Samsara (US:IOT) 智通财经网·2025-09-05 14:44Core Viewpoint - Samsara, a sensor data platform based in San Francisco, saw its stock price surge over 18% to $42.31 following the announcement of a 26% revenue growth target for fiscal year 2026, supported by AI-driven customer adoption [1] Financial Performance - In the second quarter, Samsara reported revenue of $391.5 million, representing a year-over-year increase of 30%, and a 31% increase when adjusted for constant currency [1] - The annualized recurring revenue at the end of the second quarter reached $1.6 billion, also reflecting a 30% year-over-year growth [1] Market Position and Strategy - The CEO, Sanjit Biswas, emphasized the company's role as a trusted partner for some of the largest and most complex enterprises globally, witnessing increased demand for its platform driven by the rise of the AI-driven economy [1] - The company is innovating at an unprecedented pace and aims to create greater value for customers that support the global economy [1]