Samsara

Do you think this is still a good ETF? A few years ago I bought Wisdom Cloud Computing ETF $WCLD (+1.12%)

It is an ETF where I have the most losses but I personally think it still has a future.

The ETF consists of:

Samsara Inc-Cl A 1.86% $IOT

Gitlab Inc-Cl A 1.86% $GTLB (+1.61%)

Box Inc - Class A 1.82% $BOX (+0.33%)

Zoominfo Technologies Inc-A 1.80% $ZTNO

Zoom Video Communications-A 1.79% $ZM (+0.45%)

Mongodb Inc 1.78% $MDB (-1.31%)

Veeva Systems Inc-Class A 1.75% $VEEV (+0.29%)

AvePoint Inc 1.71% $AVPT

Workday Inc 1.67% $WDAY (+0.82%)

Dropbox Inc-Class A 1.66% $DBX (+0.32%)

Remaining Portfolio 82.30%

I am curious about your opinion!

$IOT | Samsara Q2 Earnings Highlights:

🔹 Sales: $300M (Est. $290M) 🟢; UP +37% YoY

🔹 Adj EPS: $0.05 (Est. $0.01) 🟢

🔹 ARR: $1.26B; UP +36% YoY

FY2025 Guidance:

🔹 Sales: $1.23B (Est. $1.21B) 😐

🔹 Adj EPS: $0.16 - $0.18 (Est. $0.13) 🟢

Q2 Non-GAAP Financial Highlights:

🔹 Total Revenue: $300.2M; UP +37% YoY

🔹 ARR: $1.264B; UP +36% YoY

🔹 Gross Margin: 77% (UP from 75% YoY)

🔹 Operating Income: $17.6M (Improved from -$5.9M YoY)

🔹 Operating Margin: 6% (Improved from -3% YoY)

🔹 Net Cash from Operations: $18.1M (UP from $7.7M YoY)

🔹 Free Cash Flow: $13.1M (UP from $4.7M YoY)

Customer Metrics:

🔹 2,133 customers with ARR over $100,000, UP +41% YoY

CEO Sanjit Biswas' Commentary:

🔸 "We achieved another strong quarter of durable and efficient growth at a greater scale. Q2 ended at $1.264 billion in ARR, growing 36% year-over-year, and at a quarterly record non-GAAP operating margin. We’re proud to have achieved an important company milestone this quarter—we now collect more than 10 trillion data points annually on the Samsara platform."