Samsara's 360 camera for forklifts and airport ramps goes on sale; Alaska Airlines already runs it

Forklifts account for roughly 85 deaths and 34,900 serious injuries in U.S. workplaces each year, by the OSHA estimate Samsara▲+0.82% — Samsara, up 0.82 percent today cites, and the machines run open-cab, within feet of coworkers, racks and aircraft ². On November 12, Samsara (NYSE: IOT) put its answer on general sale in the U.S., Canada and the U.K.: a patent-pending 360 Camera for forklifts, excavators and ground equipment, bundled as Samsara for Equipment ¹².

The camera was first shown on June 24, alongside road-fleet upgrades such as two-way voice through the dash cam ³. Open cabs, no windshield, no roof: until this week, no camera was built for the job ².

Two lenses where four cameras used to hang

The hardware claim is compression. Two 190-degree lenses in one rugged module capture the operator's hands, feet and everything around the machine from a single mount ⁴⁵, where traditional 360-degree equipment systems need four cameras, four mounts and a separate recorder ². Managers pan and zoom any recorded event, AI flags phone use, unbuckled lap belts and harsh impacts, and every impact pulls video into a Safety Inbox ².

In the bundle, the AI agents Samsara launched in October work on this equipment out of the box↗: a fault code can open a work order, with no separate OEM portal per brand ². Alaska Airlines runs the camera across baggage tractors, tugs and pushbacks, where the costly risk is damage to aircraft, and its ground-equipment director Mehdi Jnah says evidence now moves crews "from incident report to root cause in minutes" ².

No price on the page, a low number in the guide

Still no listed price: the product page↗ routes buyers to "check our prices" and a sales call ⁵. The money question lands on December 3, when Samsara reports fiscal Q3, the August-to-October quarter ³⁶.

Annual recurring revenue stood at $2,124.7M on August 1, worth $531.2M a quarter in revenue already on the books; the guide of $514–516M↗ sits about 3% below that ⁶. The last four guides started low the same way, and each quarter finished 1.3% to 2.2% above the run rate, beating the top of the guide by $16M to $24M ⁶. Shares closed at $40.98 on November 6, 69% above the February low ⁶.

The yard is already contested

Motive already sells equipment monitoring and AI cameras and lists construction among its industries ⁷; Lytx sells 360-degree visibility for the road and serves the same job sites ⁸. The industry-first claim is Samsara's own characterization↗ ⁴, and it is narrow: a single-mount, dual-fisheye 360 AI camera for open-cab equipment, which neither rival's lineup shows. The ground itself, warehouses, mines and ramps, is where the three now meet.

December 3 is where equipment has to show up

Watch net new ARR, and whether management puts a number on equipment demand for the first time. A second market for a $2.1 billion ARR platform either shows up in that line or it does not, and the run-rate gap is where it surfaces first ⁶.