IOTSamsara Inc
Earnings Recap
• Reported GAAP EPS of $0.04 up 300.00% YoY • Reported revenue of $444.3M up 28.30% YoY • Samsara projects fiscal year 2027 total revenue of $1.97B to $1.98B, with 21%-22% year-over-year growth. Non-GAAP operating margin is guided to 19%, and diluted Non-GAAP net income per share to $0.65-$0.69.
Bullish
Samsara demonstrated strong Q4 revenue growth of 28% and 30% ARR growth to $1.89B. The company achieved its second consecutive quarter of GAAP profitability and continues to innovate with its AI-powered platform.
Bearish
Samsara's GAAP profitability is pressured by substantial stock-based compensation expenses, making future GAAP guidance reconciliation difficult. The company also faces competitive market challenges, rapid technological changes, and security breach risks.