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Samsara (IOT)
NYSE:IOT
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: -4.11%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Positive
The earnings call for Samsara's Fourth Quarter Fiscal 2025 reported robust financial growth, particularly in ARR and customer expansion, alongside significant operational achievements such as reductions in safety incidents. However, the departure of a key executive and the impact of an extra week in the previous fiscal year were noted challenges. Overall, the sentiment is positive due to the strong growth metrics and strategic achievements outweighing the lowlights.Company Guidance
During the earnings call for Samsara's fourth quarter fiscal 2025, the company highlighted a robust performance marked by significant growth metrics. Samsara achieved an annual recurring revenue (ARR) of $1.46 billion, reflecting a 32% year-over-year growth, with a 33% adjusted growth rate. The company reported a quarterly revenue of $346 million, increasing by 25% year-over-year, and a 36% adjusted growth rate. Samsara added 203 customers with over $100,000 in ARR, reaching a total of 2,506 such customers, a 36% year-over-year increase. Additionally, the company added 14 customers with over $1 million in ARR, totaling 118, a 44% year-over-year increase. The quarter also saw a net new ARR of $109 million, a 10% year-over-year increase. Samsara reported a gross margin of 78%, an operating margin of 16%, and a free cash flow margin of 14%, all achieving quarterly records. Looking ahead, the company provided guidance for Q1 fiscal 2026, expecting revenue between $350 million and $352 million, representing a 25% year-over-year growth, with a non-GAAP operating margin of 7% and non-GAAP EPS between $0.05 and $0.06. For the full fiscal year 2026, Samsara anticipates revenue between $1.523 billion and $1.533 billion, marking a year-over-year growth of 22% to 23%, with a non-GAAP operating margin of approximately 11% and non-GAAP EPS between $0.32 and $0.34.Strong Annual Recurring Revenue Growth
Samsara achieved $1.46 billion in ARR, a 32% year-over-year growth, or 33% year-over-year adjusted growth.
Large Customer Growth
Customers with more than $100,000 in ARR grew to 2,506, a 36% increase year-over-year.
Record Q4 Performance
Surpassed $100 million in quarterly net new ARR, added 203 $100,000+ ARR customers, achieved records for gross margin, operating margin, and free cash flow margin.
Significant Reductions in Safety Incidents
A major customer saw a 61% reduction in safety events, 82% reduction in distracted driving events, and 47% reduction in harsh driving events using Samsara's platform.
Product and Market Expansion
Processed over 14 trillion data points annually, reflecting over 50% year-over-year growth. Expanded into international markets, with 17% of net new ACV from international geographies.
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IOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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IOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 06, 2025 | $41.88 | $35.36 | -15.57% |
| Dec 05, 2024 | $55.13 | $52.27 | -5.19% |
| Sep 05, 2024 | $38.75 | $44.02 | +13.60% |
| Jun 06, 2024 | $34.86 | $30.56 | -12.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Samsara (IOT) report earnings?
Samsara (IOT) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Samsara (IOT) earnings time?
Samsara (IOT) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IOT EPS forecast?
IOT EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.
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