Overhaul vs Samsara
Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $105M Series C (Aug 2025) from Morgan Stanley 1GT and Springcoast Partners. Protects $1.4T in cargo. 99.9% shipment protection rate. Clients: Microsoft, Dyson, Bristol Myers Squibb.
About
Overhaul is the dominant platform for in-transit supply chain risk management, providing real-time cargo visibility, security monitoring, and risk intelligence for high-value and sensitive shipments. The company raised $105 million in Series C financing in August 2025 from Morgan Stanley 1GT and Springcoast Partners, protecting $1.4 trillion in cargo with a 99.9% shipment protection rate for anchor clients including Microsoft, Dyson, Bristol Myers Squibb, and CEVA Logistics.
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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