Samsara Inc Stock Price, News & Analysis

Samsara (NYSE:IOT) has announced a significant expansion of its AI-powered safety platform with three major new features: Weather Intelligence, Automated Coaching, and Worker Safety. The Weather Intelligence system provides real-time severe weather tracking and alerts, with rainfall and freezing conditions known to increase crash risks by 60-70%.

The new Automated Coaching feature uses AI to analyze and prioritize safety events, enabling efficient management of large driver fleets through automated risk assessment and performance tracking. The platform's Worker Safety component introduces one-click SOS alerts, emergency response capabilities, and proactive check-ins for workers both inside and outside vehicles.

Samsara (NYSE: IOT) has been recognized as the most trusted brand in fleet management technology, according to a comprehensive 2025 industry study. The survey, involving 521 U.S. commercial fleet professionals, revealed that 83% of Samsara users are highly satisfied with the company's service.

Key findings show that 85% of fleet managers prioritize support and customer service when choosing technology providers. The study highlighted strong emphasis on features including asset tracking (80%), driver app quality (80%), and safety scoring (70%). Samsara ranked #1 in customer support, overall satisfaction (84%), and brand awareness, with 90% of users likely to recommend the platform.

Samsara (NYSE: IOT) has launched its first-ever "Samsara Verified Safest Drivers" list, recognizing exceptional drivers across various industries who have demonstrated outstanding safety records. The program highlights drivers who have traveled thousands of miles while maintaining minimal safety incidents and avoiding risky behaviors.

The company's AI Dash Cam technology has helped prevent over 250,000 accidents in the last fiscal year. The safety solution provides real-time alerts and insights for driver recognition, enabling managers to track and celebrate safe driving achievements.

The inaugural list features drivers from diverse sectors including transportation, construction, field services, and public sector, representing companies such as Storer Transportation, Loblaws Inc., Pitney Bowes, and Smithfield Foods.

Samsara (NYSE: IOT) announced significant adoption of its Connected Operations® Platform by major European bus and coach operators. The AI-powered platform is helping transit fleets improve safety, efficiency, and passenger experience across France, Germany, and the UK.

Key customer success metrics include: Abbey Travel's £60,000 reduction in insurance premiums, Be My Bus's 50% reduction in data processing time, OMC Global's 27% decrease in fuel consumption, and Ruban Bleu Group's €49,000 savings from a 14% reduction in fuel consumption. The platform provides real-time tracking, AI-powered safety alerts, and comprehensive operational insights.

Samsara (NYSE:IOT) has partnered with First Student to equip approximately 46,000 school buses with advanced AI-powered technology solutions. The integration combines Samsara's Connected Operations Platform with First Student's HALO technology platform to enhance safety and operational performance in student transportation.

The comprehensive solution includes AI-powered video safety, telematics, commercial navigation, door monitors, and student ridership tracking. Key features include AI cameras with risk detection, collision avoidance systems, predictive safety analytics, and tech-enabled fleet operations tools. The partnership aims to improve the transportation experience for students, families, drivers, and school districts through real-time insights and enhanced safety measures.

Samsara (NYSE: IOT) reported strong Q2 FY26 results, achieving $1.6B in Annual Recurring Revenue (ARR), representing 30% year-over-year growth. The company set a quarterly record by adding 17 new customers with $1M+ in ARR, with large customers now generating over 20% of total ARR. Customers with $100K+ ARR contribute nearly $1B, representing 59% of total ARR.

Notable customer wins include Alaska Airlines, SRM Concrete, and Bonnie Plants. The company's Connected Operations Platform processes ~20T data points annually (50% YoY growth) and manages 90B+ miles traveled. Samsara introduced several new AI-powered features including AI Multicam, Driver Qualifications, Route Planning, and Worker Safety solutions. Customer success stories include Maxim Crane Works saving $13M in maintenance costs and Mohawk Industries saving $7.75M annually through improved routing efficiency.

Samsara (NYSE:IOT) reported strong Q2 FY2026 financial results, with revenue reaching $391.5 million, marking a 30% year-over-year growth. The company's Annual Recurring Revenue (ARR) grew to $1.640 billion, also up 30% year-over-year.

Key highlights include significant customer growth, with 2,771 customers having ARR over $100,000 (up from 2,120 year ago), generating approximately $1 billion of ARR. The company demonstrated improved profitability with Non-GAAP operating income of $59.7 million and margin of 15%, up from 6% year ago.

Looking ahead, Samsara provided strong guidance for FY2026, projecting revenue of $1.574-1.578 billion with 26% year-over-year growth and a 15% Non-GAAP operating margin.

Samsara (NYSE: IOT) has launched a Pre-Delivery Installation program through partnerships with Daimler Truck North America and Fontaine Modification. This initiative enables the installation of Samsara's telematics devices and cameras in vehicles before delivery, eliminating post-delivery downtime.

The program offers significant operational benefits, including faster vehicle deployment, automated subscription activation, and reduced administrative overhead. Customers receive trucks with pre-installed Vehicle Gateways, AI Dash Cams, and AI Multicam systems, ready for immediate use. Early trials with Southeastern Freight Lines demonstrated successful implementation, resulting in immediate vehicle integration upon delivery.

Daimler Truck will integrate Samsara hardware at their facilities through Custom Truck Services, while Fontaine Modification will perform installations across multiple U.S. modification centers. Samsara plans to expand this program to additional vehicle manufacturers and upfit partners.

Samsara (NYSE: IOT), the Connected Operations® Platform pioneer, has appointed Gary Steele to its Board of Directors. Steele brings over 30 years of technology leadership experience, currently serving as CEO of Shield AI and previously holding key positions at Cisco and Splunk.

As Splunk's CEO, Steele achieved notable success in business transformation, delivering double-digit revenue growth and accelerating AI-powered innovation. He was also the founding CEO of Proofpoint, which he grew from a startup to a leading security-as-a-service provider over two decades.

The appointment aligns with Samsara's focus on product innovation and operational excellence, as the company continues to expand its AI-powered offerings and drive multi-product adoption.