data to explain spending variances, and matching equipment utilization with rental agreements to identify underused assets.

Samsara MCP is now available to all customers, extending the company’s Connected Operations platform further into enterprise AI workflows.
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Author
Global Finance News 09-22-26
Samsara Launches Free Rewards Program for Professional Drivers

Samsara has launched Driver Perks, a new rewards program offering millions of professional drivers access to discounts and exclusive offers from more than 50 brands across wellness, food, travel, fitness and other categories. The program is free for drivers and carries no cost for participating fleets.

Driver Perks is initially available in the U.S., with Samsara planning to expand the program internationally. Participating brands include Audible, BetterHelp, BetterSleep, Dickies, Liquid I.V., OLIPOP and Truck Parking Club.

Samsara developed the program with input from its Driver Council and surveys of drivers across its network. The research showed fitness and wellness was a priority for 64% of respondents, followed by food and beverage at 58% and learning and personal development at 51%.

Eligible drivers can access the benefits through the Samsara Driver App, a web link or a QR code provided by their organization. Offers can be used directly with participating brands, with additional partners expected to be added over time.
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Author
The Investor 09-10-26
Samsara Stock Surges 15% Premarket on Strong Q2 Growth and Improved Profitability

Samsara (NYSE: IOT) shares surged about 15% in premarket trading Friday after the connected-operations software company reported strong fiscal second-quarter results, highlighted by 30% revenue growth, accelerating large-customer business and improving profitability.

Revenue increased 30% year over year to $508.4 million, while annual recurring revenue (ARR) climbed 30% to $2.125 billion. Net new ARR reached $134.1 million, up 28% from a year earlier.

Large Customers and AI Adoption Drive Momentum

Samsara's performance among large enterprise customers was particularly strong. Customers generating more than $1 million in ARR collectively contributed over $500 million, representing growth of more than 50% for the third consecutive quarter.

Management also highlighted rapidly increasing adoption of its artificial intelligence capabilities, saying usage of some of its newest AI features has risen more than fourfold over the past two months.

Profitability strengthened alongside growth. Non-GAAP operating income jumped to $106 million from $59.7 million, while operating margin expanded to 21% from 15%. Adjusted EPS increased to $0.20 from $0.12.

Samsara also posted GAAP EPS of $0.03, marking its fourth consecutive quarter of GAAP profitability. Free cash flow increased to $64.7 million from $44.2 million.

Samsara Raises Full-Year Outlook

The strong premarket reaction is also supported by the company's fiscal 2027 outlook. Samsara now expects full-year revenue of $2.043 billion to $2.047 billion, representing approximately 26% growth, with a 21% non-GAAP operating margin and adjusted EPS of $0.76 to $0.78.

For Q3, revenue is expected at $514 million to $516 million, representing 24% year-over-year growth.

The 15% premarket jump reflects a combination investors typically reward in high-growth software stocks: sustained 30% ARR growth, rapid expansion among large customers, rising AI adoption, widening operating margins and continued GAAP profitability.
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Author
WS Investor 09-04-26
Samsara Stock Falls 1.6% Premarket After Piper Sandler Downgrade

Samsara (NYSE: IOT) shares fell about 1.6% in Monday premarket trading after Piper Sandler downgraded the connected-operations software company, citing valuation concerns following the stock's recent gains.

Piper Sandler analyst James Fish lowered Samsara's rating to Neutral from Overweight while maintaining a $40 price target.

The downgrade comes after a strong session for IOT on Friday, when the stock jumped 6.96% to close at $40.88. That rally left the shares slightly above Piper Sandler's $40 valuation target.

Valuation Concerns Weigh on IOT

The rating change appears primarily valuation-driven rather than a signal of deteriorating fundamentals. Piper Sandler had previously maintained an Overweight rating and raised its target to $40 from $39 following Samsara's earlier quarterly results.

With Friday's rally taking IOT above that target, the firm's downgrade suggests the risk-reward profile has become less attractive at current levels.

Monday's premarket decline therefore represents a partial reversal of Friday's strong advance rather than a major change in the company's operating outlook.

Why Is IOT Stock Down Today?

The roughly 1.6% premarket decline appears directly linked to Piper Sandler's downgrade from Overweight to Neutral.

The timing is particularly relevant because Samsara gained nearly 7% in the previous session. At Friday's $40.88 close, the stock was already trading above Piper Sandler's unchanged $40 target, leaving little implied upside under the analyst's valuation.

Investors will now be watching whether other Wall Street analysts follow Piper Sandler in becoming more cautious after Samsara's recent gains or maintain more bullish price targets.

For now, Monday's weakness appears primarily to reflect valuation concerns and some profit-taking after Friday's sharp rally rather than new negative developments in Samsara's underlying business.
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Author
The Investor 08-10-26
Samsara Falls Despite Strong Earnings as Investors Focus on Slowing Growth Outlook

Samsara (IOT) shares fell 3.6% in premarket trading despite reporting another quarter of strong growth, profitability, and cash flow generation. The market's negative reaction appears to be driven by concerns over moderating growth rates rather than the company's underlying performance.

