Costco travel vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Costco (NASDAQ: COST) member travel agency among top 5 US by booking volume; warehouse club purchasing power delivers cruise and vacation package rates below Expedia and OTAs with Costco Cash Card member benefits.
About
Costco Travel is the travel services division of Costco Wholesale (NASDAQ: COST) — the membership warehouse club with $254 billion in fiscal year 2024 revenue and 130+ million cardholders — operating as one of the largest US travel agencies by booking volume, offering vacation packages, cruises, rental cars, hotel stays, and international travel to Costco members at pre-negotiated group rates that typically undercut comparable online travel agency pricing. Costco Travel does not break out revenue separately, but industry estimates place Costco Travel among the top 5 US travel agencies, with cruise and vacation package volume in the billions of dollars annually.
NYSE-listed (IOT) connected operations platform at $1.26B ARR with 40%+ growth; AI dash cams, fleet telematics, and equipment monitoring competing with Geotab and Motive for physical operations IoT.
About
Samsara is a San Francisco-based IoT platform providing connected operations visibility for physical industries — fleet management (GPS tracking, driver safety cameras, HOS compliance), equipment monitoring (utilization, fault detection), and site visibility (fixed cameras, environmental sensors) — serving transportation, construction, field services, utilities, and logistics companies that operate mobile assets and physical facilities. Listed on NYSE (NYSE: IOT), Samsara was founded in 2015 by Sanjit Biswas and John Bicket (founders of Meraki, acquired by Cisco) and generated $1.26 billion in annualized recurring revenue in fiscal year 2025 with 40%+ growth, serving 22,000+ customers including Coca-Cola Bottling, Canada Dry, and major US school districts.
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