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Buy Day today: Neutral (51) Mixed market breadth · major macro event coming up
IOT

Samsara Inc

Technology · Software - Infrastructure

39.90$ -2.5% vs. previous close Closing price · As of: Aug 7, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Samsara Inc (IOT). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — IOT
Segment Q2 2025 Q2 2026
Reportable Segment $366.9M 100.0% $478.8M 100.0%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating income — IOT
Segment Q2 2025 Q2 2026
Reportable Segment -$33.3M -9.1% $7.2M 1.5%

Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.

Revenue by region

Revenue by region — IOT
Segment Q2 2025 Q2 2026
United States $317.0M 86.4% $406.5M 84.9%
Other $49.9M 13.6% $72.3M 15.1%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Revenue by product line

Revenue by product line — IOT
Segment Q2 2025 Q2 2026
Subscription revenue $359.6M 98.0% $471.0M 98.4%
Other revenue $7.3M 2.0% $7.9M 1.6%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Remaining performance obligations

Remaining performance obligations are the part of the business already sold but not yet delivered and therefore not yet booked as revenue. In subscription and project businesses it points the way earlier than revenue does.

Remaining performance obligations — IOT
As of Remaining performance obligations
Q2 2026 $3.99B
Q1 2026 $3.77B
Q4 2025 $3.38B
Q3 2025 $3.17B
Q2 2025 $2.76B
Q1 2025 $2.65B
Q4 2024 $2.43B
Q3 2024 $2.29B

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: August 7, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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