secwatch.observer — SEC 8-K summary ====================================== Issuer: Samsara Inc. (IOT) CIK: 0001642896 Form: 8-K Filed at: 2023-11-30T23:59:59+00:00 Accession: 0001642896-23-000082 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Samsara Q3 FY2024 revenue $237.5M (+40% YoY); ARR tops $1B milestone -------------------------------------------------------------------- - Ending ARR $1.003B, up 39% YoY; 1,663 customers with ARR >$100k (+49% YoY). - Non-GAAP operating income $12.7M vs loss $16.6M; non-GAAP EPS $0.04 vs -$0.02. - GAAP operating loss narrowed to $54.8M from $63.5M; operating margin improved 14 pts to -23%. - Free cash flow $8.5M vs -$23.2M; adjusted FCF margin 4% vs -9% one year ago. - Revenue of $237.5M beat prior guidance range of $228–$232M; strong demand in physical operations. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1642896/000164289623000082/0001642896-23-000082-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1642896/000164289623000082/iot-20231130.htm HTML page: https://secwatch.observer/filing/0001642896-23-000082 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer