Slide 1: Q4 FY26 Investor Presentation
Q4 FY26 Investor Presentation March 5, 2026
Slide 2: Disclaimer and Statement Regarding Use of Non-GAAP Measures
Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and The trademarks included herein are the property of the owners thereof and are used for reference purposes only. Such u
Slide 3: Q4 FY26 Business Highlights
Q4 FY26 Business Highlights
Slide 4: Business Highlights
$1.9B FY26 ARR 30% Y/Y Growth $432M OUR MISSION FY26 NNARR 21% Y/Y Growth To increase the safety, efficiency, and sustainability of the operations that power the global economy $1.2B ARR from $100K ARR Customers 37% Y/Y Growth Figures as of FY26 Fiscal year ends on the Saturday closest to February
Slide 5: Building the world's largest physical operations data asset
Building the worldʼs largest physical operations data asset Annual data points captured 25T 14T 9T 6T 4T © Samsara Inc. FY22 FY23 FY24 FY25 FY26
Slide 6: The three phases of digital transformation
The three phases of digital transformation Phase 01 Phase 02 Phase 03 Analyzing data to Automating entire Connecting the worldʼs surface actionable workflows with physical operations operational insights proprietary AI agents © Samsara Inc.
Slide 7: Connecting the world's physical operations
Phase 01 Global Market Connectivity Connecting Vehicles Trailers the worldʼs 30% Penetrated 40% Penetrated physical operations Shipping Containers Smaller Assets 20% Nascent Penetrated © Samsara Inc. Examples of Non-vehicle Assets See Appendix for methodology.
Slide 8: Analyzing data to surface actionable operational insights
Phase 02 In-Cab Alert Mobile Usage 4 seconds ago Analyzing data 14 seconds ago to surface 10 seconds ago actionable Optimize Daily Identify Analyze Weather operational Operations Safety Risks insights Overdue Total Infringements Crane Inspection 156 Predict Asset Maintain Minimize © Samsara Inc. Bre
Slide 9: Automating entire workflows with proprietary AI agents
Phase 03 Safety Automating entire workflows with proprietary AI agents Understand Risk ● Reviews risk events ● Analyzes driver context ● Adds weather data context Take Action In Development ● Real-time voice coaching ● Personalized end-of-week coaching © Samsara Inc. Compliance Maintenance Dispatchi
Slide 10: Delivering impact with industry leading operators
7 of Top-10 7 of Top-10 7 of Top-10 Food Service Waste Management Chemical Carriers Delivering impact with industry leading operators 7 of Top-10 7 of Top-10 5 of Top-10 Building Materials Transportation - LTL Wholesale & Retail
Slide 11: Select large customer wins
Select large customer wins Top 5 School Bus Operator One of the largest truckload carriers 2nd Largest U.S. LTL Carrier in North America and logistics providers in North America One of North Americaʼs largest A subsidiary of one of the largest Largest privately held foundation services freight rail
Slide 12: A leading freight transportation company in North America
A leading freight transportation company in North America 35K 30K 30 Employees Route miles North American in network states & provinces Video-Based Safety AI Multicam Telematics © Samsara Inc. Statistics reported by customer.
Slide 13: Largest privately held freight transportation company in North America
Largest privately held freight transportation company in North America 43K 10K 70M Trailers Tractors Pounds of freight moved daily Video-Based Safety Telematics Asset Tags Equipment Monitoring Connected Asset Maintenance © Samsara Inc.
Slide 14: Transforming operations with our industry-leading network
Transforming operations with our industry-leading network Samsara Bluetooth Network Asset Tag 22 x 28 x 65 mm Asset Tag XS 8.1 x 28.7 x 32.9 mm Integration with Hubbleʼs Introducing the new Doubled our network density terrestrial network of 90M and most compact in just two years consumer smartphone
Slide 15: Thank you for a fantastic FY26!
Thank you for a fantastic FY26!
Slide 16: Join thousands of leaders in Las Vegas
JUNE 23 26, 2026 • LAS VEGAS, NEVADA Join thousands of game-changing leaders for three days of innovation and inspiration— sharing strategies and discovering new ways to elevate safety and efficiency at the premier event for physical operations. 3 DAYS of learning and inspiration © Samsara Inc.
