Samsara

What Samsara does

Samsara Inc. (NYSE: IOT) is a public connected operations software company founded in 2015 in San Francisco by Sanjit Biswas and John Bicket, the team that previously sold cloud networking firm Meraki to Cisco for $1.2 billion in 2012. The company sells a Connected Operations Platform that combines IoT hardware (AI dash cams, vehicle gateways, asset tags, environmental sensors, 360 cameras) with a cloud-based software layer that uses computer vision, predictive analytics, and generative AI to monitor vehicles, equipment, and worksites. Its five product lines are Cameras and Video, Fleet Telematics (GPS, routing, ELD compliance, maintenance, fuel/energy, EVs, FirstNet), Equipment Management (trailer, asset, reefer), Workforce Management (driver apps, coaching, training, wearables), and Platform services (Samsara Intelligence, Incident Center, Connected Workflows), with newer additions including Agent Studio, Tracking Label, Ground Intelligence, and Waste Intelligence.

The platform processes data from 80+ billion annual miles driven, 120+ billion API calls, 25+ trillion data points, and 180+ billion minutes of video to train proprietary AI models such as the 22-factor Samsara Safety Assessment Standard and a 45-factor Coaching Priority model. Approximately 98% of revenue is recurring software subscriptions, typically multi-year contracts with hardware included, supported by a 350+ integration App Marketplace and OEM partnerships (notably International Motors for pre-delivery installation in new trucks and school buses). Samsara sells primarily through a direct enterprise field sales force targeting accounts with $100K+ ARR (3,363 such customers in Q1 FY27, of which 96% subscribe to two or more products), with 1,000+ people in go-to-market and regional offices in the US, UK, Netherlands, Germany, France, Mexico, Taiwan, and India. Reported financial scale includes $1.62 billion in FY2026 revenue, Q1 FY27 revenue of $478.8 million (31% YoY), ARR approaching $1.991 billion (30% YoY), and gross margins of approximately 76-77%, with the company reaching its third consecutive quarter of GAAP EPS profitability in Q1 FY27.

Name

Samsara

Legal name

Samsara Inc.

Website

https://samsara.com

Company type

Public

Founded year

2015

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Samsara (NYSE: IOT) provides a Connected Operations Platform combining IoT hardware and AI-powered software to digitize vehicle, equipment, and worksite operations for enterprise customers in transportation, construction, field services, food and beverage, passenger transit, and public sector.

Ownership category

akta.pro rank

Product category

Fleet Management Software and IoT Platform

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Video Telematics, ADAS & AI Dashcams (TLAEAFAG)

akta.pro secondary industries

Fleet, Asset Tracking & Telematics Location Platforms (BPAMANAF), AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)

Keywords

• Fleet management software
• Connected operations platform
• IoT telematics solutions
• AI dash cameras
• Asset tracking systems

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel, Supply Chain, Operations, Infrastructure

Revenue model

1. Software Subscriptions: Recurring software subscriptions for Connected Operations Platform including Safety, Telematics, Equipment Management, and Workforce Management modules. Approximately 98% of revenue from recurring software subscriptions with non-GAAP gross margin of approximately 77%.
2. Hardware Sales: IoT hardware including dash cams, vehicle gateways, asset tracking devices, and environmental monitors. Hardware included with most licenses to connect operations to cloud platform.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels9 records

Core offering

Samsara sells a Connected Operations Platform that combines IoT hardware (AI dash cams, vehicle gateways, asset trackers, environmental sensors) with cloud-based AI software to digitize physical operations across vehicles, equipment, and worksites. The platform delivers real-time visibility, AI-powered safety, fleet telematics, equipment monitoring, workforce management, and predictive maintenance for enterprise customers in transportation, construction, field services, food and beverage, passenger transit, and public sector industries. Revenue is approximately 98% recurring software subscriptions, with hardware included with most licenses.

