Samsara vs TELUS

This page compares Samsara and TELUS, focusing on business models, financial performance, and market context, presented in a neutral, accessible style to help readers understand strategies and industry position without making recommendations. Educational content, not financial advice.

This page compares Samsara and TELUS, focusing on business models, financial performance, and market context, presented in a neutral, accessible style to help readers understand strategies and industr...

Comparison Snapshot

Key Financial Metrics

IOT

Metric

TU

$18.46B

Market Cap

$20.56B

57.11%

Potential Profit

12.84%

Buy

Analyst Rating

Hold

Why It's Moving

Samsara Dives on Tariff Tensions Despite AI Dash Cam Wins and Analyst Backing

Shares dropped 8.2% to $32.03 on Tuesday, mirroring broader market sell-off after tariff announcements targeting European nations.
Samsara's AI dash cam study reveals quick ROI for public sector fleets, boosting visibility into cost savings and safety gains.
Food & beverage giants like Golden State Foods standardize on Samsara, cutting at-fault accidents by 60% and costs by 86%.

Sentiment:

🐻Bearish

Samsara Dives on Tariff Tensions Despite AI Dash Cam Wins and Analyst Backing

Shares dropped 8.2% to $32.03 on Tuesday, mirroring broader market sell-off after tariff announcements targeting European nations.
Samsara's AI dash cam study reveals quick ROI for public sector fleets, boosting visibility into cost savings and safety gains.
Food & beverage giants like Golden State Foods standardize on Samsara, cutting at-fault accidents by 60% and costs by 86%.

Sentiment:

🐻Bearish

Investment Analysis

Samsara

IOT

Pros

Samsara's revenue is forecast to grow at a double-digit annual rate, supported by strong demand for its connected operations platform.
The company maintains a robust gross margin above 75%, reflecting efficient cost management and pricing power in the IoT sector.
Samsara has a strong balance sheet with no debt, providing financial flexibility for future investments and resilience in volatile markets.

Considerations

Samsara continues to report net losses, with negative net profit margins, indicating ongoing challenges in achieving profitability.
The stock trades at a high valuation relative to sales and peers, raising concerns about overvaluation in the current market environment.
Macroeconomic pressures and technology sector volatility have recently led to sharp share price declines, increasing investment risk.

TELUS

TU

Pros

TELUS benefits from stable cash flows and a diversified business model spanning telecommunications, health, and insurance services.
The company maintains a strong credit rating and disciplined capital allocation, supporting long-term financial stability.
TELUS has demonstrated consistent dividend growth, appealing to income-focused investors seeking reliable payouts.

Considerations

TELUS faces intense competition in the Canadian telecom market, constraining pricing power and subscriber growth potential.
Regulatory scrutiny and government intervention in telecom pricing could impact future profitability and margins.
Exposure to cyclical sectors such as insurance and property may increase earnings volatility during economic downturns.

About The Companies

Samsara (IOT)

Samsara, Inc. (IOT) operates an industrial Internet of Things platform that combines sensors and telematics hardware with cloud software to help businesses monitor fleets, equipment and facilities. Its product suite includes connected cameras, GPS trackers, environmental sensors and an analytics dashboard used for routing, safety, compliance and predictive maintenance. Revenue is driven by recurring software subscriptions tied to deployed hardware, giving the business a growing, higher-margin recurring stream as customers scale. Growth opportunities include deeper penetration in existing verticals, international expansion and broader analytics services, but the company faces competition, hardware costs and sensitivity to capital expenditure cycles. Investors should consider operational metrics such as customer acquisition, churn, average revenue per user and margin improvement. Market cap: $22.46bn. This summary is general educational information, not personalised advice; investments can fall as well as rise and suitability varies by investor.

TELUS (TU)

TELUS Corp is a major Canadian communications technology company that offers a wide array of services to consumers, businesses, and the public sector. While known for its core telecommunications products like wireless, internet, and television services, TELUS has expanded its operations significantly. The company operates through several key segments, including TELUS Technology Solutions, which handles its traditional mobile and data services. It also has a growing presence in innovative sectors through TELUS Health, which provides healthcare technology and software solutions, and TELUS Digital Experience, which focuses on artificial intelligence and customer experience technologies. This diversification highlights the company's ambition to be a key player not just in telecoms, but in the broader technology landscape. As with any investment, it's worth noting that past performance doesn't predict future results, and an organisation's value can fluctuate.

Samsara (IOT) Next Earnings Date

Samsara (IOT) announced its third quarter fiscal year 2026 earnings release for the period ended November 1, 2025, on December 4, 2025, after market close. As of January 19, 2026, this report has passed, positioning the next earnings for the fourth quarter fiscal year 2026, typically in early March. Estimates indicate March 5, 2026, aligning with the company's historical pattern of reporting shortly after quarter-end.

Samsara (IOT) Next Earnings Date

Samsara (IOT) announced its third quarter fiscal year 2026 earnings release for the period ended November 1, 2025, on December 4, 2025, after market close. As of January 19, 2026, this report has passed, positioning the next earnings for the fourth quarter fiscal year 2026, typically in early March. Estimates indicate March 5, 2026, aligning with the company's historical pattern of reporting shortly after quarter-end.

Which Baskets Do They Appear In?

AI Vision Stocks: Valuation Risks After Apple Deal

Apple is acquiring the talent and technology from computer vision startup Prompt AI to bolster its smart home and AR products. This strategic move highlights a growing trend of major tech companies acquiring specialized AI firms, creating opportunities for other innovators in the computer vision and smart device sectors.

Published: October 11, 2025

Samsara vs TELUS

Comparison Snapshot

Why It's Moving

Samsara Dives on Tariff Tensions Despite AI Dash Cam Wins and Analyst Backing

Samsara Dives on Tariff Tensions Despite AI Dash Cam Wins and Analyst Backing

Investment Analysis

Samsara

Pros

Considerations

TELUS

Pros

Considerations

About The Companies

Samsara (IOT) Next Earnings Date

Samsara (IOT) Next Earnings Date

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Frequently asked questions

What does it mean to compare a growth-oriented company with a steady, dividend-driven business in this page?

How are margins and profitability represented for Samsara and TELUS in this comparison?

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How might valuations affect risk perception for each stock?

What role do macroeconomic conditions play for these two stocks?

How does market context influence the outlook for a connected operations platform versus a diversified telecom and services company?

What regulatory factors are relevant to TELUS in this comparison?

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What does ‘dividend growth’ imply for TELUS in this context?

Comparison Snapshot

About The Companies