Peter Burkly's questions to Samsara Inc (IOT) leadership • Q4 2025
Question
Speaking for Kirk Materne, Peter Burkly inquired about which industry verticals offer the largest expansion opportunities and whether Samsara plans to verticalize its go-to-market efforts.
Answer
Chief Executive Officer Sanjit Biswas highlighted strong traction in verticals like construction, which historically had low technology adoption, but noted broad opportunity exists as market penetration for telematics and safety remains low across all industries. Chief Financial Officer Dominic Phillips added that the company does not plan a formal go-to-market verticalization in fiscal 2026, as use cases have enough commonality, with the exception of the public sector, which already has a specialized sales motion.