Samsara

$Samsara(IOT)$
一、财报简评:
几个关键信息：
顶层收入：Q3 收入 4.16 亿美元，同比 +29%，基本就是“高增长 SaaS 里第一梯队”的节奏，而且明显高于市场共识（约 3.99 亿）。
盈利拐点：
非 GAAP 摊薄 EPS = 0.15 美元，对比一致预期 0.12，美金层面的 beat 很扎实；
G...

$Samsara(IOT)$ 昨日财报：1）营业额同比增长 29%，公司历史上首次 GAAP 盈利，上调全年指引；2）增长、盈利、现金流、大客户净新增四项全部超预期；3）护城河：a. 硬件+软件+安装的极高切换成本（一个 5000 辆车队换供应商要换硬件、重新培训、数据迁移，成本动辄数百万美元），管理层称平均换供...

$Samsara(IOT)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-007669  Act: 33  Size: 7 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-25-000006  Size: 6 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895111-25-000004  Size: 24 KB 网页链接

$Samsara(IOT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000080255-25-000843  Act: 34  Size: 7 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-25-000007  Size: 11 KB 网页链接

$Samsara(IOT)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001628280-25-055355  Act: 34  Size: 715 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895111-25-000009  Size: 22 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895148-25-000009  Size: 7 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-25-000009  Size: 7 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-25-000005  Size: 6 KB 网页链接

$Samsara(IOT)$ 144 Report of proposed sale of securities Accession Number: 0001921094-25-001199  Act: 33  Size: 13 KB 网页链接

来源：环球市场播报
　　美股周五尾盘，Rani Therapeutics（RANI）股票飙升258.9%，此前该公司公布了两项重大消息：与中外制药株式会社（Chugai Pharmaceutical Co．， Ltd．）达成许可合作，以及由Samsara BioCapital领投的6030万美元私募融资。

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895148-25-000006  Size: 9 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895111-25-000006  Size: 18 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895148-25-000007  Size: 13 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895106-25-000007  Size: 19 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895106-25-000008  Size: 20 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002074298-25-000003  Size: 5 KB 网页链接