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Samsara (IOT)
NYSE:IOT
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.13Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized durable, accelerating growth at scale with significant product momentum (ending ARR $1.9B, +30% YoY; FY '26 net new ARR $432M; emerging products now >$100M ARR and 23% of Q4 net new ACV), margin expansion, GAAP profitability, and a clear AI/data-driven strategy. Headwinds noted include guidance showing slower growth rates for FY '27 compared with FY '26, component cost pressure (storage/NAND), concentration in larger customers, and ongoing change-management challenges in customer adoption. Overall, positives (strong growth, expanding margins, product/AI traction, large deal wins and conservative yet profitable guidance) materially outweigh the listed lowlights.Company Guidance
Strong ARR and Net New ARR Growth
Ending ARR of $1.9B, up 30% year-over-year; FY '26 net new ARR of $432M, up 21% year-over-year; Q4 net new ARR of $145M, up 33% year-over-year (31% in constant currency) and the highest net new ARR growth in the past 8 quarters.
Large Customer Momentum
ARR from $100,000+ customers totaled $1.2B, up 37% year-over-year; 3,194 $100k+ ARR customers at year-end (added 204 in Q4); $100k+ customers represent 61% of total ARR (up from 58% a year ago).
Enterprise Deals and Upscale Wins
Quarterly record 13 $1M+ net new ACV transactions; ARR from $1M+ customers grew 56% year-over-year; 9 of top 10 net new ACV deals in Q4 included 2+ products, 8 included 3+ products and 6 included 4+ products, reflecting strong multiproduct adoption.
Revenue and International Acceleration
FY '26 revenue of $1.6B, up 30% year-over-year (29% in constant currency); 15% of Q4 net new ACV from non-U.S. geographies with Europe ARR growth accelerating for the fourth straight quarter and Canada posting its highest YoY net new ACV growth in 10 quarters.
Emerging Product Traction
Emerging products contributed 23% of net new ACV in Q4 and now represent >$100M in ARR; Asset Tags ending ARR more than tripled YoY and Q4 included the largest-ever Asset Tags deal (Total Safety).
Profitability and Margin Expansion
Achieved GAAP profitability for the second consecutive quarter; FY '26 non-GAAP gross margin 78% (up 1 ppt YoY), non-GAAP operating margin 17% (up 8 ppts YoY), and free cash flow margin 13% (up 4 ppts YoY).
High Dollar-Based Net Retention
Dollar-based net retention approximately 115% for core customers under both the prior $10k+ and updated $25k+ ARR definitions, indicating strong retention and expansion within the base.
Operational and Product Innovations
Launched AI Safety Coach (first AI agent) and roadmap for other AI agents; platform processes >25 trillion data points annually; doubled network density in 2 years and introduced Asset Tag XS (5x smaller) and a new Asset Tag with 6-year battery life (50% improvement).
Conservative and Growth-Embedded Guidance
Q1 FY '27 guidance: revenue $454M–$456M (+24% YoY, 22-23% cc), non-GAAP operating margin 15%, non-GAAP EPS $0.12–$0.13. FY '27 guidance: revenue $1.965B–$1.975B (+21–22% YoY), non-GAAP operating margin 19%, non-GAAP EPS $0.65–$0.69, and expected GAAP profitability for FY '27.
Go-to-Market Efficiency
ARR per employee has increased materially (ARR per employee up >30% over the last 3 years) and management highlighted continued productivity improvements and focused hiring primarily in go-to-market roles to drive further leverage.
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 |
|---|---|---|---|
Mar 05, 2026 | $29.58 | ― | ― |
Dec 04, 2025 | $40.71 | $45.22 | +11.08% |
Jun 05, 2025 | $47.25 | $45.10 | -4.55% |
Mar 06, 2025 | $41.88 | $35.36 | -15.57% |
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 May 28, 2026, After Close (Confirmed).
What is Samsara (IOT) earnings time?
Samsara (IOT) earnings time is at May 28, 2026, 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 2027 (Q1) is 0.13.
