Samsara (IOT)
Connects physical operations through devices, subscription software, workflows, and AI insights.
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Samsara wires up the parts of the economy that happen outdoors — trucks, excavators, job sites, the people who work them. Its own cameras and tracking boxes go on the equipment; customers pay a subscription per vehicle or machine for the software that makes sense of what comes back. Cameras and vehicle tracking carry most of the money today, and a shelf of newer apps is the bet on what comes next.
Item facts: FY2026 · year ended Jan 31, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 15 more below
AI Video-Based Safety (AI Dash Cam and AI Multicam)
Cameras that watch the road and the driver at once, billed per vehicle. Management calls it the company's largest product and one of the two things new customers usually buy first. Watch whether the 360-degree add-on lands on the same trucks.
Competes with Driver·i quad-camera systems (Netradyne) · AI Dashcam Plus (Motive) · Lytx video safety program (Lytx)
In plain English
Two lenses in a windshield: one facing the road, one facing the person driving. The software scores the risky moments, pulls the clip that matters out of hours of footage, and gives a supervisor something to coach from instead of an argument about what happened.
A fleet pays by the vehicle, month after month, for as long as the cameras stay in the trucks. The pitch is money rather than virtue — fewer crashes means fewer claims and cheaper cover, which is why Allianz UK, an insurer, now points its motor-fleet customers at discounted Samsara cameras. Outside surveys put the price at roughly thirty dollars per vehicle a month.
Vehicle Telematics (Vehicle Gateway)
The box in the vehicle that reports where it is, how it is being driven and the hours the driver logged. Paired with the cameras it made up over $1 billion of the $1.46 billion of yearly subscriptions in early 2025.
Competes with MyGeotab and GO devices (Geotab) · Motive fleet platform (Motive) · Reveal (Verizon Connect)
In plain English
Every commercial vehicle already knows things about itself — where it is, how fast, how hard it stopped, how much fuel it burned. A small box wired in behind the dash gathers all of that and sends it onward over the cell network.
Why fleets pay: US rules oblige drivers to log their hours, and the box does that logging on its own, while dispatchers get a live map instead of a round of phone calls. The fee runs per vehicle, on deals that last years. It is also the doorway — with the box already in the truck, Samsara can switch on routing, navigation or maintenance without anyone touching the vehicle again.
Public Sector Program
Police, fire, transit, sanitation and school fleets buying the same cameras and trackers as truckers. It passed $100 million of yearly subscriptions in late 2025 — dollars that already sit inside the camera and tracking lines.
Competes with Public sector telematics (Geotab) · Verizon Connect municipal fleet (Verizon)
In plain English
Cities and states run enormous fleets nobody thinks of as fleets — garbage trucks, fire engines, squad cars, school buses, transit buses.
The way it gets bought is what makes it its own thing. One department tries the cameras, the result gets shown to the next department, and the contract grows sideways across the whole place: a top-five US city went from a single fleet division to every department, then added road-condition mapping across thousands of lane miles. These deals move on budget years and procurement rules rather than sales quarters, so they are slow — but that city, a transit authority and the State of Louisiana each arrived carrying four or more products at once.
Equipment Monitoring (Asset Gateways)
Boxes bolted to excavators, cranes, generators and trailers so an owner knows where a machine is, whether it is running and if it has left the site. Field services brought in the most new business last quarter.
Competes with Product Link / VisionLink (Caterpillar) · Iris (Trackunit) · T3 (EquipmentShare)
In plain English
A contractor with machines spread over a dozen sites often cannot answer a simple question: where is the loader, and is anybody actually using it? A weatherproof box wired to the machine answers it — where it sits, the hours it has run, the faults it is throwing.
The money argument is theft and idle iron. Samsara's own study puts equipment theft and loss at around eighteen million dollars a year for a mid-size operation. Customers pay per machine. On some equipment Samsara ships no box at all and pulls the readings straight out of the manufacturer's own system instead.
Asset Tags and Tracking Label
Cheap Bluetooth tags for the things without engines — tools, buckets, containers, fuel tanks — found by the cameras and gateways already installed. Tag subscriptions more than tripled in a year, off a small base.
Competes with Kin T200 tags (Trackunit) · Shipment trackers (Tive)
In plain English
Picture a small plastic tag screwed to a tool box. It has no phone connection of its own; it just calls out its name over Bluetooth, and any Samsara camera or gateway within earshot passes the message home.
