Core Insights - Samsara introduced new features including Smart Compliance, Weather Intelligence, and the Samsara Avatar at the Go Beyond conference in London, aimed at addressing challenges faced by European fleet operators [1] Group 1: New Features - Smart Compliance helps fleet operators navigate complex tachograph regulations [1] - Weather Intelligence protects drivers from severe weather conditions [1] - Samsara Avatar enables scaling of coaching programs with life-like AI coaches [1]

Core Insights - Oracle and Microsoft have announced a collaboration to create an integration blueprint aimed at enhancing supply chain efficiency and responsiveness for manufacturers [1][2] - The integration will allow organizations using Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to leverage real-time data from factory equipment and sensors through Azure IoT Operations and Microsoft Fabric [1][2] Integration Benefits - The integration will improve visibility across the supply chain, accelerate decision-making, and reduce downtime by transforming operational insights into actionable business strategies [2][5] - Manufacturers will be able to connect real-time production data directly into enterprise workflows, leading to faster response times and improved operational efficiency [2][5] New Capabilities - Real-time intelligence will enable secure integration of live data from factory equipment into Oracle Cloud SCM, enhancing planning and decision-making [5] - Automated business events will allow manufacturers to respond quickly to production changes by automatically triggering actions such as order updates and maintenance requests based on real-time data [5] - Standardized best practices will simplify deployment and ensure seamless connectivity through prescriptive guidance and pre-made integration guides [5] Oracle Fusion Cloud SCM - Oracle Cloud SCM is part of Oracle Fusion Cloud Applications, designed to connect supply chain processes and respond swiftly to changing market conditions [3] - Embedded AI within Oracle Cloud SCM acts as an advisor to analyze data and automate processes, contributing to a resilient supply network [3]

Financial Performance & Growth - The company achieved over $1.5 billion in ARR[84, 108] - The company's ARR grew approximately 3x from Q1 FY23 ($0.6B) to Q1 FY26 ($1.5B)[141] - The company's Non-GAAP operating margin improved by +21 percentage points from FY23 (-12%) to FY25 (9%)[169] - The company's Adjusted Free Cash Flow margin improved by +26 percentage points from FY23 (-17%) to FY25 (9%)[169] Customer & Product Adoption - The company's customers with 2+ products increased from 84% in Q1 FY24 to 94% in Q1 FY26[154] - The company's Video-Based Safety ARR is over $700 million with 30%+ year-over-year growth[160] - The company's Vehicle Telematics ARR is over $600 million with 25%+ year-over-year growth[160] - The company's Equipment Monitoring & Other ARR is over $200 million with 30%+ year-over-year growth[161] Market & Strategy - The company estimates a $137 billion total addressable market (TAM) in 2024 for connected operations[129] - The company's Q1 FY26 Net New ACV (NNACV) was comprised of 82% from the United States, Canada, and Mexico, and 18% from Europe[91] - The company's Asset Tag product achieved over $10 million in ARR in its first year with over 100,000 asset tags deployed[69]