Right agent. The truck makers got there free.
You built Samsara's own dispatch agent, priced per job done, a year after the truck makers started giving one away with every tractor.
Samsara Dispatch ships, and it's good. 3,000 fleets already renewed onto factory-wired trucks without it. The stock is down 50% from its peak.
The CFO: The installed base is still huge! Boxes don't walk out of trucks by themselves! Do they?
OMNI: NOT SO FAST! They don't walk. They retire with the truck. Every 7 years, like clockwork.
- A. Put the per-job cohort on the board's screen. One chart against the stock price.
- B. Sell the agent. The boxes stay bolted in. Cash today. The boxes stay ours.