Samsara vs Geotab
Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
Mississauga fleet telematics with 4M connected vehicles and open SDK platform; privately-held $700M+ revenue competing with Samsara and Verizon Connect for commercial fleet GPS and driver safety.
About
Geotab is a Mississauga, Ontario-based fleet telematics company providing GPS vehicle tracking, driver behavior monitoring, EV fleet management, regulatory compliance (ELD, Hours of Service), and open platform analytics for commercial fleet operators globally — serving over 4 million connected vehicles across 45,000+ customers including Waste Management, PepsiCo, and hundreds of municipalities worldwide. Founded in 2000 by Neil Cawse and privately held (declined acquisition offers), Geotab generates an estimated $700 million+ in annual revenue as one of the largest fleet telematics platforms globally by vehicle count.
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