Samsara Inc. (IOT) Earnings Call Transcripts

Samsara Inc.'s Latest Earnings Call - Q1 FY2027

In Q1 FY '27, Samsara Inc. reported a strong performance with revenue of $479 million, reflecting a 31% year-over-year increase, and achieved GAAP EPS profitability for the third consecutive quarter at $0.08. The company ended the quarter with nearly $2 billion in ARR, growing 30% year-over-year, and added $101 million in net new ARR, also up 30% year-over-year. Management raised guidance for Q2 and the full fiscal year, signaling confidence in sustained growth driven by large customer momentum and emerging product adoption.

Reported metrics

Guidance from management

Management raised Q2 revenue guidance to between $482 million and $484 million, representing 23% to 24% year-over-year growth. For FY '27, revenue guidance was increased to between $2.005 billion and $2.013 billion, reflecting continued confidence in growth prospects.

What management said

Yes, sure. We are spending more money on AI and cloud really to drive more products and features. We expect to be able to offset some of those added costs with other COGS-related optimizations as well as OPEX reallocation in the form of go-to-market R&D, and primarily in G&A. G&A had 5 percentage points of year-over-year improvements. We were able to deploy some of that into COGS as well. We think that we're going to...

Yes. Well, we were able to pass through not only the Q1 revenue beat, which was like $23 million, and then an extra kind of, I think $19 million on top of that or getting to $39 million for the overall revenue guidance. We clearly feel good about the momentum that we're seeing. Nothing really stands out as kind of one time in nature in Q1 this year, any kind of large deals pushing or pulling. It was a quarter that we...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of growth rates and the impact of supply chain constraints on margins. Questions were raised about the potential volatility in large deals and how emerging products would perform against strong prior year comparisons.

Main topics on the call

• Revenue Growth Acceleration — Samsara achieved a revenue of $479 million in Q1, up 31% year-over-year, accelerating sequentially. Management stated, "We ended Q1 with nearly $2 billion in ARR, growing 30% year-over-year," indicating strong top-line p...
• Large Customer Momentum — The company reported a 37% year-over-year growth in ARR from customers spending over $100,000, marking the third consecutive quarter of acceleration. Management noted, "We signed 11 $1 million-plus net new ACV transactio...
• Emerging Products Contribution — Emerging products contributed over 20% of net new ACV for the second consecutive quarter, demonstrating strong adoption. Management highlighted that "seven of the top 10 net new ACV transactions included an emerging prod...
• Guidance Increase — Management raised guidance for Q2 revenue to between $482 million and $484 million, representing 23% to 24% year-over-year growth. For FY '27, revenue guidance was increased to between $2.005 billion and $2.013 billion, ...

Read the full Samsara Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 41 Samsara Inc. earnings call transcripts on record, spanning March 2, 2022 to June 24, 2026. Based on this history, Samsara Inc. reports quarterly. The most recent call on file is dated June 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IOT

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

41

First call

March 2, 2022

Most recent

June 24, 2026

Reporting cadence

quarterly