Samsara Inc. (IOT) SEC Filings & Earnings Calls
EquiReason read 10 Samsara Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-09-08 — Samsara reported strong Q2 FY2027 results with 30% revenue growth, stable gross margins, and significant operating margin expansion..
Source: SEC EDGAR filings · figures as of 2026-08-01 · read by EquiReason
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Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
8 Sep 202610-QSamsara reported strong Q2 FY2027 results with 30% revenue growth, stable gross margins, and significant operating margin expansion.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $508M | +30% y/y |
| GAAP Gross Margin · Q2-2026 | 77.0% | |
| Non-GAAP Gross Margin · Q2-2026 | 78.0% | |
| Non-GAAP Operating Margin · Q2-2026 | 21.0% | |
| Free Cash Flow · H1-2026 | $138M | +53% y/y |
| Net Income (Loss) · Q2-2026 | $16M |
Risks flagged
Accumulated deficit
“We have generated significant operating losses from our operations, as reflected in our accumulated deficit of $1,558.4 million as of August 1, 2026.” · word for word
3 Sep 20268-K · 2.02Samsara Q2 FY2027 revenue $508.4M (+30% YoY), ARR $2.125B (+30% YoY), net new ARR $134.1M (+28% YoY). GAAP EPS $0.03 (4th consecutive profitable quarter). Non-GAAP operating margin 21% vs 15% YoY. FY2027 revenue guidance $2.043-2.047B.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2027 | $508M | +30% y/y |
| Annual Recurring Revenue (ARR) · Q2-2027 | $2.12B | +30% y/y |
| Net new ARR · Q2-2027 | $134M | +28% y/y |
| GAAP net income (loss) per share, basic and diluted · Q2-2027 | $0.03 | -200% y/y |
| Non-GAAP net income per share, basic and diluted · Q2-2027 | $0.20 | +67% y/y |
| GAAP gross margin · Q2-2027 | 77.0% | |
| Non-GAAP gross margin · Q2-2027 | 78.0% | |
| GAAP operating margin · Q2-2027 | 1.0% | |
| Non-GAAP operating margin · Q2-2027 | 21.0% | |
| Free cash flow · Q2-2027 | $65M | +46% y/y |
Guidance
Q3 FY2027 revenue $514-516M; FY2027 revenue $2.043-2.047B; Q3 FY2027 non-GAAP operating margin 21%; FY2027 non-GAAP operating margin 21%; Q3 FY2027 non-GAAP EPS $0.18-0.19; FY2027 non-GAAP EPS $0.76-0.78; FY2027 GAAP profitable
Raised FY2027 guidance; durable 30% ARR growth; operating margin expanding; AI adoption accelerating; large customer momentum strong
Risks flagged
Revenue growth guidance decelerating to 24% in Q3 and 26% for FY2027 from 30% in Q2
“Q3 FY2027 revenue growth guided at 24% YoY; FY2027 revenue growth guided at 26% YoY vs 30% in Q2”
Constant currency headwind of $2M in Q3 and $10M in FY2027
“Constant currency impact to revenue guidance is $2 million for Q3 FY2027 and $10 million for FY2027” · word for word
9 Jun 202610-QRevenue $479M (+31% y/y); Gross Margin (GAAP) 75; Non-GAAP Gross Margin 76open
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $479M | +31% y/y |
| Gross Margin (GAAP) · Q2-2026 | 75.0% | |
| Non-GAAP Gross Margin · Q2-2026 | 76.0% | |
| Non-GAAP Operating Margin · Q2-2026 | 19.0% | |
| Non-GAAP Net Income · Q2-2026 | $98M | +58% y/y |
| Free Cash Flow · Q2-2026 | $73M | +60% y/y |
| Free Cash Flow Margin · Q2-2026 | 15.0% | |
| Operating Cash Flow · Q2-2026 | $81M | +55% y/y |
Risks flagged
Gross Margin Compression from Cloud Costs
“Our gross margin decreased to 75% for the three months ended May 2, 2026 compared to 77% for the three months ended May 3, 2025, mainly due to increased cloud and cellular costs.” · word for word
Accumulated Deficit
“We have generated significant operating losses from our operations, as reflected in our accumulated deficit of $1,574.6 million as of May 2, 2026.” · word for word
