@MajorFool20 I know its only on your watchlist, but can you help me understand your doubts about Samsara’s slowdown?
@PaulWBryant feel free to elaborate based on your recent comment:
Samsara grew at 44% last year (41% if we remove that extra silly week). Assuming a more conservative beat this year, I’m penciling in growth at 38-39% YoY. Sure, its run-rate is not super massive yet, but I still interpret that endurance as very strong.
As @SlowAndFast indicated in his review, assuming an average beat to their Q1 guide leads us to ~$284M which would be ~10% QoQ growth to their adjusted Q4 revenue (without that silly extra week).
Again, I’m not denying that there is a slowdown in percentage terms, but I was as pleased with their Q4 as I could be. I welcome your pushback!
-RMTZP