earnings
confidence high
sentiment positive
materiality 0.80
Samsara Q3 FY2026 revenue $416M (+29% YoY); first GAAP profitable quarter
Samsara Inc.
2026-Q3 EPS reported
-$0.05
revenue$1,174,339,000
- Revenue $416.0M (+29% YoY); ARR $1.745B (+29% YoY) in actuals and constant currency.
- 2,990 customers with >$100K ARR (+219 net new in Q3, a quarterly record); 164 customers >$1M ARR.
- GAAP net income $0.01 per share (first GAAP profitable quarter); Non-GAAP diluted EPS $0.15.
- Non-GAAP operating margin 19% (up 9 pts YoY); adjusted free cash flow $55.8M (13% margin).
- Net cash from operations $63.7M (15% margin); GAAP gross margin 77%.