4 Jun 20268-K · 2.02Total revenue $479M (+31% y/y); Annual Recurring Revenue (ARR) $1.99B (+30% y/y); Net new ARR $101M (+30% y/y); Guidance: Q2 FY2027 revenue $482-484M (23-24% YoY), FY2027 revenue $2.005-2.013B (24% YoY), non-GAAP operating margin 20% for FYearningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q1-2027 | $479M | +31% y/y |
| Annual Recurring Revenue (ARR) · Q1-2027 | $1.99B | +30% y/y |
| Net new ARR · Q1-2027 | $101M | +30% y/y |
| Non-GAAP gross margin · Q1-2027 | 76.0% | |
| Non-GAAP operating margin · Q1-2027 | 19.0% | |
| GAAP net income (loss) per share, basic and diluted · Q1-2027 | $0.08 | |
| Adjusted free cash flow · Q1-2027 | $73M | +60% y/y |
Guidance
Q2 FY2027 revenue $482-484M (23-24% YoY), FY2027 revenue $2.005-2.013B (24% YoY), non-GAAP operating margin 20% for FY, GAAP EPS profitable for FY
Guidance implies continued strong growth with revenue accelerating to ~$2B run rate; non-GAAP operating margin expanding to 20% for FY; GAAP profitability sustained.
Risks flagged
Gross margin declining (non-GAAP down 300bps YoY) due to product mix and investments.
“Non-GAAP gross margin 76% vs 79% YoY.”
1 Jun 2026DEF 14ASamsara filed its definitive proxy statement (DEF 14A) for the fiscal year 2027 annual meeting of stockholders.open
Figures in the filing · each found in the filing text
| Total Revenue · FY2026 | $1.60B | +30% y/y |
| Annual Recurring Revenue · FY2026 | $1.90B | +30% y/y |
| Customers over $100k ARR · FY2026 | 3,194 | +29% y/y |
| Net Loss · FY2026 | $-9M | |
| Adjusted Free Cash Flow · FY2026 | $209M | +87% y/y |
| Non-Equity Incentive Plan Payout · FY2026 | 127.9% | |
| CEO Total Compensation · FY2026 | $18M | |
| Median Employee Total Compensation · FY2026 | $172042.00 | |
| CEO Pay Ratio · FY2026 | $106.00 | |
| Say-on-Pay Approval · FY2025 | 98.6% |
16 Mar 202610-KOperating expenses $1.29B (+14% y/y); Net loss $-9M; Accumulated deficit $1.62Bopen
Figures in the filing · each found in the filing text
| Operating expenses · FY2026 | $1.29B | +14% y/y |
| Net loss · FY2026 | $-9M | |
| Accumulated deficit · FY2026 | $1.62B | |
| Issued patents · FY2026 | 202 | |
| Number of integrations · FY2026 | 350 |
Risks flagged
Supply chain disruption
“For example, for several fiscal years, there was an ongoing global silicon component shortage, which resulted in increases in the cost of devices and components and delays in shipments of goods across many industries, including components used in our IoT devices.” · word for word
Competition and market share loss
“We face intense and increasing competition, and we may not be able to compete effectively, which could reduce demand for our solution and adversely affect our business, revenue growth, and market share.” · word for word
Cybersecurity breach
“If we experience a security breach or incident affecting our customers’ assets or data, our data or IoT devices, our Data Platform, or other systems, our Connected Operations Platform may be perceived as not being secure or safe, our reputation may be harmed, and our business, financial condition, and results of operations could be materially and adversely a” · word for word
5 Mar 20268-K · 2.02Annual Recurring Revenue $1.89B (+30% y/y); Net New ARR $145M (+33% y/y); Total Revenue $444M (+28% y/y); Guidance: FY2027 revenue guidance $1.965B-$1.975B (21-22% YoY growth)earningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · Q4-2026 | $1.89B | +30% y/y |
| Net New ARR · Q4-2026 | $145M | +33% y/y |
| Total Revenue · Q4-2026 | $444M | +28% y/y |
| GAAP Net Income Per Share · Q4-2026 | $0.04 | |
| Non-GAAP Operating Margin · Q4-2026 | 21.0% | |
| Adjusted Free Cash Flow · Q4-2026 | $63M |
Guidance
FY2027 revenue guidance $1.965B-$1.975B (21-22% YoY growth)
Strong Q4 results with accelerating ARR growth, GAAP profitability, and raised FY2027 guidance.
