What Samsara's FY2026 10-K says: 12 signals
Samsara filed its latest 10-K with the SEC on Mar 16, 2026. It discusses AI investment, compliance burden and customer churn.
Public (IOT)Artists and Writers1,001 to 5,000 employeessamsara.comLinkedIn
- Filed
- Mar 16, 2026
- Period
- FY2026
- Fiscal year end
- 01/31
- Filings
- 1
10-K · latest 10
What Samsara's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 01/31 · 12 signals
Samsara building partner ecosystem with over 350 third-party integrations in its App Marketplace.
Samsara is positioning its Connected Operations Platform as a central hub for integrating with ERP, insurance, and OEM systems.
IoTcloudAPIERP
Platform processed over 25 trillion data points in FY2026 to power AI models and agents.
Samsara's core differentiator is its massive data asset fueling AI-driven insights, creating a continuous need for advanced data infrastructure, MLOps, and specialized talent to process and analyze this data at scale.
AIIoTcloud computingvideo imagery
Acknowledged costly turnover in sales, marketing, and senior leadership teams.
The company is experiencing turnover within its GTM organization, including senior leadership, leading to costly training, operational inefficiency, and execution risks.
Samsara launches AI Agents to automate operational tasks like real-time safety coaching.
The company is introducing AI Agents that leverage its massive dataset (25 trillion data points) to automate complex tasks, reducing the need for human labor.
AIvideo
Company acknowledges past customer non-renewals, highlighting churn as a key business risk.
Samsara states that some customers have previously elected not to renew their subscriptions.
AIIoTCloud
Samsara is expanding beyond vehicle fleets into equipment, sites, and frontline worker applications.
While historically focused on fleets, Samsara is strategically pushing into new use cases where it has less experience.
Samsara explicitly states its intention to significantly increase spending to fuel growth.
Building an open ecosystem with over 350 integrations to ERP and other back-office systems.
Samsara is strategically investing in its partner ecosystem and App Marketplace, which already has over 350 integrations.
ERPAPI
Dedicating significant resources to data protection to meet GDPR and CCPA compliance.
While the company significantly reduced its net loss from $154.9 million in the prior year, it still operates with a substantial accumulated deficit.
$1.6B
Accumulated deficit as of January 31, 2026
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .