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Samsara Inc. (ticker: IOT) is a company dedicated to enhancing the safety, efficiency, and sustainability of operations that drive the global economy. It has developed the Connected Operations Cloud, a platform that allows businesses reliant on physical operations to utilize Internet of Things (IoT) data for actionable insights and operational improvements. Samsara primarily offers subscription-based services that integrate IoT devices and data to provide real-time operational visibility and insights.
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Subscription Revenue - Dominates the company's revenue stream by providing access to the Connected Operations Cloud, which consolidates data from IoT devices and connected assets to deliver actionable insights.
- Video-Based Safety - Enhances operational safety through video monitoring and analytics.
- Vehicle Telematics - Monitors and tracks vehicle performance for improved fleet management.
- Mobile Apps and Workflows - Streamlines workforce operations through mobile solutions.
- Equipment Monitoring - Tracks the status and performance of physical assets.
- Site Visibility - Offers insights into distributed sites for better operational oversight.
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Other Revenue - Represents a smaller portion of the company's total revenue, encompassing additional services and offerings beyond the primary subscription model.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
John Bicket ExecutiveBoard | CTO and Director | None | Co-founder of Samsara; previously co-founded Meraki and served as VP of Engineering at Cisco. Holds a strong background in technology and engineering. | |
Sanjit Biswas ExecutiveBoard | CEO and Chairman of the Board | None | Co-founder of Samsara; previously co-founded Meraki and served as VP/GM at Cisco after its acquisition. Holds degrees from Stanford and MIT. | View Report → |
Adam Eltoukhy Executive | EVP, Chief Legal Officer, and Secretary | None | Joined Samsara in 2018; promoted to EVP in 2023. Previously worked at Palantir and as a legal associate. Holds degrees from Santa Clara University and Stanford Law School. | |
Dominic Phillips Executive | CFO | None | Joined Samsara in 2019; previously held finance roles at ServiceNow and Morgan Stanley. Holds a B.S. from Cal Poly and an MBA from UC Berkeley. | |
Lara Caimi Executive | EVP, President of Worldwide Field Operations | Board Member at Confluent | Joined Samsara in 2023; previously held leadership roles at ServiceNow and Bain & Company. Holds degrees from Notre Dame and Harvard Business School. | |
Alyssa Henry Board | Director | Board Member at Intel and Confluent | Former CEO of Square at Block. Extensive experience in software engineering and leadership. | |
Ann Livermore Board | Director | Board Member at Qualcomm and Hewlett Packard Enterprise | Former EVP at HP. Brings decades of experience in technology and business leadership. | |
Hemant Taneja Board | Director | CEO of General Catalyst | Venture capitalist and CEO of General Catalyst. Serves on the boards of several private companies. | |
Jonathan Chadwick Board | Lead Independent Director | Board Member at ServiceNow, Zoom, and Confluent | Former CFO at VMware, Skype, and McAfee. Extensive financial and governance expertise. | |
Marc Andreessen Board | Director | General Partner at Andreessen Horowitz; Board Member at Meta and Coinbase | Venture capitalist and co-founder of Andreessen Horowitz. Serves on multiple boards, including Meta and Coinbase. | |
Sue Bostrom Board | Director | Board Member at GitLab and ServiceNow | Former EVP and CMO at Cisco. Serves on multiple public and private company boards. | |
Sue Wagner Board | Director | Board Member at BlackRock, Apple, and Color Health | Co-founder of BlackRock. Extensive experience in finance and corporate strategy. | |
Todd Bluedorn Board | Director | Board Member at Texas Instruments | Former CEO and Chairman of Lennox International. Extensive leadership experience in the industrial sector. |
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"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? "
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"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? "
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"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? "
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"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? "
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"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? "
Recent press releases and 8-K filings for IOT.
- Chief Accounting Officer Andrew Munk will retire effective April 8, 2025, with no disputes over the company's operations or controls noted.
- Chief Financial Officer Dominic Phillips will assume the responsibilities of interim principal accounting officer beginning April 9, 2025, as the company searches for a permanent replacement.