o9 Solutions vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
AI supply chain planning platform with $2.7B valuation; Enterprise Knowledge Graph enabling cross-functional scenarios for Google, Nike, and PepsiCo replacing SAP APO and legacy planning.
About
o9 Solutions is an AI-powered integrated business planning (IBP) platform providing supply chain planning, demand forecasting, commercial planning, and enterprise-wide scenario modeling for global manufacturers and consumer goods companies. Founded in 2009 by Chakri Gottemukkala and Sanjiv Sidhu (co-founder of i2 Technologies, a supply chain pioneer) and headquartered in Dallas, Texas, o9 has raised approximately $450 million at a $2.7 billion valuation and serves large enterprises including Google, AB InBev, Nike, and PepsiCo.
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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