Samsara Reports 28% Revenue Growth in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 06 2026
0mins
Source: stocktwits
- Strong Revenue Performance: Samsara's Q4 revenue reached $444.3 million, reflecting a 28% year-over-year growth and a 27% increase in constant currency, surpassing analysts' expectations of $422.31 million, indicating robust market performance.
- Improved Profitability: The company reported an adjusted diluted net income per share of $0.56, significantly up from $0.26 in the same quarter last year, and exceeding analysts' estimates of $0.13, marking the second consecutive quarter of GAAP profitability and reflecting enhanced operational efficiency.
- Annual Recurring Revenue Growth: Samsara's Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year increase and a 31% rise in constant currency, indicating sustained growth in customer base and revenue stability.
- Optimistic Future Outlook: The company expects Q1 FY2027 revenue to be in the range of $454 million to $456 million, with full-year revenue projected between $1.965 billion and $1.975 billion, demonstrating management's confidence in future growth.
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Analyst Views on IOT
Wall Street analysts forecast IOT stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 31.150
Low
35.00
Averages
46.79
High
57.00
Current: 31.150
Low
35.00
Averages
46.79
High
57.00
About IOT
Samsara Inc. operates a connected operations platform, which is an open platform that connects the people, assets, and systems of operations, allowing to develop actionable insights and improve operations. It consolidates data from internet of things (IoT) devices, connected assets and third-party systems, and enables organizations to access, analyze, and act on data insights using cloud dashboards, custom alerts and reports, mobile apps, and workflows. Its suite of applications and agents enables organizations to deploy a digital, cloud-connected strategy across operations. Its solution connects physical operations data to a connected operations platform, which consists of our data platform, applications, and agents. Its data platform ingests, aggregates, and enriches data from IoT devices, connected assets, third-party systems, and makes data actionable for use cases through applications and agents. It serves construction, transport & logistics, field services, and food & beverage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
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- Funding Allocation Challenges: Nearly a third of U.S. school districts are diverting funds from other programs to cover rising fuel costs, with almost a fifth using reserves, highlighting the tight budgets and lack of flexibility in financial planning.
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- Live Webcast Discussion: The company will host a live webcast at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) on the same day to discuss the financial results, enhancing engagement with investors.
- Investor Relations Website: A press release will be available on the Samsara investor relations website prior to the earnings announcement, ensuring timely information access for investors and improving transparency.
- Broad Customer Base: Samsara serves tens of thousands of customers across North America and Europe in various sectors, including transportation, construction, and logistics, highlighting its significant role in the global economy.
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- Safety Enhancement: Fleets deploying the complete Samsara AI safety solution experienced a 73% reduction in accidents over 30 months, demonstrating the significant effectiveness of its technology in enhancing frontline worker safety and solidifying the company's leadership in safety technology.
- Customer Success Stories: First Student utilized Samsara's AI camera technology to achieve a 54% reduction in rolling stops, 63% in forward collisions, and 81% in distracted driving behaviors, indicating the practical effectiveness of Samsara's solutions in improving transportation safety.
- Market Growth: Samsara has gained increased visibility in the rapidly growing connected operations market, particularly following its Super Bowl advertisement, showcasing the rising importance of AI safety technology in the global economy.
See More
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- Samsara Customer Growth: In Q2 of fiscal 2026, Samsara added 133 new customers with over $100K in ARR, bringing the total to 2,771, indicating a sustained increase in market share within fleet management and industrial monitoring, which is expected to further drive revenue growth.
- Trimble Revenue Performance: Trimble reported $3.59 billion in revenue and $2.39 billion in ARR for fiscal 2025, with recurring revenue making up 79% of total revenues, demonstrating the success of its transition towards subscriptions and services, which is likely to continue fueling future growth.
- Multi-Product Adoption Trend: Approximately 96% of Samsara's large customers utilize at least two products, while 69% use three or more, indicating enhanced platform diversification and customer stickiness, which is expected to improve long-term margins and competitive positioning.
- Market Outlook: Samsara anticipates a 19% non-GAAP operating margin and 21-22% revenue growth for fiscal 2027, showcasing strong growth potential, while Trimble's 2026 revenue is projected at $3.88 billion, reflecting an 8% year-over-year increase, highlighting both companies' positive performance in digital transformation.
