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Samsara (IOT)
NYSE:IOT
Earnings Data
Report Date
Nov 27, 2025After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.12Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Samsara's earnings call was largely positive, with significant ARR growth, successful large customer acquisitions, and new product launches driving impressive results. While there were some challenges regarding sales cycles and tariff impacts, these were addressed effectively in the quarter.Company Guidance
Strong ARR Growth
Samsara ended Q2 with $1.6 billion in Annual Recurring Revenue (ARR), showing a 30% year-over-year increase. The $100,000+ ARR customers now represent 59% of total ARR, contributing close to $1 billion, which is up 35% year over year.
Increase in Large Customers
The company added 17 new customers with more than $1 million in ARR, marking a quarterly record. The $1 million+ ARR customers now generate over 20% of total ARR, approximately $350 million.
Innovative Product Launches
New products such as asset maintenance, commercial navigation, route planning, AI multicam, and worker safety were launched, enhancing Samsara's product portfolio.
High Customer Impact
Examples of customer success include Maxim Crane saving $13 million in maintenance costs and Mohawk Industries reducing mileage by 4.2 million miles, saving $7.75 million.
International and Market Expansion
15% of net new ACV came from non-US geographies, with Europe showing the highest level of net new ACV growth in the last four quarters.
Operating Efficiency Gains
Non-GAAP gross margin was 78%, Non-GAAP operating margin was 15%, and free cash flow margin was 11%, all showing improvement year over year.
AI and Data Utilization
Samsara processes approximately 20 trillion data points annually, using AI to deliver actionable insights, which is enhancing their product experience.
IOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 05, 2025 | $47.25 | $45.10 | -4.55% |
Mar 06, 2025 | $41.88 | $35.36 | -15.57% |
Dec 05, 2024 | $55.13 | $52.27 | -5.19% |
Sep 05, 2024 | $38.75 | $44.02 | +13.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Samsara (IOT) report earnings?
Samsara (IOT) is schdueled to report earning on Nov 27, 2025, After Close (Confirmed).
What is Samsara (IOT) earnings time?
Samsara (IOT) earnings time is at Nov 27, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IOT EPS forecast?
IOT EPS forecast for the fiscal quarter 2026 (Q3) is 0.12.
