IOT · Samsara Inc. · Earnings Call Transcripts & Audio
$38.13
+0.16 (+0.42%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$22.23B
Shares
585.61M
Volume · Sep 30
4.47M
Avg daily vol (3M)
6.04M
Samsara Inc. Earnings Call Transcripts
Quarterly earnings calls for Samsara Inc. (IOT), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲49.2%
$169.80M
−$58.55M
'23 Q3
22-12-01
▲48.4%
$186.58M
−$53.60M
'23 Q4
23-03-02
▲43.2%
$204.32M
−$67.86M
'24 Q1
23-06-01
▲42.8%
$219.26M
−$59.97M
'24 Q2
23-08-31
▲39.9%
$237.53M
−$45.53M
'24 Q3
23-11-30
▲48.1%
$276.27M
−$113.37M
'24 Q4
24-03-07
▲37.4%
$280.73M
−$56.29M
'25 Q1
24-06-06
▲36.9%
$300.20M
−$49.61M
'25 Q2
24-09-05
▲35.6%
$321.98M
−$37.81M
'25 Q3
24-12-05
▲25.3%
$346.29M
−$11.20M
'25 Q4
25-03-06
▲30.7%
$366.88M
−$22.12M
'26 Q1
25-06-05
▲30.4%
$391.48M
−$16.80M
'26 Q2
25-09-04
▲29.2%
$415.98M
$7.77M
'26 Q3
25-12-04
▲28.3%
$444.30M
$22.04M
'26 Q4
26-03-05
▲30.5%
$478.84M
$44.51M
'27 Q1
26-06-04
LATEST
▲29.9%
$508.44M
$16.24M
'27 Q2
26-09-03
Earnings call
FY27 · Q2
2026-09-03
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Confident tone
Emerging and AI products momentum
Large customer growth and cohort expansion
Profitability and operating leverage
Revenue
$508.44M
▲ 29.9% YoY Diluted EPS
$0.03
Gross margin
77.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-04
Samsara Inc. (IOT) Q1 2027 Earnings Call Transcript
Confident tone
Emerging products and platform expansion
ARR growth and large customer momentum
Operational AI and agents
Revenue
$478.84M
▲ 30.5% YoY Diluted EPS
$0.08
Gross margin
75.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-05
Samsara Inc. (IOT) Q4 2026 Earnings Call Transcript
Confident tone
Growth and ARR momentum
Product roadmap and platform expansion
AI agents and automation
Revenue
$444.30M*
▲ 28.3% YoY Gross margin
76.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-04
Samsara Inc. (IOT) Q3 2026 Earnings Call
Revenue
$415.98M
▲ 29.2% YoY Diluted EPS
$0.01
Gross margin
76.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-09-04
Samsara Inc. (IOT) Q2 2026 Earnings Call Transcript
Confident tone
ARR Growth and Customer Milestones
Large Enterprise Wins
Hiring and Operating Leverage
Revenue
$391.48M
▲ 30.4% YoY Diluted EPS
$-0.03
Gross margin
76.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-06-05
Samsara Inc. (IOT) Q1 2026 Earnings Call Transcript
Confident tone
ARR and revenue growth metrics
OEM ecosystem and partnerships
Maintenance and asset management
Revenue
$366.88M
▲ 30.7% YoY Diluted EPS
$-0.04
Gross margin
77.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-06
Samsara Inc. (IOT) Q4 2025 Earnings Call Transcript
Confident tone
Public sector / government efficiency
Market opportunity and penetration
Large enterprise customer growth
Revenue
$346.29M*
▲ 25.3% YoY Gross margin
76.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-12-05
Samsara Inc. (IOT) Q3 2025 Earnings Call Transcript
Confident tone
Customer Growth and ARR
International Expansion
Customer ROI and Use Cases
Revenue
$321.98M
▲ 35.6% YoY Diluted EPS
$-0.07
Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-09-05
Samsara Inc. (IOT) Q2 2025 Earnings Call Transcript
Confident tone
ARR and revenue growth
Operating leverage and margin
Multiproduct adoption
Revenue
$300.20M
▲ 36.9% YoY Diluted EPS
$-0.09
Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-06-06
Samsara Inc. (IOT) Q1 2025 Earnings Call Transcript
Confident tone
Durable growth and financial performance
Safety and sustainability outcomes
Large customer momentum and platform adoption
Revenue
$280.73M
▲ 37.4% YoY Diluted EPS
$-0.10
Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-03-07
Samsara Inc. (IOT) Q4 2024 Earnings Call Transcript
Confident tone
Guidance and forward growth moderation
Connected Forms new product launch
Large customer momentum and $1M+ ARR cohort
Revenue
$276.27M*
▲ 48.1% YoY Gross margin
75.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-30
Samsara Inc. (IOT) Q3 2024 Earnings Call Transcript
Revenue
$237.53M
▲ 39.9% YoY Diluted EPS
$-0.08
Gross margin
74.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-31
Samsara Inc. (IOT) Q2 2024 Earnings Call Transcript
Revenue
$219.26M
▲ 42.8% YoY Diluted EPS
$-0.11
Gross margin
73.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-01
Samsara Inc. (IOT) Q1 2024 Earnings Call Transcript
Revenue
$204.32M
▲ 43.2% YoY Diluted EPS
$-0.13
Gross margin
71.8%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-02
Samsara Inc. (IOT) Q4 2023 Earnings Call Transcript
Revenue
$186.58M*
▲ 48.4% YoY Gross margin
72.4%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-01
Samsara Inc. (IOT) Q3 2023 Earnings Call Transcript
Revenue
$169.80M
▲ 49.2% YoY Diluted EPS
$-0.11
Gross margin
72.2%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-31
Samsara Inc. (IOT) Q2 2023 Earnings Call Transcript
Revenue
$153.52M
▲ 51.9% YoY Diluted EPS
$-0.13
Gross margin
71.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-06-02
Samsara Inc. (IOT) Q1 2023 Earnings Call Transcript
Revenue
$142.65M
▲ 62.6% YoY Diluted EPS
$-0.14
Gross margin
72.2%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-03-02
Samsara Inc. (IOT) Q4 2022 Earnings Call
Revenue
$125.75M*
Gross margin
69.2%
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Showing 1–19 of 19 earnings calls
Key facts
CIK
1642896
CUSIP
79589L106
13F (30d)
18 filings
13 filers
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