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  "documentTitle": "Samsara Inc. (IOT)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2023-09-21 00:00:00",
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  "notes": "Uses a 'before and after' comparison to frame the lack of disclosure as a deliberate obfuscation.",
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      "text": "Spruce Point is concerned that Samsara no longer provides basic key performance information such as total subscribers or the number of connected devices. By not disclosing this information, investors cannot access the number of connected devices per customer, revenue per subscriber or revenue per connected device. Why can its major competitor Geotab provide such information, but Samsara cannot?(1)",
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      "text": "Spruce Point is concerned that Samsara no longer provides basic key performance information such as total subscribers or the number of connected devices.",
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      "text": "Samsara Reaches 20,000 Customers and 1 Million Connected Devices",
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      "text": "Source: Samsara Press Release (1) Geotab Press Release",
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      "text": "Samsara's Key Customer And Connected Device Disclosures Ceased Before Its IPO....",
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