Aftermarket after quarterly figures, 05.12.
$ASAN (-3,69 %)
$RBRK +15.82%
$DOCU (-0,55 %)
$ULTA (+0,22 %)
$GTLB (+6,98 %)
$LULU (+1,1 %)
$VEEV (+0,84 %)
$PATH (+3,5 %)
$VSCO (+5,06 %)
$HPE (+2,55 %)
$IOT -6.58%
Puestos
7Aftermarket after quarterly figures, 05.12.
$ASAN (-3,69 %)
$RBRK +15.82%
$DOCU (-0,55 %)
$ULTA (+0,22 %)
$GTLB (+6,98 %)
$LULU (+1,1 %)
$VEEV (+0,84 %)
$PATH (+3,5 %)
$VSCO (+5,06 %)
$HPE (+2,55 %)
$IOT -6.58%
$IOT Samsara Inc. reported earnings
Q3 FY2025 results ended on November 2nd 2024
- Revenue: $322.0M, +36% YoY
- ARR: $1.349B, +35% YoY
- GAAP Net Loss: $37.8M vs $45.5M YoY
- Enterprise Customers ($100k+ ARR): 2,303, +38% YoY
CEO Sanjit Biswas: "We achieved another strong quarter of durable and efficient growth at a greater scale. We ended Q3 at $1.35 billion in ARR, growing 35% year-over-year, and achieved a quarterly record of 10% adjusted free cash flow margin."
🌱Revenue & Growth
- ARR at quarter end: $1.349B, +35% YoY
- 10 trillion data points collected annually
- Total customers with $100K+ ARR: 2,303
- Net retention rate not disclosed
💰Profits & Financials
- Gross margin: 76% vs 74% YoY
- Non-GAAP Operating Income: $33.9M vs $12.7M YoY
- Operating cash flow: $36.0M vs $11.9M YoY
- Cash and investments: $913M
📌Business Highlights
- GAAP operating margin improved 8 points YoY
- Adjusted free cash flow margin improved 6 points YoY
- Strong enterprise customer growth
- Achieving greater operating leverage
- Platform collecting over 10T data points annually
🔮Future Outlook
Q4 FY2025:
- Revenue: $334M-$336M
- Non-GAAP Operating Margin: 9%
- Non-GAAP EPS: $0.07-$0.08
FY2025:
- Revenue: $1.237B-$1.239B
- Year/Year Growth: 32%
- Non-GAAP Operating Margin: 7%
Do you think this is still a good ETF? A few years ago I bought Wisdom Cloud Computing ETF $WCLD (+1,16 %)
It is an ETF where I have the most losses but I personally think it still has a future.
The ETF consists of:
Samsara Inc-Cl A 1.86% $IOT
Gitlab Inc-Cl A 1.86% $GTLB (+6,98 %)
Box Inc - Class A 1.82% $BOX (-0,1 %)
Zoominfo Technologies Inc-A 1.80% $ZTNO
Zoom Video Communications-A 1.79% $ZM (+0,91 %)
Mongodb Inc 1.78% $MDB (-0,58 %)
Veeva Systems Inc-Class A 1.75% $VEEV (+0,84 %)
AvePoint Inc 1.71% $AVPT
Workday Inc 1.67% $WDAY (+1,08 %)
Dropbox Inc-Class A 1.66% $DBX (+1,99 %)
Remaining Portfolio 82.30%
I am curious about your opinion!
$IOT | Samsara Q2 Earnings Highlights:
🔹 Sales: $300M (Est. $290M) 🟢; UP +37% YoY
🔹 Adj EPS: $0.05 (Est. $0.01) 🟢
🔹 ARR: $1.26B; UP +36% YoY
FY2025 Guidance:
🔹 Sales: $1.23B (Est. $1.21B) 😐
🔹 Adj EPS: $0.16 - $0.18 (Est. $0.13) 🟢
Q2 Non-GAAP Financial Highlights:
🔹 Total Revenue: $300.2M; UP +37% YoY
🔹 ARR: $1.264B; UP +36% YoY
🔹 Gross Margin: 77% (UP from 75% YoY)
🔹 Operating Income: $17.6M (Improved from -$5.9M YoY)
🔹 Operating Margin: 6% (Improved from -3% YoY)
🔹 Net Cash from Operations: $18.1M (UP from $7.7M YoY)
🔹 Free Cash Flow: $13.1M (UP from $4.7M YoY)
Customer Metrics:
🔹 2,133 customers with ARR over $100,000, UP +41% YoY
CEO Sanjit Biswas' Commentary:
🔸 "We achieved another strong quarter of durable and efficient growth at a greater scale. Q2 ended at $1.264 billion in ARR, growing 36% year-over-year, and at a quarterly record non-GAAP operating margin. We’re proud to have achieved an important company milestone this quarter—we now collect more than 10 trillion data points annually on the Samsara platform."
What we can expect next week:
Monday, June 3:
Tuesday, June 4:
Wednesday, June 5:
Thursday, June 6:
Friday, June 7:
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