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$IOT killing it
- Q4 revenue of $125.8 million, representing 66% year-over-year growth
- Ending ARR of $558.1 million, representing 64% year-over-year growth
- 806 customers with ARR over $100,000, up 78% year-over-year
Time to increase my position.
My premium blog about them - https://www.moderngrowthinvesting.com/samsara/
Margin /operating outlook? OCF? I find that’s what I’m really looking to find these days, after the SaaS debacle of 2020-21. Throwing money to grow is ubiquitous…but maintaining & growing margins, showing leverage as you grow, and product cadence is the key to sustainable growth (look at $DDOG and $TEAM for example)
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