Samsara Inc. (IOT) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Swissport operates at 73 different airports across the USA and Canada, making us the world's largest ground handler. We're operating heavy machinery around big, expensive aircraft. And we are operating in some of the most challenging environments in the country. Sincera offered a unique opportunity for us to provide the best assurances to get our people home. Safety is everybody's priority, but having a dash camera, having those extra eyes in our vehicles on the ramp allows us to see and hear what's happening on the field. In just the first 18 weeks of implementing Samsara's AI dash cams, Swissport's commitment to safety yielded remarkable results. We achieved a 60% reduction in safety-related incidents and a 23% reduction in vehicle damage. I don't know if most people realize how truly expensive aircraft damage is. With the dash cams, we can see things that we've never seen before. And with that knowledge, we can help our teams be even safer, which will ultimately lead to reducing aircraft damage. We think the evolution of AI continues to be excessively fast, and SimServer is uniquely positioned to capitalize on what's forthcoming and evolve rapidly. We have a tool and a partner that we can trust in helping us develop that actually iteration of this technology. This is a actual tangible piece of hardware. Our partnership with Samsara is how we gain the trust of our customers, our employees, and building a better future for our company. Good afternoon and welcome to Samsara's third quarter fiscal 2026 earnings call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations. Joining me today are Samsara Chief Executive Officer and Co-Founder, Sanjay Biswas, and our Chief Financial Officer, Dominic Phillips. In addition to our prepared re...