{
  "docId": "019dd923-5eff-723e-9be5-1309376a6a70",
  "docSlug": "936e98b4587c5d4f",
  "documentTitle": "2023 Investor Day",
  "authorId": "Samsara",
  "authorName": "Samsara",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 55,
  "pageCount": 71,
  "prevPage": 54,
  "nextPage": 56,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The slide uses two concentric circles to represent market growth over time.",
  "elementsJson": [
    "headline_text",
    "big_number",
    "icon_grid",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-1309376a6a70/55",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-1309376a6a70#slide-55",
  "components": [
    {
      "bbox": {
        "h": 0.04,
        "w": 0.15,
        "x": 0.74,
        "y": 0.06
      },
      "kind": "callout",
      "text": "2025 EST. MARKET SIZE",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "89df1c69-3b5c-480e-a5a9-c0db87324e8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.15,
        "x": 0.23,
        "y": 0.27
      },
      "kind": "callout",
      "text": "2022 EST. MARKET SIZE",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1ff7c05-20eb-4e72-9014-5a84bdbb0035",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Our products address a large, fast-growing market opportunity.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-7daf-731c-89c3-a865f9fe3c6b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Gartner, Market Guide for Transportation Mobility Technology (March 2021) Berg Insight, Trailer and Cargo Container Tracking (October 2022); 1.09 Euro to USD conversion per CapIQ as of 06/15/23 IDC, Worldwide Video Surveillance Camera Forecast (July 2022) Gartner, Customer Service and Support (CSS) Market, Worldwide (October 2022). Comprises of Field Service and Workforce Engagement Management. 2024E assumes growth rate for broader CSS market.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "271f3afd-ea07-4433-a001-57b45faca6ea",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.68,
        "y": 0.65
      },
      "kind": "metric",
      "text": "$79 Billion ('22-'25 CAGR: 25%) Connected Fleet",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a6fcd549-d3b1-45e0-9ec9-194b70d25ac5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.18,
        "y": 0.65
      },
      "kind": "metric",
      "text": "$41 Billion Connected Fleet",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c3414e42-33bb-4b19-8909-f32be2b7e2be",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.18,
        "y": 0.38
      },
      "kind": "metric",
      "text": "$60 Billion Connected Operations",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d9539c2f-6298-488a-b39a-e19d8d66141c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.25,
        "x": 0.68,
        "y": 0.21
      },
      "kind": "metric",
      "text": "$117 Billion ('22-'25 Overall CAGR: 22%) Connected Operations",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fb80d925-5845-489e-bf40-1f2730394819",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "TAM: $117 Billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7daf-731c-89c3-ac64473a2af5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.13,
        "y": 0.08
      },
      "kind": "title",
      "text": "Our products address a large, fast-growing market opportunity",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7384dfe0-1ac8-4ec2-a609-94e9f72ed938",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019de950-4649-77fc-99fd-d55e9a44153d",
      "evidence": "Callout 'Our products address a large, fast-growing market opportunity'",
      "confidence": 80
    },
    {
      "name": "Authority Bias",
      "slug": "authority-bias",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019de950-4674-71ed-a759-f8d76042c76c",
      "evidence": "Gartner, IDC, Berg Insight cited as TAM sources",
      "confidence": 75
    },
    {
      "name": "Concrete Language",
      "slug": "concrete-language",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019de950-469e-708a-95ee-d3bf20b2ac69",
      "evidence": "$60B/$41B vs $117B/$79B sized circles",
      "confidence": 78
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-3690-716a-b3f4-6c719378c1ca",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "ARR scale, peer funnel, multi-product adoption, expansion case study, unit economics.",
      "position": 4,
      "confidence": 82,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 64,
      "from": 46,
      "beatId": "019de950-386b-7598-ba2e-a76ca0fe68e2",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": null,
      "evidence": "$850M+ ARR, 41% growth, LTV:CAC >8x, 59pp margin gain.",
      "position": 9,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 60,
      "from": 53,
      "name": "Build Up",
      "slug": "33-build-up",
      "bestFor": "Pricing justification, cost estimation, market sizing",
      "matchId": "019de950-3a10-77a5-ac0d-eb0ca7835a39",
      "evidence": "p53 lists 5 reasons; industry diversification; $117B TAM; large customers; multi-product; expansion waterfall.",
      "position": 9,
      "objective": "Build the case for durable growth from market, mix, and expansion components",
      "structure": "The Base -> Add Component A -> Add Component B -> Add Component C -> The Total",
      "confidence": 74,
      "description": "Start from zero and add components to arrive at a total"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}