Product overview

Samsara's Connected Operations Platform is a unified cloud-based platform combining IoT hardware with AI-powered software across five integrated product categories: Cameras and Video (AI Dash Cams, AI Multicam, Site Visibility), Fleet Telematics (GPS Tracking, Routing, Commercial Navigation, ELD Compliance, Maintenance, Fuel Management, EVs, FirstNet), Equipment Management (Trailer Tracking, Asset Tracking, Asset Tag, Reefer Monitoring), Workforce Management (Samsara Apps, Driver Coaching, Connected Training, Wearables), and the Samsara Platform (Intelligence, Incident Center, Connected Workflows). Key AI-powered additions include Agent Studio for building custom AI agents, Tracking Label and Shipment Center for supply chain visibility, 360 Camera for operated equipment, Smart Compliance for EU/UK fleets, Ground Intelligence and Waste Intelligence for public sector, and Connected Maintenance for predictive maintenance. The platform processes data from over 80 billion annual miles and 120+ billion API calls, serving tens of thousands of customers across North America and Europe.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Dash Cams Internet-connected AI-powered dash cameras with up to 2K front-facing and 1080p driver-facing resolution, providing real-time in-cab coaching alerts, HD video capture, and cloud-based event footage retrieval. Used by commercial fleet operators to detect safety risks, support driver coaching, and provide evidence for incident investigations.
• AI Multicam 360-degree multicamera visibility system providing live AI-powered risk detection from up to four additional HD cameras streamed to the Samsara cloud and in-cab monitor, with features including Bird's Eye View, Rear Collision Warning, and Vehicle in Blind Spot Detection.
• Site Visibility Cloud-based video security system bringing AI-powered detections to existing camera infrastructure for workplace security, incident investigations, and supply chain visibility at worksites, yards, and facilities.
• GPS Fleet Tracking Real-time GPS tracking solution collecting location data every second with helicopter view, smart map overlays, geofencing, and live location sharing for vehicles, trailers, and equipment.
• Routing & Dispatch End-to-end routing software enabling route optimization, driver dispatch, and real-time route modifications with live stop additions for commercial fleet operations.
• Commercial Navigation Truck-safe navigation integrated with Hours of Service (HOS) data accounting for vehicle restrictions (height, weight, hazmat) providing distraction-free turn-by-turn directions through Apple CarPlay and Android Auto.
• ELD Compliance FMCSA-registered electronic logging device automatically recording driver hours, connected to vehicle engine through OBD port with automatic rulesets based on GPS location for U.S. and Canadian compliance.
• Fleet Maintenance AI-powered computerized maintenance management system (CMMS) combining fault code intelligence, DVIRs, and operations data for predictive maintenance, automated work orders, and warranty claims recovery.
• Fuel & Energy Management Advanced fuel management system providing fuel price overlays, weather-aware idling insights, driver efficiency reporting, fuel theft detection, and IFTA compliance automation with Coast fuel card integration.
• Electric Vehicle Management EV fleet management solution including Charge Control for charging monitoring, EV Suitability analysis for route and duty-cycle data, and Fuel & Energy Hub for mixed ICE/EV fleet visibility.
• Trailer Tracking Real-time trailer visibility with door, cargo, temperature, and humidity sensing plus remote refrigeration control for improved trailer utilization and asset protection.
• Asset Tracking Real-time location tracking for equipment and assets with improved recovery rates and inventory accuracy using compact, low-maintenance tracking devices.
• Reefer Monitoring Temperature and environmental monitoring for refrigerated trailers and assets with real-time alerts and remote control capabilities.
• Samsara Apps Mobile driver application providing ELD compliance, DVIR submission, HOS visibility, and driver workflow tools rated #1 in app stores.
• Driver Coaching AI-powered coaching tools including real-time in-cab alerts, safety inbox prioritization, and AI Self-Coaching routing for scalable driver behavior improvement.
• Connected Training AI-powered training delivery creating courses from policy documents, providing personalized on-the-go training for safety, equipment usage, and onboarding.
• Samsara Wearable Site worker safety wearable device for monitoring worker safety in field and site environments.
• Agent Studio Platform for building and deploying AI agents for physical operations, enabling teams to create custom agents from scratch or use 15+ pre-built templates without IT expertise. Automates tasks including paperwork, driver communication, and vendor coordination.
• Tracking Label Paper-thin, single-use Bluetooth tracking sticker for near-real-time shipment visibility with 45-day battery life. Provides continuous location tracking across air, ground, and rail shipments without carrier involvement.
• Shipment Center Centralized dashboard showing all active shipments with location history, exception flags, and carrier scan event overlays for supply chain visibility.
• 360 Camera for Operated Equipment First 360-degree camera purpose-built for operated equipment (forklifts, excavators, baggage tugs) providing full view from a single mount point with interactive pan and zoom for closing visibility gaps in high-risk environments.
• Smart Compliance Platform Unified compliance platform for EU and UK fleets consolidating tachograph compliance, AI-based safety, telematics, and coaching with rulesets across 17 European countries and proactive in-cab audio alerts.
• Ground Intelligence AI-powered road defect detection system using data from trucks equipped with cameras to identify potholes and infrastructure issues for proactive maintenance planning (contracts with cities including Chicago).
• Waste Intelligence Video-based waste pickup monitoring AI for validating waste collection service completion and identifying overage violations.
• Ridership Management School bus rider tracking system with Passenger Left Behind AI detection verifying cabins are clear after every trip.
• Samsara Intelligence AI-powered insights layer across the Connected Operations Platform analyzing data from vehicles, equipment, and sites to provide actionable operational intelligence.
• Incident Center Centralized platform for consolidating operational alerts, safety events, and incident documentation across fleet and site operations.
• Connected Workflows Digital workflow automation enabling paperless operations with automated task sequences triggered by operational events and real-time visibility into field risks.
• Samsara Community Global online hub for physical operations professionals to connect, share knowledge, and access resources including knowledge base articles, Academy courses, events, and product announcements.