Slide 17: Q4 FY26 Financial Highlights
Q4 FY26 Financial Highlights
Slide 18: Accelerating Growth at Scale
Accelerating Growth at Scale ARR $M Revenue $M NN ARR Beginning ARR $1,890 $1,890 $1,745 $1,640 $1,535 $1,458 $1,458 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 FY25 FY26 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 FY25 FY26 ARR Revenue Growth Y/Y 32% / 33% 31% / 31% 30% / 30% 29% / 29% 30% / 30% 32% /
Slide 19: Large Customer Momentum
Large Customer Momentum Large Customer Scale and Growth ARR Mix by Customer Segment $100K ARR Customers CORE CUSTOMERS $25K ARR $25K – $100K ARR Customers Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 $10K - $25K ARR Customers # of 100K 2,484 2,638 2,771 2,990 3,194 Customers $10K ARR Customers Av
Slide 20: Multi-product Strength
Multi-product Strength 9 of Top-10 96% net new ACV deals in Q4 included 2+ products $100K ARR customers subscribe to 2+ products 8 of Top-10 net new ACV deals in Q4 included 3+ products 69% $100K ARR customers subscribe to 3+ products 6 of Top-10 net new ACV deals in Q4 © Samsara Inc. included 4+
Slide 21: Continued Success in New Frontiers
Continued Success in New Frontiers Emerging Products End Market Diversity International Momentum $100M 10th 15% ARR from emerging products consecutive quarter net new ACV from non-US launched since last year construction contributed the geographies in Q4 highest net new ACV mix © Samsara Inc.
Slide 22: Improving Operating Efficiency
Improving Operating Efficiency Non-GAAP Gross Margin Non-GAAP Operating Margin Adj. Free Cash Flow Margin +1 pp +8 pp +4 pp © Samsara Inc. Fiscal year ends on the Saturday closest to February 1. See Appendix for reconciliation to GAAP financial measures. Note that some numbers may not add up due to r
Slide 23: Financial Guidance
Financial Guidance Q1 FY27 FY27 Total Revenue $454 $456 million $1.965 $1.975 billion Y/Y Revenue Growth 24% growth 21% 22% growth Y/Y Adj. Revenue Growth1 22% 23% growth 21% growth Non-GAAP Operating Margin %2 15% 19% Non-GAAP EPS2 $0.12 $0.13 $0.65 $0.69 GAAP EPS GAAP Profitable © Samsa
Slide 24: Revenue
CC Impact on Actual Results Q4 FY26 5% Beat $22 ($2) Revenue ($M) $444 $443 $422 Prev. Guidance Actual CC CC Q4 Performance Midpoint1 Results Impact2 Results © Samsara Inc. Fiscal year ends on the Saturday closest to February 1. See Appendix for definitions and reconciliations of GAAP to non-GAAP fina
Slide 25: Q&A
Q&A
Slide 26: Appendix
Appendix
Slide 27: Currency Impact to Revenue and Net New ARR
Currency Impact to Revenue and Net New ARR Q1 Q4FY25 FY25 Q2 Q1FY25 FY26 Q3 Q2 FY25 FY26 Q4 FY25 Q3 FY26 Q1FY26 Q4 FY26 ($4) $0 ($1) REVENUE ($M) $4 $3 $257 Y/Y 25% / 35%1 36% 31% 32% 30% 31% 29% 29% 28% 27% Growth ($2) $2 $0 ($1) NN ARR ($M) $2 Y/Y Growth 10% 12% 5% 8% 19% 19% 24% 23% 33% 31% Prior
Slide 28: GAAP to Non-GAAP Reconciliations
Note: Figures (other than %’s) in $000’s GAAP to Non-GAAP Reconciliations FY24 FY25 FY26 Q4 FY25 Q4 FY26 GAAP revenue $937,385 $1,249,199 $1,618,635 $346,290 $444,296 Less: Additional week in Q4 FY24 $19,734 $0 $0 $0 $0 Add: Constant currency adjustment $0 $0 ($2,061) $0 ($4,446) Adjusted revenue $9
Slide 29: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q4 FY25 Q4 FY26 GAAP S&M expense $486,649 $601,648 $683,780 $152,653 $175,905 GAAP S&M margin (% of total revenue) 52% 48% 42% 44% 40% Less: Stock-based compensation ($75,203) ($90,471) ($94,697) ($23,628) ($22,
Slide 30: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Note: Figures (other than %’s) in $000’s FY24 FY25 FY26 Q4 FY25 Q4 FY26 GAAP income (loss) from operations ($323,347) ($189,973) ($52,576) ($18,412) $9,019 GAAP operating margin (34%) (15%) (3%) (5%) 2% Add: Stock-based compensation $251,190 $298,647 $334,975 $73,068
Slide 31: Definitions / Methodology
Definitions / Methodology Annual Contract Value (ACV) Customer We define ACV as the annualized value of a customer's total contract value for Samsara products as of the We define a customer as an entity, or group of affiliated entities with a shared parent organization, that has ARR of greater than measu
Slide 32: Definitions / Methodology
Definitions / Methodology “Connecting the world’s physical operations” Slide Methodology Market size and share statistics for global penetration pie charts based on (1) Berg Fleet Management in North America, 15th Edition; (2) Berg Fleet Management in Europe, 20th Edition; (3) Berg Fleet Management i
Slide 33: @ samsara
@ samsara