Earnings summaries and quarterly performance for Samsara.
Executive leadership at Samsara.
Board of directors at Samsara.
Research analysts who have asked questions during Samsara earnings calls.
Dylan Becker
William Blair
6 questions for IOT
Also covers: AIOT, AZPN, BLND +15 more
Matthew Hedberg
RBC Capital Markets
5 questions for IOT
Also covers: ADSK, ALTR, BASE +28 more
Michael Turrin
Wells Fargo
5 questions for IOT
Also covers: ADBE, ADSK, CFLT +29 more
Daniel Jester
BMO Capital Markets
4 questions for IOT
Also covers: ADP, BL, DAY +11 more
James Fish
Piper Sandler Companies
4 questions for IOT
Also covers: AKAM, ANET, BAND +15 more
Junaid Siddiqui
Truist Securities
4 questions for IOT
Also covers: CHKP, CVLT, CYBR +7 more
Mark Schappel
Loop Capital Markets
4 questions for IOT
Also covers: ALTR, AZPN, DSGX +10 more
S. Kirk Materne
Evercore ISI
4 questions for IOT
Also covers: ADBE, AVPT, BLKB +16 more
Aleksandr Zukin
Wolfe Research
3 questions for IOT
Also covers: ADBE, DAY, DOCU +20 more
Alex Zukin
Wolfe Research LLC
3 questions for IOT
Also covers: ADBE, ASAN, CFLT +25 more
Christopher Quintero
Morgan Stanley
3 questions for IOT
Also covers: BILL, BL, BOX +6 more
Derrick Wood
TD Cowen
3 questions for IOT
Also covers: APPN, AVPT, BRZE +13 more
Keith Weiss
Morgan Stanley
3 questions for IOT
Also covers: ADBE, APPN, BILL +19 more
Matt Bullock
Bank of America Merrill Lynch
3 questions for IOT
Also covers: ALRM, ASAN, BOX +4 more
Matthew Bullock
Bank of America
3 questions for IOT
Also covers: ALRM, DBX
Andrew DeGasperi
BNP Paribas
2 questions for IOT
Also covers: DDOG, OS, VEEV +3 more
Eleanor Smith
JPMorgan Chase & Co.
2 questions for IOT
Also covers: CWAN, GDDY, LZ +1 more
James Wood
TD Cowen
2 questions for IOT
Also covers: BRZE, CFLT, DOMO +4 more
Jim Fish
Piper Sandler
2 questions for IOT
Also covers: AXON, NTNX, PSTG
Alexander Sklar
Raymond James Financial, Inc.
1 question for IOT
Also covers: AIOT, BL, DUOL +11 more
Alexei Gogolev
JPMorgan Chase & Co.
1 question for IOT
Also covers: ALKT, BABA, BSY +14 more
Alex Sklar
Raymond James & Associates, Inc.
1 question for IOT
Also covers: INTA, KARO, NCNO +2 more
Cole Erskine
TD Cowen
1 question for IOT
Also covers: AVPT, DOMO, RMNI
David Unger
Wells Fargo & Company
1 question for IOT
Also covers: BLND, CWAN, GWRE
Ella Smith
JPMorgan Chase & Co.
1 question for IOT
Also covers: NCNO, QTWO
Elyse Kanner
JPMorgan Chase & Co.
1 question for IOT
Also covers: ALKT, SPNS
Jessica
Raymond James & Associates
1 question for IOT
Also covers: PCTY
Kasthuri Rangan
Goldman Sachs
1 question for IOT
Also covers: ADBE, BASE, CFLT +21 more
Kirk Materne
Evercore Partners
1 question for IOT
Also covers: CRM, SNOW
Mark Schapel
Loop Capital
1 question for IOT
Matt
Western Standard
1 question for IOT
Also covers: ABEO, CWCO, FCEL +1 more
Matt Hedberg
RBC
1 question for IOT
Also covers: GTLB, SNOW
Peter Burkly
Evercore ISI
1 question for IOT
Also covers: RAMP
Recent press releases and 8-K filings for IOT.
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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
3 days ago
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
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
Samsara Selected by State of California for Connected Operations Platform
IOT
New Projects/Investments
- Samsara Inc. (NYSE: IOT) has signed Software Licensing Program contracts with the State of California, making its Connected Operations Platform more accessible to all public sector entities in the state.
- These pre-approved contracts are designed to help state and local California agencies optimize operations, safeguard communities, and maximize taxpayer dollars.
- The platform's benefits include reducing fuel and energy waste, improving asset utilization, enhancing frontline worker safety, automating workflows, and simplifying compliance, such as for California's Air Resources Board’s (CARB) Clean Truck Check.
- Thousands of public sector organizations nationwide have already standardized on Samsara's platform.
Oct 14, 2025, 1:00 PM
Samsara Inc. Reports Strong Fiscal Year 2024 Results Amidst Expanding Automotive Telematics Market
IOT
Earnings
Revenue Acceleration/Inflection
- Samsara achieved $1.1 billion in annual recurring revenue and US$937 million in total revenue for fiscal year 2024.
- The company expanded its customer base, adding 611 clients with over $100,000 in annual recurring revenue, bringing the total to 1,848.
- The global automotive telematics market, valued at US$ 70.8 billion in 2024, is projected to grow to US$ 349.2 billion by 2033.
- Samsara's platform processed over 9 trillion data points and digitized over 230 million workflows in fiscal year 2024, contributing to 2.3 billion pounds of carbon emission savings.
Aug 14, 2025, 1:32 PM
Quarterly earnings call transcripts for Samsara.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more