馃敼 Adj. EPS: $0.11 (Est. $0.07) 馃煝
馃敼 Revenue: $346.3M (Est. $335.52M) 馃煝; UP +25% YoY
馃敼 ARR: $1.46B; UP +32% YoY
馃敼 Customers with ARR >$100K: 2,506; UP +36% YoY
Q1'26 Guidance:
馃敼 Revenue: $350M-$352M (Est. $354.04M) 馃敶
馃敼 Adj. EPS: $0.05-$0.06 (Est. $0.05) 馃煛
馃敼 Non-GAAP Operating Margin: 7%
Full-Year Fiscal 2026 Outlook:
馃敼 Revenue: $1.52B-$1.53B (Est. $1.54B) 馃敶
馃敼 Adj. EPS: $0.32-$0.34 (Est. $0.29) 馃煝
馃敼 Revenue Growth: 22%-23% YoY
馃敼 Non-GAAP Operating Margin: 11%
Key Financial Metrics (Q4'25):
馃敼 Adj. Gross Profit: $269.8M; Adj. Gross Margin: 78% (Prev. 76%)
馃敼 Adj. Operating Income: $55.9M (Prev. $13.5M)
馃敼 Adj. Operating Margin: 16% (Prev. 5%)
馃敼 Free Cash Flow: $48.5M (Prev. $16.0M)
Strategic & Business Updates:
馃敻 Samsara continues to expand partnerships with major enterprises, strengthening its Connected Operations庐 platform.
馃敻 Company remains focused on efficiency at scale, combining growth with profitability.
Management Commentary:
馃敻 CEO Sanjit Biswas: "We achieved durable and efficient growth, reaching nearly $1.5 billion ARR. Our scale, profitability, and market opportunity continue to expand as we partner with the world's largest operations organizations to drive transformation."