Stocks Technology IOT
NYSE · TechnologySamsara Inc. (IOT)
Samsara Inc. brought in $1.8B of revenue over the twelve months to August 1, 2026, up 29.5% from a year earlier. Net income was $90.6M, a net margin of 4.9%. Operating cash flow minus capital spending left $207.4M of free cash flow in fiscal 2026. At August 1, 2026 it held $291.4M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 8, 2026.
Key facts about Samsara Inc.
- Net worth
- Samsara Inc. has a market value (market cap) of $24B at the latest share price, and shareholders' equity of $1.6B on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $1.6B (+29.6% year on year), with a net loss of $9.1M. Over the 12 months to August 1, 2026: revenue $1.8B, net income $90.6M.
- Cash flow
- In fiscal 2026 operations brought in $236.2M of cash; after $28.8M of capital spending, free cash flow was $207.4M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 8, 2026 and covers the period to August 1, 2026. Open on SEC EDGAR
- Next earnings report
- Samsara Inc.'s next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Samsara Inc. does
Samsara Inc. is registered with the SEC under industry code SIC 7373 (Services-Computer Integrated Systems Design). Its shares trade on NYSE under the ticker IOT.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $1.6B | -$9.1M | -$0.02 | $207.4M |
| 2025 | $1.2B | -$154.9M | -$0.28 | $111.5M |
| 2024 | $937.4M | -$286.7M | -$0.54 | -$22.8M |
| 2023 | $652.5M | -$247.4M | -$0.48 | -$136.3M |
| 2023 | $428.3M | -$355M | -$1.28 | -$190.8M |
| 2021 | $249.9M | -$210.2M | -$0.92 | -$203.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where IOT ranks in Technology
Latest SEC filings
What Samsara Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 21, 2026Passive stake changed SCHEDULE 13G/A
- September 8, 2026Quarterly report 10-Q · period to August 1, 2026Revenue rose 30% to $508.4M versus the same quarter last year; diluted EPS $0.03 versus -$0.03.
- September 3, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- July 23, 2026
- June 9, 2026Quarterly report 10-Q · period to May 2, 2026Revenue rose 31% to $478.8M versus the same quarter last year; diluted EPS $0.08 versus -$0.04.
- June 4, 2026
- June 1, 2026
- June 1, 2026Additional proxy material DEFA14A
- June 1, 2026Proxy statement DEF 14A
What is IOT worth? A DCF from its reported cash flow
Insider trades
What the people running Samsara Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $91.2M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Phillips DominicSEE REMARKS | Soldpre-planned (10b5-1) | 11,710 | $485.6K |
| November 2, 2026 | Phillips DominicSEE REMARKS | Soldpre-planned (10b5-1), indirect | 17,909 | $742.6K |
| October 29, 2026 | Bicket JohnSEE REMARKS, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 29,378 | $1.2M |
| October 29, 2026 | Bicket JohnSEE REMARKS, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 13,129 | $549.7K |
| October 29, 2026 | Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 23,739 | $982.6K |
| October 29, 2026 | Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 17,136 | $716.6K |
| October 28, 2026 | Bicket JohnSEE REMARKS, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 80,697 | $3.5M |
| October 28, 2026 | Bicket JohnSEE REMARKS, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 8,013 | $350.1K |
Who owns IOT
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Sanjit Biswas13G, passive | 21.6% | May 14, 2026 |
| John Bicket13G, passive | 21.3% | February 12, 2026 |
| Marc Andreessen ("Andreessen")13D, may seek influence with 11 related filers | 16.2% | December 11, 2024 |
| Baillie Gifford & Co13G, passive | 15.6% | May 7, 2026 |
| T. Rowe Price Associates, Inc.13G, passive | 13.1% | August 14, 2026 |
| Fmr LLC13G, passive with 1 related filers | 6.5% | May 6, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 548 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Baillie Gifford & Co | 56,358,374 | -1,165,418 |
| Fmr LLC | 26,406,588 | +2,632,480 |
| BlackRock, Inc. | 23,805,185 | +1,473,966 |
| Vanguard Portfolio Management LLC | 17,724,063 | +812,272 |
| Vanguard Capital Management LLC | 15,491,321 | +648,076 |
| Morgan Stanley | 12,348,309 | +3,931,295 |
| Sands Capital Management, LLC | 11,348,732 | -4,309,012 |
| Goldman Sachs Group Inc | 10,121,320 | +421,064 |
| Wellington Management Group Llp | 9,327,606 | +813,922 |
| State Street Corp | 7,981,248 | +717,782 |
| Bamco Inc | 7,881,752 | +2,761,917 |
| Brown Advisory Inc | 7,109,824 | -2,989,069 |
| Geode Capital Management, LLC | 6,811,232 | +232,224 |
| Westfield Capital Management Co LP | 5,836,459 | +763,638 |
| a16z Perennial Management, L.P. | 5,344,484 | -645,392 |
| UBS Group AG | 4,556,406 | +1,761,919 |
| Jordan Park Trust Co LLC | 4,112,232 | +278,303 |
| Charles Schwab Investment Management Inc | 3,657,279 | +113,122 |
| Nordea Investment Management AB | 3,183,452 | +298,216 |
| Spyglass Capital Management LLC | 3,085,655 | +139,009 |
Insiders
11 insiders reported holding 8,158,654 shares in total, about $336.5M at the last price.
| Holder | Shares |
|---|---|
| Andreessen Marc LDirector | 2,264,2882,256,487 held indirectly |
| Biswas SanjitCHIEF EXECUTVE OFFICER, Director, 10% owner | 2,118,660461,835 held indirectly |
| Phillips DominicSEE REMARKS | 1,748,5821,006,530 held indirectly |
| Bicket JohnSEE REMARKS, Director, 10% owner | 1,113,509561,398 held indirectly |
| Eltoukhy AdamSEE REMARKS | 381,854 |
| Livermore Ann MDirector | 245,204 |
| Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICER | 148,151 |
| Chadwick JonathanDirector | 51,666 |
| Bluedorn Todd MDirector | 36,618 |
| Henry AlyssaDirector | 28,233 |
Questions about IOT
What does Samsara Inc. do?
Samsara Inc. is a company in the Technology sector, listed on NYSE as IOT. Its shares trade on NYSE under the ticker IOT.
What is Samsara Inc.'s net worth?
Samsara Inc. has a market value (market cap) of $24B at the latest share price, and shareholders' equity of $1.6B on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Samsara Inc. profitable?
Yes. Over the twelve months to August 1, 2026 it reported net income of $90.6M on revenue of $1.8B, a net margin of 4.9%.
How much revenue does Samsara Inc. make?
Over the twelve months to August 1, 2026 Samsara Inc. reported revenue of $1.8B. That is 29.5% more than a year earlier.
When did Samsara Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 8, 2026. It covers the period to August 1, 2026. Its newest filing of any kind is the insider trade from November 4, 2026.
When is Samsara Inc.'s next earnings report?
Samsara Inc.'s next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Samsara Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.