$IOT (-8,68%)

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: $0.20 (Est. $0.16) ✅

• Revenue: $508.4M (Est. $483.30M) ✅, +30% YoY.

• ARR: $2.12B, +30% YoY.

• Net New ARR: $134.1M, +28% YoY.

• Adj. Operating Income: $106.0M, with a 21% operating margin, up 600 bps YoY.

• Free Cash Flow: $64.7M, +46% YoY, with a 13% margin.

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q3 FY2027 Revenue: $514M–$516M (Est. $509.68M) ✅

• Q3 FY2027 Adj. EPS: $0.18–$0.19 (Est. $0.18)

• FY2027 Revenue: $2.043B–$2.047B (Est. $2.01B) ✅

• FY2027 Adj. EPS: $0.76–$0.78 (Est. $0.71) ✅

• Q3 FY2027 Adj. Operating Margin: 21%.

• FY2027 Adj. Operating Margin: 21%.

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Revenue and ARR both grew 30% YoY, while net new ARR increased 28%.

• Large customers remain a key growth driver, with customers above $1M in ARR generating more than $500M of ARR, up over 50% YoY for the third consecutive quarter.

• Samsara remained GAAP-profitable for the fourth consecutive quarter while Adj. operating margin expanded by 600 bps.

• Q3 and FY2027 revenue guidance both came in above consensus, while the full-year Adj. EPS outlook also topped expectations.

• Adoption of newer AI features increased more than 4x over the past two months, adding another growth vector across the Connected Operations platform.

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter.”

$IOT (-8,68%)

🔹 Revenue: $391.5M (Est. $372.22M) 🟢; UP +30% YoY

🔹 EPS: $0.12 (Est. $0.07) 🟢; UP +140% YoY

🔹 ARR: $1.64B; UP +30% YoY

🔹 Customers >$100K ARR: 2,771 (vs. 2,120 LY); ARR +35% YoY

🔹 Customers >$1M ARR: >20% of ARR

FY26 Guidance:

🔹 Revenue: $1.57B–$1.58B (Est. $1.55B) 🟢; UP +26% YoY

🔹 EPS: $0.45–$0.47 (Est. $0.41) 🟢

Q3 Guidance

🔹 Revenue: $398M–$400M (Est. $388M) 🟢; UP +24% YoY

🔹 EPS: $0.11–$0.12 (Est. $0.10) 🟢

CEO Commentary:

🔸 “We ended Q2 with $1.6B in ARR, a 30% increase year-over-year.”

🔸 “The rise of the AI-driven economy is amplifying demand for our platform.”

🔸 “We are innovating at an unprecedented pace to deliver even greater impact for customers.”

$IOT (-8,68%)

🔹 Adj. EPS: $0.11 (Est. $0.07) 🟢

🔹 Revenue: $346.3M (Est. $335.52M) 🟢; UP +25% YoY

🔹 ARR: $1.46B; UP +32% YoY

🔹 Customers with ARR >$100K: 2,506; UP +36% YoY

Q1'26 Guidance:

🔹 Revenue: $350M-$352M (Est. $354.04M) 🔴

🔹 Adj. EPS: $0.05-$0.06 (Est. $0.05) 🟡

🔹 Non-GAAP Operating Margin: 7%

Full-Year Fiscal 2026 Outlook:

🔹 Revenue: $1.52B-$1.53B (Est. $1.54B) 🔴

🔹 Adj. EPS: $0.32-$0.34 (Est. $0.29) 🟢

🔹 Revenue Growth: 22%-23% YoY

🔹 Non-GAAP Operating Margin: 11%

Key Financial Metrics (Q4'25):

🔹 Adj. Gross Profit: $269.8M; Adj. Gross Margin: 78% (Prev. 76%)

🔹 Adj. Operating Income: $55.9M (Prev. $13.5M)

🔹 Adj. Operating Margin: 16% (Prev. 5%)

🔹 Free Cash Flow: $48.5M (Prev. $16.0M)

Strategic & Business Updates:

🔸 Samsara continues to expand partnerships with major enterprises, strengthening its Connected Operations® platform.

🔸 Company remains focused on efficiency at scale, combining growth with profitability.

Management Commentary:

🔸 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."

$IOT (-8,68%) 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%