Samsara sells a connected-operations platform with telematics, video safety and workflow AI for physical fleets, serving as an operations-data layer rather than a robot maker.
Samsara is a US connected-operations platform (NYSE:IOT) with FY26 ARR of $1.89B (+30% YoY) and 2,771 customers above $100K ARR, though it is primarily a vehicle-fleet telematics platform (trucks, dash cameras, ELDs) rather than robot-specific, a borderline fit worth a second look at the curation pass. Its stock fell 57% over the trailing year despite continued revenue growth, a valuation-sentiment divergence. It has 147+ customers at $1M+ ARR.
7 signals name Samsara. Members see all of them, filtered by topic, source and date.
6 facts on file. Members see all of them with the source link.
Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Samsara sells a connected-operations platform with telematics, video safety and workflow AI for physical fleets, serving as an operations-data layer rather than a robot maker. Samsara is a US connected-operations platform (NYSE:IOT) with FY26 ARR of $1.89B (+30% YoY) and 2,771 customers above $100K ARR, though it is primarily a vehicle-fleet telematics platform (trucks, dash cameras, ELDs) rather than robot-specific, a borderline fit worth a second look at the curation pass. Its stock fell 57% over the trailing year despite continued revenue growth, a valuation-sentimen
Samsara is on the Robotics watchlist list of Frontier Tech Intelligence with a score of 57 out of 100, below the Top 100.
Samsara is based in San Francisco, California, United States. Stage: Established.
Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →