Samsara

In each episode, we unpack one pivotal decision, what drove it, what impact it had, and the human story behind it.

You'll hear from leaders at companies like Cardinal Health, Samsara, Southwest, and more, sharing details about the bold breakthroughs, tough calls under pressure, and the moments that shape their careers and their companies.

On today's episode, I'm joined by Johan Lund, EVP and Chief Product Officer at Samsara, a company building physical AI for the world of frontline workers.

Every 13 minutes, someone in the U.S. dies in a road fatality.

Johan and his team are working to change that.

So I completely relate to that.

So you make the decision to go forward.

And what it resulted in is the Samsara Coach, which I'm going to ask you to talk about in a second.

Thank you for listening to Road Signs, the podcast series from Transport Topics that explores the trends and technologies that are shaping the future of trucking.

In this episode, we're going to take you back to technology supplier Samsara's Beyond 2026 conference in Las Vegas.

During the show, I caught up with Arpan Paduturi, the company's vice president of safety, to discuss how the convergence of artificial intelligence, telematics, and onboard cameras can support drivers and prevent crashes.

AI and onboard video are becoming increasingly commonplace in fleet operations.

And now, without further delay, let's play my conversation with ARPANET.

All right.

We're here in Las Vegas at Samsara Beyond 2026.

And I'm very excited to speak with Arpan Podotori here, who's the vice president of safety at Samsara.

Blind spots cause some of fleet's costliest collisions.

Samsara's AI gives you 360-degree visibility into risks on the road so you can protect your drivers in real time.

Learn more at samsara.com.

[upbeat music] The world doesn't wait, so neither do they.

Thanks so much.

All right, shares of Samsara bucking the software downtrend today, one of the few IGV components in the green on the day following its results.

Up next, we'll talk to the company's CEO about the quarter and the threat of AI displacement.

Stay with us.

Starts Wednesday, CNBC.

Welcome back to Overtime.

Samsara shares higher today after a big second quarter earnings beep, also raising its full year outlook and notching a fourth straight quarter of profitability.

With me now in an exclusive CNBC interview is Sanjit Biswas.

And once again, we're watching earnings.

Lululemon due out this hour as our Zscaler, Samsara and DocuSign.

Let's get more on today's market gain.

Seema Modi has the details.

Lululemon down after missing on revenue and comparable sales, down 9%, worse than expected, taking a big hit to next quarter's earnings as well, seeing 93 to 98 cents.

The current consensus is $2.40. Shares down 18.5%.

Samsara, an after-hours winner, earnings of 20 cents a share.

The estimate was 16 cents.

We have some fascinating after-hours earnings to watch tonight that will act as microbarometers for different parts of the economy.

First, we have Samsara, ticker IOT.

Analysts are watching them closely for guidance on enterprise Internet of Things adoption.

What are we looking for there?

That ties directly back to our earlier discussion on hardware versus software.

Samsara will tell us if big non-tech companies are still willing to spend heavily on software infrastructure upgrades or if they are pulling back to preserve cash.

Then we have Smith & Wesson, ticker SWBI reporting.

That has a pure barometer for domestic demand and, frankly, Main Street anxiety.

It's cool.

But I think for them, when Samsara started to gain a lot of momentum, a sponsor of our show, at least Freightways Today, when they gained a lot of momentum, did their IPO, and they started to really knock it out, at least in the public markets, as well as just really impressive financial growth, I think Motive, as sort of the number two player going after that same message and that Samsara had really became the market leader and the category king on.

There's a lot of history in here, by the way.

Great lawsuit that we've covered.