Samsara

Recent IPO Insights: Samsara

Equity Bottom-Up
196 Views, 13 Jan 2022 01:28
EXECUTIVE SUMMARY
  • IOT data platform meant to digitize physical operations for manufacturing, transportation, construction, utilities, healthcare, and education. 
  • Excellent management team, previously co-founded Meraki, which was sold to Cisco.
  • Hypergrowth software business on par with ServiceNow and Workday at this stage in growth, but much less profitable (so far) due to hardware and bandwidth costs.
detail (6-minute read)
WHAT’S TRENDING
logo
Logo
Rising
Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

I have over 18 years’ experience in investing in the TMT and Consumer sectors, almost entirely on the buyside. Started a... 

x