Loading…

Samsara (IOT) backlog: remaining performance obligations

How much revenue Samsara already has under contract, how fast it converts, and who it is with.

Data as of .

Samsara backlog history

$0$2B$4BOct 2022Apr 2023Oct 2023ay 2024ov 2024ay 2025ov 2025ay 2026ug 2026Backlog (RPO)Trailing 12-month revenue
Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).
Amounts in USD. Source: SEC XBRL filings.
Quarter endBacklog (RPO)TTM revenueCoverageCustomer prepayments
1 Aug 2026$4.29B$1.85B2.3 yrs$853M
2 May 2026$3.99B$1.73B2.3 yrs$828M
31 Jan 2026$3.77B$1.62B2.3 yrs$809M
1 Nov 2025$3.38B$1.52B2.2 yrs$755M
2 Aug 2025$3.17B$1.43B2.2 yrs$740M
3 May 2025$2.76B$1.34B2.1 yrs$706M
1 Feb 2025$2.65B$1.25B2.1 yrs$686M
2 Nov 2024$2.43B$1.18B2.1 yrs$640M
3 Aug 2024$2.29B$1.09B2.1 yrs$623M
4 May 2024$2.15B$1.01B2.1 yrs$588M
3 Feb 2024$2.00B$937M2.1 yrs$566M
28 Oct 2023$1.76B$848M2.1 yrs$504M

Questions

What is Samsara's backlog?
Samsara reported $4.29B of remaining performance obligations at 1 Aug 2026, up 35% from a year earlier and up 7% from the previous quarter. That is 2.3 years of trailing revenue already under contract. Book-to-bill last quarter: 1.58.
How fast does Samsara's backlog turn into revenue?
Over the last twelve months Samsara recognised revenue equal to about 52% of the backlog it started each quarter with.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.