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Feb 01
Samsara Q4 2026 Earnings Report
Samsara reported strong Q4 fiscal 2026 results with accelerating ARR growth, strong revenue expansion, and its second consecutive quarter of GAAP profitability.
Key Takeaways
Samsara delivered strong Q4 results with revenue growing 28% year-over-year to $444.30M and ARR reaching $1.89B. The company achieved GAAP profitability for the second consecutive quarter while expanding operating margins and maintaining strong free cash flow generation.
Revenue increased 28% year-over-year to $444.30M.
Annual recurring revenue reached $1.89B, growing 30% year-over-year.
The company reported its second consecutive quarter of GAAP profitability.
Non-GAAP operating margin expanded to 21% reflecting improving operating leverage.
Forward Guidance
Samsara expects continued strong growth in fiscal 2027 with revenue growth above 20% and sustained profitability supported by expanding ARR and improving operating margins.
Positive Outlook
- Q1 FY2027 revenue expected between 454000000 and 456000000.
- FY2027 revenue guidance between 1965000000 and 1975000000.
- Expected FY2027 revenue growth of 21% to 22%.
- Non-GAAP operating margin expected to reach 19% in FY2027.
- Non-GAAP EPS expected between 0.65 and 0.69 for FY2027.
Challenges Ahead
- Q1 FY2027 revenue growth expected to slow slightly versus Q4 levels.
- GAAP profitability expected but still sensitive to stock-based compensation expenses.
- Currency fluctuations could impact reported revenue growth.
- Growth deceleration compared with prior high-growth years.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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