The connected operations software provider reported first-quarter revenue of $478.8 million, up 31% year-over-year, while annual recurring revenue (ARR) approached the $2 billion milestone, growing 30% to $1.99 billion. Net new ARR increased 30% to $100.7 million, highlighting continued strong customer demand for Samsara's platform.

The company also achieved its third consecutive quarter of GAAP profitability, reporting earnings of $0.08 per share compared with a loss a year ago. Non-GAAP operating margin expanded to 19% from 14%, while adjusted free cash flow rose 60% to $73.2 million.

Despite the impressive results, investors focused on management's forward guidance. Samsara expects second-quarter revenue growth of 23% to 24% and full-year revenue growth of approximately 24%, representing a noticeable slowdown from the 31% growth delivered in the latest quarter. For high-growth software companies, even strong guidance can disappoint when investors have become accustomed to faster expansion.

The earnings report nevertheless reinforced Samsara's improving profitability profile and growing leadership position in operational AI and connected fleet management. While the stock is under pressure following the release, the company's combination of rapid growth, expanding margins, recurring revenue, and sustained profitability continues to support a compelling long-term growth story.
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Author
Global Finance News 06-05-26

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(thesmartinvestor.com.sg)
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Author
WS Investor 06-25-25
Samsara Inc. Announces Retirement of Chief Accounting Officer Andrew Munk

Samsara Inc. reported that Andrew Munk, Chief Accounting Officer, will retire and step down from his position effective April 8, 2025. The company noted that Munk's retirement is not due to any disagreements or concerns regarding financial reporting, internal controls, or operations.

Following Munk’s departure, Dominic Phillips, the current Chief Financial Officer, will take on the additional role of interim principal accounting officer starting April 9, 2025, while the company conducts a search for Munk’s permanent replacement. No new compensation arrangements are associated with Phillips's interim role.

Samsara confirmed that there are no family relationships or related-party transactions involving Phillips that require disclosure.
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Author
The Investor 03-29-25
Samsara Reports Strong Q4 and Fiscal Year 2025 Financial Results with 33% ARR Growth
SAN FRANCISCO – March 6, 2025 – Samsara Inc. (NYSE: IOT), the leader in Connected Operations®, announced its fourth quarter and full fiscal year 2025 results, highlighting record revenue growth, strong annual recurring revenue (ARR), and continued profitability improvements.

Key Financial Highlights for Q4 FY2025
Revenue: $346.3 million, up 25% YoY (adjusted revenue up 36%)
Annual Recurring Revenue (ARR): $1.46 billion, up 32% YoY (adjusted ARR up 33%)
Customers with ARR over $100,000: 2,506, up 36% YoY
GAAP Gross Margin: 77%, up 2 percentage points YoY
Non-GAAP Gross Margin: 78%, up 2 percentage points YoY
GAAP Operating Loss: $(18.4) million, improving by $104.6 million from Q4 FY2024
Non-GAAP Operating Income: $55.9 million, up $42.4 million YoY
Net Cash Provided by Operating Activities: $53.9 million, an improvement of $95.8 million YoY
Adjusted Free Cash Flow: $48.5 million, up $32.5 million YoY
Fiscal Year 2025 Financial Highlights
Total Revenue: $1.25 billion, up 33% YoY (adjusted revenue up 37%)
GAAP Gross Profit: $950.9 million, up $260.5 million YoY
GAAP Gross Margin: 76%, up 2 percentage points YoY
GAAP Operating Loss: $(190.0) million, improving $133.4 million from FY2024
Non-GAAP Operating Income: $113.6 million, up $112.3 million YoY
Net Cash Provided by Operating Activities: $131.7 million, an improvement of $143.5 million YoY
Adjusted Free Cash Flow: $111.5 million, up $84.4 million YoY
CEO Statement
Sanjit Biswas, CEO & Co-Founder:

"Fiscal 2025 was another year of durable and efficient growth. We ended the year with nearly $1.5 billion in ARR, achieving 33% YoY adjusted growth. We’re at a unique combination of growth, scale, and profitability, with a large market opportunity ahead. By partnering with the world’s largest and most complex operations organizations, we are transforming how industries operate.”

Financial Outlook for Q1 & FY2026
Q1 FY2026 Guidance
Revenue: $350 million - $352 million
YoY Revenue Growth: 25% (26-27% in constant currency)
Non-GAAP Operating Margin: 7%
Non-GAAP Net Income per Share (Diluted): $0.05 - $0.06
Full-Year FY2026 Guidance
Revenue: $1.52 billion - $1.53 billion
YoY Revenue Growth: 22-23% (23-24% in constant currency)
Non-GAAP Operating Margin: 11%
Non-GAAP Net Income per Share (Diluted): $0.32 - $0.34
Market & Strategic Outlook
Samsara continues to expand its Connected Operations® Platform, providing industry-leading solutions across transportation, logistics, construction, utilities, energy, and government sectors. With AI-powered analytics and automation, the company aims to drive higher efficiency, safety, and sustainability for enterprise customers.

Samsara will host a live webcast today at 2:00 PM PT / 5:00 PM ET to discuss the results. Visit investors.samsara.com for the shareholder letter and webcast details.

Investor Contact: Mike Chang, [email protected]
Media Contact: Stephanie Burke, [email protected]
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M
ME NEWS 03-07-25