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SamsaraIOT

Legal name
Samsara Inc.
Sector
Technology
Industry
Services-Computer Integrated Systems Design
Exchange
NYSE

Stock Price $IOT

Latest filings

You are here#77 of 91 in Technology by market cap

Filing record · 2022–202610-K510-Q148-K37

IOT filed 5 annual reports (10-K), 14 quarterly reports (10-Q) and 37 current reports (8-K) between 2022 and 2026.

  1. Leadership change8-K · Apr ’22Apr ’22
  2. Leadership change8-K · Aug ’23Aug ’23
  3. FY2026 annual report10-K · Mar ’26Mar ’26

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  6. $1.62B
YoY changeLargest recent move+71.4%in FY22Latest +29.6%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All IOT Financial Metrics49 metrics

Income Statement15

Balance Sheet19

Cash Flow11

Per Share4

02—Overview

Samsara Financial Overview 2022–2026

Updated Nov 4, 2026

Samsara cut its net loss from $355.0 million in FY2022 to $9.1 milliona in FY2026, while revenue nearly quadrupled. That is the core thesis: a subscription business (about 98% of revenue) is scaling faster than its costs and now sits at GAAP breakeven.

Revenue grew from $428.3 million in FY2022 to $1,618.6 millionb in FY2026. Growth slowed from 71% to 33% by FY2025, but margins moved the other way. Gross margin rose from 71% to 77%. Non-GAAP operating margin climbed from (27)% in FY2022 to 9% in FY2025. Cash generation flipped too: adjusted free cash flow was negative $179.7 million in FY2022, versus positive free cash flow of $207.4 million in FY2026. ARR reached $1,889.9 million, customers above $100,000 in ARR hit 3,194, and cash and investments stood at $1,236.9 million.

The catch is stock-based compensation of $315.0 millionc in FY2026, which still leaves a GAAP operating loss of $52.6 million. Investors have not paid up for the turnaround yet. Shares closed FY2025 at $51.50 with EPS of -$0.28, then closed FY2026 at $28.05 with EPS of -$0.02. With earnings negative at both dates, no meaningful P/E exists. The market priced the stock lower even as the loss per share shrank.

Recent Developments (Q1 and Q2 2027)

Samsara posted its fourth straight GAAP-profitable quarter in Q2 2027, with revenue of $508.4 milliond, up 30% year over year. Growth held near 30% across both quarters, while non-GAAP operating margin widened to 21% from 15%. Gross margin dipped to 75% in Q1 2027 on cloud and cellular costs, then recovered to 77%. Management raised FY2027 revenue guidance to $2.043 billion–$2.047 billion, up from $2.005 billion–$2.013 billion. Samsara also reincorporated in Nevada on June 1, 2026, won a $30.3 million arbitration award against Motive, and committed to $900 million of cloud hosting purchases through July 2031.

The bull case: ARR reached $2,124.7 millione, and remaining performance obligations of $4,285.2 million support continued growth. The bear case: guided growth slows to 24% in Q3 2027, and GAAP operating income was only $4.9 million. At $40.15 as of September 7, 2026, the stock has no meaningful P/E, since annual EPS was -$0.02.

What to watch: Q3 2027 revenue against the $514–$516 million guide; gross margin as cloud and AI costs rise

