For Wall Street, what you did last quarter matters, but often what’s ahead can matter even more.
For most products, TAM is presented in nine figures or more, but when you're planning to disrupt a billion-dollar market, these numbers can create a lot of cognitive dissonance.
Product-led growth is a big deal these days as startups are trying to find ways to grow without spending all their capital on advertising and sales staffing. But it's no panacea.
We have 72% growth, 70% gross margins, nine-figure revenues and a 27x multiplier. There's more to be said, but perhaps this begins a slightly more conservative pricing regime for software companies.
With the Samsara IPO heading toward pricing, it’s a good moment to spend a little more time digging into the IoT market. There’s a lot more going on than merely the liquidity point of one
The very day in Feb. 2020 that Credit Karma planned to announce that it had been acquired by Intuit for over $7 billion, the stock market tanked, spooked by news that a virus could start a pandemic.
No matter where it prices or how we count shares, Samsara is set to crush its final private price. But is it expensive at those valuation marks?
Samsara would have to command a revenue multiple of just under 12x to meet its final private price. Will it manage that? Er, yes. Yes, it will.
As the COVID-19 pandemic makes health officials urge us all to stay at home, truckers are doing the exact opposite of that to help us live our lives inside. Now, more than ever, package delivery and s
The shipping and logistics space is being rapidly transformed by technology -- so it's no surprise that this is a space ripe for significant disruption.
Sensor data platform Samsara is closing out the year with a fresh investment from Andreessen Horowitz and General Catalyst.
Rapid changes in the shipping industry has caught the attention of investors who are starting to pour large sums of money into the industry. And likely for good reason: as a future where trucks are ru