Samsara Launches Three AI Solutions for Public Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
Samsara announced three new purpose-built AI solutions to help government agencies and community organizations deliver critical services to constituents. Public sector organizations, from state and local government to K-12 school districts, can now leverage real-time data and AI to improve public safety, drive operational efficiencies, and build resilient infrastructure for long-term community success. Built on Samsara's network of billions of data points from vehicles across 99% of major U.S. roads, Ground Intelligence helps public works teams detect urgent conditions such as potholes and severe weather, before accidents occur. Public sector leaders today struggle to track which services have been delivered, such as whether a trash pickup occurred. Waste Intelligence leverages Samsara's AI multicam video footage to give waste management teams the visibility to answer those questions with confidence. School districts have long relied on paper rosters, driver memory, and manual processes, creating dangerous gaps in rider safety and serious liability exposure. Ridership Management replaces those processes with a real-time digital manifest that tracks every rider from onboarding to drop-off.
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Analyst Views on IOT
Wall Street analysts forecast IOT stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 31.570
Low
35.00
Averages
46.79
High
57.00
Current: 31.570
Low
35.00
Averages
46.79
High
57.00
About IOT
Samsara Inc. operates a connected operations platform, which is an open platform that connects the people, assets, and systems of operations, allowing to develop actionable insights and improve operations. It consolidates data from internet of things (IoT) devices, connected assets and third-party systems, and enables organizations to access, analyze, and act on data insights using cloud dashboards, custom alerts and reports, mobile apps, and workflows. Its suite of applications and agents enables organizations to deploy a digital, cloud-connected strategy across operations. Its solution connects physical operations data to a connected operations platform, which consists of our data platform, applications, and agents. Its data platform ingests, aggregates, and enriches data from IoT devices, connected assets, third-party systems, and makes data actionable for use cases through applications and agents. It serves construction, transport & logistics, field services, and food & beverage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Samsara: The AI Platform Connecting Operations
- Customer Base Expansion: Samsara now boasts over 12,000 core customers, each contributing at least $25,000 in annual recurring revenue, with more than 3,000 customers spending over $100,000 annually, highlighting its critical role in logistics and manufacturing sectors.
- Significant Revenue Growth: In fiscal year 2026, Samsara achieved approximately $1.6 billion in annual recurring revenue, marking a nearly 30% year-over-year increase, and set a quarterly record by adding 17 customers paying over $1 million annually, indicating its growing penetration in large enterprises.
- AI Technology Application: By processing over 14 trillion data points annually, Samsara leverages AI models for video-based driver coaching and predictive maintenance alerts, significantly enhancing operational efficiency and safety while helping clients reduce accidents and fuel waste.
- Increased Market Recognition: Despite a 16% decline in stock price, Samsara was named one of Time's Most Influential Companies for 2026 and ranked as the top supply chain and logistics software by G2, reflecting its growing recognition and impact within the industry.
See More
Samsara: AI Platform Enhancing Business Operations
- Expanding Customer Base: Samsara currently boasts over 12,000 core customers, each contributing at least $25,000 in annual recurring revenue, with more than 3,000 clients spending over $100,000 annually, indicating its extensive application and market penetration among large enterprises.
- Significant Efficiency Gains: A Fortune 500 carrier that adopted Samsara's workflows reported a 99% week-over-week decrease in certain types of driver efficiency exceptions after implementing the new processes, enhancing operational efficiency and increasing customer reliance on the Samsara platform.
- Annual Revenue Growth: In fiscal 2026, Samsara achieved approximately $1.6 billion in annual recurring revenue, reflecting a nearly 30% year-over-year increase, and added a record 17 customers paying over $1 million annually, demonstrating strong growth momentum in the market.
- Data Processing Capability: Samsara processes over 14 trillion data points annually from connected vehicles, cameras, and equipment, powering various AI models from video-based driver coaching to predictive maintenance alerts, underscoring its critical role in the operating system for physical work.
See More
Samsara Achieves 23 First-Place Rankings on G2
- Market Leadership: Samsara has achieved the No. 1 ranking in 23 separate Summer 2026 Grid Reports® on G2, surpassing any other fleet technology brand, which demonstrates broad customer recognition and preference for its platform, further solidifying its market leadership in fleet management and asset tracking.
