IOT · 10-K filed 16 Mar 2026 · year to 31 Jan 2026

Samsara

39 named things its latest annual report says its results depend on, each in the company's own words. 26 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Customers

Large customers (over $100,000 ARR)

concentrated in · approximately 61% of our ARR

Overall, approximately 85% of our ARR came from Core Customers and approximately 61% of our ARR came from large customers representing over $100,000 in ARR.Business (Item 1)

Also named by OKTA, SNPS

Government entities

earns fromnamed as a risk

Government demand and payment for our solution may be affected by public sector budgetary cycles, election cycles, funding authorizations, and shutdowns, with funding reductions or delays adversely affecting public sector demand for our solution.Risk factors (Item 1A)

Also named by ADBE, FFIV, IQV, ROP

Suppliers

Amazon Web Services (AWS)

depends onnamed as a risk

For example, we rely upon Amazon for AWS web hosting, and we do not currently have an alternative provider.Risk factors (Item 1A)

Also named by AAON, ABNB, ADSK, AIOT, BLK, CARR, CG, COF and 56 more

Joint design manufacturers

depends onnamed as a risk

We depend on a limited number of joint design manufacturers and suppliers, and in some instances, a single joint design manufacturer or supplier, to allocate sufficient capacity to meet our needs, to produce IoT devices, or components and materials thereof, of acceptable quality at acceptable yields, and to deliver those devices or components to us on a timely basis.Risk factors (Item 1A)

Partners and platforms

Original equipment manufacturers (OEMs)

depends onnamed as a risk

Large corporations, as well as OEMs, may be able to utilize their distribution networks and existing relationships to offer solutions that compete with our Connected Operations Platform, in addition to solutions in other verticals already being provided to customers.Risk factors (Item 1A)

Also named by DORM, LKQ, R, VSEC, WTS

Insurance companies (partners)

depends on

As our relationships with these insurance partners have deepened, they have often incentivized their end customers to adopt our Connected Operations Platform in exchange for reduced insurance premiums.Business (Item 1)

Also named by ARES, BLK, CPRT

Competitors

Geotab

competes withnamed as a risk

For example, certain of our Applications compete with vendors like Avigilon, CalAmp, Fleet Complete, Geotab, Lytx, Masternaut, Michelin, Motive, Nauto, Netradyne, Omnitracs, Orbcomm, Platform Science, Skybitz, Spireon, TrackUnit, Verizon Connect, Webfleet, and Zonar.Risk factors (Item 1A)

Also named by AIOT

Motive

competes withnamed as a risk

Motive responded to our complaint by filing a copycat complaint alleging that Samsara has engaged in patent infringement, false advertising, and trade secret misappropriation, among other things.Risk factors (Item 1A)

Verizon Connect

competes withnamed as a risk

Lytx

competes withnamed as a risk

Netradyne

competes withnamed as a risk

We expect competition to increase as other established and emerging companies, such as Netradyne, Platform Science, and Verkada, enter the markets in which we compete, as customer requirements evolve, as the regulatory landscape evolves, and as new products and services and technologies are introduced.Risk factors (Item 1A)

Verkada

competes withnamed as a risk

Places

International markets (outside the United States)

earns from · approximately 14% of our total revenue

In fiscal year 2026, we generated approximately 14% of our total revenue from outside the United States, with sales into Western Europe, Canada, and Mexico.Business (Item 1)

Also named by ABNB, ADSK, BSX, CROX, CRWD, DOCU, DXCM, EFX and 18 more

Taiwan

depends onnamed as a risk

We generally use off-the-shelf components and outsource the manufacturing of our IoT devices to joint design manufacturers headquartered in Taiwan, with manufacturing locations for mass production across Asia and North America.Business (Item 1)

Also named by AAOI, AAPL, AB, ADI, AEHR, ALAB, AMAT, AMD and 50 more

China

depends onnamed as a risk

Our manufacturers, suppliers, and sub-tier suppliers have a large presence in China and Taiwan.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

Oregon

concentrated innamed as a risk

A significant portion of our critical business operations are concentrated in the United States and are supported by third-party hosting facilities located in Oregon.Risk factors (Item 1A)

