Samsara Inc. announced that Archer Daniels Midland, Bolthouse Farms, and Glazer’s Beer & Beverage have adopted its Connected Operations platform to improve safety, efficiency, and compliance across their delivery fleets. The move marks a key milestone in the company’s strategy to extend its telematics‑based technology into broader physical‑operations markets.
The platform bundles real‑time GPS tracking, temperature monitoring, AI‑driven dash‑cam analytics, asset tracking, and workflow automation. For the food and beverage sector, these capabilities address the strict temperature‑control requirements of perishable goods and the regulatory demands of food‑grade traceability. By providing continuous visibility and automated alerts, the system helps operators prevent spoilage, reduce waste, and meet audit standards.
Samsara’s recent financial performance underscores the significance of this customer win. Q3 FY2026 revenue rose 29% to $416 million, and annual recurring revenue climbed 29% to $1.75 billion, reflecting strong demand for its connected‑operations suite. The company also achieved its first GAAP profitability in Q3 FY2026, with a non‑GAAP operating margin of 19% versus 10% a year earlier, driven by higher‑margin software contracts and improved operational leverage.
Glazer’s reported a 60% reduction in at‑fault accident rates and an 86% cut in accident‑related costs after deploying Samsara’s AI dash cams and telematics. While specific metrics for Archer Daniels Midland and Bolthouse Farms are not publicly disclosed, the companies cited improved route optimization and real‑time temperature alerts as key benefits, indicating a tangible return on investment and reinforcing the platform’s value proposition in the sector.
The adoption strengthens Samsara’s competitive position against other fleet‑management and logistics‑tech providers such as Trimble, Verizon Connect, and Geotab. By embedding AI and data‑asset capabilities into a single cloud platform, Samsara differentiates itself with higher automation, predictive analytics, and a broader ecosystem of connected devices, positioning the company to capture a larger share of the growing physical‑operations market.
Management emphasized that the food and beverage wins are part of a broader push to monetize its Connected Operations Cloud. CEO Sanjit Biswas highlighted the company’s focus on “durable and efficient growth at scale,” noting that the new clients demonstrate the platform’s scalability and the company’s ability to deliver measurable safety and cost savings to large enterprises.
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