Samsara (US:IOT)2025-09-04 21:00Financial Performance - Q2 FY26 ARR reached $1.64 billion, demonstrating a 30% year-over-year growth as reported and in constant currency[11] - Q2 FY26 Adjusted Free Cash Flow was $44 million, resulting in an 11% Adjusted Free Cash Flow Margin[11] - The company is projecting total revenue of $1.574 - $1.578 billion for FY26, representing a 26% year-over-year growth[48] - Non-GAAP operating margin is guided at 15% for Q3 FY26, 15.5% for Q4 FY26, and 15% for the full FY26[48] - Non-GAAP EPS is expected to be $0.11 - $0.12 for Q3 FY26, $0.11 - $0.12 for Q4 FY26, and $0.45 - $0.47 for the full FY26[48] Customer Growth and Expansion - The company has 2,771 customers with over $100K+ ARR, indicating a strong large customer base[11] - Over 20% of the company's ARR comes from customers with over $1M+ ARR[11] - The company added 1,000+ core customers for the 4th time in the last 5 quarters[41] Product and Platform Expansion - The company has digitized 300 million workflows[18] - The company boasts 350 partner integrations, with the largest customers averaging 6 integrations[29] - 8% of net new ACV is attributed to new products launched within the last year[43] Data and Usage - The company's connected operations platform has accumulated 20 trillion data points, showing a 50% year-over-year growth[18] - The platform has tracked 90 billion miles traveled[18]