Samsara reports Q4 EPS 18c, consensus 13c

Reports Q4 revenue $444.3M, consensus $422.32M. “Fiscal year 2026 was an outstanding year of durable and efficient growth. We ended the year with $1.9 billion of ARR, an increase of 30% year-over-year in constant currency. Within that, we added $432 million of net new ARR, an increase of 21% year-over-year growth in constant currency, accelerating year-over-year at a larger scale,” said Sanjit Biswas, CEO and co-founder of Samsara (IOT). “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization. We are now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform our customers’ operations. We are innovating at an unprecedented pace and are excited to deliver even greater impact for our customers who keep the global economy running.”