)
Visual
earnings real time
Samsara (IOT) investor relations material
Samsara Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Dec, 2025
Executive summary
Achieved $1.75 billion in ARR, up 29% year-over-year, and first quarter of GAAP profitability with net income of $7.8 million compared to a net loss of $37.8 million in the prior year quarter.
Q3 revenue reached $416 million, up 29% year-over-year, with strong free cash flow margin of 13% and free cash flow of $56 million for the quarter.
Record growth in large customers: 2,990 with $100K+ ARR (up 219 in Q3), and 164 with $1M+ ARR (up 17 in Q3), both tying or setting quarterly records.
Over 95% of $100K+ ARR customers use two or more products, with notable wins in public sector, industrial, and media organizations.
Large customer momentum driven by scalable, secure infrastructure, tailored go-to-market strategies, and strong multi-product adoption.
Financial highlights
Non-GAAP gross margin was 78%, non-GAAP operating margin hit a record 19%, and free cash flow margin was 13%.
Net new ARR was $105 million, up 24% year-over-year, marking the highest growth rate in seven quarters.
Dollar-based net retention rate was approximately 115%.
Non-GAAP S&M margin improved to 40%, R&D margin to 13%, and G&A margin to 10% in Q3 FY26.
Cash, cash equivalents, and investments totaled $1,147.2 million as of November 1, 2025.
Outlook and guidance
Q4 revenue expected between $421M and $423M, representing 22% year-over-year growth; FY26 revenue expected between $1.595B and $1.597B, up 28% year-over-year.
Non-GAAP operating margin for Q4 and FY26 projected at 16%; non-GAAP EPS for Q4 between $0.12 and $0.13, and for FY26 between $0.50 and $0.51.
Initial FY27 revenue guide expected to be higher than current consensus due to Q3 outperformance.
Management expects continued investment in sales, marketing, and R&D to drive growth and innovation.
Existing liquidity is projected to be sufficient for at least the next 12 months.
Reconcile GAAP profit to non-GAAP operating income
Impact of $100K+ ARR customer growth on overall ARR
Explain Q4 revenue growth deceleration
What is the ARR growth rate for large customers?
Multi-product impact on top net new ACV deals?
Public Sector net new ACV growth rate?
Sustain large customer growth strategy
International market penetration strategy
How does AI drive customer value and growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Samsara earnings date
Q4 20265 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Samsara Inc provides cloud-based Internet of Things (IoT) solutions for operations across industries such as transportation, manufacturing, and logistics. Its platform offers fleet management, equipment monitoring, and safety solutions. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage