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Samsara 8-K Report, Financial Results (Mar 6, 2025)

Reports
Earnings & Results·Leadership Changes·Exhibits & Filings
Filing Date
Filed March 6, 2025
Period End
March 3, 2025
Security
IOT
In the 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 · Oct ’24Oct ’24
  2. Leadership change8-K · Sep ’25Sep ’25

01—Abstract

Summary

Summary of the 8-K filed March 6, 2025. Cited figures are marked; the original filing is the authoritative source.

Samsara Inc. reported financial results for the fourth quarter and fiscal year ended February 1, 2025, via a press release (Exhibit 99.1) dated March 6, 2025.

Q4 revenue was $346.3 milliona, up 25% year-over-year (36% on an adjusted basis), and ending annual recurring revenue (ARR) reached $1.458 billion, up 32% (33% adjusted). The company reported 2,506 customers with ARR over $100,000, up 36% year-over-year. For the full fiscal year, total revenue was $1.249 billion, up 33% (37% adjusted), and GAAP operating loss narrowed to $190.0 million from $323.3 million, while non-GAAP operating income rose to $113.6 million, or a 9% margin.

Profitability and cash generation improved meaningfully. Q4 GAAP net loss was $11.2 millionb, or $(0.02) per share, compared with $113.4 million in the prior-year quarter, which included a $68.7 million legal settlement. Net cash provided by operating activities for the fiscal year was $131.7 million, and adjusted free cash flow was $111.5 million.

Q4 non-GAAP net income per diluted share was $0.11c, and fiscal year non-GAAP diluted EPS was $0.26. For fiscal 2026, Samsara guided total revenue of $1.523 billion to $1.533 billion, representing 22% to 23% growth (23% to 24% in constant currency), and non-GAAP operating margin of 11%.

Q1 FY2026 revenue is expected at $350 million to $352 milliond, with non-GAAP diluted EPS of $0.05 to $0.06. The filing also discloses that Lara Caimi, President of Worldwide Field Operations, stepped down effective March 3, 2025, and will remain in an advisory role through September 5, 2025.

02—Key points

Key Highlights

  1. Q4 FY2025 revenue of $346.3 million, up 25% year-over-year (36% adjusted for constant currency and the prior-year 14-week quarter).
  2. Ending ARR of $1.458 billion, up 32% year-over-year (33% adjusted), with 2,506 customers above $100,000 in ARR, up 36%.
  3. Fiscal 2025 revenue of $1.249 billion, up 33%, and non-GAAP operating income of $113.6 million (9% margin) versus $1.3 million in fiscal 2024.
  4. GAAP operating loss narrowed to $(190.0) million for fiscal 2025 from $(323.3) million, and Q4 GAAP operating loss narrowed to $(18.4) million from $(123.0) million.
  5. Fiscal 2025 net cash provided by operating activities of $131.7 million and adjusted free cash flow of $111.5 million, versus $(11.8) million and $27.1 million in fiscal 2024.
  6. Fiscal 2026 guidance calls for total revenue of $1.523 billion to $1.533 billion (22% to 23% growth) and non-GAAP operating margin of 11%.
  7. President of Worldwide Field Operations Lara Caimi stepped down effective March 3, 2025, and will serve in an advisory capacity through September 5, 2025.

03—Questions

Frequently Asked Questions

  1. How did Samsara perform in the fourth quarter of fiscal 2025?

    Q4 revenue was $346.3 million, up 25% year-over-year, or 36% on an adjusted basis. GAAP gross margin was 77%, non-GAAP operating margin was 16%, and the GAAP operating loss narrowed to $(18.4) million from $(123.0) million a year earlier. Q4 net cash provided by operating activities was $53.9 million.

  2. What is Samsara's full-year 2026 outlook?

    Samsara expects fiscal 2026 total revenue of $1.523 billion to $1.533 billion, or 22% to 23% year-over-year growth (23% to 24% in constant currency). It guides to a non-GAAP operating margin of 11% and non-GAAP diluted EPS of $0.32 to $0.34. For Q1 FY2026, it expects revenue of $350 million to $352 million and non-GAAP diluted EPS of $0.05 to $0.06.

  3. Why did the GAAP net loss decline so sharply in Q4?

    The prior-year fourth quarter included a $68.7 million legal settlement charge, compared with $0.9 million in the current quarter. Q4 GAAP net loss was $(11.2) million versus $(113.4) million a year earlier, and stock-based compensation expense-related charges were $73.1 million in the quarter.

  4. Who is leaving Samsara's leadership team?

    Lara Caimi, President of Worldwide Field Operations, informed the company on March 3, 2025, that she would step down from that role effective the same day. She will remain with the company in an advisory capacity through her planned departure date of September 5, 2025.

  5. What do the ARR and customer metrics indicate about growth?

    Ending ARR reached $1.458 billion, up 32% year-over-year (33% adjusted for constant currency). The number of customers with ARR over $100,000 rose to 2,506, up 36% year-over-year, indicating growth in larger accounts.

04—Continue

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