On the evening of December 5th, 2024, Samsara Inc. hosted its Q3 2025 Earnings Conference Call. The call kicked off at 5:00 PM ET, featuring key voices from the company, including Mike Chang, leading Corporate Development and Investor Relations, Sanjit Biswas, the Co-Founder and CEO, and Dominic Phillips, the Chief Financial Officer.
Among the participants eager to hear the updates were analysts from top financial institutions. These included individuals like Matthew Hedberg from RBC Capital Markets, Keith Weiss of Morgan Stanley, and Alex Zukin at Wolfe Research. Representatives from Wells Fargo, Evercore ISI, William Blair, Bank of America Merrill Lynch, and others also tuned in, underscoring the call’s significance within the investment community.
Mike Chang began the session by extending a warm welcome to everyone joining Samsara’s earnings call for the third quarter of their fiscal 2025. He briefly introduced himself as the VP overseeing Corporate Development and Investor Relations before acknowledging the presence of his esteemed colleagues, Sanjit Biswas and Dominic Phillips. With a treasure trove of details already available in their shareholder letter, press release, investor presentation, and SEC filings, Chang steered attendees to Samsara’s richly informative Investor Relations website.
He then gently reminded listeners of the forward-looking nature of some statements slated for discussion, which might change depending on various risk factors detailed in the company’s SEC filings. Essentially, while today’s insights are built on the latest data as of December 5, 2024, they weren’t an ironclad guarantee of future outcomes. The company holds no obligation to revise these statements unless legal duties beckon.
As the conversation deepened, the focal point shifted to discuss Samsara’s financial performance for the third quarter of fiscal 2025. It was highlighted that the company would be articulating results based on both GAAP and non-GAAP metrics, a distinction designed to provide a comprehensive understanding of its financial health to all stakeholders involved.