Q4 FY2024 Investor Presentation © Samsara Inc. The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such use should not be construed as an endorsement of the platform and products of Samsara. Q4 FY24 Business Highlights OUR MISSION 1,848 $100K+ ARR CUSTOMERS 49% Y/Y Growth Leading Provider of © Samsara Inc. Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains statistical data, estimates and forecasts that are based ...

Revenue Growth - Fiscal Year 2024 ended with $1.1 billion in Annual Recurring Revenue (ARR), a 39% year-over-year growth[3] - Q4 FY2024 total revenue reached $276.3 million, representing a 48% year-over-year increase[4] - Adjusted total revenue for Q4 FY2024 was $256.5 million, reflecting a 37% year-over-year growth[4] - For Q1 FY2025, the company expects total revenue between $271 million and $273 million, indicating a year-over-year growth of 33% to 34%[7] - The fiscal year 2025 revenue guidance is projected to be between $1.186 billion and $1.196 billion, with a year-over-year growth of 27% to 28%[7] Profitability and Margins - The company recorded a GAAP gross profit of $207.3 million in Q4 FY2024, with a gross margin of 75%[4] - Non-GAAP operating income for Q4 FY2024 was $13.5 million, resulting in a non-GAAP operating margin of 5%[4] - Non-GAAP net loss for the three months ended February 3, 2024, was $113.4 million, compared to a loss of $53.6 million for the same period last year[29] - Gross profit for the three months ended February 3, 2024, was $207.3 million, up from $135.0 million, indicating a gross margin improvement[29] - The company reported a net loss per share of $0.21 for the three months ended February 3, 2024, compared to a loss of $0.10 per share in the prior year[29] - GAAP net loss for the three months ended February 3, 2024, was $(113,371), compared to $(53,598) for the same period last year[37] - The company reported a GAAP operating margin of (45)% for the three months ended February 3, 2024, compared to (32)% in the previous year[34] Customer Growth - The number of customers with ARR over $100,000 increased by 49% year-over-year, totaling 1,848 customers[4] Cash Flow and Expenses - Adjusted free cash flow for FY2024 was $27.1 million, a significant improvement from a net cash used in operating activities of $(110.0) million in FY2023[5] - The company achieved its first year of positive adjusted free cash flow in FY2024[3] - Free cash flow for the fiscal year ended February 3, 2024, was negative $11.8 million, compared to negative $103.0 million in the prior year[30] - Adjusted free cash flow for the three months ended February 3, 2024, was $16,027, compared to a negative $6,023 in the same period last year[41] - Total operating expenses for the three months ended February 3, 2024, were $330.3 million, compared to $195.0 million in the same period last year, driven by increased research and development and sales and marketing expenses[29] - Total stock-based compensation expense-related charges for the fiscal year ended February 3, 2024, amounted to $251,190, up from $181,424 in the previous year[41] Assets and Liabilities - Cash and cash equivalents as of February 3, 2024, were $135.5 million, down from $200.7 million as of January 28, 2023[26] - Total assets increased to $1.73 billion as of February 3, 2024, from $1.62 billion a year earlier[26] - Deferred revenue increased to $426.4 million as of February 3, 2024, from $300.1 million a year earlier, indicating strong future revenue recognition[26] Future Investments - The company plans to continue investing in research and development to enhance its product offerings and expand market presence[29] One-time Charges - The company recognized a one-time operating expense charge of $68.7 million related to a lease settlement in January 2024[41]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 28, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of i ...

