CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Sanjit Biswas

Co-Founder and Chief Executive Officer, Samsara Inc.

Search every verified Sanjit Biswas interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Sanjit Biswas, co-founder and CEO of Samsara, discussed the company’s second-quarter fiscal 2027 results during a September 3, 2026 earnings call. He said the company is seeing strong demand from large enterprises with complex physical operations seeking digital transformation, and he attributed increased customer interest in fuel data to rising fuel prices, which he noted were up nearly 40% year-over-year in certain months. Biswas also addressed supply chain dynamics, stating that Samsara plans to pre-buy inventory to build a buffer against component and shipping cost increases, while expressing confidence in the company’s ability to manage gross margin impacts over time through levers such as higher revenue per device and product mix shifts. In a July 2026 podcast interview, Biswas described Samsara’s operations as a large-scale AI deployment in the physical world, citing that the system drives 99% of U.S. roads daily and collects 25 trillion data points annually. He said the company’s data is distinct from online sources, noting that information about construction sites or road conditions cannot be crawled from the internet, and he highlighted a network effect where insights from one customer can benefit others. Biswas also recounted a field visit with a large energy utility, where the utility stated it plans to triple grid capacity over the next five years compared to what was built over the previous 125 years, and he said Samsara helped prevent approximately 380,000 car crashes in the last year.

Recent appearances

  • Samsara Q2 2027 Earnings Call | Connected Operations ARR Expands & Multi-Product Adoption

    Samsara Q2 2027 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings…

    Watch on YouTube ↗

  • The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas

    Sanjit Biswas runs what may be the largest AI deployment in the physical world — and almost nobody in AI talks about it. Samsara (NYSE: IOT), the ~$20B company he co-founded after selling Meraki to Cisco for $1.2B, puts AI on millions of trucks, cranes, and industrial assets: 25 trillion data points a year, 99% of US roads driven every single day, ~$2B in ARR growing 30% profitably. In this episode we go through the entire physical AI stack — asset tags you can run over with a truck, a paper-thin disposable tracking label, engine fault codes, and dash cams running inference at the edge — then…

    Read the verified transcript → Watch on YouTube ↗

  • Intro at Beyond 26 from Sanjit Biswas, CEO of Samsara

    Sanjit Biswas, CEO of Samsara kicks off the Beyond 26 Keynote. Subscribe to ‪@SamsaraHQ‬ for deep dives into product features, stories from the frontlines, expert training videos and informational content on connected operations, fleet safety, and regulatory compliance.

    Read the verified transcript → Watch on YouTube ↗

  • Samsara Beyond 2026 Keynote: new AI capabilities built for physical operations

    At Samsara Beyond 2026, we announced dozens of new AI capabilities built to help close the gap between what's possible and what's happening on the ground. Built for the realities of physical operations, these innovations help teams reduce risk, increase efficiency, and digitally transform how their businesses run. Announcements include: Bird's Eye View and new AI Multicam detections for safer driving The 360 Camera, built for forklifts, pallet jacks, and other operator-controlled equipment Coaching priority for smarter safety coaching A reimagined driver experience with start-of-shift briefin…

    Read the verified transcript → Watch on YouTube ↗

  • Samsara Q1 2027 Earnings Call | Enterprise ARR Surges 31% To Cross $2B On High Cloud Adoption

    Samsara Q1 2027 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings call or any other conference…

    Watch on YouTube ↗

  • $IOT Samsara Q4 2026 Earnings Conference Call

    03/05/2026 Q&A: 24:40 Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protec…

    Watch on YouTube ↗

  • Samsara CEO Sanjit Biswas on Building and Scaling Meraki and Samsara

    Samsara CEO, Sanjit Biswas, shares what it takes to build infrastructure products that last, from building Meraki into a widely deployed networking platform, and then applying those lessons at Samsara. Sanjit shares why end-to-end integration across hardware, software, and operations creates a radically better deployment experience, what's changing right now with AI in operations, and why pushing intelligence closer to the edge will reshape what infrastructure can do over the next decade. We cover: • Early Meraki: the idea of putting networking in a box, shipping it, and learning directly fr…

    Read the verified transcript → Watch on YouTube ↗

  • Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

    Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also…

    Read the verified transcript → Watch on YouTube ↗

  • Sanjit Biswas (Samsara) - Making a Real-World Impact [Entire Talk]

    Sanjit Biswas is the co-founder and CEO of Samsara, a global leader in allowing physical operations organizations to harness ...

    Read the verified transcript → Watch on YouTube ↗

  • Samsara CEO Sanjit Biswas talks quarterly beat

    Samsara CEO Sanjit Biswas joins 'Closing Bell Overtime' to talk quarterly beat, raising guidance, the impact of tariffs, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get th…

    Watch on YouTube ↗

  • Samsara Beyond 2025 Keynote

    Welcome to the new age of intelligence. We’ve just unveiled our largest product slate yet—built to help organizations like yours operate smarter and safer. Explore what’s new: http://bit.ly/3ZP8b7d Chapters: 0:00 Introduction 2:30 Welcome from Sanjit Biswas, Samsara CEO and Co Founder 8:29 The Age of Intelligence in Operations 10:50 Introducing Samsara’s latest innovations with Kiren Sekar, Samsara Chief Product Officer 11:55 DVIR enhancements 16:55 Asset Maintenance 25:52 Route Planning 32:27 Commercial Navigation 34:28 Weather Intelligence 46:11 HappyRobot demo 54:58 Mohawk Industries an…

    Read the verified transcript → Watch on YouTube ↗

  • Leadership Secrets from Samsara’s CEO You Can Use Today

    In this must-watch episode, Samsara CEO Sanjit Biswas shares how his "Big Eyes, Big Ears" approach is driving smarter solutions ...

    Read the verified transcript → Watch on YouTube ↗

Verified interview transcripts

Notable quotes

“I was just in the field last week with a large energy utility. And uh they shared with me a really interesting stat. They said over the last 125 years we built a certain amount of grid capacity. In the next 5 years, we're going to triple that.”

“These are not the tokens you're going to find online. Like you can't crawl Reddit and find out about what happened on a construction site. The Samsara system in a given day were driving 99% of the US roads usually multiple times a day.”

“This year in 2026, the biggest theme that I heard was the rising cost of fuel. The price at the pump has gone up anywhere from 30 to 40% this year because of the war in the Middle East. And that's affecting guys in a big way. Some of you have fuel budgets that are measured in the tens of millions or hundreds of millions of dollars. So you do the math on that, it's a really big hit to the budget.”

“This year in 2026, the biggest theme that I heard was a rising cost of fuel. The price of the pump has gone up anywhere from 30 to 40% this year because of the war in the Middle East. And that's affecting you guys in a big way. Some of you have fuel budgets that are measured in the tens of millions or hundreds of millions of dollars. So you do the math on that, it's a really big hit to the budget.”

“We've become a fairly large company. We're the largest in our sector, but we're still only maybe 15% of the market, so we could see just getting much bigger there.”

“If you just stop 100 commercial vehicles on the road and crack them open, you'll see only about 50% of them have GPS tracking that's connected to the cloud. GPS tracking's been around since the 1990s, right? Like really, really long time. And so the idea that you've optimized your operation, if you don't have GPS trackers, how would you even start, right? So that means that people are just making phone calls to figur”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →