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 February 3, 2024 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 Inc. (NYSE:IOT) Q4 2024 Earnings Conference Call March 7, 2024 5:00 PM ET Company Participants Mike Chang - Vice President, Corporate Development & Investor Relations Sanjit Biswas - Co-Founder & Chief Executive Officer Dominic Phillips - Executive Vice President & Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Matt Hedberg - RBC Alex Zukin - Wolfe Michael Turrin - Wells Fargo Derrick Wood - TD Cowen Matt Pfau - William Blair Junaid Siddiqui - Truist Jim Fish - Pip ...

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 ...

Samsara Reports Fourth Quarter and Full Fiscal Year 2024 Financial Results SAN FRANCISCO, March 7, 2024 — Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations Cloud, reported financial results for the fourth quarter and fiscal year ended February 3, 2024, and released a shareholder letter accessible from the Samsara investor relations website at investors.samsara.com. "Fiscal year 2024 was another year of durable and efficient growth. We ended the year with $1.1 billion of ARR, growing 39% year ...

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) Delaware 47-3100039 (State or other ...

Samsara Inc. (NYSE:IOT) Q2 2024 Results Conference Call August 31, 2023 5:00 PM ET Company Participants Mike Chang - Vice President of Corporate Development and Investor Relations Sanjit Biswas - Chief Executive Officer and Co-Founder Dominic Phillips - Chief Financial Officer Conference Call Participants Chris Quintero - Morgan Stanley Michael Turrin - Wells Fargo Matt Pfau - William Blair Sterling Auty - MoffetNathanson Jacob Staffel - Goldman Sachs Jim Fish - Piper Sandler Alex Zukin - Wolfe Junaid Siddi ...

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 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 ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) Delaware 47-3100039 (State or other ...