Samsara Inc. (NYSE:IOT) is the most expensive stock in my Deep Value Returns portfolio. And I'm extremely valuation conscientious. But I believe that Samsara is exceptional. The asking price is worth every penny. I know you'd expected me to say this. Or that this is unjustified. Or something of the sort. And these are all true. Meanwhile, the market is pushing back against a lot of SaaS stocks due to their valuation. And this makes sense. Superficially, IOT isn't cheap at 15x this year's sales. But this met ...

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Kyryl Gorlov Strong Q1 beats by $0.02, revenue of $280.73M beats by $8.34M Samsara press release (NYSE:IOT): Q1 Non-GAAP EPS of $0.03 beats by $0.02. . . Ending ARR of $1.176 billion, representing 37% year-over-year growth. 1,964 customers with ARR over $100,000, up 43% year-over-year. ● . Q1 Earnings (Seeking Alpha) For a detailed analysis of Samsara business, and why we think if's a top SaaS performer, please see our previous article here (very large $1.5T TAM, high ROJ of its offerings and large customer ...

used in the transportation industry and fleet management. ● Samsara Inc. · 1D · NYSE = 032.84 H33.08 L29.42 C30.56 -4.30 (-12.34%) uso 51.73 IOT sold off on its fiscal Q1 2025 earnings 50.00 report desite beating consensus 48.87 48.00 estimates and raising guidance. 46.88 46.00 42.28 38.00 36.00 32.00 29.70 27.65 Pullback support levels are at 24.00 $29.70, $27.65, $25.42 and $21.89 21.89 19.45 80.00 70.00 Daily RSI falls to the 60.00 oversold 29-band. 50.00 40.00 30.00 20.00 22 22 Jun 10 17 Jul 15 IoT is C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 4, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorp ...

Samsara (IOT) reported non-GAAP earnings of 3 cents per share in first-quarter fiscal 2025, beating the Zacks Consensus Estimate of 2 cents. The company reported a loss of 2 cents in the previous year. Revenues came in at $281 million, up 37% year over year. The figure beat the Zacks Consensus Estimate by 3.02%. Top-Line Details In the fiscal first quarter, Samsara concluded with Annual Recurring Revenues (ARR) of $1.18 billion, up 37% year over year. The upside was driven by strong large customer momentum, ...

Samsara shares dropped in extended trading on Thursday even as the fleet-management software provider reported quarterly results above analysts' expectations and lifted its full-year earnings and sales outlooks. CEO Sanjit Biswas said that he expects the company to produce ongoing strong growth at scale as customers in other industries adopt its platform, though he did point out that Samsara's full-year outlook accounts for potentially deteriorating macroeconomic factors. Monitor the $31 level, an area on t ...

Samsara Inc. (IOT) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.02 per share a year ago. These figures are adjusted for nonrecurring items. Ahead of this earnings release, the estimate revisions trend for Samsara Inc. Mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stoc ...

Financial Performance - Q1 FY2025 revenue reached $280.7 million, representing a 37% year-over-year growth[4] - Annual Recurring Revenue (ARR) at the end of Q1 FY2025 was $1.176 billion, also reflecting a 37% year-over-year increase[6] - The number of customers with ARR over $100,000 increased by 43% year-over-year, totaling 1,964 customers[6] - Revenue for the three months ended May 4, 2024, was $280,726,000, representing a 37.4% increase from $204,320,000 in the same period last year[34] - Gross profit for the same period was $212,101,000, with a gross margin of 76%, up from 72% year-over-year[39] - Non-GAAP operating income for Q1 FY2025 was $6.2 million, resulting in a non-GAAP operating margin of 2%[5] - Non-GAAP net income for the same period was $15,867,000, compared to a non-GAAP net loss of $11,063,000 in the previous year[39] - The company reported a basic and diluted net loss per share of $0.10 for the three months ended May 4, 2024, compared to $0.13 in the prior year[34] Future Outlook - For Q2 FY2025, the company expects total revenue between $288 million and $290 million, indicating a year-over-year growth of 31% to 32%[7] - The fiscal year 2025 revenue outlook is projected to be between $1.205 billion and $1.213 billion, with a year-over-year growth of 29%[7] - Non-GAAP net income per share for FY2025 is expected to be between $0.13 and $0.15[7] Operational Insights - The company will host an Investor Day on June 27, 2024, to provide further insights into its trajectory and the state of physical operations[9] - Samsara's mission focuses on increasing the safety, efficiency, and sustainability of operations that power the global economy[8] Financial Position - Cash and cash equivalents increased to $162,466,000 as of May 4, 2024, up from $135,536,000 as of February 3, 2024[31] - Total assets as of May 4, 2024, were $1,749,433,000, a slight increase from $1,734,845,000 as of February 3, 2024[31] - Total stockholders' equity rose to $923,888,000 from $915,147,000 in the previous quarter[31] Expenses and Investments - Research and development expenses increased to $72,973,000, up from $60,366,000 year-over-year, reflecting a focus on innovation[34] - Free cash flow for the three months ended May 4, 2024, was $18,608,000, compared to $7,955,000 in the same period last year[42] Profitability Improvement - Net loss for the three months ended May 4, 2024, was $56,289,000, compared to a net loss of $67,856,000 in the prior year, indicating an improvement of 17.5%[34]

The latest trading session saw Samsara Inc. (IOT) ending at $39.37, denoting a -0.25% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.7% for the day. On the other hand, the Dow registered a gain of 0.01%, and the technology-centric Nasdaq increased by 1.1%. Heading into today, shares of the company had gained 14.77% over the past month, outpacing the Computer and Technology sector's gain of 8.26% and the S&P 500's gain of 4.03% in that time. The invest ...