Samsara Inc

Latest Results (12.11.2025):

Samsara Inc reported strong Q2 Fiscal Year 2026 financial results, demonstrating robust growth and operational improvements. The company achieved $391.5 million in total revenue—a 30% increase year-over-year in both reported and constant currency terms—while ending the quarter with an Annual Recurring Revenue (ARR) of $1.64 billion, up 30% from the previous year. Enhancements in customer metrics, operating margins, and cash flow performance underpin Samsara’s confidence in its forward-looking guidance, further supported by healthy progress in serving customers with high ARR thresholds.

Revenue Growth

Samsara Inc’s Q2 FY2026 revenue reached $391.5 million, reflecting a 30% increase compared to Q2 FY2025, with constant currency revenue growing by 31%. This notable increase underscores the strength of the company's core business offerings.

ARR Performance

The company ended Q2 FY2026 with an ARR of $1.64 billion, representing a 30% year-over-year growth. Additionally, the number of customers with ARR over $100,000 expanded from 2,120 to 2,771, highlighting success in capturing and expanding high-value customer relationships.

Profitability and Margins

Operational performance improved significantly with GAAP operating loss narrowing to $26.6 million from $58.2 million, and non-GAAP operating income increasing to $59.7 million, resulting in improved operating margins. GAAP and non-GAAP gross margins also saw a modest uptick, reinforcing enhanced profitability trends.

Improved Cash Flow

Samsara Inc reported strong cash flow performance in Q2 FY2026, with net cash provided by operating activities rising to $50.2 million and an adjusted free cash flow of $44.2 million. This marks significant year-over-year improvements in cash flow margins, demonstrating the company’s operational efficiency.

Forward Guidance

Looking ahead, Samsara provided guidance for Q3, Q4, and the full FY2026, with expected total revenue in the range of $398–$400 million for Q3 and $418–$420 million for Q4, alongside continued strong year-over-year growth and solid non-GAAP operating margins, underlining a positive outlook for the remainder of the fiscal year.