Samsara Q2 FY27: 30% Revenue Growth, $2.1B ARR, and Full-Year Guidance Raised
IOT sits 84% above its 52-week low of $23.38 on elevated volume (2.4× avg).
Summary
Samsara reported Q2 FY2027 revenue of $508.4 million, up 30% year-over-year, with ending ARR of $2.125 billion and a fourth consecutive quarter of GAAP profitability. The company guided to FY2027 revenue of $2.043–$2.047 billion and non-GAAP diluted EPS of $0.76–$0.78.
Key Events · Earnings and Guidance · IOT
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Q2 Revenue Up 30% to $508.4M
Total revenue grew 30% year-over-year to $508.4 million, with constant-currency growth of 29%. Net new ARR was $134.1 million, up 28% year-over-year.
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ARR Crosses $2.1 Billion
Ending ARR reached $2.125 billion, up 30% year-over-year. Customers with ARR over $1 million generated over $500 million of ARR, growing over 50% year-over-year for the third consecutive quarter.
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Fourth Straight Quarter of GAAP Profitability
GAAP net income was $16.2 million, or $0.03 per diluted share, versus a net loss of $16.8 million a year ago. Non-GAAP diluted EPS was $0.20, up from $0.12.
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FY2027 Guidance Raised
Samsara guided to FY2027 revenue of $2.043–$2.047 billion (26% growth) and non-GAAP diluted EPS of $0.76–$0.78, with GAAP profitability expected for the full year.
Analysis · IOT · Technology
Samsara delivered a strong quarter with revenue up 30% to $508.4 million and crossed $2.1 billion in annual recurring revenue. GAAP profitability continued for a fourth straight quarter, and the company issued full-year guidance implying continued momentum. The results confirm the positive EPS surprise reported earlier today and add substantial detail on growth durability and cash generation.
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At the time of this filing, IOT was trading at $43.10 on NYSE in the Technology sector, with a market capitalization of approximately $22.6B. The 52-week trading range was $23.38 to $47.47. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.