IOT
Samsara Inc.38.98
-0.69-1.74%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Broad growth drivers confirmed in Q&A
Q&A largely reaffirmed prepared remarks on accelerating growth at scale, but clarified net new ARR strength stems from broad sources—large customer expansions, multiproduct deals, international wins, and emerging products—beyond just Asset Tags. Emerging product adoption shines brightest with large customers, while data's value compounds over time for maintenance and risk predictions. Management directly tackled NAND memory cost hikes, calling their supply chain nimble for share gains as prices stabilize. Construction momentum links to AI data center build-outs. AI agent pricing awaits usage patterns. Growth is broad-based.
Key Stats
Market Cap
22.49BP/E (TTM)
-Basic EPS (TTM)
-0.07Dividend Yield
0%Recent Filings
10-Q
Q3 FY2026 results
Samsara's Q3 FY2026 revenue jumped 29% y/y to $416M, fueled by new customers and existing ones adding subscriptions, while gross margin edged up to 77%. Operating loss narrowed sharply to $1.7M from $47.4M y/y, flipping to net income of $7.8M ($0.01/share) versus a $37.8M loss, thanks to interest income offsetting costs. Cash swelled to $1.1B including equivalents and investments; free cash flow hit $145.7M for 9M (derived). No debt. Customers >$100k ARR climbed to 2,990. Competition heats up in crowded IoT space.
8-K
Q3 revenue $416M, GAAP profit
Samsara reported Q3 FY2026 revenue of $416M, up 29% year-over-year, with ARR hitting $1.745B—also 29% growth. It notched its first GAAP profitable quarter at $0.01 per share, while large customers surged: 219 new over $100K ARR, 17 over $1M. Guides Q4 revenue to $421M–$423M. Momentum builds on big clients.
10-Q
Q2 FY2026 results
Samsara's Q2 FY2026 revenue jumped 30% y/y to $391.5M, with gross margin edging up to 77% on connected device efficiencies, while operating loss narrowed to $26.6M from $58.2M. Subscription revenue drove the gains at $383.9M, fueled by new customers and existing upsells; U.S. sales topped 85% of total. Cash swelled to $258.5M plus $829.6M investments, with YTD free cash flow at $89.9M (operating cash $102.8M minus $12.9M capex). Losses stemmed from $158.2M stock-based comp. Solid runway. Competition heats up fast.
8-K
Q2 revenue up 30%, ARR $1.64B
Samsara posted Q2 revenue of $391.5 million, up 30% year-over-year, with ARR hitting $1.640 billion, also 30% growth. Non-GAAP operating margin expanded to 15% from 6%, while adjusted free cash flow reached $44.2 million. Customers with >$100k ARR surged 31% to 2,771. Q3 revenue guides $398-400 million.
8-K
Steele joins Samsara board
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