Core Insights - Samsara Inc. reported strong fiscal second-quarter results, exceeding expectations and showing significant growth driven by AI-related demand [1] - The company’s adjusted EPS was $0.12 on revenue of $391.5 million, surpassing analyst estimates of $0.07 and $372.2 million [1] - Annual recurring revenue (ARR) from customers with over $100,000 in ARR reached approximately $1 billion, reflecting a 35% year-over-year increase [1] Q3 and FY26 Guidance - For Q3, Samsara forecasts EPS between $0.83 and $0.84, with revenue projected at $398 to $400 million, both above consensus estimates of $0.10 and $372.2 million [2] - Q4 guidance includes EPS of $0.11 to $0.12 on revenue of $398 to $400 million [2] - For FY26, the company anticipates EPS of $0.45 to $0.47 and revenue between $1.574 billion and $1.578 billion, exceeding expectations of $0.41 and $1.55 billion [2]

Samsara helps the physical operators that account for 40% of the world's economy become more efficient, safe, and sustainable.Leading Internet-of-Things (IoT) specialist Samsara (IOT 16.43%) is up 14% today as of 1 p.m. ET, according to data provided by S&P Global Market Intelligence.Powered by its Connected Operations Platform, Samsara soared past analysts' expectations for the second quarter, growing revenue by 30%.The company's margins also continued to improve, with its adjusted free-cash-flow (FCF) mar ...

Key Takeaways Samsara reported Q2 EPS of $0.12, beating estimates and up 140% year over year.Quarterly revenues reached $391.5M, up from $300.2M a year ago, with ARR at $1.64B.Samsara added 133 $100K+ ARR customers and 17 $1M+ customers, now 20% of total ARR.Samsara Inc. (IOT) came out with second-quarter fiscal 2026 earnings of 12 cents per share, beating the Zacks Consensus Estimate of 7 cents by 71.4%. This compares to earnings of 5 cents per share a year ago.Samsara’s earnings beat the Zacks Consensus E ...

首席执行官兼联合创始人Sanjit Biswas表示："森萨塔本季度再次实现了稳健且高效的增长，第二季度期 末年化经常性收入达16亿美元，同比增长30%。作为全球部分规模最大、运营最复杂企业的可信赖合作 伙伴，我们亲眼见证了人工智能驱动型经济的兴起如何推动市场对我们平台的需求。我们正以前所未有 的速度进行创新，也期待能为那些支撑全球经济运转的客户创造更大价值。" 周五，总部位于美国旧金山的传感器数据平台Samsara(IOT.US)股价大涨超18%，报42.31美元。此前该 公司制定了2026财年26%的营收增长目标，该目标得到人工智能驱动的客户采用的支撑。Samsara第二 季度营收3.915亿美元，同比增长30%，按恒定汇率计算增长31%。 ...

智通财经APP获悉，周五，总部位于美国旧金山的传感器数据平台Samsara(IOT.US)股价大涨超18%，报 42.31美元。此前该公司制定了2026财年26%的营收增长目标，该目标得到人工智能驱动的客户采用的 支撑。Samsara第二季度营收3.915亿美元，同比增长30%，按恒定汇率计算增长31%。 首席执行官兼联合创始人Sanjit Biswas表示："森萨塔本季度再次实现了稳健且高效的增长，第二季度期 末年化经常性收入达16亿美元，同比增长30%。作为全球部分规模最大、运营最复杂企业的可信赖合作 伙伴，我们亲眼见证了人工智能驱动型经济的兴起如何推动市场对我们平台的需求。我们正以前所未有 的速度进行创新，也期待能为那些支撑全球经济运转的客户创造更大价值。" ...

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Samsara Inc. (IOT) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +71.43%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.11, delivering a surprise of +83.33%.Over the last four quarters, the company ha ...

Financial Data and Key Metrics Changes - The company ended Q2 with $1.6 billion in Annual Recurring Revenue (ARR), growing 30% year over year [4] - Net new ARR for Q2 was $105 million, representing a 19% year-over-year increase [15][17] - Q2 revenue reached $391 million, also growing 30% year over year, or 31% in constant currency [17][22] - Non-GAAP gross margin was 78%, up 1 percentage point year over year, while non-GAAP operating margin was 15%, up 9 percentage points [22] Business Line Data and Key Metrics Changes - Customers with $100,000+ ARR contributed close to $1 billion of ARR, up 35% year over year, representing 59% of total ARR [4][15] - The company added 17 customers with more than $1 million in ARR, a quarterly record, with this cohort now generating over 20% of total ARR [4][15] - Approximately 8% of net new Annual Contract Value (ACV) came from new products launched in the past year [15][22] Market Data and Key Metrics Changes - 15% of net new ACV came from non-U.S. geographies, with Europe showing the highest sequential growth in the last four quarters [20] - The construction sector drove the highest net new ACV mix for the eighth consecutive quarter, with significant contributions from public sector and manufacturing [20][21] Company Strategy and Development Direction - The company aims to partner with large and complex operations organizations, which is fueling growth at scale [4][5] - The focus is on leveraging a unique data advantage and accelerating innovation through AI, which is expected to drive higher customer engagement [16][17] - The company is targeting large, less discretionary operations budgets, representing approximately 80% of customers' revenue [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering durable growth and creating long-term shareholder value due to a defensible data advantage and accelerating AI innovation [16][17] - The company is well-positioned to help customers optimize their operations amidst ongoing tariff uncertainties [61][62] Other Important Information - The company processed approximately 20 trillion data points annually, with a growing proprietary data asset that provides unique insights [5][13] - The Connected Operations Cloud platform is expected to drive actionable AI-powered insights for customers [13] Q&A Session Summary Question: Early customer conversations and product traction - Management noted strong enthusiasm for new products launched, particularly in routing and commercial navigation, with positive momentum in trials and pilots across various industries [27][28] Question: Performance bounce back after Q1 - Management indicated that the strong performance in Q2 was partly due to larger deals that were pushed from Q1, with significant momentum from $1 million+ ARR customers [30][32] Question: AI traction and monetization - Management highlighted that AI is enhancing core product experiences and enabling new product introductions, with a focus on delivering value through data insights [35][37] Question: Large customer momentum and investments - Management discussed ongoing investments in supporting large customers, including dedicated teams for strategic accounts and enhancements in product security and integration [42][44] Question: International growth and competitive environment - Management stated that sustained investments in Europe have led to success, with a focus on understanding local market needs and building relevant features [46][47] Question: Pre-delivery installation program value - Management explained that pre-installation of hardware in trucks streamlines operations for large enterprises, providing a better customer experience and operational efficiency [83][84] Question: Smaller and mid-sized customer behavior - Management confirmed consistent performance in the mid-market segment, with strong growth in ARR from $100K+ customers [87]

Samsara (IOT) Q2 2026 Earnings Call September 04, 2025 05:00 PM ET Speaker0Good afternoon and welcome to Samsara's second quarter fiscal 2026 earnings call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations. Joining me today are Samsara's Chief Executive Officer and Co-Founder, Sanjit Biswas, and our Chief Financial Officer, Dominic Phillips. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, ...

Q2 FY26 Investor Presentation September 4, 2025 Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and o ...