earnings
confidence high
sentiment positive
materiality 0.75
Samsara Q3 FY2025 revenue $322M (+36% YoY); ARR $1.35B (+35% YoY)
Samsara Inc.
2025-Q3 EPS
reported -$0.26
vs consensus $0.07
▼ miss
(-455.7%)
- Revenue $322.0M (+36% YoY); ARR $1.349B (+35% YoY); customers with ARR >$100K up 38% to 2,303.
- GAAP gross margin 76% (+2 pts); Non-GAAP gross margin 78% (+3 pts).
- Non-GAAP operating income $33.9M (11% margin vs 5%); adjusted FCF $31.2M (10% margin, quarterly record).
- GAAP net loss per share $(0.07) (improved from $(0.08)); non-GAAP diluted EPS $0.07 (from $0.04).