Samsara: Beyond 2026 – Unveiling Three New Products at Customer Conference Keynote

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Samsara: Beyond 2026 – Unveiling Three New Products at Customer Conference Keynote

J P M O R G A N North America Equity Research

24 June 2026

Samsara Neutral

IOT, IOT US

Beyond 2026 – Unveiling Three New Products at Price (23 Jun 26):$31.29

Customer Conference Keynote

Vertical SaaS & HealthTech

Today, we attended Samsara’s Customer Conference in Las Vegas, NV, which Alexei Gogolev AC

hosted over 4K attendees and will also include the company’s Investor Day later (1-212) 622-9391

this afternoon. This year, IOT framed itself as entering an “age of intelligence,” alexei.gogolev@jpmorgan.com

whereby AI moves teams from “data overload” to automated action across Isabella A Camaj

connected operations (safety, maintenance, logistics, and driver workflows). (1-212) 834-2379

Importantly, Samsara positioned this as a shift from adding more dashboards/alerts bella.camaj@jpmorgan.com

to deploying agentic workflows that proactively surface exceptions, generate Ella Smith

outputs (e.g., reports), and automate routine decisions—while keeping the driver/ (1-212) 622-2451

ella.smith@jpmchase.com

frontline experience voice-first and low-distraction. Management also repeatedly

Destiny Jackson

emphasized the “community + network” advantage (customer-driven product (1-212) 622-4360

development via on-sites/ridealongs, plus leveraging network data to improve destiny.jackson@jpmorgan.com

safety/visibility), alongside a macro backdrop of rising operating costs and J.P. Morgan Securities LLC

complexity. We like that the data moat is now able to provide AI-driven

automation, showing the strength of the underlying connected data platform.

Samsara is going beyond providing driver-specific insights and using collected

data across its platform to create products and features for the benefit of all