earnings
confidence high
sentiment positive
materiality 0.75
Samsara Q2 FY27 revenue $508.4M (+30% YoY); GAAP EPS $0.03, 4th straight profitable quarter
Samsara Inc.
- Q2 revenue $508.4M, up 30% YoY (29% constant currency); ending ARR $2.125B, up 30% YoY.
- Net new ARR $134.1M, up 28% YoY; customers with ARR over $1M generate $500M+ ARR, up 50%+ YoY.
- GAAP EPS $0.03 (4th consecutive profitable quarter); non-GAAP EPS $0.20 vs $0.12 prior year.
- GAAP operating income $4.9M vs $26.6M loss prior year; non-GAAP operating margin 21% vs 15%.
- Free cash flow $64.7M (13% margin) vs $44.2M prior year; CEO cites AI feature adoption up 4x in 2 months.