Samsara (IOT) Company Report

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.

4 days ago

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

Morningstar

Samsara and Allianz UK Announce Strategic Partnership for Fleet Risk Management

IOT

New Projects/Investments

Samsara Inc. and Allianz UK have formed a strategic partnership to provide Allianz-insured commercial customers in the UK with preferred access and exclusive discounts to Samsara’s AI dual-facing dash cams and connected operations platform.
This collaboration aims to enhance fleet risk management, improve safety, efficiency, and sustainability for UK fleets by leveraging Samsara's data-driven insights.
A joint customer, Vp Brandon Hire Station, reported a 40% reduction in accident-related costs after implementing Samsara's technology, which also led to reduced insurance costs.

Oct 30, 2025, 2:07 PM

Press Release

Samsara Releases Safety Report Highlighting AI-Enabled Fleet Performance

IOT

Product Launch

New Projects/Investments

Samsara's first Samsara Safety Report, published on October 28, 2025, indicates that fleets implementing its full AI safety solution achieve a ~75% reduction in crash rates over 30 months. This solution includes dual-facing AI dash cams, automated in-cab alerts, and AI driver coaching.
The report, based on anonymized, aggregated data from over 2,600 fleets, also shows significant reductions in risky behaviors, with a 48% decrease in harsh events and an 84% decrease in mobile usage within the first six months. These improvements further compound to 69% and 96% respectively by month 30.
Fleets with 175+ vehicles utilizing Samsara's complete AI safety solution also saw substantial improvements in Compliance, Safety, and Accountability (CSA) scores, including a 43% improvement in Unsafe Driving score and an 83% improvement in Controlled Substances/Alcohol score after 30 months.

Oct 28, 2025, 1:00 PM

Press Release

Fintool News

In-depth analysis and coverage of Samsara.

Deals & Capital Markets

Google-Backed Motive Files for IPO, Sets Up $20B+ Showdown With Samsara

Dec 24, 2025

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Earnings Transcripts

Quarterly earnings call transcripts for Samsara.

Q3 2026

Dec 4, 2025

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Q2 2026

Sep 4, 2025

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Q1 2026

Jun 5, 2025

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Samsara (IOT)

Analyst Earnings Quarterly Reports

Q2 2026

Q1 2026

Q4 2025

Q3 2025

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

Analyst Coverage

Dylan Becker

Matthew Hedberg

Michael Turrin

Daniel Jester

James Fish

Junaid Siddiqui

Mark Schappel

S. Kirk Materne

Aleksandr Zukin

Alex Zukin

Christopher Quintero

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

Latest news

Fintool News

Google-Backed Motive Files for IPO, Sets Up $20B+ Showdown With Samsara

Earnings Transcripts

Q3 2026

Q2 2026

Q1 2026

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