Samsara sells tracking and camera tools for truck fleets, but many drivers see them as constant surveillance and may push back hard. The big bet is that regulators or fleet owners make this tech standard anyway, even if adoption is bumpy.Read more
Samsara is a pioneering IoT platform company focused on connecting data from physical operations such as transportation, construction, and logistics. In fiscal year 2026 (ending January 2026), Samsara’s annual recurring revenue (ARR) reached $1.89 billion, growing 30% year-over-year.Read more
Samsara helps fleets and other physical businesses track vehicles and equipment, and it could grow quickly as more commercial vehicles add these tools and as the company rolls out new features powered by its huge stream of operating data. The key question is whether long sales cycles, slow tech adoption in some industries, and early-stage AI add-ons will hold back the growth story.Read more
Samsara could ride a wave of built-in vehicle partnerships and smarter safety and maintenance tools that make it easier for fleets to adopt its platform and stick with it. But longer sales cycles, tricky rules in new countries, and tougher competition could slow growth and pressure profits.Read more
Samsara rides the push to digitize fleets and job sites, but a tougher economy and longer buying cycles could slow how quickly customers sign up and expand. With vehicle makers building similar tech directly into new equipment and regulators tightening rules around data and security, the company may have a harder time keeping its edge and protecting profits.Read more
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Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company’s Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
