secwatch.observer — SEC 8-K summary
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Issuer:     Samsara Inc. (IOT)
CIK:        0001642896
Form:       8-K
Filed at:   2025-12-04T23:59:59+00:00
Accession:  0001628280-25-055355
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Samsara Q3 FY2026 revenue $416M (+29% YoY); first GAAP profitable quarter
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1642896/000162828025055355/0001628280-25-055355-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1642896/000162828025055355/iot-20251204.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-055355

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer