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- **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.

**【CEO Summary Section】**
- Q3 ARR reached $1.75 billion, growing 29% YoY, with $105 million in net new ARR (23% YoY in constant currency). 
- Added 219 new $100k+ ARR customers (record high), contributing >$1 billion ARR (36% YoY growth). 
- Launched AI-powered coaching features (Automated Coaching, Group Coaching, Workflow Automations) driving 37% accident reduction in 6 months. 
- Expanded international partnerships in Europe and Mexico, including Allianz and Element Fleet Management. 
- Named #7 on Fortune Future 50 list for long-term growth potential.

**【CFO Financial Commentary】**
- Q3 revenue $416 million (29% YoY), GAAP net income $420 million, Non-GAAP EPS $1.08 (vs. $0.95 consensus). 
- Non-GAAP gross margin 78%, operating margin 19% (vs. 10% YoY), free cash flow margin 13%. 
- Emerging products (AI Multicam, Asset Tags) contributed 20% of net new ACV, with Asset Tags ARR up 400% YoY. 
- Q4 guidance: Revenue $421-423M (22% YoY), Non-GAAP EPS $0.12-0.13. 
- FY '26 guidance: Revenue $1.595-1.597B (28% YoY), Non-GAAP EPS $0.50-0.51.

**【Q&A Highlights】**
- **Growth Acceleration**: Q3 net new ARR growth rate highest in 7 quarters, driven by 8 $1M+ ACV deals and 20% emerging product contribution. 
- **International Momentum**: Europe net new ACV growth accelerated 2nd consecutive quarter, public sector ARR >$100M. 
- **AI Impact**: AI-powered safety solutions reduce accidents by 73% over 30 months, with 44% safety event reduction in pilot. 
- **Large Customer Strategy**: 95% of $100k+ customers use 2+ products, 70% use 3+ products, driving 115% net retention rate. 
- **International Momentum**: Europe net new ACV growth accelerated 2nd consecutive quarter, Mexico partnership expansion.

Samsara Inc. (IOT) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

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Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

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Interest Income

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Net Income from Continuing Operations

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Other Items Before Net Income

Net Income

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Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Diluted EPS from Discontinued Operations

IOT

IOT fundamentals

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