IOT
Samsara·NYSE
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IOT fundamentals
Samsara (IOT) expects to report earnings on Dec 4, 2025, with estimated revenue of 399.01M (YoY +23.92%), and EPS at 0.12 (YoY +71.43%).
Revenue estimate / YoY
399.01M
+23.92%
EPS estimate / YoY
0.12
+71.43%
Report date
Dec 4, 2025
IOT Earnings Call Summary for Q3,2026
- Record ARR Growth: $1.75B ARR (29% YoY), $105M net new ARR (23% YoY in CC).
- Customer Expansion: 219 new $100k+ customers, 17 new $1M+ customers, 8 $1M+ ACV deals.
- AI Safety Impact: 37% accident reduction in 6 months, 73% over 30 months.
- Financial Strength: GAAP profitable, 19% operating margin, 13% free cash flow margin.
- Emerging Products: 20% of net new ACV from AI Multicam, Asset Tags (400% YoY growth).
- International Expansion: Europe ACV growth accelerating, Mexico partnership expansion.
- Q4 Guidance: $421-423M rev (22% YoY), $0.12-0.13 EPS.
- Fortune Recognition: #7 on Future 50 list for long-term growth.
EPS
Revenue
Revenue & Expenses
IOT has released its 2026 Q2 earnings report, with revenue of 391.48M, reflecting a YoY change of 30.41%, and net profit of -16.80M, showing a YoY change of 66.14%. 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.
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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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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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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Where does Samsara (IOT) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Samsara (IOT) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What were the key takeaways from Samsara's earnings call?What factors drove the changes in Samsara's revenue and profit?Did Samsara beat or miss consensus estimates last quarter?What is Samsara's latest dividend and current dividend yield?What does Samsara do and what are its main business segments?What is Samsara's gross profit margin?What guidance did Samsara's management provide for the next earnings period?What is the revenue and EPS growth rate for Samsara year over year?
