cust.co / Compare / Samsara vs Cadence Design Systems

Samsara vs Cadence Design Systems - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Dev Tools. Both at Public stage.

Samsara (IOT)
115%
FY2027-Q1 · Dev Tools
vs
Cadence Design Systems (CDNS)
110%
FY2026-Q1 · Dev Tools
Samsara leads by +5pp on latest NRR (115% vs 110%).

NRR over time

109%112%115%118%121% FY2025-Q3FY2025-Q4FY2026-Q1FY2026-Q2FY2026-Q3FY2026-Q4FY2027-Q1FY-2023 NRR Samsara Cadence Design Systems Samsara - FY2025-Q3: 115% Samsara - FY2025-Q4: 120% Samsara - FY2026-Q1: 115% Samsara - FY2026-Q2: 115% Samsara - FY2026-Q3: 115% Samsara - FY2026-Q4: 115% Samsara - FY2027-Q1: 115% Cadence Design Systems - FY2026-Q1: 110% Cadence Design Systems - FY-2023: 110%

Samsara hit a higher all-time peak (120% in FY2025-Q4).

Stat-by-stat

Metric Samsara Cadence Design Systems
Latest NRR 115% 110%
All-time peak NRR 120% 110%
All-time low NRR 115% 110%
QoQ change +0pp +0pp
YoY change +0pp -
3-year change - -
Disclosures tracked 7 2

Customer cohorts

MetricSamsaraCadence Design Systems
Total customers 12,000 -
Over $100K ARR 3,363 -
Over $1M ARR 190 -
Top-10 concentration - -
Average ACV $338,000 -
US revenue mix 85.6% 41%

Commercial structure

MetricSamsaraCadence Design Systems
Total RPO $3.8B $8.0B
Current RPO (12mo) $1.6B $4.4B
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 98% 77%
New customers added 204 55

Post-sales motion

MetricSamsaraCadence Design Systems
CS team size - -
Customers per CSM - -
Pricing model subscription hybrid
Renewal cadence multi-year multi-year
CSM coverage model account-named account-named
Top customer exec - Paul Scannell

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