NYSE$IOT
Samsara Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
Samsara reported strong Q2 FY25 results with continued revenue growth and record non-GAAP margins.
Samsara achieved durable growth in Q2 FY25 with $300 million in revenue and increased operating efficiency, adding 169 large customers and launching new product categories.
- Revenue grew to $300 million, up 37% year-over-year.
- Ended the quarter with $1.264 billion in ARR.
- Achieved a record 6% non-GAAP operating margin.
- Added 169 customers with over $100K ARR, surpassing 2,000 total.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$300M
Forward guidance
Samsara raised its FY25 outlook, projecting higher revenue and profitability driven by strong Q2 performance and operational momentum.
Tailwinds
- Q3 FY25 revenue expected between $309–$311 million, 30–31% YoY growth
- FY25 revenue raised to $1.224–$1.228 billion
- FY25 non-GAAP EPS raised to $0.16–$0.18
- FY25 non-GAAP operating margin raised to 5%
- Q3 non-GAAP EPS expected between $0.03–$0.04
Headwinds
- Q4 FY25 guidance implies lower YoY growth (21–22%) due to one less week vs. prior year
- Free cash flow margin for Q2 remained seasonally lowest at 4%
- FY25 share dilution expected with weighted average shares rising to 579M in Q3
- Continued macroeconomic uncertainty factored into forecast scenarios
- Profitability improvements are still gradual with only 2 percentage point QoQ margin gain
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
+5.3%
Avg return
Earnings day
+8.6%
Avg return
5 days after
+7.8%
Avg return
30 days after
75%
15 / 20 earnings
Positive
+24.9%
Q3 2022
Best reaction
-12.3%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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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