Samsara (IOT) Company Report

Samsara is significantly expanding its Canadian operations, driven by sustained customer momentum and a long-term commitment to data localization, domestic logistics, and local investment.
International markets contributed more than 15% of the company's net new annual contract value in Q3, reinforcing strong market fit and sustained demand.
Key in-country investments include a dedicated AWS Canada data center for localized data hosting, domestic fulfillment and logistics through a partnership with Ottawa Logistics, and integrated asset lifecycle management via a partnership with Element Fleet Management.
The expansion also features advanced AI safety innovation with new features like Weather Intelligence and Proactive Coaching, and investment in future workforce through Canadian scholarship and training programs.

Feb 3, 2026, 1:00 PM

Press Release

Samsara Announces Food and Beverage Industry Standardization on its Platform

IOT

Samsara's Connected Operations® Platform is being standardized by leaders in the Food and Beverage (F&B) industry to enhance safety, efficiency, and compliance.
The platform provides real-time visibility and AI-powered insights for F&B operations, focusing on on-road safety, cold chain compliance, operational efficiency, and driver support.
Customers like Glazer's Beer & Beverage have achieved significant improvements, including a 60% reduction in at-fault accident rates and an 86% reduction in accident-related costs.
Prominent F&B organizations, such as Archer Daniels Midland, Bolthouse Farms, KeHE, and Sobeys, are among those adopting Samsara's platform.

Jan 21, 2026, 2:00 PM

Press Release

Cambridge Mobile Telematics Launches DriveWell Fleet for Commercial Auto Insurance

IOT

Product Launch

New Projects/Investments

Cambridge Mobile Telematics (CMT) has launched DriveWell Fleet, expanding its telematics platform to the commercial auto insurance market.
DriveWell Fleet aims to strengthen pricing decisions for commercial auto insurers by incorporating telematics data and providing 100% telematics coverage for fleets.
The solution addresses challenges in coverage, data quality, and ease of integration, utilizing a Bring Your Own Device (BYOD) platform for connected vehicles and proprietary hardware (Tag Pro, Tag Max) for unconnected vehicles.
It integrates with leading Telematics Service Providers (TSPs) including Samsara, Verizon Connect, and Lytx, covering over 80% of the connected commercial vehicle market today.

Jan 15, 2026, 2:00 PM

Press Release

HERE Technologies Retains Top Ranking in Omdia's 2025 Location Platform Index

IOT

Product Launch

New Projects/Investments

HERE Technologies has been named the #1 location platform by Omdia in its 2025 Location Platform Index, recognized for its strategy, capabilities, and market impact.
Key milestones highlighted include a $1 billion, 10-year alliance with AWS to power the SDV Accelerator, aiming to enable up to 70% faster vehicle development and 30% lower R&D costs.
The company expanded its global presence through strategic partnerships with automotive leaders in China and India, and OEMs such as BMW, Sony Honda Mobility, Togg, and Lotus.
HERE also demonstrated leadership in Fleet & IoT with the launch of HERE WeGo Pro for commercial vehicles and integrations with partners like Samsara, alongside advancements in AI innovation and achieving ISO/IEC 42001 certification for AI Management Systems.

Jan 2, 2026, 2:00 PM

Press Release

Samsara (IOT) Reports Strong Q3 2026 Results with First GAAP Profitability

IOT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Samsara (IOT) reported Annual Recurring Revenue (ARR) of $1.75 billion in Q3 2026, marking a 29% year-over-year increase, and revenue reached $416 million, also growing 29% year-over-year.
The company achieved its first quarter of GAAP profitability and recorded a non-GAAP operating margin of 19%, a quarterly record.
Samsara added a record 219 customers with $100,000+ in ARR and 17 customers with $1 million+ in ARR, tying a quarterly record.
Net new ARR for Q3 2026 was $105 million, an increase of 24% year-over-year, representing the highest growth rate in the past seven quarters.
For Q4 FY26, Samsara expects revenue to be between $421 million and $423 million, and non-GAAP EPS between $0.12 and $0.13.

Dec 4, 2025, 10:00 PM

Transcript

Samsara (IOT) Reports Strong Q3 2026 Results with First GAAP Profitability

IOT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Samsara (IOT) achieved its first quarter of GAAP profitability in Q3 2026.
The company reported $1.75 billion in Annual Recurring Revenue (ARR), representing 29% year-over-year growth, and Q3 2026 revenue of $416 million, also up 29% year-over-year.
Net new ARR increased 24% year-over-year to $105 million, marking the highest growth rate in the past seven quarters.
Samsara added a record 219 customers with $100,000+ in ARR and 17 customers with $1 million+ in ARR during Q3 2026.
Non-GAAP operating margin reached a record 19%, up 9 percentage points year-over-year, with free cash flow margin at 13% in Q3 2026.