Quantifiable outcome

• 73-75% reduction in accidents after 30 months for fleets using complete AI safety solution
• +15 more outcomes

Named customers27 records

Segments9 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability14 records

Feature11 records

Scale indicators18 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Geotab: Direct competitor in fleet telematics and GPS tracking, ranked #2 to Samsara in fleet technology satisfaction per Endeavor Business Intelligence. Comparable offering of vehicle gateways, fleet dashboards, and data analytics for commercial fleets.
• Motive: Direct competitor offering AI dashcams, fleet management, and compliance for SMB and mid-market fleets. Active legal adversary of Samsara (subject of $30M arbitration award) and increasingly aggressive on bundling video telematics with fleet software.
• Lytx: Video telematics pioneer specializing in AI dashcams, driver safety scoring, and fleet risk management. Closely comparable in the video-based safety segment where Samsara has built a major share of its differentiation.
• Fleetio: Fleet maintenance and operations management platform competing in the mid-market with maintenance, fuel, and inspection workflows. Overlaps with Samsara's Connected Maintenance and Fleet Maintenance modules.
• Azuga: GPS fleet tracking and driver behavior platform owned by Bridgestone, offering telematics, dashcams, and ELD compliance. Comparable mid-market positioning with emphasis on insurance telematics partnerships.

Broad incumbents

• Verizon Connect: Larger incumbent offering fleet management, telematics, and asset tracking as part of Verizon's broader enterprise connectivity portfolio. Comparable in core fleet GPS and compliance but does not specialize in AI-driven video safety.
• Trimble Transportation: Diversified transportation and logistics technology provider offering fleet management, TMS, and telematics as part of a much broader portfolio. Comparable in fleet telematics but competes mainly in enterprise and carrier segments.

Emerging players

• Platform Science: Connected vehicle platform enabling third-party apps to run on in-cab tablets for fleets. Overlaps with Samsara's open-platform strategy and OEM partnerships, particularly with international truck manufacturers.
• Nauto: AI-powered driver safety and fleet visibility platform focused on commercial vehicle video telematics. Comparable AI dashcam and driver behavior technology but more narrowly specialized than Samsara's broader Connected Operations Platform.

Regional players

• EROAD: Fleet management, compliance, and telematics provider headquartered in New Zealand with strong presence in Australia and selective US operations. Comparable in fleet compliance and electronic logging, primarily non-overlapping geography with Samsara's core US/EU base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/samsara
• Xx.com/samsara
• Facebookfacebook.com/SamsaraHQ

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds7 records

Investors16 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Samsara