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Samsara Inc.
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Samsara Inc.

Samsara Reports Strong Q3 FY2026 Financial Results with 29% YoY Revenue Growth and First GAAP Profitable Quarter

| 8-K |Technology

Summary

On December 4, 2025, Samsara Inc. reported its financial results for Q3 FY2026, showcasing a 29% year-over-year growth in revenue to $416.0 million, marking its first quarter of GAAP profitability. The company's Annual Recurring Revenue (ARR) also grew by 29% to $1.745 billion. Samsara added 219 new customers with ARR over $100,000, reaching a total of 2,990 such customers, and 17 new customers with ARR over $1,000,000, totaling 164. The company's strong performance was driven by its Connected Operations Platform, enhancing the safety, efficiency, and sustainability of global operations. The exhibit provides detailed financial highlights, non-GAAP measures, and forward-looking guidance.

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About Samsara Inc.

Samsara Inc. is a transformative player in the field of Internet of Things (IoT), focusing on providing comprehensive IoT solutions to streamline operations across various industries. The company's primary function is to offer cloud-based platforms that enable real-time monitoring and insights for businesses, facilitating improved operational efficiency and enhanced connectivity. Samsara designs products that cater to transportation, logistics, construction, and energy sectors, among others, where monitoring of physical assets is crucial. The solutions include vehicle telematics, driver safety functionalities, equipment monitoring, and environmental sensors. Samsara's role in the market is significant as businesses increasingly rely on IoT to transform operations, reduce costs, and improve safety standards. By integrating hardware and software solutions into a unified platform, Samsara facilitates seamless data management and accessibility, empowering organizations to make informed decisions based on data-driven insights. Since its founding in 2015, Samsara has rapidly emerged as a leader in the industrial IoT space, positioning itself as an essential partner for companies aiming to optimize their asset utilization and enhance their digital infrastructure.

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