Which means a tag is only worth what the crowd of listeners around it is worth. That is why Samsara also plugged into Hubble Network, an outfit whose software turns roughly ninety million ordinary smartphones into listeners, to cover ground its own devices do not reach. A newer single-use sticker version travels with a shipment on whichever carrier is hauling it.
Connected Asset Maintenance
Service scheduling, work orders and warranty claims run off readings the vehicles already send, sold with no new hardware. Hertz signed the biggest deal so far, across its North American fleet. Still early days by management's own description.
Competes with Fleetio maintenance platform (Fleetio) · TMT Fleet Maintenance (Trimble) · FleetFocus (AssetWorks)
In plain English
The unglamorous job that eats an equipment-heavy company's budget: knowing which vehicle is due for service, ordering the part, paying the shop, and clawing back whatever the warranty should have covered.
Samsara already sees the engine hours and the fault codes, so it sells the paperwork layer on top — work orders, vendors, parts, scanned invoices, a screen for the technician. Nothing ships, nothing gets installed, and the whole fee is software. One heavy-civil contractor spending eighty to a hundred million dollars a year on maintenance called this the biggest saving in its deal.
Samsara Platform — Samsara Intelligence, AI Agents and App Marketplace
The shared data layer under every product, plus the AI helpers now built on it — Samsara says it took in over 30 trillion readings last year. Company-wide, about $4.3 billion of subscriptions was signed and not yet delivered as of August 2026.
Competes with MyGeotab Marketplace (Geotab) · Motive AI features (Motive)
In plain English
Nothing here carries a price tag. Every camera, gateway and tag feeds one pile of records about how physical work actually happened — a pile Samsara argues nobody can copy off the internet, because it only exists where the devices are.
That pile is what the newer software sells against. Samsara now points helpers at it that draft the driver coaching, chase the warranty claim and shuffle back-office dispatch. You see it on the bill only as more products per customer: among customers paying at least a hundred thousand dollars a year, nearly all take two or more products and most take three or more — and that group alone is roughly two-thirds of subscriptions.
AI Video-Based Safety (AI Dash Cam and AI Multicam)Cameras that watch the road and the driver at once, billed per vehicle. Management calls it the company's largest product and one of the two things new customers usually buy first. Watch whether the 360-degree add-on lands on the same trucks.Cameras that watch the road and the driver at once, billed per vehicle. Management calls it the company's largest product and one of the two things new customers usually buy first. Watch whether the 360-degree add-on lands on the same trucks.
In plain English
Two lenses in a windshield: one facing the road, one facing the person driving. The software scores the risky moments, pulls the clip that matters out of hours of footage, and gives a supervisor something to coach from instead of an argument about what happened.
A fleet pays by the vehicle, month after month, for as long as the cameras stay in the trucks. The pitch is money rather than virtue — fewer crashes means fewer claims and cheaper cover, which is why Allianz UK, an insurer, now points its motor-fleet customers at discounted Samsara cameras. Outside surveys put the price at roughly thirty dollars per vehicle a month.
Competes with Driver·i quad-camera systems (Netradyne) · AI Dashcam Plus (Motive) · Lytx video safety program (Lytx)
Vehicle Telematics (Vehicle Gateway)The box in the vehicle that reports where it is, how it is being driven and the hours the driver logged. Paired with the cameras it made up over $1 billion of the $1.46 billion of yearly subscriptions in early 2025.The box in the vehicle that reports where it is, how it is being driven and the hours the driver logged. Paired with the cameras it made up over $1 billion of the $1.46 billion of yearly subscriptions in early 2025.
In plain English
Every commercial vehicle already knows things about itself — where it is, how fast, how hard it stopped, how much fuel it burned. A small box wired in behind the dash gathers all of that and sends it onward over the cell network.
Why fleets pay: US rules oblige drivers to log their hours, and the box does that logging on its own, while dispatchers get a live map instead of a round of phone calls. The fee runs per vehicle, on deals that last years. It is also the doorway — with the box already in the truck, Samsara can switch on routing, navigation or maintenance without anyone touching the vehicle again.
Competes with MyGeotab and GO devices (Geotab) · Motive fleet platform (Motive) · Reveal (Verizon Connect)
Public Sector ProgramPolice, fire, transit, sanitation and school fleets buying the same cameras and trackers as truckers. It passed $100 million of yearly subscriptions in late 2025 — dollars that already sit inside the camera and tracking lines.Police, fire, transit, sanitation and school fleets buying the same cameras and trackers as truckers. It passed $100 million of yearly subscriptions in late 2025 — dollars that already sit inside the camera and tracking lines.
