Samsara Investor Presentation Deck slide image

Samsara Investor Presentation Deck

32 Samsara Inc. Confidential. samsara Definitions / Methodology Annual Recurring Revenue We define ARR as the annualized value of subscription contracts that have commenced revenue recognition as of the measurement date. Customer We define a customer as an entity which has an ARR of greater than $1,000 at the end of a reporting period. Core Customer We define a core customer as an entity which has an ARR of greater than $5,000 at the end of a reporting period. Large Customer We define a large customer as an entity which has an ARR of greater than $100,000 at the end of a reporting period. ARR by Industry Chart Methodology Listed industry data is available for Samsara customers comprising ~80% of ARR. Our analysis assumes that the remaining customers track the same breakdown by industry as the customers for which data is available. Net Retention Rate We calculate our dollar-based net retention rate as of a period end by starting with the ARR from the specified cohort of customers as of 12 months prior to such period-end, or the Prior Period ARR. We then calculate the ARR from these same customers as of the current period-end, or the Current Period ARR. Current Period ARR includes any expansion, and is net of contraction or attrition over the last 12 months, but excludes ARR from new customers in the current period, as well as any ARR associated with paid trials. We then divide the total Current Period ARR by the total Prior Period ARR to arrive at the point-in-time dollar-based net retention rate. We then calculate the weighted average of the trailing 12-month point-in-time dollar-based net retention rates to arrive at the dollar-based net retention rate. In calculating the dollar-based net retention rate for all customers and for $100K+ ARR customers, we look at the cohort of customers with a Prior Period ARR greater than $0 who have exceeded $1,000 ARR in the case of customers, or $100,000 ARR in the case of $100K+ ARR customers, during their lifetime as a Samsara customer.
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