Financial Performance - Q1 FY26 ARR reached $1.54 billion, a 31% year-over-year growth, also 31% when adjusted for constant currency[11] - Q1 FY26 Adjusted Free Cash Flow was $46 million, resulting in a 12% Adjusted Free Cash Flow Margin[11] - The company is guiding for Q2 FY26 total revenue between $371 million and $373 million, representing 24% year-over-year growth[48] - The company is guiding for FY26 total revenue between $1.547 billion and $1.555 billion, representing 24% year-over-year growth[48] Customer Growth - The company has 2,638 customers with ARR over $100,000, a 35% year-over-year increase[11] - 85%+ core customers use multiple products[41] Product and Market - 18% of net new ACV mix came from non-US geographies in Q1, tying for the highest ever[43] - Construction contributed the highest net new ACV mix for the 7th consecutive quarter[43] - Equipment Monitoring saw its 4th consecutive quarter of accelerated year-over-year net new ACV growth[43] Safety and Efficiency - A study showed that 79% of drivers have experienced a near-miss while driving distracted[16] - A study showed that 67% of drivers have experienced drowsiness[16]

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]

Company Performance - Samsara Inc. (IOT) closed at $46.14, reflecting a +1.07% change from the previous day, outperforming the S&P 500's loss of 0.04% [1] - The stock has increased by 22.65% over the past month, surpassing the Computer and Technology sector's gain of 20.6% and the S&P 500's gain of 13.42% [1] Upcoming Earnings - Samsara Inc. is set to release its earnings report on June 5, 2025, with an expected EPS of $0.06, indicating a 100% growth year-over-year [2] - The consensus estimate for quarterly revenue is $351.46 million, representing a 25.19% increase from the same period last year [2] Full Year Projections - For the full year, earnings are projected at $0.33 per share and revenue at $1.53 billion, showing increases of +26.92% and +22.42% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Samsara Inc. reflect short-term business trends, with positive revisions indicating analysts' confidence in the company's performance [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Samsara Inc. at 3 (Hold) [6] Valuation Metrics - Samsara Inc. has a Forward P/E ratio of 138.33, indicating a premium compared to its industry's Forward P/E of 28.41 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - WasteVision AI and Samsara have announced a new integration that enhances Operational AI capabilities for waste management, aiming to improve efficiency and security in waste collection operations [1][2][3] Company Overview - WasteVision AI is recognized as a leading provider of advanced Operational AI solutions specifically for the waste management industry, focusing on automating critical processes and intelligent monitoring technologies [5] - Samsara, listed on NYSE as IOT, is a pioneer in the Connected Operations® Platform, enabling organizations to leverage IoT data for actionable insights and operational improvements across various sectors [5] Integration Details - The integration combines Samsara's IoT expertise with WasteVision AI's Operational AI technology, offering tools such as automated overflow detection, contamination detection, and photo and video-based service verification [2][3] - Customers of Samsara can access WasteVision AI's capabilities immediately through the Samsara App Marketplace, facilitating modernization in waste collection operations [3] Industry Impact - This collaboration is expected to benefit waste collection businesses of all sizes, helping them remain competitive in a rapidly evolving industry while contributing to sustainability efforts [3]

Group 1 - Samsara Inc. closed at $46.93, down 1.7% from the previous trading session, underperforming the S&P 500 which gained 0.41% [1] - The stock has increased by 22.88% over the past month, outperforming the Computer and Technology sector's gain of 15% and the S&P 500's gain of 9% [1] Group 2 - The upcoming earnings report for Samsara Inc. is scheduled for June 5, 2025, with an expected EPS of $0.06, reflecting a 100% increase from the same quarter last year [2] - Revenue is forecasted to be $351.46 million, indicating a 25.19% increase compared to the year-ago quarter [2] Group 3 - For the entire 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] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3][4] Group 4 - Samsara Inc. has a Forward P/E ratio of 144.67, significantly higher than the industry average of 28.87, indicating it is trading at a premium [6] - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [6]

In the latest market close, Samsara Inc. (IOT) reached $41.96, with a +1.35% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.44%. Elsewhere, the Dow saw an upswing of 0.7%, while the tech-heavy Nasdaq appreciated by 0.27%.The company's shares have seen an increase of 21.19% over the last month, surpassing the Computer and Technology sector's gain of 15.87% and the S&P 500's gain of 10.62%.The upcoming earnings release of Samsara Inc. will be of great interest to inves ...

Group 1 - Samsara (NYSE: IOT) has experienced a significant decline in stock value since the last publication, indicating potential overvaluation due to low free cash flow (FCF) margins [1] - The company faces high terminal value risk, particularly influenced by advancements in driving technology [1] - The analysis is rooted in a long-term investment perspective, particularly focused on technology stocks [1]

Core Insights - Samsara has launched its Electronic Brake Performance Monitoring System (EBPMS) to assist fleet operators in complying with new UK DVSA guidelines effective April 2025 [1] - The company's Smart Trailer solution enhances fleet management by optimizing efficiency, reducing costs, and improving vehicle safety [2] - Samsara's advanced solutions are significantly improving operational efficiency and safety in fleet management [3] Product Innovations - EBPMS continuously monitors braking performance, minimizing the need for manual tests, while the Tyre Pressure Monitoring System provides real-time alerts on tyre conditions [1] - The CTC Manager simplifies emissions compliance for fleets by automating emissions data reporting, ensuring adherence to California's Clean Truck Check standards [4] Client Expansion and Market Performance - Samsara's growing clientele, including major companies like United Natural Foods, AT&T, and Stellantis, is a key driver of its success [5] - The company's stock has increased by 12.6% over the past 12 months, outperforming the Zacks Computer & Technology sector and the Zacks Internet - Software sector [5] Strategic Partnerships - A significant integration with Stellantis Mobilisights allows European fleet operators to access vehicle telematics data without hardware [6] - Partnerships with AT&T enhance offerings for public safety customers, including the launch of the FirstNet Trusted Vehicle Gateway [6] Sustainability Efforts - United Natural Foods is utilizing Samsara's technology to improve sustainability by reducing emissions and enhancing fleet efficiency [7] Financial Outlook - For Q1 fiscal 2026, Samsara projects revenues between $350 million and $352 million, indicating a year-over-year growth of 25% [8] - Non-GAAP earnings are expected to be between 5-6 cents per share, with the consensus mark currently at 6 cents per share [9] Conclusion - Samsara's strong product portfolio and expanding partner base are driving continuous growth prospects and top-line performance [10]