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Samsara10-Q: Supply chain disruption

Supply chain disruptions in Asia threaten revenue recognition due to IoT device shipment delays.

Read at SEC EDGAR

What happened

Samsara is exposed to component shortages, cost increases, and geopolitical tensions related to its suppliers in China and Taiwan, which can delay IoT device shipments.

Source

SEC EDGARSep 8, 2026

Quarterly report (Form 10-Q)

Samsara 10-Q

Filing excerpt

Our manufacturers, suppliers, and sub-tier suppliers have a large presence in China and Taiwan.

sec.gov/Archives/edgar/data/1642896/000162828026060909/iot-20260801.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
08/01
Filed
Sep 8, 2026

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The full record

From the Signal API record

Details

CIK
1642896
Accession number
0001628280-26-060909
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • IoT

Regions named

  • China
  • Taiwan
  • Asia
  • North America
  • Europe

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/15193ae2-f772-4c59-b1f6-00a0f866f8ca returns this record as JSON. POST /v1/companies/enrich returns every signal for samsara.com.

{
  "signal_id": "15193ae2-f772-4c59-b1f6-00a0f866f8ca",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-09-15T07:04:47.236+00:00",
  "company": {
    "name": "Samsara",
    "domain": "samsara.com"
  },
  "data": {
    "detail": "Samsara is exposed to component shortages, cost increases, and geopolitical tensions related to its suppliers in China and Taiwan, which can delay IoT device shipments. These delays directly impact their ability to recognize subscription revenue, creating an urgent need for supply chain visibility and resilience solutions.",
    "summary": "Supply chain disruptions in Asia threaten revenue recognition due to IoT device shipment delays.",
    "excerpts": "Our manufacturers, suppliers, and sub-tier suppliers have a large presence in China and Taiwan.",
    "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": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "China",
      "Taiwan",
      "Asia",
      "North America",
      "Europe"
    ],
    "technologies_mentioned": [
      "IoT"
    ]
  }
}

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