Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage

Core Insights - Samsara reported a strong Q3 2026, achieving its first positive GAAP EPS quarter in company history [1] - The company reached an annual recurring revenue (ARR) of $1.75 billion, reflecting a 29% year-over-year growth [1] - Quarterly revenue was reported at $416 million, also showing a 29% year-over-year growth [1] Financial Performance - First positive GAAP EPS quarter in company history [1] - Annual recurring revenue (ARR) of $1.75 billion, up 29% year-over-year [1] - Quarterly revenue of $416 million, up 29% year-over-year [1]