6 Jan 20268-K · 8.01Shares to be sold 5,000,000; beneficial ownership after sale 32.29open
Figures in the filing · each found in the filing text
| shares to be sold | 5,000,000 | |
| beneficial ownership after sale | 32.3% |
Risks flagged
Insider selling may signal lack of confidence or create overhang; but 10b5-1 plans reduce timing concern.
“Planned sales spread out over 2026 to reduce market impact.”
9 Dec 202510-QSamsara reported strong Q3 FY2026 results with revenue up 29% YoY, positive net income, and record RPO.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $416M | +29% y/y |
| Subscription Revenue · Q3-2026 | $408M | +29% y/y |
| Net Income (Loss) · Q3-2026 | $8M | |
| Operating Cash Flow · 9M-2026 | $166M | +114% y/y |
| Remaining Performance Obligations · 2025-11-01 | $3.38B | |
| Deferred Revenue · 2025-11-01 | $755M | +18% y/y |
Risks flagged
Customer concentration risk
“No customer accounted for greater than 10% of the Company's total revenue for the three and nine months ended November 1, 2025 and November 2, 2024.” · word for word
Credit loss exposure
“Allowance for credit losses $11.9 million as of November 1, 2025, up from $9.1 million as of February 1, 2025.”
4 Dec 20258-K · 2.02Annual Recurring Revenue (ARR) $1.75B (+29% y/y); Total revenue $416M (+29% y/y); GAAP gross profit $319M; Guidance: Q4 FY2026 revenue guidance $421M-$423M (22% YoY growth), FY2026 revenue guidance $1.595B-$1.597B (28% YoY growth). Non-GAAPearningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue (ARR) · Q3-2026 | $1.75B | +29% y/y |
| Total revenue · Q3-2026 | $416M | +29% y/y |
| GAAP gross profit · Q3-2026 | $319M | |
| GAAP gross margin · Q3-2026 | 77.0% | |
| Non-GAAP gross profit · Q3-2026 | $324M | |
| Non-GAAP gross margin · Q3-2026 | 78.0% | |
| GAAP operating loss · Q3-2026 | $-2M | |
| GAAP operating margin · Q3-2026 | 0.0% | |
| Non-GAAP operating income · Q3-2026 | $80M | |
| Non-GAAP operating margin · Q3-2026 | 19.0% |
Guidance
Q4 FY2026 revenue guidance $421M-$423M (22% YoY growth), FY2026 revenue guidance $1.595B-$1.597B (28% YoY growth). Non-GAAP operating margin 16% for both periods.
Guidance implies continued strong growth and margin expansion, with Q4 revenue midpoint of $422M and FY2026 revenue midpoint of $1.596B.
Risks flagged
Macroeconomic uncertainty and customer purchasing patterns could impact growth.
“Forward-looking statements mention macroeconomic conditions, customer purchasing, adoption of products.”
Samsara Inc. — questions
- What did Samsara Inc. file recently?
- 10 SEC filings in the last 12 months. Latest: 10-Q on 2026-09-08 — Samsara reported strong Q2 FY2027 results with 30% revenue growth, stable gross margins, and significant operating margin expansion.
Every figure on this page comes from Samsara Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.