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Samsara Inc. (IOT) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2024-06-07 06:26
Samsara Inc. (IOT) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.02 per share a year ago. These figures are adjusted for nonrecurring items. Ahead of this earnings release, the estimate revisions trend for Samsara Inc. Mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stoc ...
Samsara (IOT) - 2025 Q1 - Quarterly Results
2024-06-07 04:10
财务业绩 - Samsara Inc. 报告了2024年第一季度财务业绩,Q1营收为2.807亿美元,同比增长37%[1] - 年度重复收入(ARR)为11.757亿美元,同比增长37%[2] - 有1964个客户的年度重复收入超过10万美元,同比增长43%[1] - 2024年第一季度营收为280.73亿美元,较去年同期增长[29] - 预计2025财年第二季度总营收为2.88亿至2.9亿美元,全年总营收为12.05亿至12.13亿美元,同比增长率为31%至32%[5] - 预计2025财年非GAAP运营利润率为3%[5] 资产状况 - 资产总额为1749.43亿美元,较上一期增长[28] - 股东权益为923.88亿美元,较上一期增长[28] 现金流和利润 - 调整后的自由现金流为18.61亿美元,自由现金流边际为7%[32] - 2024年第一季度净亏损为5.63亿美元,较去年同期减少[29] - 2024年第一季度现金、现金等价物和受限现金净增加为2.69亿美元[30] - 调整后的净收入为1.59亿美元,每股净收入为0.03美元[31] - 调整后的毛利为21.59亿美元,毛利率为77%[31] - 调整后的运营利润为6.16亿美元,运营利润率为2%[31] 支出情况 - 2024年第一季度研发支出为7.3亿美元,销售和市场支出为14.74亿美元[29]
Samsara Inc. (IOT) Stock Sinks As Market Gains: Here's Why
zacks.com· 2024-05-25 07:16
The latest trading session saw Samsara Inc. (IOT) ending at $39.37, denoting a -0.25% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.7% for the day. On the other hand, the Dow registered a gain of 0.01%, and the technology-centric Nasdaq increased by 1.1%. Heading into today, shares of the company had gained 14.77% over the past month, outpacing the Computer and Technology sector's gain of 8.26% and the S&P 500's gain of 4.03% in that time. The invest ...
Carahsoft and Samsara Partner to Bring Public Fleet Management Solutions to the Public Sector
Newsfilter· 2024-05-22 21:00
SAN FRANCISCO and RESTON, Va., May 22, 2024 (GLOBE NEWSWIRE) -- Samsara Inc. (NYSE:IOT), the pioneer of the Connected Operations ™ Cloud, and Carahsoft Technology Corp., The Trusted Government IT Solutions Provider®, today announced a partnership. Under the agreement, Carahsoft will serve as Samsara's Master Government Aggregator®, making Samsara's technology solutions available to the Public Sector through Carahsoft's reseller partners and National Association of State Procurement Officials (NASPO) ValuePo ...
Samsara Inc. (IOT) Exceeds Market Returns: Some Facts to Consider
zacks.com· 2024-05-18 07:16
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.12 per share and a revenue of $1.19 billion, representing changes of +71.43% and +27.47%, respectively, from the prior year. The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 57, finds itself in the top 23% echelons of all 250+ industries. Investors should also pay attention to any latest changes in analyst estimates for Samsara Inc. ...
Samsara Inc. (IOT) Surpasses Market Returns: Some Facts Worth Knowing
Zacks Investment Research· 2024-05-11 07:16
Samsara Inc. (IOT) closed the most recent trading day at $39.84, moving +0.23% from the previous trading session. This change outpaced the S&P 500's 0.17% gain on the day. Elsewhere, the Dow saw an upswing of 0.32%, while the tech-heavy Nasdaq depreciated by 0.03%.The company's shares have seen an increase of 22.68% over the last month, surpassing the Computer and Technology sector's gain of 0.39% and the S&P 500's gain of 0.17%.The investment community will be paying close attention to the earnings perform ...
Samsara: Successful Business Expansions To Unlock More Upside
Seeking Alpha· 2024-05-01 15:58
Jessie Casson/DigitalVision via Getty Images Samsara (NYSE:IOT) is a company developing IoT (Internet of Things) systems that help extract and gather operational data into its cloud platform to derive insights and streamline operations. IOT was founded in 2015, and initially, it started out as a company delivering connected fleet solutions, such as vehicle telematics and video-based safety offerings. Over time, it has been making expansions into adjacent areas, such as connected equipment and sites, eff ...
Samsara: The Best Bet In The IoT Cloud Platform Market
Seeking Alpha· 2024-04-21 20:19
公司业务 - Samsara是一家优秀的SaaS公司,提供物联网订阅服务,通过硬件和软件应用程序将车辆和设备连接到他们的云平台,为客户提供洞察和分析[1] - Samsara通过提供硬件和软件应用程序,不断增加年度合同额达到10万美元的大客户,并计划专注于这一高利润、高增长的业务[4] - Samsara的客户主要来自物流行业,但在2024财年第四季度,20%的新ACV来自建筑行业,以及100万美元来自连接设备扩展[17] 财务状况 - Samsara的股价目前为30美元,比历史最高价40美元低25%,市销率为13倍,每年增长26%,计划在更低价位购买以提高安全边际[2] - Samsara在2024财年实现了盈亏平衡,调整后的运营利润率为5%,调整后的自由现金流为2700万美元,运营利润率在2025财年预计为2%[18] - Samsara的营收增长速度惊人,从2020财年的1.2亿美元增长到2024财年的9.37亿美元,管理层预计2025财年营收增长率为27%[25] 竞争对手和市场 - Samsara的竞争对手包括Verizon Connect、Fleet Complete等,市场竞争激烈,需要保持对SaaS业务的关注和发展[20] - Samsara的主要威胁是不要失去对SaaS业务的关注,应更注重客户保留而非客户获取,以实现作为纯SaaS公司的潜力[24] - Samsara的定价仍然较高,市销率为13倍,尽管已经下跌25%,但仍然高于26%的增长率,预计需要3年才能实现GAAP盈利[30]
MapUp Announces New Integration with Samsara to Enable Real-Time Toll Billing
Prnewswire· 2024-04-18 19:14
Integration Offers GPS-Based, Real-Time Toll Billing to Samsara Customers SAN FRANCISCO, April 18, 2024 /PRNewswire/ -- MapUp, a provider of software-defined tolling solutions, today unveiled TollTally, an innovative toll management solution, now integrated with Samsara. This collaboration enables Samsara customers to automate toll billing and reimburse drivers for tolls in real-time. TollTally is a real-time toll billing solution leveraging AI and vehicle telematics data to accurately monitor and record to ...
Ground Floor Investing: 3 Stocks to Snag Before At-Home Robots Go Mainstream
InvestorPlace· 2024-04-17 00:54
We may be far from the at-home robotics revolution the Jetsons promised, but there’s still plenty of innovation brewing beneath the surface. While headlines often declare the imminent replacement of workers by AI-enabled robots, reality presents a more optimistic scenario. As the quality of our lives and the dollar value of our labor rise, we’re likely to keep outsourcing greater aspects of our at-home lives to autonomous or robotics systems.However, one issue for retail investors is that many of the most g ...