03—Filings

Recent SEC Filings

  1. 8-KSamsara 8-K Report, Financial Results (Sep 3, 2026)Samsara Inc. (NYSE: IOT) reported results for the second quarter of fiscal year 2027, ended August 1, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K. Total revenue was $508.4 million, up 30% year over year (29% in constant currency). Ending ARR reached $2.125 billion, up 30% year over year, and Q2 net new ARR was $134.1 million, up 28%. GAAP net income was $16.2 million, or $0.03 per diluted share, the fourth consecutive quarter of GAAP profitability. Non-GAAP operating margin was 21% versus 15% a year earlier, and free cash flow was $64.7 million. Profitability improved meaningfully on both GAAP and non-GAAP bases. GAAP income from operations was $4.9 million compared with a loss of $26.6 million in the prior-year quarter, and non-GAAP operating income rose to $106.0 million from $59.7 million. Six-month GAAP net income of $60.8 million includes a $30.3 million legal gain from an arbitration award in Samsara's favor against Motive Technologies, Inc., which the company excludes from its non-GAAP net income. For the third quarter of fiscal 2027, Samsara guided to revenue of $514 million to $516 million, 24% year-over-year growth, and non-GAAP diluted EPS of $0.18 to $0.19. For full fiscal 2027 it guided to revenue of $2.043 billion to $2.047 billion, 26% growth, a 21% non-GAAP operating margin, and non-GAAP diluted EPS of $0.76 to $0.78, with GAAP profitability expected for both periods.
  2. 8-KSamsara 8-K Report, Shareholder Vote Results (Jul 23, 2026)Samsara Inc. held its annual meeting of stockholders on July 22, 2026, where stockholders voted on three proposals described in the company's definitive proxy statement filed with the SEC on June 1, 2026. Stockholders elected all eight director nominees: Sanjit Biswas, John Bicket, Marc Andreessen, Todd Bluedorn, Jonathan Chadwick, Alyssa Henry, Ann Livermore, and Gary Steele. Each nominee received substantially more votes for than withheld. Todd Bluedorn received 2,164,128,938 votes for and 63,091,526 withheld, and Ann Livermore received 2,142,633,952 votes for and 84,586,512 withheld, the lowest vote totals for and the highest withhold totals among the nominees. Stockholders also ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending January 30, 2027, with 2,255,012,812 votes for, 1,752,631 against, and 163,178 abstaining. In a non-binding advisory vote, stockholders approved the compensation of the company's named executive officers, with 2,203,754,736 votes for, 23,276,163 against, 189,565 abstaining, and 29,708,157 broker non-votes. The filing reports only the results of these votes under Item 5.07 and does not describe any new corporate actions, financial results, or changes to the board or management.
  3. 8-KSamsara 8-K Report, Financial Results (Jun 4, 2026)Samsara Inc. (NYSE: IOT) reported first quarter fiscal 2027 results for the three months ended May 2, 2026, in a press release furnished as Exhibit 99.1. Total revenue was $478.8 million, up 31% year over year (29% in constant currency). Ending annual recurring revenue (ARR) was $1.991 billion, up 30% year over year, and net new ARR was $100.7 million, up 30% (27% in constant currency). GAAP net income was $44.5 million, or $0.08 per share, the third consecutive quarter of GAAP profitability. GAAP income from operations was $7.2 million, a 2% operating margin, compared with a loss of $33.3 million a year earlier. Non-GAAP operating income was $91.0 million, a 19% margin. Results include a $30.3 million legal gain from the arbitration award in Samsara's favor in its matter against Motive Technologies, Inc., recognized in the quarter. For the second quarter of fiscal 2027, Samsara guides to total revenue of $482 million to $484 million, with year-over-year growth of 23% to 24%, and non-GAAP net income per diluted share of $0.15 to $0.16. For fiscal 2027, it guides to total revenue of $2.005 billion to $2.013 billion, 24% year-over-year growth, a 20% non-GAAP operating margin, and non-GAAP diluted EPS of $0.70 to $0.72. The company expects to remain GAAP profitable for fiscal 2027, and states that it expects to be GAAP profitable even excluding the $30 million arbitration award. Net cash provided by operating activities was $81.4 million and adjusted free cash flow was $73.2 million in the quarter. Management will hold an Investor Day on June 24, 2026, in conjunction with its Samsara Beyond customer conference in Las Vegas.
  4. 8-KSamsara 8-K Report, Rights Modification (Jun 1, 2026)Samsara Inc. filed this Form 8-K to report that its reincorporation from the State of Delaware to the State of Nevada became effective on June 1, 2026, at 12:02 a.m. Pacific Time. The company filed a certificate of conversion in Delaware and articles of conversion in Nevada on May 28, 2026. The filing states that the reincorporation did not result in any change in the business, jobs, management, properties, office locations, number of employees, obligations, assets, liabilities, or net worth, other than costs related to the reincorporation. It also states that the reincorporation did not materially affect the company's material contracts with third parties. As a result of the change, the company is now governed by Nevada law, its Nevada articles of incorporation, and Nevada bylaws approved by its board. Each outstanding share of Class A and Class B common stock of the Delaware corporation automatically converted into one share of the corresponding class of the Nevada corporation, and outstanding restricted stock units, options, and rights converted into equivalent awards on the same terms. Stockholders do not need to exchange their stock certificates. The Class A common stock continues to trade on the New York Stock Exchange under the symbol "IOT." The filing states that certain stockholder rights changed, and it refers to an Information Statement filed May 11, 2026 for a detailed description. The company also entered into new indemnification agreements with its executive officers and directors.
  5. 8-KSamsara 8-K Report, Shareholder Vote Results (May 1, 2026)Samsara Inc. (IOT) filed a Form 8-K reporting under Item 5.07 (Submission of Matters to a Vote of Security Holders) that certain stockholders holding at least a majority of the voting power of the Company's outstanding capital stock adopted resolutions by written consent on April 29, 2026 to approve reincorporating the Company from Delaware to Nevada by conversion (the "Nevada Reincorporation"). The filing states that the Company will file a Schedule 14C information statement, to be mailed to all holders of record as of the close of business on April 28, 2026, and that copies of the proposed plan of conversion, Nevada articles of incorporation and Nevada bylaws will be filed as appendices to that Schedule 14C. The consenting stockholders are identified as a group of trusts, annuity trusts and related trustees associated with Sanjit Biswas and John C. Bicket, who as of April 28, 2026 together held 1,890,352 shares of Class A common stock and 190,739,972 shares of Class B common stock. The filing states this represents approximately 76.7% of the voting power of the Company's outstanding capital stock entitled to vote. Under Rule 14c-2 under the Securities Exchange Act of 1934, the Company plans to effect the Nevada Reincorporation no earlier than twenty calendar days after the Schedule 14C begins to be mailed to holders of record. For investors, the key takeaway is that the reincorporation is approved by written consent of a controlling voting bloc, so no stockholder meeting will be held, and the change will take effect after the information statement period.
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04—See also

Related Companies

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