Samsara 2026 Q2 Earnings Improved Losses, Revenue Surges 30.4%

Samsara (IOT) released its Q2 2026 earnings report on September 9, 2025. The report showed solid revenue growth, with improved net losses, though the company has yet to turn a profit.

Samsara’s total revenue for the quarter reached $391.48 million, marking a 30.4% increase compared to $300.20 million in Q2 2025. The company showed improvement in profitability, narrowing its loss per share to $0.03 from $0.09 year-over-year—a 66.7% reduction. Additionally, the net loss decreased by 66.1% to $-16.80 million, down from $-49.61 million in the prior-year quarter.

Revenue

Earnings/Net Income
Samsara reported a narrowing of losses both on a per-share and total net income basis. While the company remains unprofitable, the reduction in losses by 66.7% on a per-share basis and 66.1% overall indicates progress in controlling costs and improving efficiency. Despite these improvements, Samsara has continued to report losses in the corresponding fiscal quarter for the past five years, underscoring the company’s ongoing financial challenges.

Price Action

The stock price of Samsara experienced mixed performance in the short term. Shares fell 3.50% during the latest trading day but gained 8.76% over the most recent full trading week. Looking at a longer timeframe, the stock rose 11.63% month-to-date, suggesting a positive market response to the earnings report and broader investor sentiment.

Post-Earnings Price Action Review
Following the earnings release, Samsara’s stock initially declined, possibly reflecting investor caution or profit-taking. However, the broader market rally and positive sentiment over the company’s improved performance helped drive a strong weekly rebound. The month-to-date gains indicate that the market is beginning to value Samsara’s progress in reducing losses and growing revenue. The mixed price action highlights the balance between skepticism and optimism regarding the company’s long-term prospects.

CEO Commentary
Samsara CEO David Rusnell emphasized the company’s strategic position in the IoT industry, driven by enterprise digital transformation. He pointed to increasing demand for real-time operational intelligence across key sectors such as logistics, energy, and transportation. Despite ongoing challenges, including supply chain constraints and macroeconomic pressures, Rusnell expressed confidence in Samsara’s long-term growth trajectory, citing continued investment in AI-driven analytics and cloud infrastructure.

Guidance
Samsara provided revenue guidance of approximately $391.48 million for Q2 2026, consistent with the reported figure, and expects an EPS of -$0.03. The company plans to continue investing in R&D and infrastructure to support future growth. However, it did not provide specific guidance on capital expenditures or net income. Rusnell emphasized the importance of expanding customer adoption and enhancing platform capabilities to drive sustainable revenue and operational efficiency.

Additional News
On September 8, 2025, the Nigerian government announced that raw shea exports would be suspended to enhance global competitiveness, a move expected to benefit domestic processors and manufacturers. Additionally, the Federal Government stated that contracts below N20 billion would be reserved for local firms, aiming to stimulate indigenous business growth. In a separate development, the Nigerian Army reported dismantling a terrorist logistics network and rescuing nine hostages, underscoring ongoing security operations in the region.