{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-015170","form_type":"8-K","ticker":"IOT","cik":"0001642896","company_name":"Samsara Inc.","filed_at":"2026-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.728763+00:00","generated_at":"2026-05-15T19:41:53.173722+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Samsara Q4 revenue $444M (+28% YoY), second consecutive GAAP profitable quarter","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-015170","json":"https://secwatch.observer/filing/0001628280-26-015170.json","markdown":"https://secwatch.observer/filing/0001628280-26-015170.md","text":"https://secwatch.observer/filing/0001628280-26-015170.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026015170/0001628280-26-015170-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026015170/iot-20260305.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T19:41:53.173722+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6bd5ae532a00e75f8af424b1eefac8620c03327b","claim":"Samsara Inc. reported fiscal quarter ended January 31, 2026 results: revenue $444.3 million, EPS $0.04.","evidence_excerpt":"Q4 revenue of $444.3 million, representing 28% year-over-year growth in actuals and 27% in constant currency • Q4 net new ARR of $144.8 million representing 33% year-over-year growth in actuals and 31% in constant currency • Ending ARR of $1.890 billion, representing 30% year-over-year growth in actuals and in constant currency • GAAP earnings per share of $0.04, representing the second consecutive quarter of GAAP profitability","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1642896/000162828026015170/0001628280-26-015170-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended January 31, 2026"},{"label":"Revenue","value":"$444.3 million"},{"label":"EPS","value":"$0.04"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}