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Samsara Inc. (IOT) Analyst/Investor Day Transcript
SA Transcripts · 2026-06-25 · via All Articles on Seeking Alpha

Samsara Inc. (IOT) Analyst/Investor Day June 24, 2026 5:30 PM EDT

Company Participants

Mike Chang - Vice President of Corporate Development & Investor Relations
Sanjit Biswas - Co-Founder, CEO & Chairman
Johan Land - Executive VP & Chief Product Officer
David Gal
Amit Vyas - Chief Revenue Officer
Dominic Phillips - Executive VP & CFO

Conference Call Participants

Eric Amlee
Thomas Olitsky
Eric Amlee
Michael Turrin - Wells Fargo Securities, LLC, Research Division
Aleksandr Zukin - Wolfe Research, LLC
S. Kirk Materne - Evercore ISI Institutional Equities, Research Division
Jason Celino - KeyBanc Capital Markets Inc., Research Division
Andrew DeGasperi - BNP Paribas, Research Division
Christopher Quintero - Morgan Stanley, Research Division
Daniel Jester - BMO Capital Markets Equity Research
Dylan Becker - William Blair & Company L.L.C., Research Division
Alexander Sklar - Raymond James & Associates, Inc., Research Division
Mark Schappel - Loop Capital Markets LLC, Research Division
Mike Richards

Presentation

Mike Chang
Vice President of Corporate Development & Investor Relations

All right. Good afternoon, and welcome to Samsara's Investor Day. My name is Mike Chang, and I'm SVP of Finance here at Samsara. And first off, just thank you all for making the journey out here to a very, very hot Las Vegas to join us in person. And it's amazing to see so many familiar faces in the audience. And for those who are joining virtually, it's great to have you on as well.

We have an awesome, awesome agenda pack for you today. We have about 2.5 hours full of content, and we're going to talk about how we're bringing AI to the world of physical operations.

Before we get it started, there are a few housekeeping items. The key 2 things is, first, we're going to be assessing forward-looking metrics during today's presentation. These should be taken in addition to -- sorry, these statements contain risks and uncertainties, and these are detailed further in SEC filings and our Investor Relations website. Second, we'll