Samsara vs IonQ
This page compares Samsara and IonQ, examining their business models, financial performance, and market context in a clear, neutral manner. Readers will find plain explanations of how each company operates, the sectors they target, and the competitive factors shaping their strategies. The aim is to inform, not to exhort investment decisions. Educational content, not financial advice.
This page compares Samsara and IonQ, examining their business models, financial performance, and market context in a clear, neutral manner. Readers will find plain explanations of how each company ope...
Why It's Moving
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Samsara
IOT
Pros
- Samsara is a market leader in IoT-connected operations platforms, with robust recurring revenue and a gross margin above 75%, reflecting strong pricing power and operational efficiency.
- The company benefits from secular growth in digital transformation of physical operations, supported by strategic OEM integrations and a large, underpenetrated commercial vehicle market.
- Samsara maintains a debt-free balance sheet with high institutional backing, providing financial flexibility and resilience amid macroeconomic uncertainty.
Considerations
- Despite rapid revenue growth, Samsara remains unprofitable with negative earnings and a net margin below -6%, raising questions about near-term earnings sustainability.
- The stock trades at a high valuation relative to current earnings, with a negative P/E ratio and elevated price-to-book, which may limit upside unless profitability improves.
- Samsara faces stiff competition in the IoT and telematics sector, with execution risks around scaling new products and international expansion.
IonQ
IONQ
Pros
- IonQ is positioned at the forefront of the nascent but high-potential quantum computing industry, with differentiated technology and early commercial partnerships in key sectors.
- The company benefits from rising government and enterprise demand for quantum solutions, with contracts from US federal agencies and blue-chip technology firms supporting revenue growth.
- IonQ’s capital-light business model and strategic collaborations with cloud providers offer scalable pathways to monetise its quantum computing hardware and software.
Considerations
- IonQ operates in a pre-revenue or very early-revenue phase, with significant uncertainty around the timing and scale of commercial adoption of quantum computing.
- The company faces technological and regulatory risks inherent to quantum computing, including unproven scalability and potential export controls on advanced technologies.
- IonQ’s market valuation appears ambitious relative to current fundamentals, reflecting high investor expectations for future growth that may not materialise as anticipated.
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