SECO S.p.A. (IT0005438046)
XSTU 
Summary
IT0005438046 Chart
Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage
Samsara (IOT) is a Strong Buy, supported by robust ARR growth, expanding margins, and exceptional product stickiness in a massive, underpenetrated TAM. IOT consistently outperforms conservative guidance, with EPS growth expected to outpace revenue at 40%+ CAGR, making forward valuation highly attractive. Elite LTV/CAC ratio above 8 and multi-product adoption drive durable customer retention, supporting compounding EPS and potential multiple expansion.
Can Samsara Inc. (IOT) Run Higher on Rising Earnings Estimates?
Samsara Inc. (IOT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Samsara: Record ARR, Strong Margins, And AI Potential, $65 In Play
Samsara earns a reiterated "Buy" rating, driven by robust growth and strong Q3 results, despite recent volatility. IOT posted Q3 revenue of $416 million (+29% YoY), with record enterprise customer additions and net new ARR up 19% YoY. Non-GAAP gross margin improved to 78%, net retention rate held at 115%, and new products fueled 20% of net new annual contract revenue.
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SECO S.p.A. Profile
| Transportation Infrastructure Industry | Industrials Sector | Sanjit Biswas CEO | XSTU Exchange | US79589L1061 ISIN |
| US Country | 3,500 Employees | - Last Dividend | 15 Jun 2005 Last Split | 15 Dec 2021 IPO Date |
Overview
Samsara Inc. specializes in integrating data from physical operations into its Connected Operations Cloud, serving clients both within the United States and internationally. Founded in 2015, the company is headquartered in San Francisco, California, and caters to a wide array of industries, including transportation, wholesale and retail trade, construction, field services, logistics, utilities and energy, healthcare and education, manufacturing, food and beverage, among others. It also provides services to government entities. At its core, Samsara's innovative approach combines IoT devices with powerful data analytics, enabling businesses to enhance operational efficiency, ensure compliance, and improve safety measures across their operations.
Products and Services
- Video-Based Safety:
- Vehicle Telematics:
- Mobile Apps and Workflows:
- Equipment Monitoring:
- Site Visibility:
Utilizes AI-enabled video technology to support customers in developing comprehensive safety programs, aiming to safeguard teams and promote accountable driving habits.
Offers real-time insights into vehicle location and diagnostics. This service encompasses GPS tracking, routing, dispatch, fuel efficiency management, insights for managing fuel and energy costs, preventive maintenance, along with electric vehicle usage and charge planning, thereby facilitating fleet management.
Enhances productivity for frontline workers by equipping them with tools for regulatory compliance, electronic document capture, maintenance inspections, compliance logs, and seamless communication with office administration. This service is pivotal for ensuring the smooth operation and regulatory compliance of mobile workforces.
Provides comprehensive monitoring capabilities for both powered and unpowered assets such as generators, compressors, heavy construction equipment, and trailers. This solution is designed to boost operating efficiency, prevent unplanned downtime, and address critical safety and compliance issues effectively.
Enables remote monitoring of sites to enhance security, safety, and incident response times. This service is integral for businesses looking to maintain high standards of site security and operational safety through improved visibility and control.
Contact Information
