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Samsara (IOT)
NYSE:IOT
Earnings Data
Report Date
Feb 26, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.13Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlights strong performance across key growth metrics, including ARR, profitability, and large customer acquisitions, alongside successful international expansion and emerging product contributions. However, concerns about sales cycle variability for large deals and external tariff pressures were noted.Company Guidance
Strong ARR Growth
Samsara achieved $1.75 billion in ARR, growing 29% year-over-year, and added 219 customers with $100,000 plus in ARR, a quarterly record.
First Quarter of GAAP Profitability
Samsara reported its first quarter of GAAP profitability, indicating strong financial health and operational efficiency.
Growth in Large Customers
The company added 17 $1 million-plus ARR customers and highlighted significant partnerships with large enterprises, contributing to a 36% year-over-year growth in $100,000-plus ARR customers.
International Expansion
International markets showed strong growth, with Europe achieving its highest net new ACV mix and accelerating for the second consecutive quarter.
Emerging Products Success
20% of net new ACV came from emerging products launched since last year, with Asset Tags ARR growing more than 400% year-over-year.
AI-Powered Innovations
Introduction of new AI-powered coaching features and AI Multicam, enhancing customer engagement and safety outcomes.
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 |
|---|---|---|---|
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% |
Dec 05, 2024 | $55.13 | $52.27 | -5.19% |
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 Feb 26, 2026, After Close (Confirmed).
What is Samsara (IOT) earnings time?
Samsara (IOT) earnings time is at Feb 26, 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 2026 (Q4) is 0.13.
