IOTSamsara Inc.
Services-Computer Integrated Systems Design
- Revenue
- $1.6B
- 30% YoY
- Operating margin
- -3.2%
- 79% YoY
- EBITDA
- −$29M
- 83% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired19% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $428M | $653M | $937M | $1.2B | $1.6B | 30% |
| Operating income | −$354M | −$259M | −$323M | −$190M | −$53M | 72% |
| Net income | −$355M | −$247M | −$287M | −$155M | −$9M | 94% |
| Operating cash flow | −$171M | −$103M | −$12M | $132M | $236M | 79% |
| Capex | $19M | $33M | $11M | $20M | $29M | 43% |
| Stock-based comp | $229M | $177M | $237M | $278M | $315M | 13% |
| Buybacks | $5K | $0 | $0 | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $75M · 99
- Net
- −$75M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $18M | −$3M | 114 | 189 |
| FY2025 | $20M | $52M | 209 | 151 |
| FY2024 | $18M | $79M | 132 | 121 |
| FY2023 | $10M | −$130K | 56 | 79 |
| FY2022 | $1M | $31M | 67 | 91 |