Samsara (US:IOT) Benzinga·2025-12-04 22:16Core Insights - Samsara, Inc. reported third-quarter earnings of 15 cents per share, exceeding analyst expectations of 12 cents [2] - The company achieved quarterly revenue of $415.98 million, surpassing the Street estimate of $398.47 million and showing a significant increase from $321.98 million in the same period last year [2] Financial Performance - Samsara ended Q3 with an Annual Recurring Revenue (ARR) of $1.75 billion, reflecting a 29% year-over-year growth in actuals and in constant currency [4] - The company has 2,990 customers with ARR over $100,000, which includes an increase of 219 customers in the third quarter [4] - There are 164 customers with ARR over $1,000,000, with an increase of 17 customers in the third quarter [4] - The company achieved its first quarter of GAAP profitability [4] Management Commentary - CEO Sanjit Biswas highlighted the strong quarter of durable and efficient growth, attributing the momentum to partnerships with major physical operations organizations [3]