Added to YB: 2025-06-10
Pitch date: 2025-06-06
IOT [neutral]
Samsara Inc.
-12.06%
current return
Author Info
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Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$21.8B
Pitch Price
$45.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
growth
Samsara Q1 2025 Earnings Analysis
IOT (earnings update): Q1 rev $366.9M (+30.7% YoY), beat est 4.4%. Non-GAAP GM 78.5% (+1.6pp), OM 13.9% (+11.7pp), FCF margin 12.5% (+5.8pp). NRR steady at 115%, ARR $1.54B (+30.6%). $100K+ customers 2,638 (+35.1%). Guidance raised: FY $1.55B (+24.2%). Strong wins in fleet, construction, public sector. Risks: -6% net margin, dilution from 23% SBC/rev.
Read full article (9 min)