Also named by BBSI, CAH

Mexico

operates in

Our operating expenses are denominated in the currencies of the countries in which our operations are located, which are primarily in the United States, the United Kingdom, and Mexico.Market risk (Item 7A)

Also named by AAP, AME, AMRC, ANET, AOS, ARES, AYI, AZO and 83 more

Hazards

China-Taiwan tensions

depends onnamed as a risk

Any increase in tensions between China and Taiwan, including threats of military actions or escalation of military activities, could adversely affect our suppliers’ and joint design manufacturers’ operations in Taiwan and secondary locations in Asia.Risk factors (Item 1A)

Also named by CLS, FTNT, MRVL, ORCL, PANW, SYK, ZBRA

California earthquakes and fires

operates innamed as a risk

Our main corporate offices are located in California, a state that frequently experiences earthquakes and fires.Risk factors (Item 1A)

Commodities and inputs

Semiconductors (silicon components)

exposed to its pricenamed as a risk

For example, for several fiscal years, there was an ongoing global silicon component shortage, which resulted in increases in the cost of devices and components and delays in shipments of goods across many industries, including components used in our IoT devices.Risk factors (Item 1A)

Also named by AAPL, AIOT, ARW, AXON, CARR, CAT, CIEN, CSCO and 16 more

Memory and computing components

exposed to its pricenamed as a risk

Fluctuations in the cost of hardware components, particularly memory and computing, and our ability to mitigate such costs through pricing or supply chain management;Risk factors (Item 1A)

Regulators

Federal Trade Commission (FTC)

subject tonamed as a risk

An example of that heightened sensitivity is the May 18, 2023 U.S. FTC policy statement regarding biometric information, which identifies numerous risks the FTC considers key, outlines relevant practices the FTC plans to scrutinize, and affirms the FTC’s commitment to addressing deceptive and unfair practices involving the collection and use of biometric information.Risk factors (Item 1A)

Also named by AMZN, AN, AVGO, BJ, CART, CELH, CHD, CHE and 56 more

Federal Motor Carrier Safety Administration (FMCSA)

subject tonamed as a risk

These inquiries could put our self-certification of our ELD Application at risk or require changes to our ELD functionality that could make our ELD Application less desirable to existing and potential customers.Risk factors (Item 1A)

Also named by CASY, CVLG, ET, FDXF, HTLD, JBHT, LSTR, R and 5 more

U.S. Bureau of Industry and Security (BIS) export controls

subject tonamed as a risk

In addition, access to our supply chain in China may be further restricted by U.S. actions taken against China, such as Chinese suppliers being targeted by U.S. sanctions or being added to lists of denied persons maintained by the U.S. Department of Commerce Bureau of Industry and Security (“BIS”).Risk factors (Item 1A)

Also named by AMKR, CGNX

Federal Communications Commission (FCC)

subject to

Furthermore, our solution may transmit radio frequency waves, the transmission of which is governed by the rules and regulations of the Federal Communications Commission, as well as other regulatory bodies.Risk factors (Item 1A)

Also named by AIOT, AMT, ANET, ASTS, CCI, CMCSA, DIS, ECHO and 26 more

Laws and programs

EU General Data Protection Regulation (GDPR)

subject to · up to the greater of €20 million and 4% of our global annual turnovernamed as a risk

Failure to comply with the relevant laws and regulations like the GDPR could result in penalties for noncompliance (including possible fines e.g., up to the greater of €20 million and 4% of our global annual turnover for the preceding financial year for the most serious violations under the GDPR, as well as the right to compensation for financial or non-financial damages claimed by individuals under Article 82 of the GDPR).Risk factors (Item 1A)

Also named by ACN, ADSK, AIG, ALK, AMG, ANET, APG, AXON and 61 more

EU Artificial Intelligence Act

subject to · up to the greater of €35 million and 7% of global annual turnovernamed as a risk

Under the EU AI Act, fines can reach up to the greater of €35 million and 7% of global annual turnover.Risk factors (Item 1A)

Also named by ABNB, ADP, AIOT, AKAM, ALAB, AMG, APP, AVAV and 24 more

UK Data Protection Act

subject to · up to the greater of £17.5 million and 4% of global annual turnovernamed as a risk