- Customer Satisfaction Boost: In the Enterprise Fleet Management Grid Report®, Samsara's satisfaction score of 96 leads competitors by 11 points, marking the fourth consecutive quarter it has achieved the highest satisfaction in this category, reflecting the positive impact of its platform on customer business transformation.
- Unique Maintenance Leadership: Samsara is the only vendor to hold Leader status in the Fleet Maintenance Grid Report®, maintaining this position for seven consecutive quarters, with a G2 score of 99 that is more than double that of its nearest competitor, showcasing its significant advantage in maintenance management.
- Significant ROI: Customer feedback indicates that Samsara's solutions have enabled Bramco to achieve a 7x return on investment, Garden City Public Schools cut maintenance costs by 66%, CoxHealth reduced processing time by 94%, and StreamTech Industrial lowered monthly maintenance spending by 30%, highlighting the efficiency and economic benefits of its platform.
See More
Samsara: Investment Potential of an Intelligent Platform
- Market Performance: Samsara's annual recurring revenue rose 30% to $1.9 billion in fiscal 2026, demonstrating strong growth potential in the IoT and AI sectors, which has attracted investor interest.
- Technological Advantage: The platform processes over 80 billion miles of driving data and 120 billion API calls annually, providing a foundation for its AI model that creates a competitive moat difficult to breach in the industry.
- Public Sector Opportunity: The launch of a Public Sector AI Suite offers tailored solutions for government agencies, with long-term contracts and low churn rates solidifying Samsara's market position and enhancing revenue predictability.
- Investment Risks: While analysts set a future price target of $42, the company has yet to achieve consistent profitability and its stock has fallen about 50% over the past year, prompting investors to carefully assess the safety of long-term investments.
See More
Samsara's AI Platform Enhances Market Stickiness
- Data-Driven Decision Making: Samsara's Connected Operations Platform processes over 80 billion miles of driving data and 120 billion API calls annually, utilizing IoT sensors and cameras to gather information that aids operators in making faster and better decisions, thereby enhancing operational efficiency and safety for clients.
- Long-Term Government Contracts: The company's newly launched Public Sector AI Suite includes three solutions tailored for government agencies, where government contracts are typically long-term and sticky, making it difficult for cities to switch platforms once integrated, thus ensuring a stable revenue stream.
- Recurring Revenue Growth: For the fiscal year 2026, Samsara's annual recurring revenue rose by 30% to $1.9 billion, demonstrating strong market performance and sustainability, with analysts setting an average price target of $42 per share while the stock trades around $30, indicating significant upside potential.
- Launch of AI Coaching Features: The newly introduced AI coaching features enable fleet managers to act like professional safety analysts by simulating real-world scenarios and automatically triaging risk events, which reduces accidents and insurance costs, thereby increasing customer reliance and satisfaction with the platform.
See More
Samsara and Trimble: Analyzing Digital Transformation
- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
See More
Samsara: The AI Platform Connecting Operations
- Customer Base Expansion: Samsara now boasts over 12,000 core customers, each contributing at least $25,000 in annual recurring revenue, with more than 3,000 customers spending over $100,000 annually, highlighting its critical role in logistics and manufacturing sectors.
- Significant Revenue Growth: In fiscal year 2026, Samsara achieved approximately $1.6 billion in annual recurring revenue, marking a nearly 30% year-over-year increase, and set a quarterly record by adding 17 customers paying over $1 million annually, indicating its growing penetration in large enterprises.
- AI Technology Application: By processing over 14 trillion data points annually, Samsara leverages AI models for video-based driver coaching and predictive maintenance alerts, significantly enhancing operational efficiency and safety while helping clients reduce accidents and fuel waste.
- Increased Market Recognition: Despite a 16% decline in stock price, Samsara was named one of Time's Most Influential Companies for 2026 and ranked as the top supply chain and logistics software by G2, reflecting its growing recognition and impact within the industry.
