{"city":"San Francisco","name":"Samsara","slug":"samsara","facts":[{"date":"2026-01-01","type":"revenue_band","value":"[object Object]","source":"Samsara IR"},{"date":"2026-01-01","type":"product_launch","value":"agentic capabilities","source":"Samsara"},{"date":"2026-01-01","type":"revenue","value":"FY26 results: accelerated growth at scale","source":"Samsara IR"},{"date":"2024-01-01","type":"deployment","value":"Canadian hub deployment in Toronto to collaborate with customers across essential industries","source":"Samsara"},{"date":null,"type":"revenue_band","value":"[object Object]","source":""}],"peers":[],"stage":"Established","state":"California","aliases":[],"country":"United States","domains":[{"why":"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.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":57,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":6,"position":4,"progress":7,"firepower":8,"commercial":4,"deployment":4,"production":6,"technology":6},"edition":null,"segment":null},{"why":"Samsara is adding agentic capabilities to its Connected Operations Cloud, applying AI to fleet, equipment, safety and other physical-work operations.","list":null,"rank":null,"tier":"prospect","layer":null,"total":39,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":6,"position":2,"progress":7,"firepower":1,"commercial":1,"deployment":4,"production":9,"technology":3},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-08-13","header":"Samsara shifted to lighthouse strategy in public sector after verticalization.","outlet":"a16z"},{"date":"2026-08-13","header":"Public sector lighthouse deployment required different sales motion than mid‑market land grab.","outlet":"a16z"},{"date":"2026-08-13","header":"Regulatory shift created a land grab opportunity for telematics providers.","outlet":"a16z"},{"date":"2026-06-11","header":"Samsara approached $2 billion in annual recurring revenue in 2026 as its Connected Operations platform expanded into Operational AI.","outlet":"FrenchWeb"},{"date":"2026-05-17","header":"Samsara trained a model to detect potholes and predict their deterioration and has several cities under contract.","outlet":"TechCrunch"},{"date":"2026-03-26","header":"Shepherd’s AI underwriting platform reduces commercial insurance feedback times from weeks to hours.","outlet":"The AI Insider"}],"website":"samsara.com","category":"AI · Models & applications","categories":[{"name":"Agents & reasoning","domain":"AI Core","parent":"AI · Models & applications"},{"name":"Data platforms & labeling","domain":"AI Core","parent":"AI · Agents & tooling"},{"name":"Fleet operations","domain":"Robotics","parent":"Robotics · Infrastructure"}],"last_round":null,"updated_at":"2026-10-25T23:18:47.108753+00:00","facts_total":6,"positioning":"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.","sub_category":"Agents & reasoning","signals_total":7,"url":"https://www.frontiertechintelligence.com/companies/samsara","title":"Samsara · robotics, San Francisco, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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. Robotics watchlist (score 57) 7 signals and 6 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}