IOT Earnings Prediction
The chart below shows how IOT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, IOT sees a -1.70% change in stock price 10 days leading up to the earnings, and a +3.95% change 10 days following the report. On the earnings day itself, the stock moves by +1.78%. This data can give you a slight idea of what to expect for the next quarter's release.
IOT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
321.98M
35.55%
7.25%
Gross Margin
76.39%
3.13%
1.10%
Operating Margin
-13.59%
-35.44%
-29.88%
Net Margin
-11.74%
-38.76%
-28.98%
EPS
-0.07
-12.50%
-22.22%
No Data Available
IOT Earnings Analysis
Samsara Inc. Corporation (IOT.N) Earnings Conference Call
Positive
Annual Recurring Revenue Growth: Samsara ended Q3 with $1.35 billion in ARR, growing 35% year-over-year.
Record Free Cash Flow Margin: We also delivered a quarterly record 10% adjusted free cash flow margin.
Customer Growth Milestone: In Q3, we added 170 customers with more than $100,000 in ARR, our second highest quarterly additions ever.
Q3 Revenue Increase: Q3 revenue was $322 million, growing 36% year-over-year.
ARR Customer Growth: We now have 2,303 $100,000-plus ARR customers, representing 38% year-over-year growth.
Negative
Decline in Operating Margin: The company reported a non-GAAP operating margin of approximately 7%, indicating a decline in profitability compared to previous quarters.
Revenue Projection Decrease: The expected revenue for FY 2025 is projected to be between $1.237 billion and $1.239 billion, which reflects a decrease in growth expectations from earlier forecasts.
Revenue Growth Reduction: The company anticipates a reduction in year-over-year revenue growth by 3 percentage points due to fewer weeks in Q4 compared to the previous year.
Customer Purchasing Hesitance: There was a noted hesitance among customers to make purchasing decisions until after the election results, which could impact sales in the upcoming quarter.
Earnings Per Share Outlook: The company expects non-GAAP EPS to be between $0.22 and $0.23, suggesting a potential decline in earnings per share compared to previous estimates.
IOT FAQs
How does IOT typically perform around its earnings report dates?
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IOT Earning Call Sentiment
Samsara Inc. (IOT) Q3 2025 Earnings Call Transcript
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00:00
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IOT.N
0.51%Positive
The earnings call summary indicates strong financial performance with record high revenues, margins, and ARR growth, which are positive indicators. Despite competitive pressures and other risks, the company provides optimistic guidance and highlights significant product development and international expansion opportunities. The Q&A section reveals a balanced sentiment with some concerns but no major red flags. The lack of shareholder return plans is a slight negative, but overall, the strong financial metrics and growth prospects suggest a positive stock price movement in the short term.
