Connected operations cloud company providing IoT telemetry, fleet management, safety, and workflow software for physical operations.MoreShow less
Profile & Fundamentals
Samsara (IOT.NYSE) Profile & Fundamentals
Review Samsara reported earnings, valuation, balance sheet and ownership, with source tables and separate AI assessments.
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Company and Market Context
Samsara: Company Profile & Ownership
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
Company profile record
Samsara Inc
Common Stock · Information Technology · Application Software
Company
- Company / asset
- Samsara Inc
- Security type
- Common Stock
- Sector
- Information Technology
- Industry
- Application Software
- HQ
- 🇺🇸 United States
- Head office
- 1 De Haro Street, San Francisco, CA, United States, 94107
Leadership & scale
- Chief executive
- Mr. Sanjit Biswas II
- CEO year born
- 1982
- Full-time employees
- 4.1K
- Fiscal year end
- January
- IPO date
- 2021-12-15
Fundamentals snapshot
- Market Cap
- USD 24.2B
- P/E
- 267.2x
- Revenue (Q3 26)
- USD 508.4M
- Profit (Q3 26)
- USD 16.2M
- Dividend Yield
- --
- Revenue (FY 26)
- USD 1.6B
- Shares in public float
- 368.3M
- Insider ownership
- 3.76%
Reporting & identifiers
- Symbol
- IOT.NYSE
- Listing
- 🇺🇸 United States | Dividend Tax: 30%
- Ticker Currency
- USD
- Income Statement Currency
- USD
- Balance Sheet Currency
- USD
- Cash Flow Currency
- USD
- EPS Currency
- USD
- Contract Type
- SPOT
- ISIN
- US79589L1061
- Asset ID
- equity_f6be6304-76e8-55fb-a5ae-fefcad11d4eb
Samsara: Ownership
Shares Outstanding
Latest: 590.5M | Max: 590.5M | Min: 230.0M
Latest reported ownership snapshot
Float Shares
62.37%
368.3M latest reported shares
Insider Ownership
3.76%
Latest reported insider stake
Short Float
0.10%
Latest reported short interest / float
Top Holders
Source tablesView ownership tables
Shares Outstanding
Annual reported shares outstanding; up to 10 reporting dates.
Scroll the table to see every column.
| Reporting date | Shares outstanding |
|---|---|
| 2020-01-01 | 230,000,000 |
| 2021-01-01 | 502,923,700 |
| 2022-01-01 | 516,551,300 |
| 2023-01-01 | 537,464,900 |
| 2024-01-01 | 559,007,000 |
| 2025-01-01 | 571,651,200 |
| 2026-01-01 | 590,464,700 |
Top Holders
Available reported ownership records.
Scroll the table to see every column.
| Holder | Shares | Ownership | Reported date |
|---|---|---|---|
| Baillie Gifford & Co Limited. | 56,358,374 | 9.62% | 2026-06-30 |
| T. Rowe Price Associates, Inc. | 48,692,589 | 8.31% | 2026-06-30 |
| FMR Inc | 26,406,588 | 4.51% | 2026-06-30 |
| BlackRock Inc | 23,805,185 | 4.07% | 2026-06-30 |
| Vanguard Portfolio Management, LLC | 17,724,063 | 3.03% | 2026-06-30 |
| Vanguard Capital Management, LLC | 15,491,321 | 2.65% | 2026-06-30 |
| Morgan Stanley - Brokerage Accounts | 12,348,309 | 2.11% | 2026-06-30 |
| Sands Capital Management, LLC | 11,348,732 | 1.94% | 2026-06-30 |
| Vanguard MStar Total Stk Mkt Idx Invest | 10,633,496 | 1.82% | 2026-09-30 |
| The Goldman Sachs Group Inc | 10,121,320 | 1.73% | 2026-06-30 |
| Wellington Management Company LLP | 9,327,606 | 1.59% | 2026-06-30 |
| State Street Corp | 7,981,248 | 1.36% | 2026-06-30 |
| Fidelity Contrafund | 7,882,868 | 1.35% | 2026-08-31 |
| BAMCO Inc | 7,881,752 | 1.35% | 2026-06-30 |
| Vanguard Small Cap Index | 7,552,516 | 1.29% | 2026-09-30 |
Samsara: Earnings, Profitability & Valuation
Latest Financials Filed On
Earnings & Revenue
Earnings and Revenue Trajectory
AI Review
Samsara's revenue growth reflects impressive business progress, with revenue climbing roughly thirty percent year-over-year to reach over five hundred million dollars in the second quarter of fiscal 2027. Annual recurring revenue recently passed the two-billion-dollar milestone as large enterprise customers expanded their contracts. This top-line momentum has delivered a four-quarter streak of positive GAAP net income, marking an important operational turning point from historic losses toward self-funding scale. However, the quality of bottom-line earnings requires careful interpretation. A substantial portion of recent trailing net income stems from cash investment interest and a thirty-million-dollar legal settlement rather than pure software operations. While underlying cash flow remains positive, true operating margins are still modest once non-operating items are set aside.