See More
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- Budget Strain Intensifies: Since the onset of the Iran war, diesel prices have surged 67% to $5.52 per gallon, increasing operational costs for schools by approximately $1.8 billion, forcing many districts to tap into emergency funds to keep buses running.
- Funding Allocation Challenges: Nearly a third of U.S. school districts are diverting funds from other programs to cover rising fuel costs, with almost a fifth using reserves, highlighting the tight budgets and lack of flexibility in financial planning.
- Significant Regional Disparities: For instance, Yakima School District in Washington has seen diesel prices rise 64% year-on-year to $6.30 per gallon, necessitating an additional $213,000 annually for fuel, equivalent to the salaries of two teachers, exacerbating financial pressures in an already underfunded area.
- Diverse Response Strategies: School officials are implementing measures such as consolidating bus routes, enforcing anti-idling policies, and deferring maintenance to save costs; however, these temporary solutions may not be sustainable, especially if fuel prices continue to rise.
See More
John Bicket's Executive Role Update
- Executive Appointment: John Bicket was appointed as Director, Executive Vice President, and Chief Technology Officer on May 12, holding a 10% stake, which may enhance the company's leadership in technological innovation.
- Shareholder Structure Change: Bicket's 10% ownership reflects his confidence in the company's future, potentially influencing investors' perceptions of the company's governance structure.
- Strategic Impact: Bicket's technical background will aid in advancing the company's technology strategy, particularly in a rapidly changing market environment, thereby enhancing competitiveness.
- Management Stability: This appointment may bolster management stability, attracting more investor attention to the company's long-term growth potential.
See More
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- Significant Cost Savings: The Garden City Public School district reduced maintenance costs on its school bus fleet by 66% using Samsara's system, resulting in annual savings of $150,000, which significantly enhances operational efficiency and resource allocation.
- Enhanced Safety: Coach USA equipped its fleet of 1,000 buses with Samsara's AI multicam and dashcams, achieving 360-degree visibility that led to a 92% reduction in preventable accidents and a 75% decrease in claim costs, thereby improving passenger safety.
- Profitability Outlook: Although Samsara is currently unprofitable with a net profit margin of -0.56% for fiscal 2026, it has significantly improved from -30.59% in 2024 to -12.4% in 2025, and is expected to achieve profitability by the end of Q2 2027, which could drive stock price increases.
- Strong Revenue Growth: Samsara reported a 29.57% revenue increase for fiscal 2026, alongside a 30% rise in annual recurring revenue (ARR), indicating the company's competitive position and potential for sustained growth in the market.
See More
Samsara Announces Q1 FY2027 Financial Results Release Schedule
- Earnings Release Schedule: Samsara will release its financial results for Q1 FY2027 on June 4, 2026, after U.S. market close, reflecting its ongoing growth in the Connected Operations platform sector.
- Live Webcast Discussion: The company will host a live webcast at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) on the same day to discuss the financial results, enhancing engagement with investors.
- Investor Relations Website: A press release will be available on the Samsara investor relations website prior to the earnings announcement, ensuring timely information access for investors and improving transparency.
- Broad Customer Base: Samsara serves tens of thousands of customers across North America and Europe in various sectors, including transportation, construction, and logistics, highlighting its significant role in the global economy.
See More
Samsara Named to TIME100 Most Influential Companies of 2026
- Industry Recognition: Samsara has been named one of the TIME100 Most Influential Companies of 2026, highlighting its innovation and impact in the manufacturing and logistics sectors, reflecting the company's crucial role in driving AI transformation in industries vital to the global economy.
- Safety Enhancement: Fleets deploying the complete Samsara AI safety solution experienced a 73% reduction in accidents over 30 months, demonstrating the significant effectiveness of its technology in enhancing frontline worker safety and solidifying the company's leadership in safety technology.
- Customer Success Stories: First Student utilized Samsara's AI camera technology to achieve a 54% reduction in rolling stops, 63% in forward collisions, and 81% in distracted driving behaviors, indicating the practical effectiveness of Samsara's solutions in improving transportation safety.
- Market Growth: Samsara has gained increased visibility in the rapidly growing connected operations market, particularly following its Super Bowl advertisement, showcasing the rising importance of AI safety technology in the global economy.
See More