See More
Samsara: AI Platform Enhancing Business Operations
- Expanding Customer Base: Samsara currently boasts over 12,000 core customers, each contributing at least $25,000 in annual recurring revenue, with more than 3,000 clients spending over $100,000 annually, indicating its extensive application and market penetration among large enterprises.
- Significant Efficiency Gains: A Fortune 500 carrier that adopted Samsara's workflows reported a 99% week-over-week decrease in certain types of driver efficiency exceptions after implementing the new processes, enhancing operational efficiency and increasing customer reliance on the Samsara platform.
- Annual Revenue Growth: In fiscal 2026, Samsara achieved approximately $1.6 billion in annual recurring revenue, reflecting a nearly 30% year-over-year increase, and added a record 17 customers paying over $1 million annually, demonstrating strong growth momentum in the market.
- Data Processing Capability: Samsara processes over 14 trillion data points annually from connected vehicles, cameras, and equipment, powering various AI models from video-based driver coaching to predictive maintenance alerts, underscoring its critical role in the operating system for physical work.
See More
Samsara Achieves 23 First-Place Rankings on G2
- Market Leadership: Samsara has achieved the No. 1 ranking in 23 separate Summer 2026 Grid Reports® on G2, surpassing any other fleet technology brand, which demonstrates broad customer recognition and preference for its platform, further solidifying its market leadership in fleet management and asset tracking.
- Customer Satisfaction Boost: In the Enterprise Fleet Management Grid Report®, Samsara's satisfaction score of 96 leads competitors by 11 points, marking the fourth consecutive quarter it has achieved the highest satisfaction in this category, reflecting the positive impact of its platform on customer business transformation.
- Unique Maintenance Leadership: Samsara is the only vendor to hold Leader status in the Fleet Maintenance Grid Report®, maintaining this position for seven consecutive quarters, with a G2 score of 99 that is more than double that of its nearest competitor, showcasing its significant advantage in maintenance management.
- Significant ROI: Customer feedback indicates that Samsara's solutions have enabled Bramco to achieve a 7x return on investment, Garden City Public Schools cut maintenance costs by 66%, CoxHealth reduced processing time by 94%, and StreamTech Industrial lowered monthly maintenance spending by 30%, highlighting the efficiency and economic benefits of its platform.
See More
Samsara: Investment Potential of an Intelligent Platform
- Market Performance: Samsara's annual recurring revenue rose 30% to $1.9 billion in fiscal 2026, demonstrating strong growth potential in the IoT and AI sectors, which has attracted investor interest.
- Technological Advantage: The platform processes over 80 billion miles of driving data and 120 billion API calls annually, providing a foundation for its AI model that creates a competitive moat difficult to breach in the industry.
- Public Sector Opportunity: The launch of a Public Sector AI Suite offers tailored solutions for government agencies, with long-term contracts and low churn rates solidifying Samsara's market position and enhancing revenue predictability.
- Investment Risks: While analysts set a future price target of $42, the company has yet to achieve consistent profitability and its stock has fallen about 50% over the past year, prompting investors to carefully assess the safety of long-term investments.
See More
Samsara's AI Platform Enhances Market Stickiness
- Data-Driven Decision Making: Samsara's Connected Operations Platform processes over 80 billion miles of driving data and 120 billion API calls annually, utilizing IoT sensors and cameras to gather information that aids operators in making faster and better decisions, thereby enhancing operational efficiency and safety for clients.
- Long-Term Government Contracts: The company's newly launched Public Sector AI Suite includes three solutions tailored for government agencies, where government contracts are typically long-term and sticky, making it difficult for cities to switch platforms once integrated, thus ensuring a stable revenue stream.
- Recurring Revenue Growth: For the fiscal year 2026, Samsara's annual recurring revenue rose by 30% to $1.9 billion, demonstrating strong market performance and sustainability, with analysts setting an average price target of $42 per share while the stock trades around $30, indicating significant upside potential.
- Launch of AI Coaching Features: The newly introduced AI coaching features enable fleet managers to act like professional safety analysts by simulating real-world scenarios and automatically triaging risk events, which reduces accidents and insurance costs, thereby increasing customer reliance and satisfaction with the platform.
See More
Samsara and Trimble: Analyzing Digital Transformation
- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
See More
