Samsara Inc.

Samsara Inc. (SMSA: NYSE) operates a Connected Operations Platform designed to digitally transform physical operations across industries including construction, transportation, logistics, manufacturing, utilities, government, healthcare, and food and beverage. The company's mission centers on increasing safety, efficiency, and sustainability for organizations managing complex operations with high-value assets and distributed workforces.

The platform consolidates data from Samsara's proprietary Internet of Things devices and a growing ecosystem of connected assets and third-party systems into a unified cloud-based Data Platform. This architecture enables customers to access, analyze, and act on operational insights through integrated applications and AI-powered agents. In fiscal year 2026, the Data Platform processed over 25 trillion data points, including real-time video footage, GPS location data, energy consumption metrics, compliance logs, and engine diagnostics.

Samsara's solution encompasses several primary application areas: Safety and Risk management through AI video-based safety systems and site visibility tools; Fleet Operations including telematics, routing, and electric vehicle management; Asset Management for tracking and maintenance; and Frontline Worker applications for digitizing manual processes. The platform features over 350 third-party integrations and employs AI agents to automate complex operational workflows.

The company serves organizations ranging from small and medium-sized businesses to large global enterprises and state and local governments. As of January 31, 2026, Samsara had over 12,000 Core Customers representing $25,000 or more in annual recurring revenue, with 3,194 large customers exceeding $100,000 in ARR. Approximately 85 percent of total ARR derived from Core Customers, and 61 percent from large customers. The company generated $1.62 billion in revenue for fiscal year 2026, with approximately 98 percent derived from subscription services.

Samsara employs more than 4,100 full-time employees across locations in the United States, Canada, Mexico, Taiwan, India, and multiple European countries. The company generated approximately 14 percent of total revenue from outside the United States during fiscal year 2026. The company website is www.samsara.com.