{
  "docId": "019de517-ad30-762d-bbcf-80d06122af0a",
  "docSlug": "3974bcea0fd9b0c8e9628abcc4990e2b",
  "documentTitle": "Samsara | Investor Presentation Deck | 23 slides",
  "authorId": "samsara",
  "authorName": "Samsara",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-12-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 6,
  "pageCount": 23,
  "prevPage": 5,
  "nextPage": 7,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 3,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de517-ad30-762d-bbcf-80d06122af0a/6",
  "deckHref": "/decks/019de517-ad30-762d-bbcf-80d06122af0a",
  "deckJsonHref": "/decks/019de517-ad30-762d-bbcf-80d06122af0a.json",
  "deckAnchorHref": "/decks/019de517-ad30-762d-bbcf-80d06122af0a#slide-6",
  "components": [
    {
      "bbox": {
        "h": 0.49,
        "w": 0.45,
        "x": 0.52,
        "y": 0.06
      },
      "kind": "chart",
      "text": "~300\n~60\n7\nUS-listed\n$1B+ ARR\nsoftware companies\n30%+ growth\n& FCF positive",
      "attrs": {},
      "subkind": "funnel",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e9fb22e7-df74-4b71-a8fc-886a336141d7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.206,
        "x": 0.679,
        "y": 0.78
      },
      "kind": "image",
      "text": "samsara",
      "attrs": {},
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f578b280-c12d-41b8-9c94-a0070b269b82",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.399,
        "x": 0.569,
        "y": 0.87
      },
      "kind": "image",
      "text": "CLOUDFLARE CROWDSTRIKE snowflake zscaler Unity bill",
      "attrs": {},
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a515d190-a1ed-42a3-aa0e-3d7ee1968852",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.21,
        "w": 0.369,
        "x": 0.083,
        "y": 0.375
      },
      "kind": "list",
      "text": "US-listed software companies with\nCY23 Q3 reported results of:\n→ $1B+ ARR\n→ 30%+ growth\n→ Free cash flow positive",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee1392c6-cbd1-4098-85e1-02d9d76ea6c9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.502,
        "x": 0.029,
        "y": 0.918
      },
      "kind": "source-note",
      "text": "Source: CapIQ data as of November 29, 2023 based on reported results for US listed 'Application Software', 'Software Systems' and\n'Internet and Infrastructure Services' companies. For companies other than Samsara, CY23 Q3 total revenue multiplied by four\nused as a proxy for ARR. OpenText excluded due to impact of inorganic growth.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "621c1047-94a3-4ddf-a442-2f06305c7537",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.13,
        "w": 0.408,
        "x": 0.083,
        "y": 0.145
      },
      "kind": "title",
      "text": "Samsara is Operating\nin Rarified Air",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0249ac50-3ce7-472e-bfc1-626aec92cd03",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 8,
      "from": 5,
      "beatId": "29931c52-e991-4a77-97ba-29ded77e7f50",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Interest",
      "beatSlug": "aida-interest",
      "evidence": "The deck then dives into driving ROI, competitive analysis, and solution overview to generate interest.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 8,
      "from": 5,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "97d25f65-3cc9-4468-aae5-8c18ff4160b0",
      "evidence": "The competitive analysis and solution overview imply the risks of not adopting Samsara's solution.",
      "position": 0,
      "objective": "What if we don't adopt a connected operations cloud?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}