secwatch.observer — SEC 8-K summary
======================================

Issuer:     Samsara Inc. (IOT)
CIK:        0001642896
Form:       8-K
Filed at:   2026-03-05T23:59:59+00:00
Accession:  0001628280-26-015170
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Samsara Q4 revenue $444M (+28% YoY), second consecutive GAAP profitable quarter
-------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1642896/000162828026015170/0001628280-26-015170-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1642896/000162828026015170/iot-20260305.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-015170

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