Samsara has shown strong financial growth with significant ARR increases and expansion of large customer partnerships. The company continues to innovate with AI-powered solutions and expand globally and through OEM partnerships. However, challenges such as elongated sales cycles and tariff impacts have been noted. Overall, the positive highlights outweigh these challenges.

Company Guidance

During Samsara's First Quarter Fiscal 2026 Earnings Call, the company showcased robust financial metrics, highlighting a 31% year-over-year growth in annual recurring revenue (ARR), reaching $1.54 billion. The firm added 154 new customers with over $100,000 in ARR, representing a 35% increase compared to the previous year. Samsara's multi-product strategy was evident as 95% of its $100,000-plus ARR customers subscribed to two or more products, and 66% to three or more. International markets, particularly Europe, contributed 18% of net new annual contract value (ACV), reaching its highest quarterly contribution ever. The company reported a non-GAAP gross margin of 79% and an operating margin of 14%, illustrating significant operating leverage. Looking forward, Samsara forecasts a full-year revenue of $1.547 billion to $1.555 billion, with a non-GAAP operating margin of approximately 13% and earnings per share (EPS) between $0.39 and $0.41.

Strong ARR Growth

Samsara delivered a strong Q1 of fiscal 2026, surpassing $1.5 billion in ARR, ending the quarter with $1.54 billion, growing 31% year-over-year adjusted for constant currency.

Increase in Large Customers

The company grew its customers with more than $100,000 in ARR by 154, marking a 35% year-over-year increase.

Notable Customer Partnerships

Samsara partnered with several large organizations, including 7-Eleven, Dallas-Fort Worth Airport, and one of the largest counties in the U.S., showcasing the company's ability to work with industry leaders.

AI-Powered Safety Solutions

Samsara's AI-powered safety solutions have had significant impacts, such as a 75% reduction in safety events and a 71% reduction in mobile usage for a major retail propane company.

Expansion of OEM Partnerships

Samsara expanded its ecosystem with new OEM partnerships with Hyundai Translead, Stellantis, and Rivian, enhancing trailer visibility, vehicle connections, and electric fleet management.

International Growth

18% of net new ACV came from international geographies, tying for the highest quarterly contribution ever, with Europe contributing its highest quarterly net new ACV mix.

Record Gross Margin

Samsara achieved a quarterly record non-GAAP gross margin of 79%.

Samsara (IOT) Earnings, Revenues Date & History

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IOT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2026 (Q2)	0.07 / -	0.05	―	―	―
Jun 05, 2025	2026 (Q1)	0.06 / 0.11	0.03	266.67% (+0.08)
Mar 06, 2025	2025 (Q4)	0.07 / 0.11	0.04	175.00% (+0.07)
Dec 05, 2024	2025 (Q3)	0.04 / 0.07	0.04	75.00% (+0.03)
Sep 05, 2024	2025 (Q2)	<0.01 / 0.05	0.01	400.00% (+0.04)
Jun 06, 2024	2025 (Q1)	<0.01 / 0.03	-0.02	250.00% (+0.05)
Mar 07, 2024	2024 (Q4)	0.03 / 0.04	-0.02	300.00% (+0.06)
Nov 30, 2023	2024 (Q3)	<0.01 / 0.04	-0.02	300.00% (+0.06)
Aug 31, 2023	2024 (Q2)	-0.02 / 0.01	-0.04	125.00% (+0.05)
Jun 01, 2023	2024 (Q1)	-0.05 / -0.02	-0.05	60.00% (+0.03)

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	―	―
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.