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      "text": "\"Operations budgets are typically large and less discretionary\" Slide Methodology\nAnalysis uses SEC or other publicly available filings for Samsara's top 10 publicly traded companies as of Q1 FY26 ARR to determine the average percent of revenue of Cost of Goods Sold and Other expenses, as reported for the latest fiscal year for each company. Expense segmentation is based on internal assumptions on how our customers make budget allocation and purchasing decisions.",
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      "text": "\"Diversity of end markets provides stable demand\" Slide Methodology\nARR by industry uses industry data available for Samsara customers comprising ~80% of ARR. Analysis assumes that the remaining customers track the same breakdown by industry as the customers for which data is available.",
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