Company Overview - Samsara Inc. was founded in 2015 and is listed on NYSE under the ticker IOT [1] - The company specializes in aggregating data from its IoT terminal devices through its Connected Operations Platform [1] - Samsara provides end-to-end solutions aimed at enterprise customers [1] Technology and Solutions - The technology offered by Samsara is designed to help customers capture, aggregate, and analyze data effectively [1]

Core Insights - Samsara Inc. reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and showing an increase from $0.03 per share a year ago, resulting in an earnings surprise of 83.33% [1] - The company achieved revenues of $366.88 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 4.39% and up from $280.73 million year-over-year [2] - Samsara Inc. has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Samsara Inc.'s stock will largely depend on management's commentary during the earnings call and the sustainability of the recent price movements [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $369.05 million, and for the current fiscal year, it is $0.33 on revenues of $1.53 billion [7] Industry Context - The Internet - Software industry, to which Samsara Inc. belongs, is currently ranked in the top 23% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Data and Key Metrics Changes - Samsara reported a strong Q1 with an annual recurring revenue (ARR) of $1,540,000,000, representing a 31% year-over-year growth adjusted for constant currency [5][23]. - Q1 revenue reached $367,000,000, also growing 31% year-over-year or 32% when adjusted for constant currency [24]. - Non-GAAP gross margin was a record 79% in Q1, with a non-GAAP operating margin of 14%, up from 2% in Q1 FY '25 [31]. Business Line Data and Key Metrics Changes - The number of customers with more than $100,000 in ARR increased by 154, a 35% year-over-year growth [5][25]. - ARR per 100k+ customer increased to $338,000, with 58% of ARR coming from these customers, up from 56% a year ago [25][26]. - 95% of 100k+ ARR customers and 85% of core customers subscribed to two or more Samsara products, indicating increased utilization of the platform [26]. Market Data and Key Metrics Changes - 18% of net new annual contract value (ACV) came from international markets, with Europe showing significant growth [29]. - The construction sector contributed the highest net new ACV mix for the seventh consecutive quarter, while transportation achieved its highest year-over-year growth in over four years [30][81]. Company Strategy and Development Direction - The company is focusing on partnerships with OEMs to simplify customer onboarding and enhance data integration [20][39]. - Samsara aims to leverage AI to improve safety and maintenance solutions, addressing customer needs for efficiency and risk management [10][99]. - The strategy includes expanding the ecosystem through partnerships with major vehicle and equipment manufacturers to enhance customer experience [19][20]. Management's Comments on Operating Environment and Future Outlook - Management noted that elongated sales cycles were observed due to macroeconomic uncertainties, particularly related to tariffs [23][44]. - Despite these challenges, the company reported a record pipeline generation in Q1, indicating strong customer interest [36][73]. - The outlook remains positive, with expectations for continued growth and efficiency gains in the upcoming quarters [31][73]. Other Important Information - The company is investing in AI-powered solutions to help customers optimize asset utilization and maintenance [16][99]. - Samsara's customer base includes significant partnerships with large organizations, enhancing its market presence [6][21]. Q&A Session Summary Question: Sales cycle elongation and deal quality - Management indicated that the quality and size of deals remained consistent despite elongated sales cycles, with a record pipeline generation in Q1 [35][36]. Question: OEM investments and competitive positioning - The CEO emphasized the importance of OEM partnerships in reducing friction for customers and enhancing data insights [38]. Question: Impact of macro environment on sales capacity - Management is closely monitoring sales productivity and plans to continue adding sales capacity throughout the year [56][57]. Question: International market momentum - The company has seen significant growth in international markets, particularly in Europe, driven by increased interest in digital technologies [84]. Question: AI's role in customer conversations - AI is increasingly becoming a focal point in discussions with customers, particularly regarding operational efficiency and safety [70]. Question: Preventative maintenance targeting - The company believes that preventative maintenance solutions will be broadly applicable across various industries due to similar asset types [86]. Question: Upgrade program details - The upgrade program aims to facilitate transitions for customers from legacy providers, making it easier for them to adopt Samsara's solutions [90][92].

