earnings
confidence high
sentiment positive
materiality 0.75
Samsara Q4 revenue $444M (+28% YoY), second consecutive GAAP profitable quarter
Samsara Inc.
2026-FY EPS reported
-$0.02
revenue$1,618,635,000
- Q4 revenue $444.3M, up 28% YoY (27% constant currency); net new ARR $144.8M (+33% YoY).
- Ending ARR $1.890B (+30% YoY); full-year revenue $1,618.6M (+30% YoY).
- GAAP EPS $0.04 (positive); non-GAAP EPS $0.18; GAAP operating income $9.0M vs loss of $18.4M last year.
- Q4 operating cash flow $69.7M, adj free cash flow $62.9M (14% margin); full-year adj FCF $208.7M (13% margin).
- CEO says data asset captures >25 trillion data points; AI agents like AI Safety Coach driving automation.