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  "documentTitle": "Samsara | Investor Day Presentation Deck | 71 slides",
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  "presentationDate": "2023-06-01 00:00:00",
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      "text": "~200 US-listed software companies, 58 with $1B+ ARR, 6 with 30%+ growth & FCF positive",
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      "text": "US-listed software companies with CY23 consensus estimates of:\n→ $1B+ ARR\n→ 30%+ growth\n→ Free cash flow positive (Q4 CY23)",
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      "text": "Source: CapIQ and FactSet data as of June 16 2023 based on CY23 consensus estimates for publicly listed Application Software, System Software and Internet Services and Infrastructure companies. For companies other than Samsara, Q4 CY23 Revenue multiplied by four used as a proxy for ARR.",
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      "kind": "title",
      "text": "Samsara is operating in rarified air",
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      "objective": "What are the consequences of not digitizing operations?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
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