Samsara Inc-A 2024年度报告

FORM10-K (Mark One)xANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year endedFebruary1, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________Commission file number:001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) 47-3100039 (I.R.S. Employer Identification No.) 1 De Haro StreetSan Francisco,California94107(Address of principal executive offices, including zip code) (415)985-2400(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act:Title of each classTrading Symbol(s)Name of each exchange on which registeredClass A Common Stock, $0.0001 par value per shareIOTThe New York Stock Exchange Securities registered pursuant to Section 12(g) of the Act: Not applicable Indicateby check mark if the registrant is a well-known seasoned issuer,as defined in Rule 405 of the SecuritiesAct.Yesx No o Indicateby check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d)of theAct.Yeso No x Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.Yesx No o Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yes x Noo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.o Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectivenessof its internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registeredpublic accounting firm that prepared or issued its audit report.x If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of theregistrant included in the filing reflect the correction of an error to previously issued financial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-basedcompensation received by any of the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act).Yes o Nox The aggregate market value of the voting and non-voting common equity held by non-affiliates of the registrant on August2, 2024, thelast business day of the registrant’s most recently completed second fiscal quarter, based on the closing price of $35.40 for shares ofthe registrant’s Class A common stock as reported by the New York Stock Exchange, was approximately $9,247.8million. As of March18, 2025, there were299,733,309shares of the registrant’s Class A common stock,269,587,022shares of the registrant’sClass B common stock, andnoshares of the registrant’s Class C common stock, each with a $0.0001 par value per share, outstanding. DOCUMENTS INCORPORATED BY REFERENCE Portions of the registrant’s definitive proxy statement for the registrant’s annual meeting of stockholders are incorporated by referenceinto Part III of this Annual Report on Form 10-K where indicated. Such definitive proxy statement will be filed with the Securities andExchange Commission no later than 120 days after the end of the registrant’s fiscal year ended February1, 2025. TABLE OF CONTENTS Special Note Regarding Forward-Looking StatementsRisk Factor SummaryPART IItem 1.BusinessItem 1A.Risk FactorsItem 1B.Unresolved Staff CommentsItem 1C.CybersecurityItem 2.PropertiesItem 3.Legal ProceedingsItem 4.Mine Safety DisclosuresPART IIItem 5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of EquitySecuritiesItem 6.[Reserved]Item 7.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 7A.Quantitative and Qualitative Disclosures About