Symbols

IOT

Samsara·NYSE

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IOT fundamentals

IOT Q4 2026 Earnings

Samsara (IOT) released its earnings on Mar 5, 2026: revenue was 444.30M (YoY +28.30%), beat estimates; EPS was 0.18 (YoY +63.64%), beat estimates.

Revenue / YoY

444.30M

+28.30%

EPS / YoY

0.18

+63.64%

Report date

Mar 5, 2026

IOT Earnings Call Summary for Q4,2026

Record Growth: FY '26 ARR $1.9B (+30% YoY), driven by $432M net new ARR. Large customers ($100k+ ARR) grew 37% YoY, contributing 61% of total ARR.
AI Automation Launch: Introduced AI Safety Coach, an AI agent providing real-time safety coaching and dynamic alerts, marking Phase 3 automation.
Product Expansion: Asset Tags ARR tripled YoY, with new XS form factor targeting handheld tools. Secured major deals with Southern California Edison and Estes, expanding into AI Multicam and connected asset maintenance.
Financial Strength: FY '26 non-GAAP operating margin 17%, targeting 19% in FY '27. GAAP profitability expected for FY '27, with free cash flow margin 13%.
Market Momentum: Emerging products (23% of Q4 net new ACV) and international growth (15% of net new ACV) diversifying revenue. Europe ARR growth accelerated, with UK's Dawsongroup signing largest European deal.

Earnings

EPS

Revenue

Revenue & Expenses

IOT has released its 2026 Q4 earnings report, with revenue of 444.30M, reflecting a YoY change of 28.30%, and net profit of 22.04M, showing a YoY change of 296.73%. The Sankey diagram below clearly presents IOT's revenue sources and cost distribution.

Key Indicators

Samsara (IOT) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Samsara (IOT)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Samsara (IOT)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Samsara (IOT)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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