The United Kingdom has enacted the UK DPA, which substantially implement the GDPR and provide for substantial penalties in a manner similar to the GDPR (up to the greater of £17.5 million and 4% of global annual turnover for the preceding financial year for the most serious violations).Risk factors (Item 1A)

U.S. tariffs

exposed to its pricenamed as a risk

We expect that the occurrence of these developments in regions where we operate, such as North America and Europe, would likely increase the cost of our devices, disrupt supply chain logistics, and affect our ability to efficiently transport, store, and deliver our IoT devices to customers, which could negatively impact our revenue growth and operating margins.Risk factors (Item 1A)

Also named by A, AAPL, ACHR, ADI, AEHR, AEP, AIOT, AKAM and 170 more

California Consumer Privacy Act (CCPA)

subject tonamed as a risk

The CPRA significantly modified the CCPA, resulting in further uncertainty and requiring us to incur additional costs and expenses in an effort to comply.Risk factors (Item 1A)

Also named by AAP, AIOT, AKAM, ALL, APP, AYI, BAC, BBSI and 69 more

EU-U.S. Data Privacy Framework

subject tonamed as a risk

There is no guarantee that any of these frameworks will survive any legal challenges and therefore, in light of this uncertainty, we will need to continue monitoring and taking appropriate steps to mitigate the impact on us with respect to the transfers of relevant personal data outside of the EEA, United Kingdom, and Switzerland.Risk factors (Item 1A)

Also named by ADBE, APP, CRM, CRWD, DDOG, DOCN, GTLB, IDXX and 12 more

EU Data Act

subject tonamed as a risk

Additionally, the EU’s Data Act became applicable on September 12, 2025 and, among other things, introduces new obligations related to data portability and services switching, which introduces operational and contractual complexities, and may increase our compliance and operational costs.Risk factors (Item 1A)

Also named by ADBE, CSGP, DDOG, KVYO, MSFT, NET, NOW, PLTR and 6 more

Illinois Biometric Information Privacy Act

subject tonamed as a risk

Recent litigation around these laws has encouraged plaintiffs’ attorneys to bring additional actions against other targets, and because our solution employs technology that may be perceived as subject to these laws, we and our customers have been, and may in the future become, subject to litigation, and we may also become subject to government enforcement actions, damages, and penalties under these laws, which could adversely affect our business, results of operations, and our financial condition.Risk factors (Item 1A)

Also named by CART, MSI, PAR, PAYC

Dodd-Frank conflict minerals rules

subject tonamed as a risk

The implementation of these requirements could adversely affect the sourcing, availability, and pricing of the materials used in the manufacture of components used in our IoT devices.Risk factors (Item 1A)

Also named by AAOI, CLS

EU Waste Electrical and Electronic Equipment Directive

subject tonamed as a risk

One directive is the Waste Electrical and Electronic Equipment Directive, which makes producers of certain electrical and electronic equipment financially responsible for the collection, reuse, recycling, treatment, and disposal of equipment placed in the EU market.Risk factors (Item 1A)

Also named by VRT

Electronic Logging Device (ELD) mandate

subject tonamed as a risk

The United States and other countries have enacted regulations related to ELDs and HOS or similar requirements, and some of our customers use our solution to comply with such regulations.Risk factors (Item 1A)

Hours of Service (HOS) rules

subject tonamed as a risk

If these regulatory requirements were reduced or eliminated as part of the current U.S. government’s general push for deregulation, our Applications for the fleet use case would have reduced utility to our customers.Risk factors (Item 1A)

Canada ELD technical standard

subject tonamed as a risk

Further, as another example, on January 1, 2023, Canada began enforcement of its ELD technical standard, mandating that motor carriers and drivers subject to HOS requirements in Canada use ELDs that have been tested and certified by an accredited, third-party certification body.Risk factors (Item 1A)

Technology

Cellular and satellite networks

depends onnamed as a risk

Two critical links in our current Applications are between IoT devices and cellular networks and IoT devices and satellite networks, both of which allow us to obtain location and other operational data and transmit that data to our platform.Risk factors (Item 1A)