Jul 2026 (Q2 FY27) β Sep 3, 2026
Samsara Q2 FY27 β Strong ARR Growth and AI Feature Adoption
Read the full callSamsara (IOT) earnings
- Aug 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
Samsara earnings: last reported Thu, 3 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 508 | +29.9% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 1.0 | +7.8 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 16.2 | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$44.92 +2.60% Β· +$1.14
Performance +17.8% 1Y
1Y: $38.14 on 22 Oct 2025 β $44.92. High $45.22 (5 Dec 2025), low $24.25 (5 Feb 2026).
- Previous close
- $43.78
- 52-week range
- $24.25 β $45.22
- One year
- +16.22%
Overview
- Symbol
- IOT
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) β Jun 4, 2026
Samsara Q1 FY27 β Strong Growth and Profitability Driven by Large Customers and Emerging Products
Read the full callJan 2026 (Q4 FY26) β Mar 5, 2026
Samsara Q4 FY26 β Accelerating Growth and Expanding Operating Leverage
Read the full callEvery analysed call
Samsara earnings calls (IOT)
Financials
What the filings say
Net profit, year on year: +197% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 322 | 346 | 367 | 391 | 416 | 444 | 479 | 508 |
| Operating profit | -47 | -18 | -33 | -27 | -2 | 9 | 7 | 5 |
| Operating margin | β14.7% | β5.3% | β9.1% | β6.8% | β0.4% | 2.0% | 1.5% | 1.0% |
| Other income | 10 | 10 | 13 | 11 | 11 | 19 | 42 | 13 |
| Profit before tax | -37 | -9 | -21 | -15 | 9 | 28 | 49 | 18 |
| Tax rate | β1.3% | β29.9% | β7.7% | β10.6% | 14.6% | 20.0% | 9.0% | 7.3% |
| Net profit | -38 | -11 | -22 | -17 | 8 | 22 | 45 | 16 |
| EPS ($ per share) | -0.07 | β | -0.04 | -0.03 | 0.01 | β | 0.08 | 0.03 |
| Line item | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Reserves | β | -921 | -1,168 | -1,455 | -1,610 | -1,619 |
| Total liabilities | β | 579 | 679 | 820 | 955 | 1,120 |
| Fixed assets | β | 37 | 59 | 55 | 58 | 82 |
| Total assets | β | 1,568 | 1,617 | 1,735 | 2,024 | 2,541 |
| Line item | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | -172 | -171 | -103 | -12 | 132 | 236 |
| Cash from investing | -32 | -20 | -632 | -79 | -67 | -190 |
| Cash from financing | 402 | 702 | 14 | 21 | 27 | 30 |
| Net cash flow | 198 | 510 | -721 | -69 | 91 | 79 |
| Capital expenditure | -32 | -19 | -33 | -11 | -20 | -29 |
| Free cash flow | -204 | -191 | -136 | -23 | 111 | 207 |
IOT revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | β | β | 100% | 100% | 100% | 100% | 100% | 100% | +29.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies β Segment Shift
IOT operating KPIs by quarter
| KPI | 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 | β | $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 | β |
| 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 | β | 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.
Revenue by region
Q2 FY2027 Β· share of revenue
- US 85% β 2 pt
- Non Us 15% β 2 pt
As IOT cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
494 filings between Nov 3, 2025 and Oct 19, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$416.97M
434 sales by 7 insiders
97% filed under a 10b5-1 plan β scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award β granted as compensation
- 17
- Tax withheld β shares kept back by the company to cover tax
Also filed: 18 conversions, 8 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bicket John | β | $162.59M | Oct 15, 2026 |
| Biswas Sanjit | β | $160.71M | Oct 15, 2026 |
| Andreessen Marc L | β | $75.62M | Jun 11, 2026 |
| Phillips Dominic | β | $12.15M | Oct 1, 2026 |
| Eltoukhy Adam | β | $3.41M | Sep 25, 2026 |
| Chadwick Jonathan | β | $1.44M | Sep 15, 2026 |
| Kirchhoff Benjamin Louis | β | $1.05M | Oct 19, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 19, 2026 | Kirchhoff Benjamin Louis CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 770 | $30.6K |
| Oct 15, 2026 | Kirchhoff Benjamin Louis CHIEF ACCOUNTING OFFICER | Sale 10b5-1 plan | 2,165 | $87.5K |
| Oct 15, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 6,005 | $246.7K |
| Oct 15, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 55,965 | $2.37M |
| Oct 15, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 5,995 | $246.3K |
| Oct 15, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 10,133 | $432.4K |
| Oct 15, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 3,432 | $146.8K |
| Oct 15, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 49,081 | $2.08M |
| Oct 14, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 17,195 | $704.1K |
| Oct 14, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 6,318 | $263.7K |
| Oct 14, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 60,109 | $2.46M |
| Oct 14, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 19,379 | $808.6K |
| Oct 14, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 60,130 | $2.46M |
| Oct 14, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 6,487 | $270.7K |
| Oct 14, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 17,400 | $712.8K |
| Oct 14, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 19,298 | $805.3K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 17,737 | $739.2K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 3,845 | $163.8K |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 8,130 | $340.6K |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 2,470 | $105.5K |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 11,454 | $487.8K |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 51,716 | $2.16M |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 3,900 | $166.1K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 52,061 | $2.17M |
| Oct 13, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 17,718 | $738.4K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 2,530 | $108.0K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 8,070 | $338.0K |
| Oct 13, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 11,242 | $478.9K |
| Oct 1, 2026 | Phillips Dominic SEE REMARKS | Sale 10b5-1 plan | 17,490 | $681.5K |
| Oct 1, 2026 | Phillips Dominic SEE REMARKS | Sale 10b5-1 plan | 282 | $11.1K |
| Oct 1, 2026 | Phillips Dominic SEE REMARKS | Sale 10b5-1 plan | 418 | $16.4K |
| Oct 1, 2026 | Phillips Dominic SEE REMARKS | Sale 10b5-1 plan | 11,782 | $459.1K |
| Oct 1, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 13,283 | $512.7K |
| Oct 1, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 7,846 | $307.3K |
| Oct 1, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 13,019 | $502.9K |
| Oct 1, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 7,504 | $294.0K |
| Sep 30, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 76,359 | $2.93M |
| Sep 30, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 76,831 | $2.95M |
| Sep 30, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 300 | $11.7K |
| Sep 30, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 7,640 | $293.6K |
| Sep 30, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 70 | $2.7K |
| Sep 30, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 100 | $3.9K |
| Sep 30, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 400 | $15.6K |
| Sep 30, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 7,619 | $292.8K |
| Sep 29, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 34,760 | $1.31M |
| Sep 29, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 2,830 | $108.4K |
| Sep 29, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 8,244 | $315.5K |
| Sep 29, 2026 | Bicket John SEE REMARKS | Sale 10b5-1 plan | 35,116 | $1.32M |
| Sep 29, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 10,300 | $390.5K |
| Sep 29, 2026 | Biswas Sanjit CHIEF EXECUTIVE OFFICER | Sale 10b5-1 plan | 101,968 | $3.84M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table β absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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