secwatch.observer — SEC 8-K summary
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Issuer:     Samsara Inc. (IOT)
CIK:        0001642896
Form:       8-K
Filed at:   2026-09-03T20:10:23+00:00
Accession:  0001628280-26-060438
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Samsara Q2 FY27 revenue $508.4M (+30% YoY); GAAP EPS $0.03, 4th straight profitable quarter
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1642896/000162828026060438/0001628280-26-060438-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1642896/000162828026060438/iot-20260903.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-060438

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