Reliance on single-source component suppliers and manufacturers in politically sensitive regions like China and Taiwan is causing shortages and increased lead times, which directly delays revenue recognition from new customer subscriptions.
Filing excerpt
Because we design our IoT devices around specific components, we may be unable to substitute alternative components without undertaking hardware or firmware redesign, requalification, or recertification, any of which could be costly and delay shipments.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Regions named
sec-10qsupplierConcentrationGet every 10-Q signal for Samsara and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/5d74a2bd-1741-4c9d-b94f-1142435b13ba returns this record as JSON. POST /v1/companies/enrich returns every signal for samsara.com.
{
"signal_id": "5d74a2bd-1741-4c9d-b94f-1142435b13ba",
"signal_type": "sec-10q",
"signal_subtype": "supplierConcentration",
"detected_at": "2026-09-15T07:05:01.768+00:00",
"company": {
"name": "Samsara",
"domain": "samsara.com"
},
"data": {
"detail": "Reliance on single-source component suppliers and manufacturers in politically sensitive regions like China and Taiwan is causing shortages and increased lead times, which directly delays revenue recognition from new customer subscriptions.",
"summary": "Experiencing supply chain disruptions from sole-sourced components and geopolitical risk in China/Taiwan.",
"excerpts": "Because we design our IoT devices around specific components, we may be unable to substitute alternative components without undertaking hardware or firmware redesign, requalification, or recertification, any of which could be costly and delay shipments.",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1642896/000162828026060909/iot-20260801.htm",
"filing_date": "2026-09-08",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "08/01",
"sales_relevance": "Risk management needed",
"signal_category": "market",
"regions_mentioned": [
"China",
"Taiwan",
"Asia"
],
"technologies_mentioned": [
"IoT"
]
}
}
curl https://signals.autobound.ai/v1/signals/5d74a2bd-1741-4c9d-b94f-1142435b13ba \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"samsara.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.