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Mark Schapel

Managing Director and Senior Equity Analyst at Loop Capital

Mark Schappel is a Managing Director and Senior Equity Analyst at Loop Capital Markets, specializing in technology sector research with a focus on enterprise software and IT services. He covers major companies such as Manhattan Associates (MANH), Pegasystems (PEGA), Tyler Technologies (TYL), SPS Commerce (SPSC), and Palantir Technologies (PLTR), delivering a success rate of approximately 57% and generating an average return of 9.1% per rating over the past year. Schappel began his analyst career in the early 2010s, previously working at firms including JDA Software Group and Saba Software before joining Loop Capital, where he has built a reputation for insightful coverage and strong performance. He holds FINRA registration and relevant securities licenses, and his recommendations are consistently ranked among the top Wall Street analysts by platforms like TipRanks.

Mark Schapel's questions to Samsara (IOT) leadership

Question · Q3 2026

Mark Schapel asked Sanjit Biswas for more details on the current telematics market, including any evidence of an accelerating replacement cycle and whether Samsara is maintaining high win rates against legacy providers.

Answer

Sanjit Biswas, CEO and Co-founder, Samsara, observed an accelerating replacement cycle in the telematics market due to aging incumbents, positioning Samsara well. He noted that safety is a key driver for new expansions and wins, and Samsara's broader, modern platform for multiple applications offers a distinct advantage over legacy point solutions.

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