NYSE$IOT
Samsara Inc · Q1 2025 earnings
Q1 2025 earnings · · After market close · Investor relations
Briefing
Samsara reported strong growth and profitability in Q1 FY26, with increased ARR, record margins, and robust customer expansion.
Samsara delivered a strong Q1 FY26 with $367 million in revenue, $76.2 million in net income, and a 31% YoY ARR growth, driven by continued expansion among large enterprise customers.
- Revenue reached $367M, reflecting 31% YoY growth.
- Net income was $76.2M, with an EPS of $0.13.
- ARR increased to $1.54B, up 31% YoY.
- Samsara added 154 new $100K+ ARR customers during the quarter.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$281M
Forward guidance
Samsara expects continued growth in Q2 and FY26, with strong revenue and EPS guidance despite macroeconomic uncertainty.
Tailwinds
- Q2 revenue guided between $371M and $373M.
- FY26 revenue expected between $1.547B and $1.555B.
- FY26 non-GAAP EPS expected between $0.39 and $0.41.
- Strong pipeline and healthy win rates continue.
- Targeting large, stable operations budgets with fast ROI solutions.
Headwinds
- Macro uncertainty may elongate sales cycles.
- Tariff-impacted goods may affect short-term customer spending.
- Seasonal weakness expected in Q2 free cash flow margin.
- Customer hesitation post-Liberation Day affected some Q1 deals.
- Modest FX headwinds expected in Q2 and FY26 revenue.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
+5.0%
Avg return
Earnings day
+7.9%
Avg return
5 days after
+7.8%
Avg return
30 days after
71%
15 / 21 earnings
Positive
+24.9%
Q3 2022
Best reaction
-12.3%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | -1.1% | -7.1% | — | |
| Q4 2026 | +19.5% | +8.5% | +9.1% | |
| Q3 2026 | +11.0% | +10.6% | -16.7% | |
| Q2 2026 | +17.3% | +8.1% | +9.1% | |
| Q1 2026 | +1.2% | +2.6% | +2.7% | |
| Q3 2025 | -6.4% | -18.6% | -17.8% | |
| Q2 2025 | +13.6% | +18.8% | +22.8% | |
| Q1 2025 | -12.3% | -15.6% | +5.4% | |
| Q4 2024 | +14.0% | +11.6% | -1.4% | |
| Q3 2024 | +3.3% | +12.7% | +26.7% | |
| Q2 2024 | +2.2% | +18.9% | -5.8% | |
| Q1 2024 | -1.2% | +45.9% | +43.9% | |
| Q4 2022 | +19.4% | +28.2% | +20.9% | |
| Q4 2023 | +3.5% | +28.2% | +20.9% | |
| Q3 2022 | +24.9% | +22.5% | +30.4% | |
| Q3 2023 | +3.9% | +22.5% | +30.4% | |
| Q2 2023 | +1.5% | -12.7% | -17.6% | |
| Q2 2022 | -11.7% | -12.7% | -17.6% | |
| Q1 2022 | +1.0% | +4.5% | +8.4% | |
| Q1 2023 | +4.4% | +4.5% | +8.4% | |
| Q4 2021 | -3.7% | -16.1% | -6.7% |
Discussion
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