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Analyst
Matt Bullock
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 30%3 of 10 questions
- Companies
- 1questioned at least once
- Reporting periods
- 8with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 1 company
IOTSamsara Inc.10 questions · 8 reporting periods · 3 of 10 challenging
Calendar 2026 Q3
Are you landing much larger? Are you seeing customers graduate into those cohorts as they expand faster?
Show response
Dominic attributed the additions mainly to expansions, driven by emerging products, with similar land sizes. Direct.
Calendar 2026 Q2
the second quarter revenue guide, it looks like it might have been a little bit softer on a sequential basis
Show response
Dominic said the Q2 guide was ahead of consensus and the full-year raise nearly doubled the Q1 beat, signaling confidence rather than back-half softness.
Calendar 2026 Q1
We noticed that Samsara presented to Congress twice during February. What was that about specifically?
Show response
Sanjit answered directly: the Congressional engagement is primarily educational, and public-sector network effects are strong.
helping frame the contribution from large deals that were ramping from 2Q and 3Q?
Show response
Dominic answered directly: most of Q4 net new ARR was new deals signed in the quarter, with some First Student rollout contribution.
Calendar 2025 Q4
Am I correct in saying this will be the first sequential growth quarter in 3 years at about 5% plus or so
Show response
Dominic declined to confirm exact math, reiterating a mid-single-digit Q1 slippage into Q2 and framing net new ARR as the highest growth rate in 7 quarters.
Calendar 2025 Q3
would love to hear about how some of those conversations have evolved exiting April as things settle down
Show response
Sanjit said rate uncertainty persists but tariffs appear here to stay and customers have adapted their asset-procurement strategies.
Calendar 2025 Q2
I wanted to ask a quick one on the upgrade program you launched this quarter
Show response
Sanjit framed the upgrade program as a templatized on-ramp for buying out legacy contracts, without changing discounting fundamentals.
Calendar 2025 Q1
Can you just help us understand the drivers of that outside of just revenue outperformance
Show response
Dominic attributed the operating-margin beat mainly to revenue outperformance, with front-loaded OpEx making Q4 a seasonally strong margin quarter.
Calendar 2024 Q4
Seems to be a slight acceleration from the historical cadence of product releases
Show response
Sanjit said Samsara does not wait for its annual June conference and expects a continued rapid pace of R&D-driven innovation.
How should we be thinking about consolidation in the industry
Show response
Sanjit called it a large, fragmented market and said Samsara's platform position is unchanged by peer M&A.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| IOT Samsara Inc. | 10 | 30%3 of 10 questions |
- IOTSamsara Inc. · 10 questions30%3 of 10 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Demand3
- Competitive Dynamics2
- Product Launch2
- Guidance Reliability1
- Regulation Policy1
- Subscriber Growth1
- Trade Tariffs1
- Macroeconomic1
- Margin1
Show all 12 topics
- Innovation & R&D1
- M&A1