NYSE$IOT
Samsara Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Samsara reported strong Q4 2025 revenue growth and profitability improvements.
Samsara Inc. delivered Q4 2025 revenue of $346.3 million, reflecting a 25% year-over-year increase. The company’s Annual Recurring Revenue (ARR) grew to $1.46 billion, a 32% increase. Samsara reported a GAAP operating loss of $18.4 million, significantly improved from the prior year's $123.0 million loss. Non-GAAP EPS reached $0.11, compared to $0.04 in Q4 2024. The company achieved an adjusted free cash flow of $48.5 million, indicating a positive cash generation trend.
- Revenue increased 25% year-over-year to $346.3 million.
- ARR grew 32% to $1.46 billion, reflecting strong customer demand.
- Non-GAAP EPS rose to $0.11 from $0.04 in Q4 2024.
- Free cash flow improved to $48.5 million, signaling enhanced financial strength.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$346M
Forward guidance
Samsara expects continued growth momentum in fiscal 2026, with projected Q1 revenue between $350 million and $352 million, and full-year revenue guidance of $1.52 billion to $1.53 billion. The company aims for a non-GAAP operating margin of 11% for the full fiscal year.
Tailwinds
- Q1 FY26 revenue guidance of $350M - $352M, up 25% year-over-year.
- Full-year FY26 revenue forecast of $1.52B - $1.53B, reflecting continued growth.
- Expected non-GAAP operating margin improvement to 11%.
- Strength in ARR growth driven by enterprise customer expansion.
- Continued positive free cash flow generation anticipated.
Headwinds
- Macroeconomic conditions could impact customer spending.
- Increased competition in the IoT and SaaS markets.
- Higher R&D investments may weigh on short-term profitability.
- Foreign exchange fluctuations could affect international revenue.
- Potential regulatory changes in data privacy and security compliance.
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 Q4 2024
+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% |
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