Samsara (IOT)

"With the recent consolidation in the fleet management industry, including GPS Track's acquisition of Sonar Systems, Trimble's divestment of its telematics business, and Power Fleet's acquisition of Fleet Complete, how do you anticipate these developments will impact competitive dynamics, and how is Samsara positioned to capture additional market share amidst potential competitor distractions from integration? "

"Given the increasing importance of data security and privacy due to expanding threat vectors from more connected devices and heightened compliance requirements, how is Samsara leveraging its security certifications to differentiate itself from competitors, and are you planning further investments in this area to meet evolving customer demands? "

"As you focus on go-to-market investments next year, can you provide details on the planned mix of sales representative hiring between domestic and international markets, especially considering the traction in international growth, and how you plan to optimize these investments for global expansion? "

"With the launch of Samsara Intelligence and Samsara Assistant in beta, do you intend to develop a stand-alone monetization model for these AI-driven solutions, or are they primarily aimed at enhancing the platform without additional revenue, and how will this impact your product strategy moving forward? "

"Considering the exceptional growth at your current scale, how are you approaching opportunities for operational improvement and leverage, particularly as you begin to lap initial renewal cohorts from expanding customers, and what impact do you expect this to have on your financial performance? "