Dec 4, 2025, 10:00 PM

Transcript

IOT Announces Q3 FY26 Financial Results and Q4 FY26 Guidance

IOT

Earnings

Guidance Update

IOT reported Q3 FY26 revenue of $415.975 million and Annual Recurring Revenue (ARR) of $1.75 billion, representing 29% year-over-year growth.
The company achieved a Non-GAAP gross margin of 78% , a Non-GAAP operating margin of 19% , and an Adjusted Free Cash Flow margin of 13% for Q3 FY26.
IOT's customer base with $100K+ ARR grew to 2,990 in Q3 FY26.
For Q4 FY26, IOT provided guidance for total revenue between $421 million and $423 million, a Non-GAAP operating margin of 16%, and Non-GAAP EPS between $0.12 and $0.13.

Dec 4, 2025, 10:00 PM

Presentation

Samsara (IOT) Announces Q3 2026 Results and FY26 Guidance

IOT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Samsara (IOT) reported strong Q3 2026 results, achieving its first quarter of GAAP profitability and ending with $1.75 billion in ARR, a 29% year-over-year increase.
Revenue for Q3 2026 was $416 million, also growing 29% year-over-year, driven by a record 219 new customers with $100,000+ in ARR.
The company's non-GAAP operating margin reached a quarterly record of 19%, up 9 percentage points from the prior year, and free cash flow margin was 13%.
Growth was also fueled by emerging products, contributing 20% of net new ACV in Q3, and strong international momentum, particularly in Europe.
For Q4 2026, Samsara expects revenue between $421 million and $423 million, with full-year FY26 revenue projected to be between $1.595 billion and $1.597 billion.

Dec 4, 2025, 10:00 PM

Transcript

Samsara Reports Q3 FY2026 Financial Results and Provides Q4 Outlook

IOT

Earnings

Guidance Update

Revenue Acceleration/Inflection

Samsara Inc. reported Q3 FY2026 revenue of $416.0 million, marking a 29% year-over-year growth.
The company's ending Annual Recurring Revenue (ARR) reached $1.745 billion, also representing 29% year-over-year growth.
Samsara achieved its first quarter of GAAP profitability in Q3 FY2026.
For Q4 FY2026, Samsara expects total revenue to be between $421 million and $423 million.
The non-GAAP net income per share, diluted, for Q4 FY2026 is projected to be $0.12 – $0.13.

Dec 4, 2025, 9:12 PM

8-K

Samsara Reports Strong Q3 Results and First GAAP Profitability

IOT

Earnings

Guidance Update

Product Launch

Samsara Inc. reported strong third-quarter financial results, with revenue of $416 million, surpassing analyst expectations, and achieved its first quarter of GAAP profitability.
The company's annual recurring revenue (ARR) reached $1.75 billion, boosted by a record addition of 219 customers generating over $100,000 in recurring revenue each.
Samsara raised its full-year revenue forecast to approximately $1.596 billion and adjusted earnings guidance to $0.50–$0.51 per share, with projected fourth-quarter revenue between $421 million and $423 million.
Growth was supported by new product launches, including AI-driven solutions, and strategic partnerships.

Dec 4, 2025, 3:03 AM

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Earnings Transcripts

Quarterly earnings call transcripts for Samsara.

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Samsara (IOT)

Analyst Earnings Quarterly Reports

Q2 2026

Q1 2026

Q4 2025

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Executives

Sanjit Biswas

Adam Eltoukhy

Dominic Phillips

John Bicket

Board Members

Alyssa Henry

Ann Livermore

Gary Steele

Jonathan Chadwick

Marc Andreessen

Sue Bostrom

Sue Wagner

Todd Bluedorn

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Derrick Wood

Keith Weiss

Matt Bullock

Matthew Bullock

Andrew DeGasperi

Eleanor Smith

James Wood

Jim Fish

Alexander Sklar

Alexei Gogolev

Alex Sklar

Cole Erskine

David Unger

Ella Smith

Elyse Kanner

Jessica

Kasthuri Rangan

Kirk Materne

Mark Schapel

Matt

Matt Hedberg

Peter Burkly

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