Samsara (IOT) Q1 2026 Earnings Call June 05, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to Samsara's first quarter fiscal twenty twenty six earnings call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations. Joining me today are Samsara 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 rel ...

Samsara, Inc. IOT released its first-quarter results after Thursday's closing bell. Here's a look at the key figures from the quarter. The Details: Samsara reported quarterly adjusted earnings of 11 cents per share, beating the consensus estimate of six cents. Quarterly revenue came in at $366.9 million, beating the Street estimate of $351.42 million. Read Next: Trump Announces China Trade Talks, Tesla Stock Slumps: What’s Driving Markets Thursday?“We delivered a strong first quarter of the new fiscal year ...

Q1 FY26 Investor Presentation June 5, 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 operat ...

Exhibit 99.1 "We delivered a strong first quarter of the new fiscal year with Q1 revenue of $366.9 million, growing 32% year-over-year in constant currency," said Sanjit Biswas, CEO and co-founder of Samsara. "In today's uncertain macro environment, we are partnering with our customers to help them get more out of their labor, resources, and assets. Our AI-powered platform delivers a clear and fast ROI for our customers and improves the safety, efficiency, and sustainability of their operations." First Quar ...

Core Insights - Samsara Inc. is scheduled to report its earnings on June 5, 2025, with historical data indicating a 62% positive one-day return rate post-earnings announcements since 2022, a median increase of 14.7%, and a maximum single-day positive return of 27.9% [1][5][7] Financial Performance - Current consensus estimates predict earnings of $0.06 per share on revenues of $351 million, compared to earnings of $0.03 per share on revenues of $281 million in the same quarter last year [3] - Samsara has a market capitalization of $26 billion and generated $1.2 billion in revenue over the past twelve months, but reported an operating loss of $185 million and a net loss of $155 million during that period [4] Historical Earnings Reaction - Over the past five years, there have been 13 earnings data points for Samsara, with 8 positive and 5 negative one-day returns, resulting in a 62% positive return rate, which increases to 64% when considering the last three years [7] - The median of the 8 positive returns is 15%, while the median of the 5 negative returns is -12% [7] Trading Strategies - Two primary strategies for traders include understanding historical probabilities to position before earnings releases or analyzing immediate and medium-term returns post-earnings to inform subsequent actions [2] - A less risky strategy involves examining the correlation between short-term and medium-term returns after earnings, allowing traders to take positions based on the strongest correlations [6]

Group 1 - Samsara Inc. stock closed at $46.48, down 0.66% from the previous day, underperforming the S&P 500, which fell 0.56% [1] - Over the past month, Samsara's shares have increased by 19.24%, outperforming the Computer and Technology sector's gain of 11.21% and the S&P 500's gain of 7.37% [1] Group 2 - The upcoming earnings report for Samsara Inc. is scheduled for June 5, 2025, with projected EPS of $0.06, indicating a 100% increase year-over-year [2] - Revenue is expected to reach $351.46 million, reflecting a growth of 25.19% compared to the same quarter last year [2] Group 3 - For the fiscal year, earnings are projected at $0.33 per share and revenue at $1.53 billion, representing increases of 26.92% and 22.42% respectively from the prior year [3] Group 4 - Recent changes in analyst estimates for Samsara Inc. indicate positive revisions, suggesting analysts' confidence in the company's performance and profit potential [4] Group 5 - The Zacks Rank system, which evaluates estimate changes, currently ranks Samsara Inc. as 3 (Hold), with no changes in the consensus EPS estimate over the past month [6] Group 6 - Samsara Inc. has a Forward P/E ratio of 141.79, significantly higher than the industry average of 29.23, indicating a premium valuation [7] - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 57, placing it in the top 24% of over 250 industries [7]

The latest trading session saw Samsara Inc. (IOT) ending at $46.14, denoting a +1.07% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily loss of 0.04%.The the stock of company has risen by 22.65% in the past month, leading the Computer and Technology sector's gain of 20.6% and the S&P 500's gain of 13.42%.The investment community will be closely monitoring the performance of Samsara Inc. in its forthcoming earnings report. The company is scheduled to release its e ...