In plain English
Cities and states run enormous fleets nobody thinks of as fleets — garbage trucks, fire engines, squad cars, school buses, transit buses.
The way it gets bought is what makes it its own thing. One department tries the cameras, the result gets shown to the next department, and the contract grows sideways across the whole place: a top-five US city went from a single fleet division to every department, then added road-condition mapping across thousands of lane miles. These deals move on budget years and procurement rules rather than sales quarters, so they are slow — but that city, a transit authority and the State of Louisiana each arrived carrying four or more products at once.
Competes with Public sector telematics (Geotab) · Verizon Connect municipal fleet (Verizon)
Equipment Monitoring (Asset Gateways)Boxes bolted to excavators, cranes, generators and trailers so an owner knows where a machine is, whether it is running and if it has left the site. Field services brought in the most new business last quarter.Boxes bolted to excavators, cranes, generators and trailers so an owner knows where a machine is, whether it is running and if it has left the site. Field services brought in the most new business last quarter.
In plain English
A contractor with machines spread over a dozen sites often cannot answer a simple question: where is the loader, and is anybody actually using it? A weatherproof box wired to the machine answers it — where it sits, the hours it has run, the faults it is throwing.
The money argument is theft and idle iron. Samsara's own study puts equipment theft and loss at around eighteen million dollars a year for a mid-size operation. Customers pay per machine. On some equipment Samsara ships no box at all and pulls the readings straight out of the manufacturer's own system instead.
Competes with Product Link / VisionLink (Caterpillar) · Iris (Trackunit) · T3 (EquipmentShare)
Asset Tags and Tracking LabelCheap Bluetooth tags for the things without engines — tools, buckets, containers, fuel tanks — found by the cameras and gateways already installed. Tag subscriptions more than tripled in a year, off a small base.Cheap Bluetooth tags for the things without engines — tools, buckets, containers, fuel tanks — found by the cameras and gateways already installed. Tag subscriptions more than tripled in a year, off a small base.
In plain English
Picture a small plastic tag screwed to a tool box. It has no phone connection of its own; it just calls out its name over Bluetooth, and any Samsara camera or gateway within earshot passes the message home.
Which means a tag is only worth what the crowd of listeners around it is worth. That is why Samsara also plugged into Hubble Network, an outfit whose software turns roughly ninety million ordinary smartphones into listeners, to cover ground its own devices do not reach. A newer single-use sticker version travels with a shipment on whichever carrier is hauling it.
Competes with Kin T200 tags (Trackunit) · Shipment trackers (Tive)
Connected Asset MaintenanceService scheduling, work orders and warranty claims run off readings the vehicles already send, sold with no new hardware. Hertz signed the biggest deal so far, across its North American fleet. Still early days by management's own description.Service scheduling, work orders and warranty claims run off readings the vehicles already send, sold with no new hardware. Hertz signed the biggest deal so far, across its North American fleet. Still early days by management's own description.
In plain English
The unglamorous job that eats an equipment-heavy company's budget: knowing which vehicle is due for service, ordering the part, paying the shop, and clawing back whatever the warranty should have covered.
Samsara already sees the engine hours and the fault codes, so it sells the paperwork layer on top — work orders, vendors, parts, scanned invoices, a screen for the technician. Nothing ships, nothing gets installed, and the whole fee is software. One heavy-civil contractor spending eighty to a hundred million dollars a year on maintenance called this the biggest saving in its deal.
Competes with Fleetio maintenance platform (Fleetio) · TMT Fleet Maintenance (Trimble) · FleetFocus (AssetWorks)
Samsara Platform — Samsara Intelligence, AI Agents and App MarketplaceThe shared data layer under every product, plus the AI helpers now built on it — Samsara says it took in over 30 trillion readings last year. Company-wide, about $4.3 billion of subscriptions was signed and not yet delivered as of August 2026.The shared data layer under every product, plus the AI helpers now built on it — Samsara says it took in over 30 trillion readings last year. Company-wide, about $4.3 billion of subscriptions was signed and not yet delivered as of August 2026.
In plain English
Nothing here carries a price tag. Every camera, gateway and tag feeds one pile of records about how physical work actually happened — a pile Samsara argues nobody can copy off the internet, because it only exists where the devices are.
That pile is what the newer software sells against. Samsara now points helpers at it that draft the driver coaching, chase the warranty claim and shuffle back-office dispatch. You see it on the bill only as more products per customer: among customers paying at least a hundred thousand dollars a year, nearly all take two or more products and most take three or more — and that group alone is roughly two-thirds of subscriptions.
