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Samsara Inc.: Business Overview, Financials & Competitive Analysis

Samsara Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). High-growth, profitable IoT platform with dominant positioning in critical fleet/operations management space, solidifying digital transformation trends across essential industries. Samsara reported Q3 CY2025 results exceeding revenue expectations at $416 million with 29.2% year-on-year growth, and Q4 guidance at $422 million was 0.7% above analyst estimates. Its non-GAAP profit of $0.15.

What is Samsara Inc.'s industry? Samsara Inc. (samsara.com) operates in Industrial IoT / Commercial Telematics / Connected Operations Cloud. AskCyborg classifies Samsara Inc. under Industrial IoT / Commercial Telematics / Connected Operations Cloud in its company registry.

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company operates a Connected Operations Platform, which e...

8/ 10Strong

Cyborg Score thesis

High-growth, profitable IoT platform with dominant positioning in critical fleet/operations management space, solidifying digital...

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Industry Industrial IoT / Commercial Telematics / Connected Operations Cloud
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: November 9, 2026
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Samsara Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Samsara Inc. Overview

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Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company operates a Connected Operations Platform, which enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. By December 2023, Samsara announced that it had surpassed $1 billion in Annual Recurring Revenue (ARR).

Strategic Profile

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Samsara is positioned as one of the leading providers in the commercial telematics market and is consistently ranked as a market leader, particularly in North America, alongside its main competitors, which include Geotab, Lytx, and Wialon. The company has established partnerships with several major vehicle manufacturers, including Ford Motor Company, General Motors, and Navistar, to integrate its technology with their vehicles. Samsara positions itself at the intersection of the Internet of Things, artificial intelligence, and cloud computing—enabling businesses to transform traditionally analog operations with digital intelligence.

Competitive Landscape

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Samsara faces competition from main competitors Geotab, Lytx, and Wialon in commercial telematics. The company also competes with established industrial technology providers like Trimble, Verizon Connect, Honeywell, and Rockwell Automation in broader fleet management and industrial IoT spaces. Samsara's comprehensive service offering and ease-of-use serve as differentiators in a crowded market.

Industry Context

Samsara Inc. operates in Industrial IoT / Commercial Telematics / Connected Operations Cloud.

Key facts

Founded: 2015 · Headquarters: San Francisco, US · Revenue: $416M (Q3 2025)

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Samsara Inc..

  • In FY2026Q3, subscription revenue generated the highest revenue for Samsara Inc., amounting to $408.12M and accounting for 98.11% of total revenue, demonstrating a highly predictable recurring revenue model.
  • Samsara's stock price implies a valuation ratio of 7.9x forward price-to-sales, favorable for a high-growth SaaS company in the IoT space.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • December 2025Q3 2025 results showed 29.2% YoY revenue growth to $416 million, beating analyst expectations with strong guidance
  • 2024Recognized on Glassdoor's Best Places to Work 2024 and Best-Led Companies lists
  • +1 moreTrack every material event for Samsara Inc. as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

GeotabFleet management and telematics platform→Verizon ConnectConnected fleet management solutions→TrimbleIndustrial technology and fleet solutions→HoneywellIndustrial IoT and automation→

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Industry context

Samsara Inc. operates in Industrial IoT / Commercial Telematics / Connected Operations Cloud. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Samsara Inc. do?+
Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company operates a Connected Operations Platform, which e...
What is Samsara Inc.'s Cyborg Score?+
Samsara Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Samsara Inc.'s main competitors?+
Named competitors include Geotab, Verizon Connect, Trimble, Honeywell. The full competitive landscape is in the AskCyborg report.
How can I get the full Samsara Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Samsara Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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