NYSE$IOT
Samsara Inc · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
Samsara reported strong Q3 FY25 results with record profitability and significant customer growth.
Samsara delivered strong Q3 FY25 results with $322 million in revenue and record non-GAAP margins, driven by growth in large enterprise customers and expansion of AI-powered offerings.
- Revenue reached $322 million, growing 36% year-over-year.
- Adjusted free cash flow margin hit a record 10%.
- Added 170 customers with over $100K ARR, second highest quarterly additions.
- Surpassed 100 customers with $1M+ ARR.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$322M
Forward guidance
Samsara raised FY25 revenue and profitability guidance, projecting continued growth and efficiency.
Tailwinds
- FY25 revenue guidance raised to $1.237–$1.239 billion
- FY25 non-GAAP EPS expected between $0.22–$0.23
- FY25 non-GAAP operating margin raised to 7%
- Q4 revenue expected between $334–$336 million
- Q4 non-GAAP EPS expected between $0.07–$0.08
Headwinds
- Q4 FY25 has one fewer week vs. Q4 FY24, reducing YoY growth by 3 percentage points
- No new upward revision to Q4 revenue vs. prior implied guidance
- FY25 equity dilution expected under 2%
- Q4 net new ARR expected only in line with consensus
- High growth still dependent on international and product expansion
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 Q3 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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