The earnings call reflected a strong quarter for Samsara, characterized by significant growth in revenue and ARR, expansion in international markets, and promising advancements in AI technology. While there were minor concerns regarding the impact of the election on sales cycles and unchanged Q4 guidance, these were not significant enough to overshadow the positive aspects.

Company Guidance

During the Samsara Q3 2025 earnings call, the company provided guidance highlighting strong financial performance and growth metrics. Samsara reported an annual recurring revenue (ARR) of $1.35 billion, marking a 35% year-over-year increase. Revenue for Q3 reached $322 million, up by 36% year-over-year. The company added 170 customers with more than $100,000 in ARR, its second highest quarterly addition, and achieved a quarterly record of 10% adjusted free cash flow margin. Samsara's products offered significant ROI, with a survey indicating an average $2 million savings per customer per year, translating to over 8x ROI. The company raised its full-year revenue guidance to between $1.237 billion and $1.239 billion, reflecting a 35% year-over-year adjusted growth. Samsara expects to maintain a non-GAAP operating margin of approximately 7% and non-GAAP EPS between $0.22 and $0.23. The call also highlighted the company's continued investment in AI and international growth opportunities as key drivers of future performance.

Strong Revenue and ARR Growth

Samsara ended Q3 with $1.35 billion in ARR, growing 35% year-over-year, and Q3 revenue was $322 million, growing 36% year-over-year.

Increase in Large Customers

Added 170 customers with more than $100,000 in ARR, the second highest quarterly additions ever. Now have 2,303 $100,000-plus ARR customers, representing 38% year-over-year growth.

Record Free Cash Flow and Operating Margins

Delivered a quarterly record 10% adjusted free cash flow margin, a 78% gross margin, an 11% operating margin.

International Growth

17% of net new ACV came from international geographies, the second highest quarterly contribution ever. Mexico contributed its highest ever quarterly net new ACV mix.

AI Advancements

Announced Samsara Intelligence, an expanded suite of AI offerings, processing more than 10 trillion data points and 70 billion miles driven annually.

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Samsara (IOT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IOT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 27, 2025	2025 (Q4)	0.07 / -	0.04	―	―	―
Dec 05, 2024	2025 (Q3)	0.04 / 0.07	0.04	75.00% (+0.03)
Sep 05, 2024	2025 (Q2)	<0.01 / 0.05	0.01	400.00% (+0.04)
Jun 06, 2024	2025 (Q1)	<0.01 / 0.03	-0.02	250.00% (+0.05)
Mar 07, 2024	2024 (Q4)	0.03 / 0.04	-0.02	300.00% (+0.06)
Nov 30, 2023	2024 (Q3)	<0.01 / 0.04	-0.02	300.00% (+0.06)
Aug 31, 2023	2024 (Q2)	-0.02 / 0.01	-0.04	125.00% (+0.05)
Jun 01, 2023	2024 (Q1)	-0.05 / -0.02	-0.05	60.00% (+0.03)
Mar 02, 2023	2023 (Q4)	-0.05 / -0.02	-0.05	60.00% (+0.03)
Dec 01, 2022	2023 (Q3)	-0.06 / -0.02	-0.12	83.33% (+0.10)

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
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%
Mar 07, 2024	$34.36	$39.16	+13.97%

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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