Replay available

Samsara Inc. (IOT) Q3 2026 Earnings Call

Samsara Inc. (NYSE: IOT) Q3 2026 earnings conference call, held 2025-12-04. Replay captured from the company's public earnings webcast.

Thu, December 4, 2025 at 5:00 PMendedReplay
Samsara Inc. (IOT) Q3 2026 Earnings Call

Hosted by

Featured presenters

Swissport Operations Representative

Swissport Employee

Swissport Safety Representative

Swissport Employee

Mike Chang

Vice President of Corporate Development and Investor Relations, Samsara

Sanjay Biswas

Chief Executive Officer and Co-Founder, Samsara

Dominic Phillips

Chief Financial Officer, Samsara

Michael Turin

Analyst, Wells Fargo Securities

Alex Zukin

Analyst, Wolfe Research

Keith Weiss

Analyst, Morgan Sandler

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Replay transcript excerpt

WEBVTT 00:00:01.583 -- 00:00:06.950 Swissport operates at 73 different airports across the USA and Canada, 00:00:06.950 -- 00:00:10.034 making us the world's largest ground handler. 00:00:10.034 -- 00:00:14.699 We're operating heavy machinery around big, expensive aircraft. 00:00:14.699 -- 00:00:19.225 And we are operating in some of the most challenging environments in the country. 00:00:19.225 -- 00:00:24.652 Sincera offered a unique opportunity for us to provide the best assurances 00:00:24.652 -- 00:00:25.985 to get our people home. 00:00:25.985 -- 00:00:31.254 Safety is everybody's priority, but having a dash camera, having 00:00:31.254 -- 00:00:36.905 those extra eyes in our vehicles on the ramp allows us to see and 00:00:36.905 -- 00:00:40.267 hear what's happening on the field. 00:00:40.972 -- 00:00:46.494 In just the first 18 weeks of implementing Samsara's AI dash cams, Swissport's 00:00:46.494 -- 00:00:49.617 commitment to safety yielded remarkable results. 00:00:49.617 -- 00:00:54.622 We achieved a 60% reduction in safety-related incidents and 00:00:54.622 -- 00:00:57.325 a 23% reduction in vehicle damage. 00:00:57.325 -- 00:01:01.490 I don't know if most people realize how truly expensive aircraft damage is. 00:01:01.490 -- 00:01:05.754 With the dash cams, we can see things that we've never seen before. 00:01:05.754 -- 00:01:10.459 And with that knowledge, we can help our teams be even safer, which will ultimately lead 00:01:10.459 -- 00:01:15.661 to reducing aircraft damage. We think the evolution of AI 00:01:15.661 -- 00:01:20.848 continues to be excessively fast, and SimServer is uniquely positioned to capitalize 00:01:20.848 -- 00:01:26.756 on what's forthcoming and evolve rapidly. We have a tool and a partner that we can trust 00:01:26.756 -- 00:01:...