Q4 FY26 Investor Presentation March 5, 2026 Disclaimer and Statement Regarding Use of Non-GAAP Measures 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 opera ...

Core Insights - Samsara Inc. (NYSE:IOT) is positioned for significant growth with the launch of its latest-generation Asset Tag and the ultra-compact Asset Tag XS, designed for tracking high-value equipment in extreme environments [1][2] Product Development - The new Asset Tag offers a six-year battery life, while the smaller XS model provides three years of power for handheld tools and specialized gear [1] - The company has doubled the density of its industrial Bluetooth network over the past two years, achieving coverage across 99% of major US roads [2] Technological Integration - Samsara has enhanced its tracking capabilities by integrating Hubble's terrestrial network of 90 million consumer smartphones, improving visibility even in areas where traditional signals fail [2] AI-Driven Solutions - The company has introduced an AI-driven theft and loss workflow that helps managers identify at-risk equipment, featuring real-time notifications and location tracking for missing items [4] - Research from Samsara indicates that unprotected organizations lose an average of over $13 million annually due to equipment loss, with small assets accounting for over 70% of these costs [4] Market Position - Samsara provides solutions that connect physical operations data to its connected operations platform both in the US and internationally, indicating a broad market reach [5]