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SamsaraSTMicroelectronics

Samsara vs STMicroelectronics

Samsara and STMicroelectronics are compared on this page to illuminate business models, financial performance, and market context. The overview presents strategy, structure, and industry positioning i...

Why It's Moving

Samsara

Samsara Posts Record Q3 Growth and First GAAP Profit Amid Fleet Management Dominance.

  • Revenue hit $416M, beating estimates by over $17M, with ARR reaching $1.75B—both up 29% YoY—fueled by 219 customers over $100k ARR and a record 17 at $1M+.
  • Net new ARR of $105M (up 24% YoY) included 20% from new AI features like Multicam, Asset Maintenance, and Connected Workflows, boosting safety and efficiency.
  • Topped G2's Fleet Management rankings for five straight quarters with a 99 score, underscoring market leadership as large enterprises ramp up adoption.
Sentiment:
🐃Bullish

Investment Analysis

Samsara

Pros

  • Samsara boasts a strong financial health rating with zero debt, supporting operational stability and flexibility.
  • The company exhibits robust gross margins near 77%, indicative of efficient cost management and high product value.
  • Samsara is positioned for growth with a projected revenue increase of about 16.7% annually, driven by digital transformation and expanding IoT adoption.

Considerations

  • Despite strong revenue growth, Samsara remains unprofitable with a negative net profit margin around -6.2%, reflecting ongoing high expenses.
  • The valuation metrics indicate significant overvaluation with high price-to-book and price-to-sales ratios compared to sector peers.
  • Macroeconomic pressures pose risks to Samsara’s growth trajectory and could slow the company's expansion in commercial vehicle IoT markets.
STMicroelectronics

Pros

  • STMicroelectronics is a leading global semiconductor manufacturer with extensive product diversity across automotive, industrial, and consumer markets.
  • The company benefits from strong exposure to secular growth drivers such as electric vehicles, IoT, and industrial automation.
  • STMicroelectronics maintains a solid balance sheet with prudent capital allocation and healthy cash flows, supporting investments and innovation.

Considerations

  • The semiconductor industry’s cyclicality exposes STMicroelectronics to demand fluctuations and inventory risk.
  • Geopolitical tensions and trade restrictions could impact supply chains and international operations negatively.
  • Intense competition in semiconductors from peers and emerging players may pressure margins and market share.

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Samsara (IOT) Next Earnings Date

Samsara (IOT) already released its Q3 FY26 earnings on December 4, 2025, covering the quarter ended November 1, 2025. The next earnings date, for Q4 FY26, is estimated around March 5, 2026, aligning with the company's historical early-March pattern for fiscal year-end reports. Investors should monitor Samsara's investor relations site for official confirmation.

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