Samsara (IOT) Revenue by Type

Breaks revenue into subscriptions (software), hardware (devices), and services, showing how much of Samsara’s income is predictable versus lumpy. A higher share of subscription revenue points to steadier margins and recurring cash flow, whereas reliance on hardware or one-time services can make quarter-to-quarter results more volatile.

Subscription has become Samsara’s dominant, accelerating revenue engine while Other remains immaterial and lumpy. That subscription strength aligns with durable ARR growth, multi‑product adoption and meaningful contribution from emerging products—factors management cited when raising guidance and achieving GAAP profitability. Key risks: revenue is increasingly concentrated in large $100k+ accounts, making results susceptible to timing of big deals, and near‑term gross margin pressure from AI/cloud investments and hardware cost dynamics could weigh on profit sustainability even as subscription revenue scales.