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Samsara
Samsara (IOT) investor relations material
Samsara Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary5 Mar, 2026
Executive summary
Achieved $1.9B in ARR for FY26, up 30% year-over-year, with $432M net new ARR, and strong large customer momentum, including $1.2B ARR from $100K+ ARR customers, up 37% year-over-year.
Q4 revenue was $444.3M, up 28% year-over-year; full-year revenue reached $1.62B, up 30% year-over-year.
Multi-product adoption and emerging products, such as Asset Tags and AI Multicam, drove growth, with 23% of net new ACV from products launched in the past two years.
Announced first AI agent, AI Safety Coach, and expanded AI-driven automation roadmap.
Achieved second consecutive quarter of GAAP profitability and strong free cash flow margin.
Financial highlights
Q4 net new ARR grew 33% year-over-year (31% in constant currency), highest in eight quarters.
FY26 revenue was $1.62B, up 29%–30% year-over-year; Q4 FY26 revenue was $444M, up 28% year-over-year.
Non-GAAP gross margin was 78% in Q4 FY26, up 1 percentage point year-over-year.
Non-GAAP operating margin reached 21% in Q4 FY26, up 8 percentage points year-over-year.
Adjusted free cash flow margin was 14% in Q4 FY26 and 13% for the year, both up from prior year.
Outlook and guidance
FY2027 revenue guidance: $1.965B–$1.975B, representing 21%–22% year-over-year growth.
Q1 FY2027 revenue expected between $454M–$456M (24% year-over-year growth), non-GAAP operating margin 15%.
FY2027 non-GAAP operating margin expected at 19%; non-GAAP EPS $0.65–$0.69; GAAP profitability expected to continue.
What drives the improved operating profitability?
How do AI agents impact future ARR growth?
Explain constant currency impact on FY27 revenue guidance
Path to GAAP profitability in FY27
Status of proprietary AI agent development
Growth outlook for emerging product ARR
Monetization strategy for new AI agents
Hubble network integration impact on Asset Tags
AI data center build-out impact on construction
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Next Samsara earnings date
Q1 20274 Jun, 2026
Samsara
Next Samsara earnings date
Q1 20274 Jun, 2026
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Frequently asked questions
Samsara Inc provides cloud-based Internet of Things (IoT) solutions for operations across industries such as transportation, manufacturing, and logistics. Its platform offers fleet management, equipment monitoring, and safety solutions. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
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