Samsara Inc. · NYSE:IOT
Samsara — Investor Presentation (September 2019)
18 slides from Samsara's investor presentation, September 2019
Slide 1: Samsara for Fleets
0 COMPANY AND SOLUTION OVERVIEW Samsara for Fleets
Slide 2: Company background
1 Company background Mission: To improve the safety, efficiency, and sustainability of the operations that power our economy Culture of innovation: Proven leadership and engineering from MIT, Stanford, Apple, Meraki Fast-growing team: 1,000+ employees in San Francisco (HQ), San Jose, London. Doublin
Slide 3: Explosive Customer Growth
2 Explosive Customer Growth 10,000+ fleet customers worldwide 200,000 new devices shipped annually Growth across industries: Freight and distribution, private fleets, field services, local government, passenger transit
Slide 4: A complete platform for fleet management, driver safety and compliance
3 A complete platform for fleet management, driver safety and compliance • Real-time location and telematics • ELD compliance • Video-based driver safety • Routing, dispatch, and messaging • Electronic driver documents • Preventive maintenance and DVIR • Trailer tracking • Reefer monitoring and cont
Slide 5: Serving a broad range of fleets
4 Serving a broad range of fleets Vehicles: Light and heavy duty trucks, passenger cars, buses, and specialized vehicles Assets: Dry-van and refrigerated trailers, heavy equipment, mobile assets Business models: Private fleets, for-hire carriers, service fleets, passenger transit, short-haul and ove
Slide 6: Unique business-relevant features
5 Unique business-relevant features Accidents jeopardize profits, Amazon effect creates Paperless cab enables brand reputation, and drivers real-time customer expectation new business opportunities A.I. dashcams detect Live location sharing WiFi hotspot distracted driving delights end-customers seam
Slide 7: New software features added every month
6 New software features added every month Driver Ha Di Se Co Co Safety rsh str ac atb elt mp ute ac hin Ev ted g en Dr S tat r Vi s ts iv us ing i on Assets Te Do Ut W mp o iliz ak era ra ati eo nd on nM tur C e ar g oti o on Lo Di Ro Ma Ta Fu c ati ag ute int ch el on no s en og Da stic an rap ta s
Slide 8: Open APIs connect non-Samsara systems
7 Open APIs connect non-Samsara systems Samsara Cloud 3rd Party Software Real-time dashboards, reporting, and alerts Ecosystem partners and custom integrations TMS, Route Planning Data Warehouse ERP, Work Orders HR, Payroll REST API
Slide 9: Partnered with customers for the long term
8 Partnered with customers for the long term US-based phone support and customer onboarding included Monthly software improvements originating from customer feedback Stable business partner with over 150% sales growth, $100 million cash on-hand Customers Brian Mellen - CIO at ITS Con Global, Robert
Slide 10: samsara
samsara
Slide 11: Appendix
10 Appendix
Slide 12: Solutions for all types of fleets
11 Solutions for all types of fleets GPS Gateways Dash Cameras Wireless Sensors Vehicle Gateways with light- and Front- and dual-facing Wireless temperature, door, heavy-duty interfaces AI Dash Cams and cargo sensors Asset Gateways for trailers, Internal, side, and rear Wireless Driver IDs, equipmen
Slide 13: Plug and play hardware installs in minutes
12 Plug and play hardware installs in minutes 1. Connect gateway to diagnostics 2. Install dash cams and 3. Download Driver App for port with y-splitting cable accessory sensors (optional) iOS or Android (optional)
Slide 14: A complete software feature set
13 A complete software feature set
Slide 15: Enterprise-grade security and reliability
14 Enterprise-grade security and reliability Scalable cloud architecture supports 10,000’s of devices per customer Modern system designed for security • End-to-end encryption • Hardened datacenters • 3rd party penetration tests and security audits • Always up-to-date with continuous cloud security p
Slide 16: Amazon effect creates real-time customer expectations
15 Amazon effect creates real-time Amazon creates real-time a customer expectationscustomer expectation WiFi hotspot increases driver happiness and productivity
Slide 17: Paperless cabs enable new business opportunities
16 Paperless cabs enable new business opportunities
Slide 18: Distracted driving jeopardizes safety, profits, and brand reputation
17 Distracted driving jeopardizes safety, profits, and brand reputation