The strong revenue growth, achievement of sustained GAAP profitability, and robust guidance suggest Samsara is executing well in the connected operations platform market. Traders should monitor the company's ability to maintain this growth trajectory and profitability in future quarters.
Price Chart
Executive Summary
Samsara reported strong Q4 and full fiscal year 2026 results with revenue of $444.3 million (28% YoY growth) and GAAP profitability of $0.04 per share, marking the second consecutive quarter of GAAP profitability. Annual Recurring Revenue (ARR) reached $1.89 billion, growing 30% YoY. The company also provided guidance for fiscal year 2027, projecting revenue of $1.965 billion to $1.975 billion and non-GAAP net income per share of $0.65 to $0.69.
Key Financial Metrics
Key Facts
- Q4 revenue was $444.3 million, up 28% year-over-year
- GAAP net income per share was $0.04, achieving second consecutive quarter of GAAP profitability
- Ending Annual Recurring Revenue (ARR) was $1.89 billion, up 30% year-over-year
- Full fiscal year 2026 revenue was $1.6186 billion, up 30% year-over-year
- Guidance for fiscal year 2027: revenue of $1.965 billion to $1.975 billion (22% YoY growth), non-GAAP net income per share of $0.65 to $0.69
Financial Impact
Revenue growth of 28% YoY in Q4 and 30% YoY for full fiscal year 2026, with guidance for 22% YoY revenue growth in fiscal year 2027
Risk Factors
- Potential for increased competition in the connected operations platform space
- Macroeconomic factors could impact customer spending on technology solutions
- Execution risk in maintaining high growth rates as the company scales
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-015170 |
| Document: iot-20260305.htm | 0001628280-26-015170 |
| Document: 0001628280-26-015170-index-headers.html | 0001628280-26-015170 |
| Document: 0001628280-26-015170-index.html | 0001628280-26-015170 |
| Document: 0001628280-26-015170.txt | 0001628280-26-015170 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Insider Cluster | $41.16 $37.96 | ▲ +7.77% | ▲ +8.28% | $41.12 (+0.10%) |
Aug 20, 2026 6w ago | Insider Cluster | $39.94 $39.55 | ▼ −0.98% | ▼ −0.70% | $41.12 (+2.95%) |
Aug 7, 2026 8w ago | 144 | $39.86 $40.15 | ▲ +0.73% | ▲ +1.64% | $41.12 (+3.16%) |
Aug 6, 2026 8w ago | Insider Cluster | $38.22 $38.75 | ▲ +1.39% | ▲ +0.79% | $41.12 (+7.59%) |
Aug 5, 2026 8w ago | Insider Cluster | $38.22 $38.75 | ▲ +1.39% | ▲ +0.79% | $41.12 (+7.59%) |
Aug 4, 2026 8w ago | 144 | $38.73 $36.79 | ▼ −5.01% | ▼ −4.41% | $41.12 (+6.17%) |
Jul 29, 2026 9w ago | Insider Cluster | $35.80 $41.87 | ▲ +16.96% | ▲ +12.99% | $41.12 (+14.86%) |
Jul 28, 2026 9w ago | 144 | $38.75 $39.84 | ▲ +2.81% | ▼ −2.21% | $41.12 (+6.12%) |
Jul 23, 2026 10w ago | Insider Cluster | $33.11 $39.94 | ▲ +20.63% | ▲ +17.00% | $41.12 (+24.19%) |
Jul 23, 2026 10w ago | Insider Cluster | $33.11 $39.94 | ▲ +20.63% | ▲ +17.00% | $41.12 (+24.19%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access