Samsara Inc. (IOT) Q3 2025 Earnings Call Transcript

Samsara Inc. (NYSE:IOT) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET

Company Participants

Mike Chang – Vice President of Corporate Development and Investor Relations
Sanjit Biswas – Co-Founder and Chief Executive Officer
Dominic Phillips – Chief Financial Officer

Conference Call Participants

Matthew Hedberg – RBC Capital Markets
Keith Weiss – Morgan Stanley
Alex Zukin – Wolfe Research
Michael Turrin – Wells Fargo Securities
Kirk Materne – Evercore ISI
Dylan Becker – William Blair & Company
Matthew Bullock – Bank of America Merrill Lynch
Derrick Wood – TD Cowen
James Fish – Piper Sandler & Co.
Elyse Kanner – JPMorgan Chase & Co.
Junaid Siddiqui – Truist Securities, Inc.
Mark Schappel – Loop Capital Markets
Daniel Jester – BMO Capital Markets

Mike Chang

Good afternoon and welcome to Samsara’s Third Quarter Fiscal 2025 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, Sanjit Biswas; and our Chief Financial Officer, Dominic Phillips. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our Investor Relations website at investors.samsara.com.

The matters we’ll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings. Any forward-looking statements that we make on this call are based on assumptions as of today, December 5, 2024, and we undertake no obligation to update these statements as a result of new information or future events unless required by law.

During today’s call, we will discuss our third quarter fiscal 2025 financial results. We would like to point out that the company reports non-GAAP results in addition