secwatch.observer — SEC 8-K summary
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Issuer:     Samsara Inc. (IOT)
CIK:        0001642896
Form:       8-K
Filed at:   2025-09-04T23:59:59+00:00
Accession:  0001642896-25-000070
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Samsara Q2 FY2026 revenue $391.5M (+30% YoY); ARR $1.64B; GAAP op loss narrows to $26.6M
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- Revenue $391.5M (+30% YoY, 31% constant currency); ending ARR $1.64B (+30%).
- Customers with ARR >$100k: 2,771 (up 651 YoY); those customers generated ~$1B ARR (+35%).
- GAAP gross margin 77% (up 1pt); non-GAAP gross margin 78% (up 1pt).
- GAAP net loss per share $(0.03) vs $(0.09) YoY; non-GAAP EPS $0.12 vs $0.05.
- Adjusted free cash flow $44.2M (11% margin) vs $13.1M (4% margin) YoY.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1642896/000164289625000070/0001642896-25-000070-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1642896/000164289625000070/iot-20250904.htm
  HTML page:      https://secwatch.observer/filing/0001642896-25-000070

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