IOT Samsara (IOT) Q4 FY26 earnings call
Samsara concluded FY26 with robust performance, driven by strong large customer momentum and multi-product adoption, leading to accelerated ARR growth and significant operating leverage expansion. The company is strategically positioned to capitalize on the digitization of physical operations, leveraging its proprietary data asset and AI agents to deliver tangible ROI. Management anticipates continued durable and efficient growth into FY27, with a focus on enhancing productivity and expanding its market reach.
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IOT operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) | $1.9BWe ended the year with $1.9 billion in ARR, growing 30% year-over-year.Source: earnings call transcript | — | $2.1B+In Q2, we crossed $2.1 billion in ARR, growing 30% year-over-year, which is driven by $134 million net new ARR.Source: earnings call transcript | — |
| Annual recurring revenue (ARR) $100,000-plus ARR customers | $1.2BWe ended the year with $1.2 billion of ARR from our $100,000-plus ARR customers, an increase of 37% year-over-year and our second consecutive quarter of sequential acceleration.Source: earnings call transcript | $1.2BARR from $100,000-plus customers was $1.2 billion, increasing 37% year-over-year, resulting in the third consecutive quarter of sequential acceleration.Source: earnings call transcript | $1.3BOur $100,000-plus customers now represent $1.3 billion in ARR, growing 38% year-over-year.Source: earnings call transcript | +8.3% |
| Customers above an annual spend threshold $100,000-plus ARR | 3,194In Q4, we added 204 new $100,000-plus ARR customers and ended FY '26 with 3,194, $100,000-plus ARR customers.Source: earnings call transcript | 3,363In terms of large customers, we ended Q1 with 3,363 $100,000-plus ARR customers, including a quarterly increase of 169.Source: earnings call transcript | 3,605In terms of large customers, we ended Q2 with 3,605 $100,000-plus ARR customers, including a quarterly record increase of 242.Source: earnings call transcript | +7.2% |
| Customers above an annual spend threshold $1 million-plus ARR | — | 190Additionally, we ended Q1 with 190 $1 million-plus ARR customers, a quarterly increase of 15.Source: earnings call transcript | 210Additionally, we ended Q2 with 210 $1 million plus ARR customers, a quarterly record increase of 20.Source: earnings call transcript | +10.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.