Samsara Inc
IOT
ISIN null / Valor 114982648
Samsara Inc
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About company
Samsara Inc. is a San Francisco–based technology company that sells hardware and cloud software to help organizations monitor and manage physical operations, primarily for fleets and other heavy-asset industries. Its product suite combines telematics devices, GPS and asset-tracking sensors, in-vehicle cameras and environmental sensors with a subscription-based software platform that provides real-time data, analytics, video telematics, driver-safety tools, dispatch and routing, and regulatory compliance features such as ELD. The company generates revenue by bundling proprietary edge hardware with recurring SaaS services and targets customers in transportation and logistics, construction, field services, manufacturing and food distribution, positioning itself as a provider of operational visibility and workflow automation for enterprise customers; it went public in 2021.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (30.07.2026):
Samsara Inc — Q4 Fiscal Year 2026: The company reported Q4 FY2026 revenue of $444.3 million (up 28% year‑over‑year), ending ARR of $1.890 billion (up 30% YoY), and Q4 net new ARR of $144.8 million (up 33% YoY). Samsara delivered GAAP EPS of $0.04 in Q4 (its second consecutive GAAP‑profitable quarter). For the full fiscal year 2026, revenue was $1.6186 billion (up 30% YoY), non‑GAAP operating income was $282.4 million, and adjusted free cash flow was $208.7 million. The company finished the year with approximately $1.24 billion of cash and investments and provided guidance for Q1 FY2027 and FY2027 growth and profitability targets.
Q4 revenue & ARR
Q4 FY2026 revenue: $444.3M (+28% YoY; +27% constant currency). Ending ARR: $1,889.9M (+30% YoY). Q4 net new ARR: $144.8M (+33% YoY; +31% constant currency).
Profitability — Q4 and FY
Q4 GAAP net income per share (basic & diluted): $0.04 — second consecutive GAAP‑profitable quarter. Q4 GAAP income from operations: $9.0M (2% operating margin). FY2026 GAAP loss from operations: $(52.6)M (‑3% margin) but GAAP net loss per share for FY: $(0.02) vs $(0.28) prior year.
Non‑GAAP performance & margins
Q4 non‑GAAP operating income: $91.8M (21% margin) vs $55.9M (16%) a year earlier. FY2026 non‑GAAP operating income: $282.4M (17% margin) vs $113.6M (9%) prior year. Q4 non‑GAAP gross margin 77% (vs 78% prior year); FY non‑GAAP gross margin 78% (vs 77%).
Cash flow & balance sheet
Q4 net cash provided by operating activities: $69.7M; adjusted free cash flow Q4: $62.9M. FY2026 net cash from ops: $236.2M; adjusted free cash flow: $208.7M (13% margin). Cash & cash equivalents: $318.8M; short‑ and long‑term investments bring total cash+investments to ~ $1.24B.
Full‑year FY2026 snapshot
FY2026 revenue: $1,618.6M (+30% YoY). ARR growth was 30% YoY, and Samsara added $432M of net new ARR for the year (reported as +21% YoY in constant currency acceleration commentary). Non‑GAAP net income per diluted share for FY: ~$0.56.
Guidance — Q1 FY2027 and FY2027
Q1 FY2027 revenue guidance: $454M–$456M (~24% YoY growth; 22%–23% constant currency). FY2027 revenue guidance: $1.965B–$1.975B (21%–22% YoY). Non‑GAAP operating margin guidance: Q1 15%, FY 19%. Non‑GAAP diluted net income per share guidance: Q1 $0.12–$0.13; FY $0.65–$0.69. GAAP profitability is expected for FY2027.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
14889 M
Market cap (USD)
3,133,102
Daily traded volume (Shares)
44.26 / 43.38
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
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Ratings & reviews
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