Samsara (US:IOT) ZACKSยท2025-09-04 22:46Core Insights - Samsara Inc. reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.05 per share a year ago, resulting in an earnings surprise of +71.43% [1] - The company achieved revenues of $391.48 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 5.15% and up from $300.2 million year-over-year [2] - Samsara has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Samsara's stock will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings surprise [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $393.92 million, and for the current fiscal year, it is $0.41 on revenues of $1.55 billion [7] Industry Context - The Internet - Software industry, to which Samsara belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]