Samsara | Investor Day Presentation Deck | 72 slides

Samsara · 2022-06
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

9
coverage by narrative range · generated from this deck JSON

Slide inventory

72
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
front_matter
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
front_matter
Open slide detailBeat · Setup
05
transition
06
The slide uses a flow diagram to illustrate vertical integration from raw materials to products and services.establish_context
07
The slide uses a collage of diverse physical industry sectors (logistics, construction, emergency services, energy, agriculture) to define 'physical operations'establish_context
08
The slide uses a timeline to contrast the duration of different digital transformation waves (Consumer, Enterprise, Physical Operations).present_framework
09
Uses a split-screen visual metaphor to contrast digital/office work with physical/field operations.frame_situation
10
frame_situation
Open slide detailBeat · Problem
11
present_solution
Open slide detailBeat · Problem
12
Uses a split-screen visual to contrast current state vs future state.frame_situation
Open slide detailBeat · Problem
13
The diagram uses a hub-and-spoke style layout to connect core cloud benefits to an open platform architecture.present_solution
Open slide detailBeat · Solution
14
Uses a background image of highway traffic with blue bounding boxes on vehicles to visually represent 'connected' assets.size_opportunity
Open slide detailBeat · Solution
15
present_framework
Open slide detailBeat · Solution
16
The slide uses a cloud-based layered architecture metaphor to represent the platform stack.present_framework
Open slide detailBeat · Solution
17
The chart uses a timeline-based annotation style to correlate product releases with revenue growth.analyze_data
Open slide detailBeat · Need
18
The slide uses a table-like structure to compare founding years, revenue at 6 years, and current revenue across 5 companies.compare_peers
Open slide detailBeat · Need
19
The slide uses a progressive expansion framework to illustrate customer growth.illustrate_case
Open slide detailBeat · Need
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summarize
Open slide detailBeat · Need
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front_matter
Open slide detailBeat · Satisfaction
22
front_matter
Open slide detailBeat · Satisfaction
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The slide uses a three-column layout to contrast two company examples with a generic framework diagram.present_framework
Open slide detailBeat · Satisfaction
24
illustrate_case
Open slide detailBeat · SatisfactionLoop · Day In Life
25
The slide uses a hub-and-spoke diagram to visualize data integration from physical assets to a cloud platform.present_solution
Open slide detailBeat · DesireLoop · Day In Life
26
The diagram uses a left-to-right flow representing data ingestion, processing, product application, and end-user consumption.present_solution
Open slide detailBeat · DesireLoop · Day In Life
27
present_solution
Open slide detailBeat · DesireLoop · Day In Life
28
The slide uses a hub-and-spoke style layout to categorize data types under five pillars, with a footer summarizing the business outcomes of this data.analyze_data
Open slide detailBeat · DesireLoop · Day In Life
29
present_solution
Open slide detailBeat · DesireLoop · Day In Life
30
transition
Open slide detailBeat · Interest
31
analyze_data
Open slide detailBeat · Interest
32
The slide uses a hub-and-spoke style categorization to show the breadth of the application ecosystem.present_framework
Open slide detailBeat · Interest
33
transition
Open slide detailBeat · Interest
34
The slide uses a logo-grid layout to demonstrate market reach across nine distinct sectors.other
Open slide detailBeat · Interest
35
frame_problem
Open slide detailBeat · ActionLoop · Voice Of Customer
36
The slide uses a logo grid layout to demonstrate business growth.illustrate_case
Open slide detailBeat · ActionLoop · Voice Of Customer
37
The slide uses a visual comparison framework to differentiate sales motions.present_framework
Open slide detailBeat · ActionLoop · Voice Of Customer
38
The slide uses a timeline-style process flow to map the customer journey stages.present_framework
Open slide detailBeat · ActionLoop · Voice Of Customer
39
Uses an isometric illustration style to map out different business functions.present_framework
Open slide detailBeat · ActionLoop · Voice Of Customer
40
The slide uses icons to represent different product lines (Safety, Telematics, Monitoring, Site Visibility, Driver Apps).summarize
Open slide detailBeat · ActionLoop · Voice Of Customer
41
The slide uses a split-screen layout to show two distinct case studies with ARR growth charts and descriptive text for each.illustrate_case
42
transition
43
front_matter
44
introduce_nominees
45
front_matter
46
The chart uses a dashed line to indicate a 59% growth trend over the recent period.analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart uses a broken axis for ARR scale to accommodate the $10,000+ range.compare_peers
Open slide detailLoop · Cost Of Inaction
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The chart uses a blue background with light blue bars. Samsara is the leftmost bar, distinguished by its logo.compare_peers
Open slide detailLoop · Cost Of Inaction
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summarize
Open slide detailLoop · Cost Of Inaction
50
The slide uses a donut chart to visualize market segmentation by industry.analyze_data
51
Uses a visual comparison of two circles to represent market growth over time.size_opportunity
52
Uses a bottom-up approach multiplying vehicle counts by enterprise/mid-market penetration and average list price.size_opportunity
53
analyze_data
54
The slide uses a pyramid diagram to show customer segments and a stacked bar chart to show ARR composition.analyze_data
55
The slide uses stacked bar charts to illustrate the shift from single-product to multi-product adoption.analyze_data
56
The slide uses a donut chart to show the composition of ARR, with a callout box detailing the penetration of non-fleet products.analyze_data
57
Includes a target line at 125% for both charts.analyze_data
58
summarize
59
Standard SaaS unit economics diagram showing the 'J-curve' of customer profitability.analyze_data
60
The slide uses a bar chart to show margin growth from 60% in FY20 to 73% in Q1 FY23.analyze_data
61
The slide highlights the convergence of two financial metrics as supply chain issues normalize.analyze_data
62
The chart uses a waterfall-bridge framework to explain the variance between operating margin and free cash flow margin.show_valuation_bridge
63
The chart highlights Samsara's performance at 45% relative to a median of 37%.compare_peers
64
summarize
65
summarize
66
summarize
67
front_matter
69
The slide outlines the company's path to profitability and margin expansion through operational leverage.summarize
70
The table reconciles GAAP expenses to Non-GAAP by subtracting stock-based compensation and specific tender offer expenses.analyze_data
71
Fiscal year ends on the Saturday closest to February 1.analyze_data