Samsara's revenue growth reflects impressive business progress, with revenue climbing roughly thirty percent year-over-year to reach over five hundred million dollars in the second quarter of fiscal 2027. Annual recurring revenue recently passed the two-billion-dollar milestone as large enterprise customers expanded their contracts. This top-line momentum has delivered a four-quarter streak of positive GAAP net income, marking an important operational turning point from historic losses toward self-funding scale. However, the quality of bottom-line earnings requires careful interpretation. A substantial portion of recent trailing net income stems from cash investment interest and a thirty-million-dollar legal settlement rather than pure software operations. While underlying cash flow remains positive, true operating margins are still modest once non-operating items are set aside.
Revenue, Net Income, and Free Cash Flow
Latest: USD 1.6B | Max: USD 1.6B | Min: USD -355.0M
Valuation
P/E Ratio (TTM)iPublished valuation snapshots use the earnings basis recorded with each observation. Source tables retain that basis.
Latest: --
No history available.
Profitability & Margins
Margins and Operating Efficiency
AI Review
Samsara's profit margins demonstrate genuine competitive strength, with gross margins holding steady near seventy-seven percent. This profitability reflects healthy pricing power and scale efficiencies in cloud hosting and cellular data management, proving that customers willingly pay premium subscription fees for tangible safety and fuel savings. Operating margins have improved dramatically from double-digit percentage losses toward break-even and positive territory. However, a significant gap remains between adjusted operating margins of twenty-one percent and modest GAAP results. This difference is driven almost entirely by employee stock-based compensation, which remains an authentic operating expense that investors must weigh when evaluating underlying profitability.
Samsara's profit margins demonstrate genuine competitive strength, with gross margins holding steady near seventy-seven percent. This profitability reflects healthy pricing power and scale efficiencies in cloud hosting and cellular data management, proving that customers willingly pay premium subscription fees for tangible safety and fuel savings. Operating margins have improved dramatically from double-digit percentage losses toward break-even and positive territory. However, a significant gap remains between adjusted operating margins of twenty-one percent and modest GAAP results. This difference is driven almost entirely by employee stock-based compensation, which remains an authentic operating expense that investors must weigh when evaluating underlying profitability.
Profitability Margins
Latest: 76.7% | Max: 76.7% | Min: <-100.0%
Latest Profitability Ratios as of 2026-01-31
Gross Margin
76.7%
Gross profit / revenue
Operating Margin
-3.2%
Operating income / revenue
Net Margin
-0.6%
Net income / revenue
FCF Margin
12.8%
Free cash flow / revenue
Source tablesView earnings, profitability & valuation tables
Revenue, Net Income, and Free Cash Flow
Annual reported results, using the source statement's recorded USD conversion. Up to 10 reporting periods; missing values are not estimated.
Scroll the table to see every column.
| Period end | Revenue (USD) | Net income (USD) | Free cash flow (USD) |
|---|---|---|---|
| 2020-01-31 | 119,865,000 | -225,224,000 | -222,515,000 |
| 2021-01-31 | 249,905,000 | -210,208,000 | -203,871,000 |
| 2022-01-31 | 428,345,000 | -355,024,000 | -190,834,000 |
| 2023-01-31 | 652,545,000 | -247,422,000 | -136,261,000 |
| 2024-01-31 | 937,385,000 | -286,726,000 | -22,768,000 |
| 2025-01-31 | 1,249,199,000 | -154,907,000 | 111,482,000 |
| 2026-01-31 | 1,618,635,000 | -9,117,000 | 207,444,000 |
Published P/E Ratio
Published valuation snapshots retain each observation's earnings basis.
No reported records are available in this preview.
Profitability Margins
Matching annual reporting dates. Values are percentages.
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| Period end | Gross margin (%) | Operating margin (%) | Net margin (%) | Free cash flow margin (%) |
|---|---|---|---|---|
| 2020-01-31 | 59.69 | -190.06 | -187.9 | -185.64 |
| 2021-01-31 | 69.83 | -81.12 | -84.12 | -81.58 |
| 2022-01-31 | 70.94 | -82.25 | -82.88 | -44.55 |
| 2023-01-31 | 72.01 | -39.6 | -37.92 | -20.88 |
| 2024-01-31 | 73.65 | -26.66 | -30.59 | -2.43 |
| 2025-01-31 | 76.12 | -15.21 | -12.4 | 8.92 |
| 2026-01-31 | 76.74 | -3.25 | -0.56 | 12.82 |
Public data excerpt created by iPulse AI and published by Future Edge Group FZE. Snapshot retrieved 2026-11-05.
Use is subject to the iPulse AI Terms of Service and applicable source rights. Missing inputs are not estimated. Full access includes the remaining records, research and interactive tools.
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