NYSE$IOT

Samsara Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Samsara reported Q1 fiscal 2026 revenue of $366.9M with a net loss of $22.1M and diluted EPS of $(0.04).

Revenue grew to $366.9 million as connected operations platform adoption expanded across fleet and industrial customers. The net loss was $22.1 million, or $0.04 per diluted share, as the company continued growth investments. Annual recurring revenue and net dollar retention remain key metrics.

  • Q1 revenue $366.9M.
  • Net loss $22.1M; diluted EPS $(0.04).
  • Connected operations and AI video solutions drive ARR.
  • Sales efficiency and international expansion affect path to profit.

Headline financials

Total Revenue

$367M

Previous: $281M+30.7%
EPS (adj)

-$0.04

Previous: $0.13-130.8%
Capital Expenditures

-$6.92M

Previous: -$5.06M-36.7%
Free Cash Flow

-$29M

Previous: -$61.4M+52.7%
Net Income

-$22.1M

Previous: -$56.3M+60.7%
Operating Income

-$33.3M

Previous: -$66M+49.6%
Gross Profit

$284M

Previous: $212M+33.8%
Cash & Equivalents

$259M

Previous: $162M+59.4%
Total Assets

$2.07B

Previous: $1.75B+18.5%

Revenue & EPS history

Samsara · Revenue · Quarterly

$367M

Q1 2026+30.7%vs Q1 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Software and connected-platform outlook emphasizes subscription growth, net retention, and operating leverage.

Tailwinds

  • ARR growth and enterprise customer wins.
  • Platform upsell and international expansion.

Headwinds

  • Sales cycle elongation and macro IT budgets.
  • Stock-based compensation and path to sustained profitability.

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 2026

Historical avgQ1 2026

+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

Earnings price reactions
QuarterReport dateReaction (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%

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