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Samsara Inc.

For the period ended Aug 2, 2025. Filed Sep 9, 2025.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Aug 2, 2025 · Filed Sep 9, 2025

IOT$40.98-0.3%Stored close · as of Nov 6, 2026
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(Mark One)

xQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended August 2, 2025

OR

oTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from ________ to ________

Commission File Number:001-41140

(Exact name of registrant as specified in its charter)

Delaware47-3100039
(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.)
1 De Haro StreetSan Francisco, California 94107
(Address of principal executive offices, including zip code)

(415)985-2400

(Registrant’s telephone number, including area code)

Not Applicable

(Former name, former address and former fiscal year, if changed since last report)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Class A Common Stock, $0.0001 par value per shareIOTThe New York Stock Exchange

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes x Noo

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes x Noo

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

Large accelerated filerxAccelerated filero
Non-accelerated fileroSmaller reporting companyo
Emerging growth companyo

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yeso Nox

As of September 2, 2025, there were 348,744,278 shares of the registrant’s Class A common stock,224,890,359 shares of the registrant’s Class B common stock, andno shares of the registrant’s Class C common stock, each with a $0.0001 par value per share, outstanding.

TABLE OF CONTENTS

Page
Special Note Regarding Forward-Looking Statements2
PART I—FINANCIAL INFORMATION
Item 1.Financial Statements (Unaudited)4
Condensed Consolidated Balance Sheets as of August 2, 2025 and February 1, 20254
Condensed Consolidated Statements of Operations and Comprehensive Loss for the Three and Six Months Ended August 2, 2025 and August 3, 20245
Condensed Consolidated Statements of Stockholders’ Equity for the Three and Six Months Ended August 2, 2025 and August 3, 20246
Condensed Consolidated Statements of Cash Flows for the Six Months Ended August 2, 2025 and August 3, 20248
Notes to Condensed Consolidated Financial Statements9
Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations23
Item 3.Quantitative and Qualitative Disclosures About Market Risk33
Item 4.Controls and Procedures34
PART II—OTHER INFORMATION
Item 1.Legal Proceedings35
Item 1A.Risk Factors35
Item 2.Unregistered Sales of Equity Securities and Use of Proceeds35
Item 3.Defaults Upon Senior Securities35
Item 4.Mine Safety Disclosures35
Item 5.Other Information35
Item 6.Exhibits36
SIGNATURES37
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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.