Competes with MyGeotab Marketplace (Geotab) · Motive AI features (Motive)
Named in filings, launches and programs
- Site VisibilityProductFixed cameras for yards and sites, extending the same safety watching to places where the equipment stays put.
- Connected Forms / WorkflowsProduct · RampingPaper checklists moved onto a phone screen; Samsara counts 340 million filled in digitally over the trailing year.
- Connected Training and QualificationsProduct · RampingTraining courses and licence tracking for frontline crews, so a supervisor can see who has been trained and whose certificates are current.
- Routing and Commercial NavigationProduct · RampingDirections that respect truck height and weight limits, plus the order of the day's stops for dispatchers.
- Ground IntelligenceProduct · RampingLaunched mid-2026: passing vehicles map road defects, feeding city pavement repair and resident-complaint workflows.
- Waste IntelligenceProduct · RampingLaunched mid-2026 for garbage haulers: confirms a bin was actually serviced and flags overfilled containers.
- 360 CameraProduct · AnnouncedAnnounced mid-2026: the first camera rig aimed at operated machines rather than road vehicles — forklifts, baggage tugs, excavators.
- Shipment CenterProduct · AnnouncedAnnounced mid-2026: ask in plain language where a shipment stands and what is at risk, whichever carrier is hauling it.
- Fuel Command CenterProduct · AnnouncedAnnounced August 2026: pulls fuel use, driving habits, routing and fuel-card controls into one place.
- Driver PerksCustomer programLaunched September 2026: free rewards from more than fifty brands for professional drivers, at no cost to the fleet.
- Samsara CommunityEcosystemA place for customers to trade advice with each other; opened June 2026 and past five thousand members within weeks.
- Samsara NetworkEcosystemThe Bluetooth listening web formed by installed cameras and gateways; its density doubled over two years, which is what makes the tags useful.
- Samsara WearableProduct · AnnouncedA frontline-worker device named in the annual filing, with no launch date, price or deployment detail disclosed.
- Allianz UK referral programmeCustomer programSince late 2025, insurer Allianz UK steers its motor-fleet policyholders toward discounted Samsara cameras.
- Devices and services sold outrightProductHardware billed on its own plus services: $30.2 million, 1.9% of FY2026 revenue — devices are increasingly placed with a subscription, not sold.
Site VisibilityProduct
Fixed cameras for yards and sites, extending the same safety watching to places where the equipment stays put.
Connected Forms / WorkflowsProduct · Ramping
Paper checklists moved onto a phone screen; Samsara counts 340 million filled in digitally over the trailing year.
Connected Training and QualificationsProduct · Ramping
Training courses and licence tracking for frontline crews, so a supervisor can see who has been trained and whose certificates are current.
Routing and Commercial NavigationProduct · Ramping
Directions that respect truck height and weight limits, plus the order of the day's stops for dispatchers.
Ground IntelligenceProduct · Ramping
Launched mid-2026: passing vehicles map road defects, feeding city pavement repair and resident-complaint workflows.
Waste IntelligenceProduct · Ramping
Launched mid-2026 for garbage haulers: confirms a bin was actually serviced and flags overfilled containers.
360 CameraProduct · Announced
Announced mid-2026: the first camera rig aimed at operated machines rather than road vehicles — forklifts, baggage tugs, excavators.
Shipment CenterProduct · Announced
Announced mid-2026: ask in plain language where a shipment stands and what is at risk, whichever carrier is hauling it.
Fuel Command CenterProduct · Announced
Announced August 2026: pulls fuel use, driving habits, routing and fuel-card controls into one place.
Driver PerksCustomer program
Launched September 2026: free rewards from more than fifty brands for professional drivers, at no cost to the fleet.
Samsara CommunityEcosystem
A place for customers to trade advice with each other; opened June 2026 and past five thousand members within weeks.
Samsara NetworkEcosystem
The Bluetooth listening web formed by installed cameras and gateways; its density doubled over two years, which is what makes the tags useful.
Samsara WearableProduct · Announced
A frontline-worker device named in the annual filing, with no launch date, price or deployment detail disclosed.
Allianz UK referral programmeCustomer program
Since late 2025, insurer Allianz UK steers its motor-fleet policyholders toward discounted Samsara cameras.
Devices and services sold outrightProduct
Hardware billed on its own plus services: $30.2 million, 1.9% of FY2026 revenue — devices are increasingly placed with a subscription, not sold.