Samsara vs Pinterest
This page compares Samsara, Inc. and Pinterest, Inc., outlining their business models, financial performance, and the market context in which they operate. The aim is to present clear, neutral information to help readers understand each company’s approach and market position. Educational content, not financial advice.
This page compares Samsara, Inc. and Pinterest, Inc., outlining their business models, financial performance, and the market context in which they operate. The aim is to present clear, neutral informa...
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.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
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Published: July 28, 2025
Explore BasketThe Robotaxi Revolution: Investing In Autonomous Driving
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Explore BasketInvestment Analysis
Samsara
IOT
Pros
- Samsara has a strong financial health profile with zero debt and over $1.4 billion in revenue, demonstrating institutional-grade stability.
- The company benefits from high gross margins near 77%, indicating efficient cost management in its IoT solutions business.
- Analysts show optimism with price targets suggesting nearly 50% upside reflecting confidence in Samsara's growth potential.
Considerations
- Samsara is currently unprofitable with a negative net margin around -6% to -50%, reflecting ongoing operational challenges.
- High valuation multiples such as price-to-sales near 14x imply the stock is expensive relative to sector peers.
- Return on equity is significantly negative at approximately -40%, highlighting inefficient capital usage and lack of shareholder returns.
PINS
Pros
- Pinterest maintains a large and engaged user base, providing robust platform reach for advertising revenue growth.
- The company has shown improvement in operational efficiency with narrowing losses and increasing revenue scale.
- Pinterest’s diverse content categories and AI-driven recommendation system support ongoing user engagement and monetisation expansion.
Considerations
- Pinterest faces intense competition from larger social media platforms which pressures user growth and advertising pricing.
- Its revenue growth has moderated recently, raising concerns about future growth sustainability in saturated advertising markets.
- Operational profitability remains elusive as the company continues to invest heavily in product and marketing costs.
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