Skip to content
Palanor is in early release, with our founding customers.Become a founding customer →
The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
PalanorPalanor

Company Dossier · Information Technology

Samsara

IOTNYSESystems SoftwareLarge cap
  • Russell 1000

What Samsara is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to August 1, 2026: $1.85 billion, up 29% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 1, 2026: $0.26 billion, up 53% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to August 1, 2026: $0.03 billion, up 50% from a year earlier.SEC EDGAR filings (XBRL)
  • Latest earnings call or results release (September 3, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
  • Guidance in the last 90 days: 5 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
  • Latest annual report (filed March 16, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $84.9 million on the open market.SEC Form 4
  • 551 institutional managers reported a position at June 30, 2026 (+8 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 27 (25 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

No bond term sheets or tagged debt on file for Samsara yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Samsara: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.26BData to Aug 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Samsara: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Aug 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Samsara: revenue, trailing twelve months

$ billions, from SEC filings

$1.9BData to Aug 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Samsara: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.00BData to Feb 2024
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Samsara: guidance raised minus lowered

Guidance Ledger statements by quarter

5.0Data 23 days ago
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Samsara: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.60Data 50 days ago
ImageDataPalanor calculation
Business

Samsara: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.80Data 50 days ago
ImageDataPalanor calculation
Business

Samsara: risk factors added per annual report

New Item 1A risk factors in each 10-K

0.0Data to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Samsara: annual Recurring Revenue (ARR)

KPI Ledger, as reported in the company's results releases, $ billions

2.1Data to Aug 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

Samsara: H-1B filings certified

Labor Condition Applications by quarter received

27.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Samsara: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$84.9MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Samsara: institutional holders

Managers reporting a position on Form 13F, by quarter

551.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

In the news

Headlines that name Samsara, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
1 headlines
100% positive · 0% negative
90 days
1 headlines
100% positive · 0% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (VENABLE LLP)third_quarter 2026 · $0.0 million
  2. Oct 20, 2026Lobbying
    Lobbying report (KLEIN/JOHNSON GROUP)third_quarter 2026 · $0.1 million
  3. Oct 20, 2026Patent
    Patent granted: VEHICLE RIDER BEHAVIORAL MONITORINGUS 12767145
  4. Oct 15, 2026Lobbying
    Lobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.0 million
  5. Oct 13, 2026Patent
    Patent granted: CLOUD-ASSISTED CALIBRATION OF EDGE DEVICE MACHINE LEARNING SYSTEMUS 12762739
  6. Oct 6, 2026Patent
    Patent granted: TRANSLATION OF CAMERA OPERATIONS USING A MANAGEMENT SERVER SYSTEMUS 12756928
  7. Sep 29, 2026Patent
    Patent granted: Generating Safety Event Map Indications Based on Analysis of Vehicle Telemetry DataUS 12748942
  8. Sep 29, 2026Patent
    Patent granted: MIXED-USE VEHICLE REGULATION MODESUS 12746926
  9. Jul 23, 20268-K
    Shareholder vote resultsItem 5.07
  10. Jul 20, 2026Lobbying
    Lobbying report (KLEIN/JOHNSON GROUP)second_quarter 2026 · $0.1 million
  11. Jul 20, 2026Lobbying
    Lobbying report (VENABLE LLP)second_quarter 2026 · $0.0 million
  12. Jul 7, 2026Lobbying
    Lobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)second_quarter 2026 · $0.1 million
  13. Jun 23, 2026Lobbying
    Lobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)second_quarter 2026
  14. May 1, 20268-K
    Shareholder vote resultsItem 5.07
  15. Apr 20, 2026Lobbying
    Lobbying report (KLEIN/JOHNSON GROUP)first_quarter 2026 · $0.1 million
  16. Mar 16, 202610-K
    Annual report (10-K)0 risk factors added, 0 removed
  17. Sep 18, 20258-K
    Director or officer changeItem 5.02
  18. Aug 21, 20258-K
    Director or officer changeItem 5.02
  19. Jul 31, 20258-K
    Shareholder vote resultsItem 5.07
  20. Mar 28, 20258-K
    Director or officer changeItem 5.02
  21. Mar 25, 202510-K
    Annual report (10-K)0 risk factors added, 0 removed
  22. Mar 6, 20258-K
    Director or officer changeItem 5.02
  23. Mar 26, 202410-K
    Annual report (10-K)1 risk factors added, 2 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Gen Digital GEN$5.1B$1.6BJul 3, 2026
Fortinet FTNT$7.5B$3.2BJun 30, 2026
Crane NXT CXT$1.8B—Jun 30, 2026
Elastic NV ESTC$1.8B$0.3BJul 31, 2026
Pegasystems PEGA$1.8B$0.4BSep 30, 2026
UiPath PATH$1.7B$0.4BJul 31, 2026
Verisign VRSN$1.7B$1.1BJun 30, 2026
Unity Technologies U$2.0B$0.5BJun 30, 2026

Identity

SEC CIK
1642896

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

Cookies

We only use essential cookies to keep you signed in and remember your theme. No analytics, no tracking, no ads. See the Privacy Policy for the full read.