The Transcript(@TheTranscript_):$IOT Samsara CFO: Near-term FCF pressure is primarily a consequence of accelerating growth, inventory pre-buys, and higher supply-chain costs. “We're just growing faster than we expected. Growth is accelerating, and that requires more of these IoT devices to support that growth.”

The Transcript

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The Transcript@TheTranscript_

2026.09.08 18:00

$IOT Samsara CFO: Near-term FCF pressure is primarily a consequence of accelerating growth, inventory pre-buys, and higher supply-chain costs. “We're just growing faster than we expected. Growth is accelerating, and that requires more of these IoT devices to support that growth.”