Group 1 - Samsara Inc. is a leading provider of Internet of Things (IoT) software, focusing on cloud-based platforms for connected operations [1] - The company's solutions enable enterprise customers to effectively track and manage their physical operations [1] - Samsara operates in various end-markets, catering to a diverse customer base [1]

Core Viewpoint - Samsara Inc. (IOT) has experienced a significant downtrend, with a stock decline of 22.3% over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to analysts' positive earnings outlook [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with a reading below 30 typically signaling this condition [2]. - IOT's current RSI reading is 29.01, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound as the stock seeks to return to its previous equilibrium [3]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts regarding an increase in earnings estimates for IOT, with a 12.4% rise in the consensus EPS estimate over the last 30 days, which often correlates with near-term price appreciation [6]. - IOT holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a stock turnaround [6].

Samsara Inc. (IOT) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find ...

Financial Data and Key Metrics Changes - Samsara ended Q3 with $1.35 billion in ARR, growing 35% year-over-year [7] - Q3 revenue was $322 million, growing 36% year-over-year [27] - The company achieved a quarterly record 10% adjusted free cash flow margin [7] - Gross margin reached 78%, operating margin was 11%, and free cash flow margin was 10% [34] Business Line Data and Key Metrics Changes - Added 170 customers with more than $100,000 in ARR, the second highest quarterly additions ever [7][26] - The average ARR per large customer increased to $318,000, up from $307,000 a year ago [28] - 17% of net new ACV came from international geographies, the second highest quarterly contribution ever [32] Market Data and Key Metrics Changes - Construction industry drove the highest net new ACV mix for the fifth consecutive quarter [33] - Public sector contributed its highest net new ACV mix over the last four years, with a record 16 transactions greater than $100,000 [33] Company Strategy and Development Direction - The company is focused on digitizing physical operations, targeting a large and underserved market opportunity [37] - Continued investment in AI and product innovation, including the launch of Samsara Intelligence [14][19] - International expansion is a key growth opportunity, with significant potential in Europe, Canada, and Mexico [20][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining high growth while delivering operating leverage [37] - The company is well-positioned to continue delivering durable and efficient growth due to strong customer demand and real ROI [37] - Management noted that the international market is less penetrated and offers comparable ROI opportunities [20] Other Important Information - The company reported that customers realize an average of $2 million in savings per year, equating to more than 8x ROI [10] - New product features tailored for international markets were announced, including Low Bridge Strikes and Electronic Brake Performance Monitoring System [22][23] Q&A Session Summary Question: Insights on AI product development roadmap - Management highlighted ongoing investment in AI, with a focus on unlocking value across various operational areas [41] Question: Steps needed for further international penetration - Continued investment in go-to-market teams and customer success is essential for driving success in international markets [42] Question: Update on upsell versus net new business - The quarter was balanced, slightly tilted towards expansion, with strong performance in upselling existing customers [46] Question: Potential for standalone monetization of new AI products - Management is exploring pricing and packaging for new AI products while continuing to invest in core platform AI [48] Question: Sales cycles and demand environment - The quarter was consistent with previous ones, with some customers delaying decisions until after election results [52] Question: ARR scale and product set opportunities - Significant opportunities remain within core products, particularly in vehicle telematics and video-based safety [59] Question: Implications of new administration on business - Uncertainty exists regarding the new administration's policies, but the company is prepared to navigate potential changes [62] Question: Strength in public sector - Continued investment in the public sector has led to strong performance, with record transactions in Q3 [107]

Exhibit 99.1 (In millions, except percentage, percentage points, and per share data) Samsara Reports Third Quarter Fiscal Year 2025 Financial Results • Q3 revenue of $322.0 million, representing 36% year-over-year growth • Ending ARR of $1.349 billion, representing 35% year-over-year growth • 2,303 customers with ARR over $100,000, up 38% year-over-year SAN FRANCISCO, December 5, 2024 — Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations Cloud, reported financial results for the third quarter ...

The Internet of Things (IoT) describes a network of electronic devices outfitted with sensors to gather and share data through the internet. It enables devices (things) to share data in real time without direct human intervention. The concept has been around since the 1990s, but it didn’t gain significant traction until broadband technology, low-power sensors, and smartphones came into existence. Thanks to 5G cellular networks, IoT has become a mainstream reality. IoT devices can range from smart home produ ...

Samsara Inc. (IOT) closed the most recent trading day at $52.52, moving -0.38% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.1% for the day. Meanwhile, the Dow gained 0.69%, and the Nasdaq, a tech-heavy index, added 0.06%.Prior to today's trading, shares of the company had gained 4.4% over the past month. This has lagged the Computer and Technology sector's gain of 4.92% and outpaced the S&P 500's gain of 4.37% in that time.Analysts and investors alike ...

Samsara Inc. (IOT) closed the most recent trading day at $47.59, moving -0.21% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.27%. Elsewhere, the Dow gained 0.65%, while the tech-heavy Nasdaq added 0.26%. Coming into today, shares of the company had gained 0.36% in the past month. In that same time, the Computer and Technology sector gained 2.21%, while the S&P 500 gained 2%. Market participants will be closely following the financial results of Samsara I ...

Samsara (IOT) inked a new partnership with Esri on Monday, a well-known provider of geographic information system (GIS) technology. This collaboration seeks to improve fleet management and offer real-time reporting capabilities for government agencies. This partnership enables customers to utilize telematics data from Samsara — such as location, utilization and maintenance — within Esri's ArcGIS Velocity, a software-as-a-service IoT application designed for processing, visualizing and analyzing real-time da ...

Jetta Productions Inc/DigitalVision via Getty Images Introduction Samsara (NYSE:IOT) recently reported their results for Q2 FY2025. These results beat on both the top and the bottom line and have sent shares skyrocketing in the trading sessions since the release. I recently initiated coverage on this stock when it was trading at $38.37 and rated it a STRONG BUY, which has proven to be an excellent call. Shares rocketed up 13.6% this past Friday, its largest single-day increase YTD. I believe investor enthus ...