Financial Data and Key Metrics - The company surpassed $1 billion in ARR, growing 39% year-over-year [47] - Q3 revenue was $238 million, growing 40% year-over-year [54] - Non-GAAP gross margin reached a quarterly record of 75%, up 2 percentage points year-over-year [30] - Non-GAAP operating margin was positive for the first time at 5%, an improvement of 15 percentage points year-over-year [59] - Adjusted free cash flow margin was 4% in Q3, an improvement of 12 percentage points year-over-year [59] Business Line Data and Key Metrics - Video-based safety and vehicle telematics products each surpassed $400 million of ARR, growing more than 30% year-over-year [25] - Equipment monitoring, a non-vehicle-based application, exceeded $100 million of ARR [27] - Mobile Experience Management (MEM), a new software-only product, crossed $1 million of ARR in its first full quarter [58] Market Data and Key Metrics - 17% of net new ACV came from international geographies, driven by strength in Mexico and Europe [28] - The construction and public sector verticals contributed their highest net new ACV mix over the last three years [57] - The company added a quarterly record of nine customers with more than $1 million in ARR and seven Fortune 1000 customers [47] Company Strategy and Industry Competition - The company is building the only system of record for physical operations, leveraging its Connected Operations Cloud to collect IoT data from a broad range of assets [12] - The company focuses on delivering AI-powered insights to improve safety, efficiency, and sustainability for customers [14] - The company is scaling its multi-product platform to address the needs of the world's most complex physical operations organizations [13] Management Commentary on Operating Environment and Future Outlook - The company sees a large and rapidly digitizing market for physical operations, representing more than 40% of global GDP [21] - The company expects to continue delivering durable growth and operating efficiency improvements [21] - The company raised its FY2024 revenue guidance to between $918 million and $920 million, representing 41% year-over-year growth [31] Other Important Information - The company has over 260 partner integrations, with larger customers typically having six or more active integrations [4] - The company achieved a quarterly record number of large customer additions, with 71 $1 million plus ARR customers, representing 54% year-over-year growth [26] - The company's land-and-expand strategy continues to pay off, with four of the five largest net new ACV transactions being new logos [26] Q&A Session Summary Question: International Opportunity and Scaling Efforts - The company is focused on North America and Western Europe, viewing these as important frontiers for future growth [35] - The company is investing in these markets and will continue to monitor productivity and efficiency to guide future investments [35] Question: Large Deal Momentum and Product Commonality - The company attributes large deal momentum to consistent execution and a balanced mix of new customer acquisitions and expansions [37] - Equipment monitoring is increasingly being adopted upfront in large customer transactions [67] Question: Fiscal 2025 Guidance and Growth Drivers - The company expects initial FY2025 revenue guidance to be higher than current consensus, driven by strong Q3 performance and raised Q4 guidance [69] - The company plans to continue product innovation and add sales capacity to drive growth [109] Question: Non-Transportation Mix and TAM Expansion - Non-fleet products now represent over 17% of the company's mix, with continued strength expected in areas like workflows and Mobile Experience Management [78] - The company is expanding beyond fleet management to address broader physical operations needs [99] Question: Generative AI and Data Utilization - The company is investing in generative AI applications, leveraging its 6 trillion data points and 44 billion minutes of video footage to train models [81] - The company is focused on delivering practical, customer-centric AI solutions to improve workflows and operational efficiency [81] Question: Sales Capacity and Growth Algorithm - The company has moderated sales hiring but remains focused on sustaining high levels of growth by ramping existing capacity and maintaining productivity [82] - The company is operating in a large TAM and sees significant growth opportunities ahead [82] Question: Pricing and Packaging for New Products - The company plans to maintain a simple pricing model for new products, focusing on per asset or per user pricing to ensure ease of adoption [126] Question: SEC Reporting Requirements and ESG - The company's connected operations data is already used by large customers for ESG reporting, and the company plans to integrate more mature reporting requirements into its products [129] Question: Go-to-Market Strategy and Partner Ecosystem - The company's go-to-market strategy remains focused on execution, with no major changes announced under the new CRO [130] - The company continues to see strong momentum in its partner ecosystem as its customer base grows [134]

November 30th, 2023 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and operating metrics, capital expenditures, plans for future operations, including expansion ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...

(Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 29, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q San Francisco, California 94107 (Address of principal executive offices, including zip code) (415) 985-2400 (Registrant's telephone numbe ...

Samsara, Inc. (NYSE:IOT) Q1 2024 Earnings Conference Call June 1, 2023 5:00 PM ET Company Participants Mike Chang - VP, Corporate Development & IR Sanjit Biswas - Co-Founder, CEO & Chairman Dominic Phillips - EVP & CFO Conference Call Participants Aleksandr Zukin - Wolfe Research Sterling Auty - MoffettNathanson Christopher Quintero - Morgan Stanley Kirk Materne - Evercore ISI James Fish - Piper Sandler & Co. Michael Turrin - Wells Fargo Securities Matthew Pfau - William Blair & Company Junaid Siddiqui - Tr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 28, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

( samsara March 2, 2023 © Samsara Inc. these estimates. We have not independently verified the accuracy or completeness of the information and data provided by third parties, and other publicly available information. Accordingly, we make no representations as to the accuracy or completeness of that data nor do we undertake to update such data after the date of this presentation. (3%) To increase the safety, efficiency, and sustainability of the operations that power the global economy Q4 FY23 ADJ FCF MARGIN ...