NUMBER OF THE WEEK
$2.125 BILLION
Number of the week: $2.125 billion of Samsara ARR, and the 63% figure we think matters even more.
$2.125 BILLION
Samsara's annual recurring revenue.
But here's the number we think matters even more:
63% - The proportion of Samsara ARR now generated by customers spending more than $100,000 annually.
The fleet technology industry is increasingly becoming an enterprise software industry.
And that could have major implications for competition, valuations and consolidation.
Sources
This story first appeared in The Fleet Brief Issue 002, published 7 September 2026.