๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $0.20 (Est. $0.16) โ
โข Revenue: $508.4M (Est. $483.30M) โ , +30% YoY.
โข ARR: $2.12B, +30% YoY.
โข Net New ARR: $134.1M, +28% YoY.
โข Adj. Operating Income: $106.0M, with a 21% operating margin, up 600 bps YoY.
โข Free Cash Flow: $64.7M, +46% YoY, with a 13% margin.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $514Mโ$516M (Est. $509.68M) โ
โข Q3 FY2027 Adj. EPS: $0.18โ$0.19 (Est. $0.18)
โข FY2027 Revenue: $2.043Bโ$2.047B (Est. $2.01B) โ
โข FY2027 Adj. EPS: $0.76โ$0.78 (Est. $0.71) โ
โข Q3 FY2027 Adj. Operating Margin: 21%.
โข FY2027 Adj. Operating Margin: 21%.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue and ARR both grew 30% YoY, while net new ARR increased 28%.
โข 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.
โข Samsara remained GAAP-profitable for the fourth consecutive quarter while Adj. operating margin expanded by 600 bps.
โข Q3 and FY2027 revenue guidance both came in above consensus, while the full-year Adj. EPS outlook also topped expectations.
โข Adoption of newer AI features increased more than 4x over the past two months, adding another growth vector across the Connected Operations platform.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โSamsara 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.โ