Core Insights - Samsara Inc. is becoming the preferred choice for bus and coach operators across Europe to enhance safety, efficiency, and passenger experience [1] Company Overview - Samsara is recognized as a pioneer in the Connected Operations® Platform, indicating its leadership in providing technology solutions for transportation [1] Industry Trends - There is a growing trend among passenger transit fleets, including double-decker buses and luxury coaches, to adopt Samsara's solutions for protecting drivers, passengers, and communities [1] - The adoption of Samsara's platform reflects a broader industry movement towards standardization in operational safety and efficiency [1]

Q2 FY26 Investor Presentation September 4, 2025 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 o ...

Core Insights - HERE Technologies has partnered with Samsara Inc. to integrate HERE's mapping and geolocation services into Samsara's Connected Operations® Platform, enhancing operational safety, efficiency, and sustainability [1][5]. Group 1: Partnership Overview - The collaboration aims to improve fleet operations by providing precise routing, smarter dispatch, and real-time visibility, ultimately reducing downtime and enhancing performance across various vehicle types [2][3]. - The partnership allows HERE to expand its mission of empowering vehicles with dynamic mapping and routing capabilities, while Samsara enhances its platform with advanced geospatial intelligence [3][4]. Group 2: Company Background - HERE Technologies has been a leader in mapping and location technology for 40 years, recognized for its comprehensive location platform that supports various industries, including autonomous driving and logistics [4]. - Samsara, a pioneer in the Connected Operations® Platform, serves tens of thousands of customers across North America and Europe, focusing on improving safety, efficiency, and sustainability in physical operations [5].

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]

Financial Performance - Q1 FY26 ARR reached $1.54 billion, a 31% year-over-year growth, also 31% when adjusted for constant currency[11] - Q1 FY26 Adjusted Free Cash Flow was $46 million, resulting in a 12% Adjusted Free Cash Flow Margin[11] - The company is guiding for Q2 FY26 total revenue between $371 million and $373 million, representing 24% year-over-year growth[48] - The company is guiding for FY26 total revenue between $1.547 billion and $1.555 billion, representing 24% year-over-year growth[48] Customer Growth - The company has 2,638 customers with ARR over $100,000, a 35% year-over-year increase[11] - 85%+ core customers use multiple products[41] Product and Market - 18% of net new ACV mix came from non-US geographies in Q1, tying for the highest ever[43] - Construction contributed the highest net new ACV mix for the 7th consecutive quarter[43] - Equipment Monitoring saw its 4th consecutive quarter of accelerated year-over-year net new ACV growth[43] Safety and Efficiency - A study showed that 79% of drivers have experienced a near-miss while driving distracted[16] - A study showed that 67% of drivers have experienced drowsiness[16]