On this page of StockholderLetter.com we present the latest annual shareholder letter from Samsara Inc. — ticker symbol IOT. Reading current and past IOT letters to shareholders can bring important insights into the investment thesis.

 •  5/29/2024 Letter Continued (Full PDF)
 •  5/18/2023 IOT Stockholder Letter
 •  More "Application Software" Category Stockholder Letters
 •  IOT Benford's Law Stock Score = 82

IOT Shareholder/Stockholder Letter Transcript:

&33:&1 7*5479
FY24 | 2&> 2024

01  134  5674861984
57 747       1       1     41 8   68  7 8    8     8     7    3  7  7  9     1    68   6   79  1 847  1     67    1 84   68  
 91 79  8 1 1          68   47 8      74  84   1   7    1    68   149   987      7     1     1  98    6   79  1 847  1    
14 7   7  1     8  748  8    8    1  689    68       799    47   14    68 4  1 847  1    7    798 
 8    1 8848    68   1  8  8    847  1     913   7     3974    8   1   48 14   14   6   79  1 847  1     67   134  
 3  1 84  43    68 4  14 7   7  1    1    34   3  1 84   88  7 !  911    1    38   1  4  8  134     1 7  1     8   74  84  
   6  134   3  1 84   91 89   3  84 7     68 4   67998  8  88 9   7     3 9  193  1     67    7!8  7      7      8  748  
 3 9     7   39  "7  9  7  1    97  14    67   134   3  1 84  489   1    1  19 8   68 4   13 68    67998  8 
#      79   874  $%$&  '()$&*  134   3  1 84   1    38    1   7 8    38  9 !8  97 14  614 7 8  7    6  6   34 1 84   43   1   
 1   68 4  3  9    67      91 79   7 418 1 1       38   7    6  684   389   1      8  689   134   3  1 84     6   688  
 67998  8       41       3  74799898        9        1   68 4  1 847  1     6 98  89  84      9874  48 34   1      8  8    '+ #*  
   6   7  7 !   84 1   1  8    87348        1  6       6  57 747   7    1   134   3  1 84  748  4879              7    
19974  7           48 3      7   8    7       347  8   48  3   1           7 8   3  9  7  1   7       487      389  
8     8    
57 747   ()$&   7  7 1 684   874  1   347 98  7    8     8     41  6   57 747  8  8   ()$&     6  7  379  48 344     
48 8 38  ' ++*  1   ,- -    99 1    41      ./0   874"1 84" 874    8  748  84       68   149   987       1   43   1   
 47   14 7  1   7    91         68   79   744 84  7     7 8   7 7 8 8    14 7   7  1    7   8  748  4       
 47   14 7  1   7 41      3  4 8   #   ()$&   8  7 8   1--   3  1 84     1  134  ,-%%23   ++   1614    4        3    1  
-4&4     6  ,-%%23   ++       1 79    8  67 8  7   39  " 41 3     97  14    1  19 8  134   3  1 84    67998  8    84  /%0  1   
134   3  1 84     6  ,-%%23   ++  3   4  8   1    1  14   148   41 3    7     148   67   5%0  3   4  8   1   6488  14   148   
 8  791  7 6 8 8   7      14 7     1  7      98 1 8       8 1      7 63  8    488   76   91    1     8    8  748   413    1  
67 8  7 6 8 8    6    8    1 74   8 1      7  89 "3  7        3   8    #   63       8   874   8  748  1 847      7   7  4748  
 1    7  1   1    798   41  6  7     41   7  9    
34  3  7  8    1 8  3   48 98     68   1    38    48   6  1   134   97  14   7     68  63 8  1  14 3      7687    #    41    
1   3    8  67 8  7  974 8  7    47  9               74!8      6  134  1 84  -1%%%   148   3  1 84  48 488        68     3  4 8  
 67   4  8   148   67   &%0  1    68   91 79  789      $%$. 
 8  748   79     134   39  " 41 3     97  14    1  7 48   134   3  1 84    88   7     8  67 8   68   13  7  1    1   1    38  
8  8        6    97  14     8  67 8  7  3  :38  #  84 8   1   06      '#10*  7 7  8    67      93 8  7 7   41   7   417   7    
  848   413   1    86  98   8:3   8      8    14!84  7    7   41      8 1   8   1    1  8  8   7 8   7     6 4" 74    
  8    #   ()$&  134   1  8  8    847  1     913    41 8 8    148   67      8   4 99 1   7 7   1     7    ;5    99 1    9#  
 799        8    148   67   $.%    99 1    14! 91    7 41   134   97  14   7    48 148    148   67   1%    99 1     98  4  8    
06      799   48   68 8       134  8 1   8      6   148   67   $;%   74  84 
<=>?    A    B

012  456712258  91 9   2   72          8  288   2    252 9     8  72      29     52        2 9  8    9829    9  
  89 2   5 2    55  4       89 28         9  8   2  8829 12  6      5     92 8  2        2 24 9   2 956  4    
  9       9 4   5    9255  2  2          2     8  198    26    6   72        2    9  4    912   88298  9     594     
71  1  28 598      2 2     12        8  198    8       9829    78   72   2   52  9   25  2  2 2     2    8  198  8      
  89 28       9!2   9            2  912    2 9  8   01 8  1258       89 28   2 92  912         9  8      
    529256   27  7 68         2  2 2     2   5 2    9 8  58     !       2 5 7 5       9   "2   9 22   7 91     
  89 28  9  125   2 2 9  91  8  8  4    8128       9  2    55  8  4  7 !4578       8 2    55  8  4      8  4  #$%  
4    2 92     912  9  8 122 
     91 8   8   56  912   2           8   27  92 1  5  28  5 !2   9  9     252 9     21  528   &8    2  2  2   82 8 8   
7 !4578         2    5 !    9  4         89 28    2 9  8   72  7 55  822     2'58    4    9  4    55     28  
4  912         9      55  4  91282   27  8   28  4    9  7 55   2 24 9  4       289 5 812   86892   4  2      71  1  7 55  
 2    5 !2    6            594   
 8  72   9 2  7 91    2        2    89 28    88      89 28       2   1 28   72   2  4 25              7 91  
422    !      2'             59      9  594     $     89 2  422    !  5    8          71 9  72   2     5      
 2'9  8   72        25  2    2      98  4    27   82    828     2  ($          2      9    9  )  8    72 2  2'  92   9  
822  1 7  91 8  7 55  9  84         89 28      8  9            9 28 
)   2256 
),-./ 0  2*3 /94  5+ 
8
7
8
6.7/  800.4/9  :;<  ,=>?=5;
 5/29/2024 Letter Continued (Full PDF)