Samsara IOT Q1 2026 Earnings Preview Upside Expected with Robust ARR Growth
AinvestwebMonday, Jun 2, 2025 7:46 pm ET
1min readForward-Looking Analysis
Samsara's upcoming Q1 2026 earnings report is anticipated to reflect continued strong growth, driven by significant achievements in annual recurring revenue (ARR) and customer expansion. The consensus EPS forecast stands at $0.06, doubling from the previous year's $0.03, supported by analyst consensus ratings of 'Strong Buy.' Samsara's guidance suggests revenue between $350 million and $352 million, marking a 25% year-over-year increase. The company also projects a non-GAAP operating margin of 7% and non-GAAP EPS between $0.05 and $0.06. Key drivers include the addition of 203 customers with over $100,000 in , a 36% year-over-year increase, and 14 customers with over $1 million in ARR. Samsara's strategic focus on international market expansion and significant growth in processed data points further supports its positive outlook. Recent achievements in safety incident reductions and record-setting margins highlight operational efficiency, bolstering expectations for another strong quarter.
Historical Performance Review
In Q4 2025, reported revenue of $346.29 million with a net income of $-11.20 million, resulting in an EPS of $-0.02. Despite the negative net income, the company's gross profit was robust at $265.99 million, reflecting a strong gross margin. The quarter was marked by significant ARR growth and customer acquisition, setting records in key financial metrics such as gross margin, operating margin, and free cash flow margin. Samsara's strategic achievements in customer expansion and operational improvements underscore a positive trajectory despite temporary setbacks in net income.
Additional News
Recently, Samsara has continued its trajectory of growth and expansion, marked by significant achievements in its Connected Operations® Platform. The company processed over 14 trillion data points annually, reflecting over 50% year-over-year growth, and successfully expanded into international markets, with 17% of net new ACV originating from international geographies. Samsara's focus on enhancing safety through its platform resulted in a major customer achieving substantial reductions in safety events, distracted driving, and harsh driving incidents. These developments, coupled with the addition of new high-revenue customers, underscore the company's commitment to innovation and market penetration.
Summary & Outlook
Samsara's financial health remains strong, reinforced by substantial ARR growth and strategic expansions. Key catalysts include the company's innovative product offerings and successful international market penetration. Despite temporary challenges in net income, Samsara's consistent growth in revenue and customer base, along with record-setting margins, paint a bullish outlook for its future prospects. The company's focus on safety improvements and data processing capabilities further solidify its position as a leader in connected operations, paving the way for sustained growth and operational excellence.
Samsara's upcoming Q1 2026 earnings report is anticipated to reflect continued strong growth, driven by significant achievements in annual recurring revenue (ARR) and customer expansion. The consensus EPS forecast stands at $0.06, doubling from the previous year's $0.03, supported by analyst consensus ratings of 'Strong Buy.' Samsara's guidance suggests revenue between $350 million and $352 million, marking a 25% year-over-year increase. The company also projects a non-GAAP operating margin of 7% and non-GAAP EPS between $0.05 and $0.06. Key drivers include the addition of 203 customers with over $100,000 in , a 36% year-over-year increase, and 14 customers with over $1 million in ARR. Samsara's strategic focus on international market expansion and significant growth in processed data points further supports its positive outlook. Recent achievements in safety incident reductions and record-setting margins highlight operational efficiency, bolstering expectations for another strong quarter.
Historical Performance Review
In Q4 2025, reported revenue of $346.29 million with a net income of $-11.20 million, resulting in an EPS of $-0.02. Despite the negative net income, the company's gross profit was robust at $265.99 million, reflecting a strong gross margin. The quarter was marked by significant ARR growth and customer acquisition, setting records in key financial metrics such as gross margin, operating margin, and free cash flow margin. Samsara's strategic achievements in customer expansion and operational improvements underscore a positive trajectory despite temporary setbacks in net income.
Additional News
Recently, Samsara has continued its trajectory of growth and expansion, marked by significant achievements in its Connected Operations® Platform. The company processed over 14 trillion data points annually, reflecting over 50% year-over-year growth, and successfully expanded into international markets, with 17% of net new ACV originating from international geographies. Samsara's focus on enhancing safety through its platform resulted in a major customer achieving substantial reductions in safety events, distracted driving, and harsh driving incidents. These developments, coupled with the addition of new high-revenue customers, underscore the company's commitment to innovation and market penetration.
Summary & Outlook
Samsara's financial health remains strong, reinforced by substantial ARR growth and strategic expansions. Key catalysts include the company's innovative product offerings and successful international market penetration. Despite temporary challenges in net income, Samsara's consistent growth in revenue and customer base, along with record-setting margins, paint a bullish outlook for its future prospects. The company's focus on safety improvements and data processing capabilities further solidify its position as a leader in connected operations, paving the way for sustained growth and operational excellence.
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